New CFO Adam Boone will lead iPipeline’s financial management to drive long-term growth strategy

iPipeline^®, a leading provider of digital solutions for the life insurance and wealth management industries, today announces the appointment of Adam Boone as Chief Financial Officer, who will lead the financial management activities for the growing global business. Boone will play a critical role in advancing the company’s strategic operating initiatives, including spearheading plans for sustained financial growth.

In his 17-year-plus career, Boone has built an impressive track record of building and managing global finance functions and cultivating high-performing teams at high-growth technology companies. As a top financial executive, he drove efforts to secure strategic investments from industry leaders at data solutions provider Sight Machine; and built the corporate finance and strategy functions at software platform LeafLink. Previously, Boone built and scaled the global financial planning and analysis (FP&A) function for one of the largest technology investors in the world, OLX Group/Naspers Limited, as its operations expanded to over 40 countries and scaled to more than $1 billion in annual revenue.

Pat O’Donnell, CEO at iPipeline comments: “We could not be more pleased to welcome such an accomplished financial executive to the iPipeline team. Adam brings a wealth of corporate finance, strategy, FP&A, and investor relations expertise to our organization, and will play a critical role in our continued global growth. Adam is a proven leader with a strong vision for growth and is just as passionate as we are about using data-driven, digital technology to automate and streamline the insurance and financial services industries.”

Boone joins the iPipeline leadership team and will guide the global team that supports the financial strategy of the organization and will also be tasked with leading and driving iPipeline’s investment strategies and business development opportunities.

Daphne Thomas, COO at iPipeline comments: “Adam could not be better suited to lead our financial team through this next phase of growth. He is a big picture thinker and has a keen understanding of what it takes to sustain growth at leading technology companies. He will play a crucial role in iPipeline’s mission to help the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK, to tap into the full potential of partnership with iPipeline to drive data-empowered digital strategies through innovative technology to accelerate transformative efficiencies throughout the entire value chain.”

Boone will join the iPipeline leadership team, along with hundreds of attendees from the life insurance, annuities, and wealth management industries, on May 15-17 in Orlando for iPipeline’s 24th annual insurance and financial services industry conference, Connections 2024, which will feature Daymond John as keynote speaker.

About iPipeline:

iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. iPipeline couples one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows—from quote to commission—with seamless integration. The company’s vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.

Since its establishment in 1995, iPipeline has helped protect more than 49 million people, and today is trusted around the world by more than 100 insurance carriers, and providers, and more than 2,500 broker-dealers, financial institutions, Brokerage General Agencies (BGAs), Independent Marketing Organizations (IMOs), and Managing General Agents (MGAs). Connected to more than 500,000 agents and advisers/advisors, the company collected more than $33 billion in premium in life insurance and $55 billion in annuities in 2022. iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500^® and Fortune 1000^® indices.

For more information, please visit https://www.ipipeline.com.

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