THE CHAIR:
GREENWICH RECAP
Our final event of 2025 brought together an incredible group of founders and funders inside Zinnia’s headquarters. The conversations that unfolded proved what we’ve known all along: when you put the right people in the right room, extraordinary things happen.
Meet Our Greenwich Funders
GREENWICH
Founder Overviews
Refocus AI
Refocus AI offers AI-powered software built for insurance agencies and MGAs to reduce churn, automate renewals, and lower servicing costs. Their platform integrates across agency management systems and analyzes policy lifecycle, service call sentiment, and behavioral signals to identify accounts at risk of cancellation. They aim to help insurers retain more business while running operations more efficiently.
AdvisorCRM
AdvisorCRM is a unified platform built for financial advisors to grow their business and streamline operations from lead capture and appointment bookings to automated follow-up across email, SMS, voicemail and more.
After.com
After.com offers an internet-first platform that combines simple cremation services, funeral pre-planning, and insurance protection. Through transparent, upfront pricing and dedicated care teams available 24/7, the company aims to shift the burden from families back to what matters most—celebrating life.
Navierre
Navierre is a healthcare platform built to connect patients, providers, and insurers seamlessly. The system combines appointment-booking, centralized health records, wearable-data integration, and analytics to simplify care and drive better outcomes.
DeepVest
DeepVest is an AI-powered investment platform that serves as your “investment assistant,” using machine learning to surface opportunities, analyze data and support smarter fund-management decisions.
NextLevel Advisors
NextLevel Advisors offers an integrated learning platform designed to help financial advisors accelerate growth and scale their practice. The program combines industry-leading training, proven business strategies, and real-world insights from top advisors.
PlaybookBuilder
PlaybookBuilder knowledge‐management and training platform designed for businesses to document, share and scale their core processes and best practices.
Kadance
Kadance an integrated precision health navigation platform built for individuals seeking proactive, personalized insights into their genetic health and wellness journey. The company combines genomic-based testing with ongoing clinical support, including pharmacogenomic evaluations, hereditary cancer risk assessments, and expert-led care coordination, to help members make more informed health decisions.
