Founded in 2002, SALI Fund Services provides the foremost turnkey solution for the creation and administration of IDFs. SALI enables investment management firms to create tax compliant IDFs which can be attached to insurance company PPVA and PPLI investment account platforms. SALI currently administers over 100 IDFsfor 28 leading onshore and offshore life insurance company PPVA and PPLI investment account platforms. SALI provides an openarchitecture platform that works cooperatively with investment management firms, insurance companies, and insurance brokers to create IDFs targeted for distribution to various market segments, including: high net worth individuals, CorporateOwned Life Insurance (COLI), Insurance CompanyOwned Life Insurance (ICOLI), BankOwned Life Insurance (BOLI), pensions, endowments, and foundations.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 02/28/18 | undisclosed | Growth |
Long Ridge Equity Partners | undisclosed |
