Agentero is an independent insurance agency network and software platform for agents. It provides carrier access and tools to help agencies quote, bind, and modernize operations.
Access to pre-IPO shares is available to accredited investors through UpMarket.
Agentero shares are not on public exchanges. UpMarket provides accredited investors access through secondary market transactions.
Confirm eligibility under SEC Rule 501 of Regulation D. Income or net worth threshold applies.
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Full offering memoranda and risk disclosures provided before any commitment is required.
Review and sign subscription agreement. All documents handled digitally through the platform.
Wire transfer or ACH. $50K minimum. Funds held in custodial account until close.
Pre-IPO investments are illiquid, speculative, and involve risk of total loss of capital.
| Date | Round | PPS (split-adj.) | Valuation |
|---|---|---|---|
| Jul 2021 | Seed |
Agentero announced a $13.5 million Series A led by Alma Mundi Ventures to drive growth for independent insurance agencies. The company says its platform turns agency data and third-party information into cross-sell and new-business opportunities.
Agentero says its technology lets agencies run operations in one system, centralize carrier appointments, and use comparative rater tools for personal and commercial lines. It markets itself as an agency network built to modernize independent insurance workflows.
Agentero describes its business as an agency network that gives independent insurance agents carrier access and technology, pointing to a broad agency base as the addressable market. ZoomInfo identifies the company as a digital insurance network using algorithms to find new business and cross-sell opportunities.
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No. As of March 2026, Agentero is a private company and does not trade on any public stock exchange. Accredited investors can access Agentero shares through UpMarket, a FINRA-registered broker-dealer that specializes in pre-IPO investments.
Agentero does not have a public stock price because it is privately held. The most recent known share price comes from its last funding round. Pre-IPO share prices on the secondary market may differ from the last round price depending on supply, demand, and market conditions.
Yes. Accredited investors can indicate interest in Agentero shares through UpMarket by filling out the form on this page or creating an account at upmarket.co. All pre-IPO offerings are subject to availability and require a $50,000 minimum investment. UpMarket is a FINRA-registered broker-dealer and has brokered alternative investments since 2019.
Pre-IPO investments carry significant risks. Agentero shares are illiquid, meaning there is no public market to sell them quickly. There is no guaranteed exit timeline or return. The investment is speculative in nature, and investors should be prepared for the possibility of total loss. Valuations of private companies can fluctuate substantially between funding rounds. Investors should consult their financial advisor and review all offering documents before investing.
In a pre-IPO transaction, accredited investors purchase shares from existing shareholders (such as employees, early investors, or other holders) through secondary market platforms. The company itself does not issue new shares in these transactions. UpMarket facilitates these trades as a FINRA-registered broker-dealer, handling compliance, documentation, and settlement on behalf of both parties.
There are two primary exit paths for pre-IPO holdings: selling your shares on the secondary market to another buyer, or holding until the company completes an IPO or is acquired. Both paths are subject to transfer restrictions, company approval (right of first refusal), and market conditions. The timing of any exit is unpredictable, and investors should plan for a multi-year holding period.
The minimum investment for most pre-IPO offerings on UpMarket is $50,000. This amount may vary depending on the specific offering and share availability. There are no fees to create an UpMarket account or browse available investments. Investors only pay transaction-related fees when they complete an investment.
UpMarket's valuation estimate of is derived from a proprietary model that incorporates multiple data sources: funding round data (Caplight), revenue estimates (Sacra), secondary market pricing, and public company comparables. The model applies a private company discount to the public comp multiple to account for illiquidity and information asymmetry. This estimate is not investment advice and may differ substantially from the price at which shares actually trade.
Agentero is a digital insurance network and software platform that gives independent agents carrier access and tools to quote, bind, and modernize operations, having raised $13.5 million in a Series A round to expand its agency growth engine — accredited investors can access Agentero stock through UpMarket.