SAN FRANCISCO–(BUSINESS WIRE)–Inclined Technologies, the leading technology platform helping consumers maximize the living benefit of the cash value in their whole life insurance policies, today announced the close of its $8M Series B funding round, led by HSCM Ventures. Northwestern Mutual Future Ventures, the venture capital arm of Northwestern Mutual, also participated alongside other new and existing investors. The round values Inclined at a premium to its $16.5 million Series A in September 2022 and reflects its continued growth, scale, and impact across the $5 trillion+ whole life insurance market.

“Intuitive digital tools, like the Inclined platform, help create the swift, seamless experience our policyowners expect to manage their financial lives.”Share

“At Northwestern Mutual, our mission is to help Americans build financial security, which includes ensuring our policyowners understand and optimize the value of their whole life insurance policies,” said Craig Schedler, Vice President – Venture and Corporate Development, Northwestern Mutual Future Ventures. “Intuitive digital tools, like the Inclined platform, help create the swift, seamless experience our policyowners expect to manage their financial lives.”

While policyowners have historically been able to access their accumulated cash value, the process has often been difficult to navigate. With its proprietary technology platform, Inclined makes this process fast, digital, and seamless, thereby unlocking the full potential of whole life policies as flexible financial assets.

Inclined works in partnership with whole life advisors to offer policyowners a secured, revolving line of credit known as the Inclined Line of Credit (“iLOC”), which is collateralized by the cash value in their policies. Advisors can easily initiate an application and enable their clients to activate liquidity for a wide range of needs at a competitive rate. Policyowners can draw or repay funds at their convenience, with no fees on the Inclined platform. The entire process of applying for an iLOC is fully automated and typically takes less than 15 minutes.

“We have thousands of whole life insurance advisors actively using the Inclined platform to serve their clients effectively, and that number is growing every day,” said Joshua Wyss, CEO and co-founder of Inclined. “This funding will allow us to deliver additional product features and value to Northwestern Mutual and other leading whole life insurance carriers to help them unlock the $1.1 trillion currently invested in whole life insurance policies.”

Northwestern Mutual’s investment underscores a shared belief in the importance of delivering best-in-class tools to empower clients and financial professionals.

The new capital will be used to continue expanding Inclined’s technology capabilities, growing its team, and extending its platform to new whole life carriers and policyowners nationwide.

About Inclined

Inclined is a software company focused on driving better long-term outcomes for whole life policyowners. We think like whole life policyowners because we are whole life policyowners. Our singular mission is to help people get more value out of their whole life investment by working with the largest whole life insurance carriers. Inclined is headquartered in Sausalito, CA. For more information visit www.inclined.com or watch our explainer video. Follow us on LinkedIn.

Contacts

Media Contact:
Sarah Cain
sarah@inclined.com

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