Growth funding Inclined has recently closed an $8M Series B and previously raised $15M in Series A, indicating strong investor backing, growing revenue and a scale-up opportunity for enterprise insurance and fintech partnerships that can leverage their iLOC platform.

Mobile access The launch of a dedicated mobile app in January 2026 creates a direct channel to policyholders, enabling cross-sell and upsell of cash value access features, real-time notifications, and improved user engagement for insurers and financial services partners.

Policyholder focus Product emphasis on whole life policy owners and improving long-term outcomes suggests a natural entry point for B2B partnerships with life insurers, broker networks, and distribution platforms seeking modernized, customer-centric cash value solutions.

Fintech positioning Positioned as a non-crypto, non-BNPL fintech serving life insurance, Inclined appeals to risk-conscious carriers and policyholders seeking value extraction from cash value, presenting a differentiated opportunity vs traditional lenders.

Revenue opportunities With reported revenue in the mid-range of tens of millions and a solid funding base, there is potential for strategic alliances around white-labeling, API integrations, and co-marketed products with insurers and financial services firms looking to modernize their cash value access.