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Comulate
Comulate is a San Francisco-based enterprise software company that provides purpose-built accounting automation and revenue intelligence platforms for large insurance brokers.
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Comulate at a glance
Comulate is a financial technology company headquartered in United States. Its most recent funding round, Series B, raised $20M in February 2025. Xcout tracks 1 named person at Comulate, including Jordan Katz (CEO and co-founder).
Comulate leadership
- Jordan KatzCEO and co-founder
Comulate funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| Series B | $20M | 11 named |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Investors
Comulate competitors
A few of Comulate's closest competitors — see the full list of competitors and alternatives →
Ascend provides a financial operations platform designed specifically for the insurance industry, combining AI-powered accounting automation, payments, and premium financing into a single solution. It serves insurance agencies, wholesalers, MGAs, and carriers by automating workflows from billing and invoicing to cash application and carrier payables.
Gainfully, Inc. is a San Francisco-based software-as-a-service company that provides a compliant network connecting insurance and financial professionals with clients.
Pulley provides scalable equity infrastructure and cap table management solutions for founders and finance leaders, aiming to simplify company formation. The company was founded in 2019 and is headquartered in San Francisco, CA.
Derivative Path, Inc. is a San Francisco Bay Area-based FinTech company headquartered in Walnut Creek, California, with additional offices in New York City. The company specializes in SaaS-based hedging and hedge accounting solutions.
Numeral is a U.S. software company that automates sales-tax compliance, including tax calculations, registrations, filings, and remittances. It primarily serves e-commerce and other growing businesses that need to manage multi-state sales-tax obligations.
ComplyAdvantage provides an AI-driven financial crime risk intelligence and anti-money laundering (AML) platform for enterprises and financial services institutions. Its software offers solutions for customer and company screening, ongoing monitoring, transaction monitoring, payment screening, and agentic workflows to automate compliance and risk decisions.
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More on Comulate in Xcout Intel
- 1 named person with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access