COMPANY PROFILE

Advocate

Insurance advisory services for lenders, leveraging machine learning for compliance, risk analysis, and document retention

New York City, United StatesFounded 2020

Valuation $0–100M Latest valuation · 2026

Revenue $1–10M Latest reported FY

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

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About Advocate

Advocate Technologies is an insurance intelligence platform for commercial real estate lenders and brokers. The company replaces manual insurance review and compliance processes with software paired with an expert services team, automating coverage reviews, gap detection, borrower insurance compliance validation, and real-time pricing benchmarks. Advocate aggregates insurance data into a terminal-like interface, enabling lenders to identify at-risk renewals, build data-driven proposals, and manage portfolio-level compliance across agency loan programs including Freddie Mac, Fannie Mae, HUD, and SBA. Founded in 2020 and headquartered in New York, the company serves commercial real estate lenders, banks, and brokers across the United States.

Source: Dealroom company data

At a glance

Status: Operational
Founded: 2020
Headquarters: New York City, United States
Employees: 74
Open positions: 2
Dealroom signal: 71.8/100
Business model: SaaS
Client focus: b2b
Links: Website LinkedIn X

Latest news

Press, funding announcements and product moves mentioning Advocate.

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Funding history

2 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
SEED✓Equity / VC	Aug 2026	$18M	$72M	Undisclosed	↗
SEEDEquity / VC	Apr 2022	$6.6M	$26M	MetaProp · Vestigo Ventures	↗

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Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

Year	Revenue	Growth
2026
2025
2024
2023
2022		—

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Growth signals

Advocate website traffic

Latest recorded traffic for Advocate is 960 monthly website visits, down 26.2% over the last three months. Advocate's team grew 8.8% over the past year.

Latest monthly visits960 3-month web change-26.2% 1-year team growth+8.8%

Monthly website visitsNov 2022–Jul 2026

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Open positions

Openings linked to this company in Dealroom

Client Solutions ManagerAthens, Attiki, Greece · CSM & Support · Sep 5, 2026 Office & Administrative CoordinatorAthens, Attiki, Greece · Human Resources · Feb 24, 2026

2 distinct openings shownExplore hiring signals →

Similar companies

Closest operating peers by Dealroom taxonomy

Company identity and context are open; selected comparison metrics preview what is available on the platform.

Company	Headquarters	Status	Employees	Total funding	Valuation
SPSpatialized.ioGeospatial software for insurance risk portfolio analysis	Vienna, Austria	Operational	1	—	—
INInsureSense™Data analytics platform for commercial insurance carriers	New York City, United States	Operational
COContinuityAI-powered risk detection for P&C commercial lines	Paris, France	Operational
SESendA rapidly growing insurtech software company working with global industry leaders	London, United Kingdom	Acquired
KAKalepaKalepa delivers decision-support software to commercial insurance underwriters	New York City, United States	Operational
RPRelay PlatformA SaaS platform equipping brokers, wholesalers, and their capacity providers with the leading whitelabelled electronic placement solutions	Toronto, Canada	Acquired
JLJuniper LabsWe build next generation AI tools for the insurance industry	Denver, United States	Acquired
HIHighwingHighwing is the first open data platform for commercial insurance. We provide brokers new tools to connect, access and leverage data throughout every step of the customer lifecycle, from business development all the way through binding coverage	Denver, United States	Operational