AI platform for acquiring and integrating independent insurance agencies
Equal Parts acquires independent insurance agencies and deploys a tech stack centered on financial consolidation (QuickBooks, SQL, Power BI, Tableau, Looker Studio) and HR/operations tools (Rippling). The hiring mix is finance-heavy, with active work on unified financial reporting, data ingestion pipelines, and acquisition integration—suggesting the core friction is operational complexity and speed-of-integration when scaling an agency roll-up model, not client-facing product maturity.
Equal Parts is a newly formed roll-up platform for independent insurance agencies. The company acquires agencies and provides them with technology infrastructure and shared services to accelerate growth. The tech backbone focuses on financial consolidation, reporting, and data integration across acquired entities. Active projects span acquisition workflows (7-day integration standard, data migration tooling), financial reporting unification across multi-entity structures, and early expansion into adjacent verticals (real estate, contractors, cannabis). The 12-person team is structured around finance, product, and operations, reflecting a business model driven by acquisition execution and operational integration rather than traditional software development.
Core financial and accounting tools (QuickBooks Online, QuickBooks, SQL), business intelligence layer (Tableau, Power BI, Metabase, Looker Studio), HR and admin (Rippling), and spreadsheet workflows (Excel, Google Sheets).
Scaling acquisition operations (7-day integration standard, data migration tooling), building unified financial reporting across multi-entity structures, developing AI-driven products, and expanding into real estate, contractor, and cannabis verticals.