As a professional services provider, the company applies various practices to advise on the selection of specific portfolios of life insurance policies to meet the needs of its clients. The firm operates in the niche life settlement and structured finance market with a focus on portfolio analytics and bond issuance advisory.
Cyborg Score Rationale
The company employs only 2 people and operates as a micro-cap OTC-traded entity with limited public financial disclosures. Market liquidity and operational scale are significant constraints.
Top Insights
Founded in 2013 and headquartered in Provo, Utah, the company operates in a specialized niche of structured finance
With only 2 employees, Sundance operates as a lean advisory firm rather than a capital-intensive principal
Focus on principal-protected bonds and life insurance portfolio analytics suggests positioning as a boutique advisory service
OTC trading status indicates limited institutional participation and potential liquidity challenges
Named Competitors
Life Settlement Advisory — Life settlement investment advisory
Structured Finance Solutions — Global structured finance advisory
Bond Issuance Advisory — Investment banking and bond issuance
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