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  • 1995

Company Description

Zywave, Inc. is a software company headquartered in Milwaukee, Wisconsin that provides software as a service (SaaS) products for insurance brokers and financial planners. Insurance product categories include agency management, data analysis, compliance, risk management and marketing tools, while its financial division produces planning tools primarily for wealth management. Following acquisitions in 2010 and 2011, Zywave now commands the largest market share for personal financial planning software. Its customer base contains more than 350,000 professional users across North America. Zywave also has offices in Carlsbad, California and Winnipeg, Canada.