Craig HasdayEXECUTIVE & INVESTOR

LEADERSHIP. INVESTMENT. PERSPECTIVE.

Experience at the
intersection of
business & benefits.

Craig Hasday is an employee benefits executive and investor with more than three decades of experience in insurance brokerage.

Meet Craig ↓
Craig Hasday outdoors
CRAIG HASDAY

Vice Chairman, Employee Benefits
EPIC Insurance Brokers & Consultants

01 / Executive profile02 / Investments & relationships03 / Viewpoints04 / Community

01 / EXECUTIVE PROFILE

A career built on
perspective.

Connecting employee benefits strategy with the realities of running a business.

Craig serves as Vice Chairman of Employee Benefits at EPIC Insurance Brokers & Consultants, following his leadership of its national employee benefits practice.

His work has spanned practice integration, capability development, carrier relationships and collaboration across the business. Previously, he helped drive innovation at Frenkel Benefits, acquired by EPIC in 2017.

His background includes audit and tax work, financial leadership and small business ownership. He has also contributed healthcare commentary to CBS, NPR and other media.

Executive profile on LinkedIn ↗
30+Years in benefits
and insurance brokerage
EPICNational employee
benefits leadership

Profile sources EPIC biography and August 19, 2026 announcement.

02 / INVESTMENTS & RELATIONSHIPS

Experience across
business & benefits.

Current Investment Portfolio

15

Craig invests in companies addressing practical challenges across healthcare, employee benefits, insurance, technology, and financial services. His portfolio reflects decades of experience building businesses and helping leadership teams navigate growth.

Affordable health benefits

Hooray Health

Craig’s relationshipInvestor

Hooray Health offers limited accident and sickness benefit plans focused on affordable access to everyday care. Its network and member tools help people find participating providers and understand their benefits. These plans provide limited coverage and do not replace major medical insurance.

Visit Hooray Health

Benefits communication technology

TruHu

Craig’s relationshipInvestor and strategic advisor

TruHu helps benefits brokers and employers explain employee benefits through digital guides, microsites, and ongoing communications. Its AI tools support personalized content and multilingual delivery, making benefits information easier to understand while reducing manual communication work.

Visit TruHu

Healthcare and benefits analytics

Innovu

Craig’s relationshipInvestor and strategic advisor

Innovu brings benefits and healthcare data together to help employers and advisors make better decisions. Its analytics platform helps identify spending patterns, evaluate programs, and uncover savings opportunities. The company combines technology with analytical support for benefits strategy and risk management.

Visit Innovu

Obesity and metabolic care

Ilant Health

Craig’s relationshipInvestor and strategic advisor

Ilant Health provides personalized obesity and metabolic care for individuals, employers, and health plans. Its approach combines clinical assessment, medical treatment, nutrition, behavioral support, and care navigation. The company helps match people with appropriate treatment while supporting employers’ efforts to manage healthcare spending.

Visit Ilant Health

Growth equity in healthcare and benefits

Archetype Growth

Craig’s relationshipInvestor

Archetype Growth invests in businesses serving the health insurance and employee benefits markets. Its focus connects growth capital with companies operating in these specialized industries.

Visit Archetype Growth

Employer health plans

Centivo

Craig’s relationshipInvestor

Centivo administers health plans for employers that fund their own employee healthcare coverage. Its model centers on primary care and coordinated provider relationships. Working with benefits brokers and consultants, Centivo helps employers offer accessible coverage at more manageable costs.

Visit Centivo

Youth sports management software

Sprocket Sports

Craig’s relationshipInvestor

Sprocket Sports provides software that helps youth sports organizations manage operations and connect with families. Its tools cover registration, payments, scheduling, websites, team management, and communications, bringing administrative work together so clubs can focus on their programs and participants.

Visit Sprocket Sports

Individual health coverage benefits

zizzl health

Craig’s relationshipInvestor

zizzl health helps employers offer benefits through individual coverage health reimbursement arrangements, or ICHRAs. Employers establish a contribution budget, and employees choose individual coverage. The company supports program design, employee communications, enrollment coordination, and ongoing administration.

Visit zizzl health

Medicare guidance and enrollment

Medicare Choice Group

Craig’s relationshipInvestor

Medicare Choice Group helps people understand Medicare and evaluate coverage options based on their healthcare needs. Its advisors provide education, enrollment assistance, and ongoing support. The company also works with employers and brokers to support people transitioning into Medicare coverage.

Visit Medicare Choice Group

Regulatory intelligence

RegAlytics

Craig’s relationshipInvestor

RegAlytics helps organizations track regulatory developments through a searchable monitoring platform. It organizes alerts so teams can identify relevant changes and manage their review across jurisdictions.

Visit RegAlytics

Healthcare actuarial and risk analytics

Havarti

Craig’s relationshipInvestor

Havarti Risk provides actuarial analysis and business insights for healthcare organizations, innovators, and financial sponsors. Its work helps evaluate economic value, assess healthcare risk, and support investment due diligence. The firm also advises providers navigating outcome-based care models.

Visit Havarti

Prescription drug cost management

ELMCRx Solutions

Craig’s relationshipInvestor

ELMCRx Solutions combines clinical expertise and technology to help health plans manage prescription drug spending. It serves plan sponsors, administrators, brokers, and consultants across specialty and traditional medications, with a focus on pharmacy benefit value and cost containment.

Visit ELMCRx Solutions

AI for benefits consulting

PlanYear

Craig’s relationshipInvestor

PlanYear provides an AI platform for benefits consultants, employers, and employees. Its tools help process benefits documents, manage workflows, and deliver employee information, reducing administrative work so consultants can focus on client relationships and benefits strategy.

Visit PlanYear

Health plan administration

CGS Health

Craig’s relationshipInvestor and strategic advisor

CGS Health designs and administers health plans for employers that fund their own coverage. Its services combine plan design, administration, member support, pharmacy access, and insurance protection options. The company helps employers tailor benefits and gain greater visibility into healthcare costs.

Visit CGS Health

Early-stage healthcare support

RelyOn Strategies

Craig’s relationshipInvestor

RelyOn Strategies is an early-stage healthcare support company currently in development. Additional information will be added as the business and its offerings are further established.

In development

Current Advisory

06

Craig advises selected companies on strategy, partnerships, and market expansion. These advisory relationships reflect his operating experience across healthcare, employee benefits, insurance, and technology.

Benefits communication technology

TruHu

Craig’s relationshipStrategic advisor and investor

TruHu helps benefits brokers and employers explain employee benefits through digital guides, microsites, and ongoing communications. Its AI tools support personalized content and multilingual delivery, making benefits information easier to understand while reducing manual communication work.

Visit TruHu

Healthcare and benefits analytics

Innovu

Craig’s relationshipStrategic advisor and investor

Innovu brings benefits and healthcare data together to help employers and advisors make better decisions. Its analytics platform helps identify spending patterns, evaluate programs, and uncover savings opportunities.

Visit Innovu

Obesity and metabolic care

Ilant Health

Craig’s relationshipStrategic advisor and investor

Ilant Health provides personalized obesity and metabolic care for individuals, employers, and health plans. Its approach combines clinical assessment, medical treatment, nutrition, behavioral support, and care navigation.

Visit Ilant Health

Health plan administration

CGS Health

Craig’s relationshipStrategic advisor and investor

CGS Health designs and administers health plans for employers that fund their own coverage. Its services combine plan design, administration, member support, pharmacy access, and insurance protection options.

Visit CGS Health

Precision medicine and clinical trial navigation

Medzown

Craig’s relationshipStrategic advisor

Medzown combines medical expertise, AI, and care navigation to help patients evaluate treatments and clinical trial opportunities. Its scientists and navigators review patient information and relevant research to identify options. The company supports patients, providers, and health plans navigating complex medical conditions.

Visit Medzown

Estate planning and digital legacy

GoodTrust

Craig’s relationshipAdvisor

GoodTrust provides online tools for creating wills, trusts, and estate planning directives. Its Digital Vault helps people organize important documents and digital assets, and share information with family members. The company also works with employers, insurers, and financial institutions to make estate planning more accessible.

Visit GoodTrust

Successful Exits

09

Craig’s prior investment experience includes companies across healthcare, employee benefits, insurance, technology, fitness, and financial services. These relationships represent prior investment exits and do not imply that the entire company was acquired or that Craig’s personal transaction terms are publicly available.

Healthcare navigation and employee support

Health Advocate

Craig’s relationshipPrior investment exit

Health Advocate helps employees and their families navigate healthcare and use their benefits more effectively. The company combines personalized expert guidance with technology to connect people with appropriate care and support.

Visit Health Advocate

Life insurance and wealth planning

Lion Street

Craig’s relationshipPrior investment exit

Lion Street brings together independent firms and financial professionals serving individuals, families, and businesses with complex planning needs. Its network focuses on life insurance and wealth planning solutions.

Visit Lion Street

Benefits administration technology

bswift

Craig’s relationshipPrior investment exit

bswift provides technology and services that help employers administer employee benefits. Its platform supports benefits selection, enrollment, and ongoing access to information, simplifying administration for human resources teams.

Visit bswift

Pharmacy cost analytics

Tesser Health

Craig’s relationshipPrior investment exit

Tesser Health developed a digital platform to help employer health plans analyze and manage prescription drug costs. Its technology focused on improving pharmacy spending and benefits value. The business became part of ELMCRx Solutions following its acquisition by ELMC Risk Solutions.

Visit ELMCRx Solutions

Fitness and workplace wellbeing

Peerfit

Craig’s relationshipPrior investment exit

Peerfit connected employers and health plans with fitness experiences for their members. FitOn acquired Peerfit in 2022, and the company subsequently transitioned its name to FitOn Health.

Visit FitOn Health

Medical stop loss and insurance services

ELMC Risk Solutions

Craig’s relationshipFormer investor; successful exit

ELMC Risk Solutions built a group of businesses serving medical stop loss, reinsurance, and related healthcare risk markets. Its platform supported employers, brokers, and administrators managing the financial risks of health coverage. Craig was a former investor in the company, which resulted in a successful exit.

Historical investment

Virtual healthcare

First Stop Health

Craig’s relationshipPrior investment exit

First Stop Health provides virtual healthcare through employers and organizations. Its services include primary care, urgent care, mental healthcare, and wellness support, connecting employees and families with clinicians remotely.

Visit First Stop Health

Provider analytics and healthcare navigation

Garner Health

Craig’s relationshipPrior investment exit

Garner Health uses healthcare data to help people find doctors based on provider performance. Its employer benefit combines provider recommendations with financial support for eligible medical costs, helping employers guide employees toward quality care within existing plans and networks.

Visit Garner Health

Wealth management and financial advice

MAI Capital Management

Craig’s relationshipPrior investment exit

MAI Capital Management provides wealth management and financial advice to individuals and families. Its services also include family office capabilities and specialized support for athletes and entertainers.

Visit MAI Capital Management

Portfolio Overview

Craig’s portfolio and advisory relationships span healthcare delivery, employee benefits, insurance, pharmacy, analytics, financial services, and business technology. His experience includes current investments, strategic advisory work, and successful prior exits.

03 / IDEAS & PERSPECTIVES

Viewpoints from Craig.

View newsletter ↗

Healthcare, employee benefits and the decisions facing employers. Selected articles from Craig’s LinkedIn newsletter.

04 / CHARITABLE ENDEAVORS

A commitment to
community.

Craig’s charitable involvement spans youth development, the arts and access to care for children.

YOUTH DEVELOPMENT

The Butterfly Effect Project

Chairman of the Board

A Long Island nonprofit helping young people build confidence, develop life skills and find opportunities to thrive.

Visit The Butterfly Effect Project ↗

ARTS & CULTURE

North Fork Arts Center

Advisory Board Member

A community arts center in Greenport bringing people together through film, performance and cultural programming.

Visit North Fork Arts Center ↗

CHILDREN’S HEALTH

UnitedHealthcare Children’s Foundation

Charitable involvement

Provides grants to help families pay for children’s medical expenses not fully covered by commercial health insurance.

Visit the foundation ↗

05 / INVESTMENT INQUIRIES

Start a
conversation.

Interested in investing alongside Craig or sharing a company seeking investment? Tell us about your interest.

craig@craighasday.com

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