Life settlement experts Independent JV focused on servicing life settlement portfolios since 2002, serving providers, investment banks, lending institutions, hedge funds and private equity groups globally. Potential sales opportunity: leverage their long-standing market relationships and experience to pitch broader portfolio services or high-touch operational support to similar financial clients seeking reliable life settlement administration.

SSAE-16/Type II Completed SSAE-16 Type II audits in 2012 and 2013 with plans for ongoing annual audits, highlighting strong internal controls and compliance posture. Sales angle: offer compliance and audit assistance services, cybersecurity or risk management solutions to institutions that require rigorous control environments for life settlement assets.

Technology footprint Utilizes AWS, WordPress, W3 Total Cache, Google Fonts API, and other standard web tech stack, indicating scalable web and cloud-enabled operations. Opportunity: propose modernization, data integration, and security enhancements or hosting improvements for clients seeking reliable tech-backed life settlement operations.

Revenue signal Reported revenue in the range of one to ten million dollars with a lean employee base (11-50). Implication: target mid-market financial firms and funds seeking capable, cost-efficient operations in life settlement administration, potentially cross-sell additional value-added services to scale with client growth.

Strategic partnerships Joint venture backing from Maple Life Financial and Cantor-Fitzgerald, plus established relationships with payment agents, custodians and trustees, suggesting access to a broad ecosystem. Sales approach: leverage existing network to introduce complementary services such as custody, administration, or financing solutions to similar counterparties and funds.