Brett Rosen

Active Investor

Principal at Rosen Advisory

Atlanta, Georgia

Brett Rosen, Principal at Rosen Advisory is an active investor based in Atlanta, Georgia. This profile covers what Brett Rosen backs, at which stage, and how founders can reach out in 2026.

Mr. Brett Rosen is the Founder and serves as Principal at Rosen Advisory. Mr. Brett Rosen is the Owner & serves as Principal at RB Capital Partners (San Diego). Mr. Rosen served as Executive Vice President of Mergers & Acquisitions at OneDigital Health and Benefits. He served as an Executive Vice President of Mergers & Acquisitions at OneDigital. He has been an integral part of OneDigital's sales and marketing leadership team, responsible for managing and cultivating relationships with potential acquisition candidates and strategic partners. He works closely with agency principals and benefits leaders to help clarify their strategic employee benefits direction and understand how OneDigital's capabilities may play a role in their evolution. Conversations and engagement with hundreds of agency leaders across the country put him at the forefront of understanding how agencies are dealing with the changing environment and uncertainties facing the industry. Before joining Digital, he spent 15 years in various sales and management roles with Unum, Hartford, and Cigna. He began his career as a staff consultant with Accenture after graduating from Bucknell University in 1989 with a bachelor's degree in business administration. He is an Angel Investor.

Investor type: Angel
Stages: Early Stage Venture
Invests in: InsurTechSaaS & Enterprise
Location: Atlanta, Georgia
Typical check: $500K
Past investments: 4

Notable investments

Wellthie Broker Finder by Elevate BenefitsArchitect HealthXP Health

How to reach Brett Rosen

Angels and operators like Brett Rosen reply to specific, personalized notes that show real traction, not mass blasts. Build a verified list, write a note that fits their thesis, and track replies, all on Round Funded.

Frequently Asked Questions

What does Brett Rosen invest in?

Brett Rosen invests in InsurTech and SaaS & Enterprise, typically at Early Stage Venture. Match your sector and stage, then reach out with a personalized pitch.