COMPANY INFO
The actual company name is Ardent Labs, Inc., founded in 2022 by Michael Mattheakis and Jordan Katz. Comulate has approximately 22-30 employees and is headquartered in San Francisco, California. The company operates in the financial software and insurance software industry with a website at www.comulate.com. Comulate provides a broker revenue automation and intelligence platform that uses AI to automate carrier statement processing, revenue recovery, and forecasting, helping insurance brokers reduce costs and increase revenue through more efficient money movement and management.
Comulate is a San Francisco-based financial and insurance software company founded in 2022, providing a broker revenue automation and intelligence platform powered by AI. Comulate streamlines carrier statement processing, revenue recovery, and forecasting for insurance brokers, helping clients reduce costs and increase revenue with automated, intelligent back-office management solutions.
The Comulate management team brings together deep expertise in SaaS, insurtech, enterprise software, and data-driven automation. Their leadership is defined by a strong blend of technical innovation, product development, go-to-market execution, and strategic partnerships. The Comulate executives collectively drive the company's growth by leveraging their backgrounds in software architecture, insurance technology, fintech, sales, and marketing, forging a path toward industry transformation.
As Co-founder and CEO, Jordan Katz leads Comulate’s vision, operational scale, and product innovation, establishing the company as a strategic software partner for leading insurance brokers. Under Jordan's leadership, Comulate raised $20M in Series B funding, partnered with Top 100 brokers, and orchestrated the automation of billions in premium reconciliation, saving clients over 350,000 man-hours.
Jordan holds a Bachelor’s Degree from the University of Michigan’s Ross School of Business. Before founding Comulate, he served as Product Manager at Pathlight and Asana, building expertise in SaaS product management and insurtech workflows.
As Co-founder and CTO, Michael Mattheakis oversees the engineering and R&D teams, architecting Comulate's AI-driven accounting automation platform. He spearheaded the development of the self-learning document understanding engine, enabling clients to reduce manual finance work by 90%.
Michael earned a B.S. in Computer Science from the University of Michigan and previously held senior engineering roles at Applied Intuition and Plaid, where he specialized in scalable AI and fintech infrastructure.
As Chief Financial Officer, Carlos Ruiz oversees financial planning, funding, and investor relations, ensuring operational efficiency and fiscal health for Comulate’s rapid scaling. Carlos guided budgeting for the Series B round and established frameworks for deep unit economics analysis that support intelligent business decisions.
Carlos is a CPA with an M.B.A. in Finance. He previously served as Finance Director at Coalition and as CFO at a fintech startup, bringing extensive experience in venture-backed finance and financial modeling.
As Vice President of Sales, Barnaby Clark leads Comulate’s commercial sales strategies, channel partnerships, and revenue scaling from early-stage to enterprise-level contracts. He is responsible for onboarding channel partners, setting sales objectives, and growing annual recurring revenue.
Barnaby holds an MBA and brings eight years of enterprise software sales experience from Asana, Salesforce, and other SaaS companies, with a focus on fintech and insurtech markets.
David Ball heads Comulate’s marketing efforts, directing brand strategy and demand generation initiatives that resulted in a threefold increase in inbound demos. He played a key role in supporting the successful Series B fundraise through high-impact campaigns.
David holds a B.A. from Brigham Young University and previously led product marketing at Zoom and HubSpot, specializing in SaaS marketing and B2B customer acquisition.
David Dickson manages strategic alliances with brokers and carriers, forging partnerships and negotiating integrations that broaden Comulate’s influence. His work has expanded the company’s data ecosystem and boosted the effectiveness of Comulate’s platform for insurance clients.
David has a B.A. from Bucknell University and previously worked as Head of Sales at Origin and as an advisor at Ultralight, cultivating expertise in insurtech partnerships and revenue operations.
As CHRO, Jennifer Lee leads talent acquisition and HR initiatives to support Comulate’s fast growth, optimizing hiring processes and fostering a high-performance, inclusive culture during rapid team expansion.
Jennifer holds an M.S. in Organizational Psychology and previously led HR at Brex, where she specialized in scaling startups and building diversity programs.
As a senior Software Engineer, Mae Heitmann is pivotal in product development and customer-focused engineering, having launched real-time policy reconciliation features that significantly reduced operational delays for clients.
Mae has a degree in Software Engineering and close to a decade of industry experience, including as Lead Developer at Coalition with a focus on insurance risk analytics and user-driven design.
Andrew Arnold specializes in backend architecture and API design, creating optimized data pipelines that increased processing speed and reliability for Comulate users. He also mentors junior engineers to ensure high coding standards and maintain customer focus.
Andrew holds a B.S. in Computer Science and previously developed fintech integrations at Plaid, building deep expertise in scalable infrastructure and insurance data management.
As CIO of Heffernan Insurance Brokers, Kate Grasman has been a pivotal Comulate partner, providing key user feedback and piloting the platform to achieve major efficiency gains. Her input directly influenced the evolution of Comulate's revenue intelligence features and roadmap prior to broader market rollout.
Kate has over 15 years of experience in insurance IT strategy, digital transformation, and automation, having previously led information systems at Heffernan and other leading brokerages.
The Comulate leadership team combines entrepreneurial drive, technical acumen, and deep insurance industry experience to execute the company’s mission at scale. With a flat, agile company structure supported by cross-functional leaders in engineering, product, marketing, sales, and strategic partnerships, the Comulate management team propels innovation and customer success. The founding team, Jordan Katz and Michael Mattheakis, continue to provide core vision and technical stewardship, while carefully selected executives and strategic partners help steer operational growth and client impact.
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