Policygenius is an online insurance marketplace that helps consumers compare quotes, buy policies, and manage coverage through a digital platform. The company was founded in 2014 and is based in Greenwich, Connecticut, with Jennifer Fitzgerald as CEO.
Access to pre-IPO shares is available to accredited investors through UpMarket.
Policygenius 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.
Complete KYC/AML onboarding. Typically 1–2 business days. Licensed rep assigned on signup.
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.
Policygenius said it wrote $40 billion of new life insurance coverage in 2021, nearly 70% more than in 2019. The company also announced $125 million in Series E funding, bringing total funding to more than $250 million.
Since 2014, Policygenius says it has helped over 30 million people shop for insurance and has placed over $200 billion in coverage. Its marketplace model compares options from top insurance carriers on one platform.
Zinnia said acquiring Policygenius creates the foundation for an industry's first front-to-back architecture across the insurance value chain. The combined platform links 60+ carrier clients, 350 distributors and partners, and more than 2M consumers.
Interested in Policygenius stock? Fill out the form above or sign up directly. Subject to availability. Accredited investors only.
Request access →UpMarket curates and conducts independent diligence on every investment opportunity before it reaches the platform.
We review every offering's strategy, risk management, liquidity, fees, valuation methodology, tax matters, and all third-party providers — legal counsel, auditor, administrator, and custodian.
We offer investments exclusively from disciplined managers that pursue unique strategies across an array of asset classes.
Our goal is to empower you to build a portfolio that best meets your individual investment objectives.
No. As of March 2026, Policygenius is a private company and does not trade on any public stock exchange. Accredited investors can access Policygenius shares through UpMarket, a FINRA-registered broker-dealer that specializes in pre-IPO investments.
Policygenius 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 Policygenius 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 more than $500M in alternative investments since 2019.
Pre-IPO investments carry significant risks. Policygenius 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.
Policygenius operates an online insurance marketplace that helps consumers compare quotes, buy policies, and manage coverage, and it wrote $40B of new life coverage in 2021 — accredited investors can access Policygenius stock through UpMarket.