# Zinnia

Zinnia is an Asset Manager based in Greenwich, CT, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Greenwich, CT, United States
- **Region:** North America
- **Address:** Topeka, KS, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** zinnia.com
- **LinkedIn:** https://www.linkedin.com/company/zinnia

## Regulatory record

- **CRD number:** 295122
- **SEC file number:** 801-132847
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/295122

## About

Zinnia is an SEC-registered investment adviser in Ocala, FL, registered since 2025. The firm manages approximately $169 million in assets. It has 11 employees and 2 investment advisers.

## Sectors

- InsurTech
- Enterprise Software
- Financial Services

## People

- Michele Trogni — Chairman & CEO
- Mark Till — President & COO

## Questions

### Who runs investment decisions at Zinnia?

Zinnia is an operating company, not an investment firm. Strategic direction and M&A are led by Chairman and CEO Michele Trogni, with owner Eldridge Industries — Todd Boehly's holding company — governing capital allocation and acquisition strategy from the board level.

### How is Zinnia related to Policygenius?

In July 2023 Zinnia acquired Policygenius's B2B technology and distribution business, which builds embedded insurance tools for financial advisors and institutions. This was an asset purchase of the institutional unit, not the consumer-facing Policygenius marketplace, and is intended to expand Zinnia's distribution capabilities beyond its legacy carrier administration base.

### What is Zinnia's known posture on co-investments alongside external GPs?

Zinnia does not participate in GP co-investments or fund commitments. As an operating company consolidated under Eldridge Industries, its capital structure is private equity-owned; the entity makes acquisitions in service of its insurance platform strategy rather than acting as an institutional allocator.

### Which sectors does Zinnia explicitly avoid?

Zinnia's focus is bounded by life insurance, annuities, and long-term care verticals. It does not operate in property and casualty insurance, health insurance administration, or asset management, and has shown no public intent to diversify outside of the life and retirement ecosystem.

### How does Zinnia source its growth?

Acquisition is Zinnia's primary growth engine. Since formation in 2020, the firm has combined the original SE2 and Insurance Technologies platforms with sequential acquisitions including Breathe Life (2021) and Policygenius's B2B unit (2023), consolidating a fragmented ecosystem of policy administration and distribution technology into a single operating company.

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Last updated: 2026-07-09T00:40:44.757Z

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