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Cohen & Co is a professional services firm based in Cleveland, Ohio, founded in 1977. With over 800 employees across 15 offices in eight U.S. states, the firm specializes in tax, assurance, and advisory services. Its diverse client base includes privately held companies, public and private investment funds, fund advisers, and Fortune 1000 multinational enterprises. Recognized as one of the top 100 accounting firms in the United States by annual revenues, Cohen & Co fosters a disciplined culture focused on delivering results and personal commitment to clients. The firm emphasizes employee development and community involvement, partnering with institutions like Youngstown State University. Its service offerings include comprehensive tax planning, audit and assurance engagements, and consulting on business strategy and operational improvements, tailored to various industries such as investment management and multinational corporations.
Ethos is a life insurance company founded in 2016 by Peter Colis and Lingke Wang. The company focuses on making life insurance more affordable and accessible by using technology to simplify the application process. Ethos operates as a licensed insurance agency, partnering with third-party carriers like Legal & General America, TruStage, and Ameritas. Ethos offers an online application process that provides instant quotes, allowing customers to apply for life insurance quickly. The company utilizes a proprietary underwriting engine to assess health and eligibility, ensuring suitable coverage options. Ethos also supports a network of independent insurance agents, facilitating both direct-to-consumer and agent-assisted sales. The primary product offered is term life insurance, tailored to meet individual needs. With significant funding from investors such as Sequoia, Accel, Google Ventures, Goldman Sachs, and Softbank, Ethos has established itself as a major player in the U.S. life insurance market, aiming to protect millions of families.
Amata is an alternative legal services provider for solo practice and partner practice law firms. Amatas mission is to ease the business pain points for lawyers & professional service organizations so they can spend more time helping their clients, limit their stress, and improve the quality of life for all people. Services include live reception & new client in-take, on-demand legal support, featuring senior paralegals that specialize in different areas of legal practice, scalable law office space and remote work programs. On-demand legal support includes senior paralegals specializing in conducting factual and legal research, preparing documents for legal or financial transactions, preparing operating agreements, contracts, corporate bylaws, purchase and sale agreements, assisting in responding to discovery requests notices, drafting pleadings, and assisting with due diligence, real estate closings, and trials. Live receptionist & client in-take includes VoIP phones, efax service, video conferencing, new client in-take, scheduling, seamless new client information integrated into law firms practice management and CRM systems. Amata maintains multiple office locations for lawyers to utilize as their HQ, receive mail, meet clients and host meetings. For law firms that require private offices for their attorneys, Amata offers elegant offices, with touchless access, and modern day amenities to emulate the atmosphere of a traditional law firm. With over 700 attorneys utilizing Amata and a host of social events to bring attorneys together, daily conversations and business opportunities with other attorneys happen naturally.