Fundz

Real-time funding, M&A, exec moves & hiring — the signals that move deals

More real-time opportunities that match your ICP — every funding, M&A, and exec move the moment it breaks, with the verified contacts to reach out first.

The funding market, moving in real timeBook a DemoStart with Pro — $79/mo
Loading live signals…

Funding, M&A, exec moves & hiring — every signal Fundz sees, the moment it happens. See who’s in your market, who to reach, and why now.

Trucordia acquires Richardson Insurance assets

PRIVATEMay 12, 20263 months ago

Acquiring Company

Trucordia

Acquired Company

Richardson Insurance

LindonIdahoEmployee BenefitsInsurance

Description

Trucordia has acquired the assets of Richardson Insurance, enhancing its presence in personal and commercial lines in Idaho. Richardson Insurance, founded in 1988, has a strong reputation built on client service and education. The acquisition allows Richardson's clients to access a wider range of options while maintaining the same level of personal service. Trucordia aims to integrate Richardson into its operations seamlessly.

Company Information

Company

Trucordia

Location

Lindon, Utah, United States

About

Trucordia, formerly PCF Insurance Services, is the group name for a top 20 U.S. insurance brokerage headquartered in Lindon, Utah. The Trucordia group of companies offers a broad array of commercial and personal lines, life and health, and employee benefits insurance solutions. Trucordia is an integrated organization united by a passion to deliver extraordinary opportunities and exceptional experiences for its clients, partners and each other. With more than 5,000 team members across the U.S., Trucordia is a notable leader in the insurance brokerage space, ranking #19 on Business Insurance's 2024 Top 100 Brokers and #13 on Insurance Journal's 2024 Top Property/Casualty Agencies.

Related People

Choose your plan to reveal verified contacts

Choose your plan to reveal verified contacts

Predictive Intelligence
Strategic

ML-powered predictions for Trucordia's next move

Learn about Strategic plan

M&A Insights

Based on deal data
Integration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.