Reltio

Trusted, real-time data. Fast. -- Context Intelligence and AI-Powered Data Unification for the Enterprise.

Data & Analytics Enterprise Series E (Acquired -- pending SAP close)

Overview

Reltio is a cloud-native Master Data Management (MDM) and data unification platform delivering Context Intelligence for enterprises across financial services, insurance, healthcare, retail, and manufacturing. Founded in 2011 and headquartered in Redwood City, California, Reltio unifies siloed data into trusted, AI-ready information assets through real-time entity resolution, multidomain MDM, and AI-powered governance.

Named a Leader in the Forrester Wave for Master Data Management in 2025, Reltio serves more than 2,000 customers across 140+ countries. The company achieved unicorn status in 2021 with a USD 1.7B valuation following a USD 120M Series E round led by Brighton Park Capital. On March 27, 2026, SAP announced its agreement to acquire Reltio to make SAP and non-SAP enterprise data AI-ready; the transaction is expected to close in Q2 or Q3 2026, subject to regulatory approval.

For insurance, Reltio offers prebuilt data models, match rules, and workflows tailored to carrier best practices, enabling insurers to unify customer, policy, claims, and agent data from legacy systems into a single trusted source of truth. Named insurance customers include Aviva, CSAA Insurance, Empire Life, American Family Insurance, Mercury Insurance, Shelter Insurance, Securian, and Aon.

Products & Services

Reltio Intelligent 360

Activates context-rich 360-degree views of policyholders, agents, households, policies, and claims across enterprise systems in real time. Enables carriers to improve quote-to-bind rates, increase multi-policy adoption, and identify coverage gaps through household data unification.

Key Features

Unified customer and household relationship graphs
Real-time data delivery across all connected applications
AI-powered first-call resolution and agent productivity improvements

Target Users: Carriers, brokers, MGAs

Reltio AgentFlow

Purpose-built autonomous AI agents grounded in governed enterprise data. Supports automated governance workflows and business process automation for underwriting, claims, and fraud detection.

Key Features

AI agents for fraud pattern detection across policyholders, beneficiaries, and suppliers
AI underwriting scoring with unified risk profiles and external data
Prebuilt insurance workflow agents

Target Users: Carriers, underwriting and claims teams

Multidomain MDM

AI-powered data unification engine that transforms siloed customer, policy, location, supplier, and financial master data into trusted golden records across the enterprise.

Key Features

LLM-driven entity resolution and matching models
Continuous data quality curation and monitoring
1,000+ prebuilt low-code/no-code connectors (including Verisk, Moodys, and Dun & Bradstreet)

Target Users: Enterprise carriers and financial services firms

Reltio for Insurance Velocity Pack

Prebuilt insurance data model with entity types for insureds, brokers, agents, and policies. Accelerates deployment and reduces implementation risk through out-of-the-box match rules, workflows, and dashboards aligned to insurance industry best practices.

Key Features

Prebuilt entity types for insurance domain
Automated compliance checks for AML, KYC, NAIC, and suitability standards
Householding that groups related individuals and policies automatically

Target Users: Insurance carriers deploying MDM for the first time or migrating from legacy systems

Data Integration

Low-code/no-code integration layer with 1,000+ prebuilt connectors to core systems, cloud platforms, and data providers.

Key Features

Native connectors to Salesforce Sales Cloud, Service Cloud, and Veeva CRM
AWS and Google Cloud Platform connector support
Real-time bi-directional data synchronization

Target Users: IT teams, data engineering, enterprise architects

At a Glance

Founded: 2011
Headquarters: Redwood City, California, USA
Employees: 501-1000
Funding: Series E (Acquired -- pending SAP close)

Category & Focus

Category: Data & Analytics
Subcategories: Master Data Management Data Unification Entity Resolution Data Quality AI Data Governance
Insurance Verticals: P&C Personal P&C Commercial Life & Annuity Health Specialty/E&S
Target Customers: Carriers, Brokers, MGAs/MGUs, Reinsurers