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Roots Automation

Fintech · New York City, United States · Founded 2018

AI-powered digital coworkers designed to enhance efficiency and employee retention in the insurance industry MoreLess

Roots Automation specializes in providing AI-powered digital coworkers designed to enhance efficiency and employee retention in the insurance industry. The company serves insurance firms looking to automate business processes that are traditionally rule-based and industry-specific, thereby increasing operational efficiency and reducing the burden on human employees. Roots Automation's digital coworkers are capable of reading, thinking, and intuiting like human workers, allowing them to manage exceptions, handle edge cases, and seek assistance in real-time. These digital coworkers come pre-packed with the knowledge, skills, and capabilities to collaborate effectively with human teams, manage claims, and support underwriting processes. The business model revolves around offering plug-and-play solutions that integrate seamlessly into existing workflows, thereby providing superior economics and an enhanced customer experience. Roots Automation generates revenue through the sale and implementation of these AI solutions, targeting insurance companies that need to streamline operations and improve employee productivity.

Keywords: AI, digital coworkers, insurance automation, efficiency, employee retention, underwriting, claims management, real-time collaboration, plug-and-play solutions, operational efficiency.

Company overview

Roots Automation company information

The essential company record, classifications and operating signals in one place.

Status
Operational
Founded
2018
Headquarters
New York City, United States
Employees
105
Open positions
None listed
Dealroom signal
61.6
client focusb2btechnologyArtificial IntelligencetechnologyDeep Techsub industryInsurancebusiness modelSaaSindustryFintechsectorCore AIsectorInsurtech ClaimsectorInsurtech Admin TechsectorGenerative AIsectorgenAI ApplicationssectorHard TechsectorAI ApplicationssectorAI Agents

Valuation & funding

Roots Automation funding history

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
SERIES BEquity / VC Sep 2024 $22M $89M MissionOG · Liberty Mutual Strategic Ventures · Vestigo Ventures · Harbert Growth Partners
EARLY VCEquity / VC Jan 2024 $0 Erie Strategic Ventures
SERIES AEquity / VC Nov 2022 $10M $40M CRV · Vestigo Ventures · Liberty Mutual Strategic Ventures · MissionOG
SEEDEquity / VC Jun 2021 $7.5M $30M Undisclosed
SEEDEquity / VC Nov 2020 $3.2M $13M Vestigo Ventures
SEEDEquity / VC Dec 2019 Undisclosed
Showing 6 recorded eventsUnlock the complete deal history →

Financials

Revenue and workforce over time

Available revenue and workforce history. Fields without reported data are omitted.

YearRevenueGrowthEmployees
2026 $6.4M 0% 105
2025 $6.4M 0% 153
2024 $6.4M 0% 80
2023 $6.4M +38.7% 52
2022 $4.6M +820% 43
2021 $500K 0% 33
2020 $500K 11
Company filings, research estimates and Dealroom dataOpen the full financial model →

Growth signals

Roots Automation website traffic

Latest recorded traffic for Roots Automation is 90 monthly website visits, down 98.4% over the last three months. Roots Automation's team declined 31.4% over the past year.

Latest monthly visits90 3-month web change-98.4% 1-year team growth-31.4%
Monthly website visits58 observations · Oct 2020–Aug 2025
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Comparisons

Roots Automation compared with similar companies

Dealroom’s weighted taxonomy model identifies the closest operating peers. Company identity and context stay open; selected comparison metrics preview what is available in the platform.

Showing 8 of the closest matchesCompare every metric →

Talent graph

Roots Automation's talent

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Team profiled 8 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 2 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Investors

10 investors on Roots Automation's cap table

Sourced from Dealroom's funding and investor records. Investor profile links are shown where available.

Seed 1 investor entered at this stage
Vestigo Ventures
Series A 5 investors entered at this stage
MissionOG
CRV
Liberty Mutual Strategic Ventures
Erie Strategic Ventures
Harbert Growth Partners
Other known 4 additional known investors
Forum Ventures
Right Side Capital Management
Timothy McSweeney
Touchdown Ventures

Global footprint

Where Roots Automation has talent and traffic

Workforce by country
🇺🇸 United States · New York City HQ
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In the news

Latest news about Roots Automation

Recent press, funding announcements, and product moves mentioning Roots Automation — open to read from the original sources.

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Market sentiment

What the market is saying about Roots Automation

An AI-synthesized read of the highest-engagement posts about Roots Automation on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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