Companies · Insurance

NFP Ultimate Holdings, LLC

NEW YORK · Insurance · refined from filed group “Other · https://www.nfp.com/

Diligence memoA one-page analyst read on NFP Ultimate Holdings, LLC — recommendation, valuation, rhythm, risks.
$1.0B
Total raised · real
2
Rounds
2.6×
Latest step-up
Top 2%
Sector rank · raised
Growth/Late
Latest stage · inferred · Mon May 22 2017 00:00:00 GMT+0000 (Coordinated Universal Time)

NFP Ultimate Holdings, LLC has raised $1.0B over 2 rounds; too few niche peers to rank its valuation yet.

Synthesized from the figures below est. — every claim rests on a number shown on this page.

Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.

Dormant
  • Last raise 9.1 yr ago; this sector typically re-raises about every 12 months.
  • Silent for over 3× the sector's normal cadence.

Procedural diagnosis est. — rule-based common-sense checks over the filing pattern, issuer name, activity cadence, and surfaced operating evidence.

Issuer-vehicle patternmedium confidence

NFP Ultimate Holdings, LLC behaves more like a recurring private-offering issuer than a conventional venture-backed operating company.

Issuer structure
Company-like
No recurring-offering pattern strong enough to override normal financing interpretation.
Lifecycle
9.4 yr record
Peak capital year was 2017 with $2.1B across 8 filings.
Market position
ahead of 99% of Insurance peers
Capital scale is ahead of 99% of Insurance peers; modeled value is above 99% of peers by modeled value. Large capital with mid-pack modeled value can signal an issuer/program profile rather than operating-company growth.
Valuation reliability
Normal applicability
Stage/dilution valuation models are weakest when the issuer is broad-sector, recurring, or vehicle-like.
Operating evidence
Some evidence
No clear CEO/founder/principal role is surfaced, so operating-company confidence is lower.
Data quality
Needs review
Row-level filing totals differ from canonical totals, so amendment/superseded filtering should be checked.
What triggered this
  • Legal name looks like an issuer vehicle rather than a product company.
  • No clearly named CEO/founder/principal role in the public records surfaced here.
  • Capital program peaked in 2017: $2.1B across 8 filings.
  • Largest single filing was $801.6M on 2017-02-17.
  • Filing rows sum to $2.1B, while canonical raised total is $1.0B; likely amendments/superseded rows are mixed into the detail view.
How to read the page
  • Read this less like a startup funding journey and more like a capital-raising program.
  • Stage-based valuation and peer labels have lower applicability for this pattern.
  • The more important signal is lifecycle: repeated filings ended years ago, so current activity needs outside confirmation.
  • Canonical filtering should be tightened before using row-level totals for diligence.
Leadership

No named principal in this company's public records yet — see all operators below.

Explore how these operators interlock with other companies in the operator network.

Where it sits in Insurance

NFP Ultimate Holdings, LLC is one of 146 Insurance companies tracked from NEW YORK. By capital raised it ranks among the largest (ahead of 99% of sector peers), and among the largest by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

AI analyst read est. — model-extracted from this company's public description, not a verified fact. 30%

operates a technology-led product inferred from public copy

Grounded in: “You are a venture analyst

Discover tailored insurance and consulting solutions that fit your life and business. Contact us today for personalized guidance and expert support.

Discover tailored insurance and consulting solutions that fit your life and business. Contact us today for personalized guidance and expert support. 2025 Year-End NFP P&C Client Trend Report 2025 Year-End NFP P&C Client Trend Report When it comes to insurance, you need a partner who truly understands your unique corner of the world. With a global team of experienced colleagues, we specialize in listening first and providing expert insurance solutions tailored to your needs. Wherever you do business, we're here to offer coverage and advice that drives success. Ready to remove the obstacles in the way of your success? Let's begin an insurance partnership that can help you achieve your goals. Cross-industry, expert management of complex and common risks. People-driven solutions for your workforce. Solutions that help you retain your top-talent. Holistic financial planning that helps you and your business achieve your goals. Critical advice for individuals and employers/plan fiduciaries. Investing in the wellbeing of our colleagues enhances our collective ability to empower clients to be more successful. Truly valuing our people means allowing them to show up as their authentic selves

hr/worktechinsurance
Find NFP online

Trades publicly as NFP.

As reported in public records reported — not modeled.

US
Jurisdiction
Rule 506(b)
Reg D exemption
239
Investors (latest)
2017-05-22
First sale
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

Amount raised · realModeled valuation · estCumulative funded · real
$0$5.0B$10.0B$15.0B$20.0BGrowth/Late · 2017-02-17 Raised $802M (real) Modeled valuation $14.2B (est)Growth/Late2017Growth/Late · 2017-02-17 Raised $784M (real) Modeled valuation $13.9B (est)Growth/Late2017Series C · 2017-05-22 Raised $77M (real) Modeled valuation $1.3B (est)Series C2017Series C · 2017-05-22 Raised $63M (real) Modeled valuation $1.1B (est)Series C2017Growth/Late · 2017-05-22 Raised $198M (real) Modeled valuation $3.5B (est)Growth/Late2017Series B · 2017-05-22 Raised $29M (real) Modeled valuation $485M (est)Series B2017Series C · 2017-05-22 Raised $49M (real) Modeled valuation $840M (est)Series C2017Series D+ · 2017-05-22 Raised $128M (real) Modeled valuation $2.2B (est)Series D+2017+$784M+$77M+$63M+$198M+$29M+$49M+$128MCumulative $2.1B

The line shows cumulative reported funding over the period; + labels show new capital added between points when there is room. Toggle on-bar figures, plus the niche-peer and market averages, to read this company against its cohort. Benchmarks are modeled medians.

Financing ladder & sequence gaps
Growth/Late$801.6M · 2017
Growth/Late extension$784.2M · 2017
Bridge · Growth/Late-stage$76.9M · 2017smaller follow-on
Bridge · Growth/Late-stage$63.1M · 2017smaller follow-on
Growth/Late extension$198.5M · 2017
Bridge · Growth/Late-stage$29.2M · 2017smaller follow-on
Bridge · Growth/Late-stage$49.0M · 2017smaller follow-on
Bridge · Growth/Late-stage$128.2M · 2017smaller follow-on

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed, Seed, Series A — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 57%.

Modeled valuation trajectory
$3.5B
Base estimate est.
$1.5B
Conservative case
$6.3B
Upside case
$2.0B
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Growth/Latea round over $400M). Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Growth/Late · modeled $14.2B · 2017-02-172017Growth/Late · modeled $13.9B · 2017-02-17Series C · modeled $1.3B · 2017-05-22Series C · modeled $1.1B · 2017-05-22Growth/Late · modeled $3.5B · 2017-05-22Series B · modeled $484.5M · 2017-05-22Series C · modeled $840.2M · 2017-05-22Series D+ · modeled $2.2B · 2017-05-222017
Model inputs · modeled:benchmark-stage-stepup-v1
10%
Dilution assumption
Implied ownership sold in the financing.
90%
Survival probability
78% low · 97% high
1.12×/yr
Annual markup
1.22×/yr upside case
6.0 yr
Elapsed time used
9.1 yr actual, capped for stale marks
general
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
0 mo
Avg between rounds
$3.9B/yr
Capital velocity
9.4 yr
On record since
2017
First round
8
Rounds on file
How it compares to the market

Benchmarked against 146 companies in Insurance. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages) 115× above median
This company$1.0B
Sector median$8.7M
Latest round — vs other Growth/Late rounds in sector (real $, this stage) 0.3× of median
This company$128.2M
Sector median$500.0M
Modeled value — vs sector median (estimate, all stages) 75× above median
This company$3.5B
Sector median$47.3M

Raised more than 99% of sector peers (real $). Modeled value above 99% of peers (estimate).

Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
Growth/Late$801.6M2017-02-17$8.0B$14.2B90%
Growth/Late$784.2M2017-02-17$7.8B$13.9B90%
Series C$76.9M2017-05-22$512.7M$1.3B90%
Series C$63.1M2017-05-22$420.7M$1.1B90%
Growth/Late$198.5M2017-05-22$2.0B$3.5B90%
Series B$29.2M2017-05-22$162.0M$484.5M90%
Series C$49.0M2017-05-22$326.7M$840.2M90%
Series D+$128.2M2017-05-22$1.1B$2.2B90%
What happened at each round

Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.

  1. Growth/Late$801.6M2017-02-17
    • First recorded raise — entered as Growth/Late.
    • 215 investors on this round.
  2. Growth/Late$784.2M2017-02-17
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round roughly the size of the prior one.
    • 126 investors on this round.
  3. Series C$76.9M2017-05-22
    • Came back fast: 3 mo vs the ~12 mo sector norm.
    • Round 10.2× smaller than the prior — bridge or down round.
    • 169 investors on this round.
  4. Series C$63.1M2017-05-22
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round roughly the size of the prior one.
    • 118 investors on this round.
  5. Growth/Late$198.5M2017-05-22
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round 3.1× larger than the prior — scaling up.
    • 311 investors on this round.
  6. Series B$29.2M2017-05-22
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round 6.8× smaller than the prior — bridge or down round.
    • 50 investors on this round.
  7. Series C$49.0M2017-05-22
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round 1.7× larger than the prior — scaling up.
    • 90 investors on this round.
  8. Series D+$128.2M2017-05-22
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round 2.6× larger than the prior — scaling up.
    • 239 investors on this round.
Intelligence
2017 ~Q2
Modeled next raise · ~0mo cadence
$335.4M
Modeled next size est.range $218.0M$536.6M
2.6×
Last step-up
$3.9B/yr
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Key people & operators

Officers, directors and promoters named in this company's public recordsreported — the people who run it (not its investors). "Also runs" counts come from name-matching across all records, so verify before acting.

PersonRoleAlso runsTied since
MATTHEW W. NORTON2 other2017-02
DOUGLAS W. HAMMOND1 other2017-02
JAMES G. STAVRIDIS1 other2017-02
MATTHEW W. RAINO1 other2017-02
MICHAEL N. GOLDMAN1 other2017-02
TIMOTHY M. ROBB1 other2017-02
VAHE A. DOMBALAGIAN1 other2017-02
ANDREAS A. BOYE2017-02
BRETT R. SCHNEIDER2017-02
EVAN A. MICHAEL2017-02
MATTHEW M. DENISON2017-05
SCOT A. FRENCH2017-02
SHANT A. BABIKIAN2017-05
Registry & provenance

NFP Ultimate Holdings, LLC is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

United States
Country of record
US
Jurisdiction
1699176
SEC CIK
Recent activityActive

Discovered from nfp — the partnerships, launches, hiring and press it publishes about itself. Evidence the company is alive and what it is doing now, not financial data.

Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

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Semantically similar

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Frequently asked
How much funding has NFP Ultimate Holdings, LLC raised?
NFP Ultimate Holdings, LLC has raised approximately $1.0B in disclosed capital across 2 recorded financing rounds, aggregated from public filings.
What is NFP Ultimate Holdings, LLC's estimated valuation?
Provath's modeled valuation for NFP Ultimate Holdings, LLC is approximately $3.5B (modeled range $1.5B–$6.3B). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is NFP Ultimate Holdings, LLC at?
NFP Ultimate Holdings, LLC's latest modeled financing stage is Growth/Late. Its most recent recorded round closed around Mon May 22.
What does NFP Ultimate Holdings, LLC do and where is it based?
NFP Ultimate Holdings, LLC operates in the Insurance sector, based in NEW YORK. Discover tailored insurance and consulting solutions that fit your life and business. Contact us today for personalized guidance and expert support.
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