Cohen Circle

Cohen Circle is an investment firm established in 2015 by Betsy Cohen and her son Daniel Cohen, based in New York. The firm specializes in providing transformative capital to late-stage fintech growth companies and invests across various sectors, focusing on fintech, technology, and impact initiatives. With over $5 billion in capital raised, Cohen Circle leverages its extensive experience and networks to foster innovation and drive the growth of its portfolio companies. The firm aims to capitalize on opportunities within the evolving financial landscape, positioning itself as a key player in the investment community.

Amanda Abrams

CEO

Corinne Bortniker

Vice President

Katelyn Staley Johnson

Managing Partner

22 past transactions

Crstl

Series A in 2025
Crstl is a real-time intelligence platform designed to support small and medium-sized businesses (SMBs) in enhancing their operations and growth. The company offers a software as a service (SaaS) application that automates workflows without requiring coding skills, facilitating design, software engineering, and advanced analytics. Crstl's platform connects merchants with a broad network of retailers, distributors, and enterprise resource planning systems, thereby streamlining business processes and eliminating bottlenecks in electronic data interchange. By providing automation, centralization, and collaboration capabilities, Crstl empowers businesses to operate more efficiently and effectively.

LendAPI

Seed Round in 2024
LendAPI is a technology company that specializes in digital onboarding solutions for the lending industry. It offers a platform that allows clients to run custom machine learning models and Python code to optimize their digital onboarding processes. The platform also facilitates A/B testing, backtesting, and shadow scoring, enabling clients to fine-tune their strategies. LendAPI caters to various lending sectors, including digital banking, auto finance, medical loans, factoring, accounts receivable lending, and mortgage banking. Its software is adaptable and customizable, providing features like tailored applications, detailed dashboards, and custom integrations to ensure seamless compatibility with existing infrastructure.

Wildfire Systems

Series B in 2024
Wildfire Systems offers a white-label platform that enables businesses to implement shopping rewards and cashback programs. The platform features customizable tools for integrating rewards into customer journeys, enhancing loyalty and revenue. It ensures compliance with security standards while providing access to a vast network of merchants for cashback and coupon offers.

Duetti

Venture Round in 2024
Duetti is a music fintech company that specializes in providing financial solutions for independent musicians. The company acquires catalog rights from artists and monetizes these assets through data-driven strategies and social media marketing. Duetti aims to facilitate quick access to catalog sales, thereby unlocking new investment opportunities for a diverse range of musicians. By offering data-informed pricing for established tracks, the company enables artists to sell individual tracks or portions of their catalog. Duetti's approach not only supports musicians financially but also helps them achieve their professional and personal goals.

Curve

Series C in 2023
Curve is a digital wallet that consolidates multiple payment cards and accounts into a single, user-friendly platform, enhancing the way individuals manage their finances. Established in London in 2015, Curve allows users to store their cards digitally while providing features that actively save money during transactions. Its technology eliminates hidden foreign transaction fees, enables card switching even after a purchase, and allows users to earn rewards in addition to their existing card benefits. With authorization from financial regulators in the UK, EEA, and US, Curve has gained over 6 million customers worldwide and processes significant annual payment volumes. By merging traditional and digital banking functionalities, Curve positions itself as a leader in financial innovation, offering unique advantages that distinguish it from conventional digital wallets.

Joyn Insurance

Series A in 2023
Joyn Insurance operates as a Managing General Agency, focusing on underwriting commercial insurance for small and mid-sized markets in the United States. The company leverages digital technology, data analytics, and automation to enhance the insurance process. Its offerings encompass underwriting for various types of commercial insurance, including general liability, property, and excess coverage. Joyn Insurance serves a diverse range of sectors, such as real estate, wholesale, manufacturing, and retail, providing businesses with tools to effectively manage their risks.

Curve

Venture Round in 2022
Curve is a digital wallet that consolidates multiple payment cards and accounts into a single, user-friendly platform, enhancing the way individuals manage their finances. Established in London in 2015, Curve allows users to store their cards digitally while providing features that actively save money during transactions. Its technology eliminates hidden foreign transaction fees, enables card switching even after a purchase, and allows users to earn rewards in addition to their existing card benefits. With authorization from financial regulators in the UK, EEA, and US, Curve has gained over 6 million customers worldwide and processes significant annual payment volumes. By merging traditional and digital banking functionalities, Curve positions itself as a leader in financial innovation, offering unique advantages that distinguish it from conventional digital wallets.

Greenwood

Series B in 2022
Greenwood is a financial technology firm based in Atlanta, Georgia, that operates a digital banking platform tailored specifically for Black and Latinx individuals and business owners. Founded in 2020, Greenwood offers a range of financial services designed to empower its clients, including savings and spending accounts, peer-to-peer transfers, mobile deposit capabilities, and access to a global network of automated teller machines. The platform emphasizes community reinvestment and innovative features, such as early pay options, all delivered through a user-friendly mobile banking experience. With a commitment to serving underrepresented communities, Greenwood aims to provide best-in-class digital banking services while fostering economic growth and support for its customers.

H2O.ai

Series E in 2021
H2O.ai, Inc. is a company focused on democratizing artificial intelligence through its open-source machine learning and predictive analytics platform. Established in 2011 and headquartered in Mountain View, California, H2O.ai offers various tools, including the H2O platform for data scientists and developers, H2O Driverless AI for automated machine learning, and H2O Wave for real-time application development powered by AI. The company's services encompass marketing mix modeling, risk and fraud analysis, and customer intelligence solutions. H2O.ai supports over 20,000 global organizations, including many Fortune 500 companies, and has established strategic partnerships with firms like Alteryx, Goldman Sachs, and NVIDIA. The organization is recognized for its high Net Promoter Score, reflecting customer satisfaction, and boasts a team that includes some of the world’s leading machine learning practitioners. H2O.ai is committed to promoting responsible AI practices and contributing positively to society.

Curve

Venture Round in 2021
Curve is a digital wallet that consolidates multiple payment cards and accounts into a single, user-friendly platform, enhancing the way individuals manage their finances. Established in London in 2015, Curve allows users to store their cards digitally while providing features that actively save money during transactions. Its technology eliminates hidden foreign transaction fees, enables card switching even after a purchase, and allows users to earn rewards in addition to their existing card benefits. With authorization from financial regulators in the UK, EEA, and US, Curve has gained over 6 million customers worldwide and processes significant annual payment volumes. By merging traditional and digital banking functionalities, Curve positions itself as a leader in financial innovation, offering unique advantages that distinguish it from conventional digital wallets.

Maxwell Financial Labs

Series B in 2021
Maxwell Financial Labs, Inc. is a technology company based in Palo Alto, California, founded in 2015. The company has developed a comprehensive platform that facilitates connections among home buyers, real estate agents, and lenders. Its Mortgage Optimization Platform streamlines the entire mortgage loan process, from the initial application to the secondary market. By offering a suite of technology-driven solutions, Maxwell Financial Labs aims to provide local lending teams with a competitive edge, enabling them to better serve their communities and enhance access to homeownership. The company focuses on empowering non-depository mortgage banks, credit unions, brokers, and local banks to leverage its innovations for improved customer experiences and operational efficiency.

Sure

Series C in 2021
Sure Inc. is an insurance technology company based in San Diego, California, founded in 2014. It develops and operates an online application that allows users to purchase various insurance coverage, including for luggage, smartphones, clothing, renters, and personal damages. Sure partners with renowned insurance providers such as Nationwide, Chubb, and MetLife to offer these solutions. The company provides an enterprise SaaS platform and APIs that facilitate digital transformation and the distribution of embedded insurance, eliminating the need for extensive IT resources. Its platform is designed to streamline digital insurance sales and service, supporting each phase of the insurance lifecycle and enabling both global consumer brands and insurance companies to efficiently manage and sell their insurance products.

Payoneer

Post in 2021
Payoneer Inc., established in 2005, operates a global cross-border payments platform. It facilitates international transactions for businesses, enabling them to receive local bank transfers and funds from various marketplaces and partners directly to their Payoneer account or bank account. The company offers services such as the Global Payment Service, which provides access to multiple receiving accounts in the U.S., EU, and Japan, and mass payout services for Indian companies. Payoneer caters primarily to freelancers, e-commerce, and online advertising industries, and has strategic partnerships with several companies. It is headquartered in New York, New York.

Perella Weinberg Partners

Post in 2021
Perella Weinberg Partners is a global, independent financial services firm established in 2006. It offers two primary services: corporate advisory and asset management. The corporate advisory division provides expert advice to businesses and governments on matters such as mergers, acquisitions, financial restructuring, and capital raising. The asset management division invests in public equity and fixed income markets worldwide, as well as alternative assets like distressed securities and real estate, catering primarily to institutional clients and charitable organizations. The firm, headquartered in New York City, also has offices in Denver, Abu Dhabi, Dubai, London, and San Francisco.

Railsr

Venture Round in 2021
Railsr is a financial services company that specializes in creating a digital finance experience platform aimed at enhancing accessibility to financial services. The company offers a range of solutions, including the creation of digital ledgers and their connection to traditional bank accounts. Its services encompass receiving, sending, and converting money, as well as issuing payment cards and managing credit. By providing a comprehensive API, Railsr enables banks and corporate clients to conduct transactions in a digital and compliant manner, streamlining the onboarding process and facilitating efficient financial operations.

Arcus Financial Intelligence

Venture Round in 2020
Arcus Financial Intelligence, Inc. is a New York-based company that develops and operates an application program interface (API) platform designed for banks and financial institutions. The platform focuses on managing consumer bills and financial data, offering real-time bill management and payment services. Users can gain insights into their family finances, including details about outstanding bills, amounts owed, and due dates. Additionally, Arcus provides a multi-rail payment platform that facilitates various payment methods, making payments more accessible for consumers. Founded in 2012 and originally known as Regalii Inc., the company rebranded to Arcus Financial Intelligence, Inc. in June 2018.

BillGO

Venture Round in 2020
BillGO is a fintech company that provides a comprehensive bill management and payments platform aimed at improving the consumer experience in managing financial obligations. The platform addresses the challenges of a decentralized bill payment system by enabling users to view, manage, and pay their bills from a single, consolidated location in real time. It offers features such as bill reminders and flexible payment options, which empower consumers to meet their financial commitments more efficiently. By partnering with financial institutions, fintechs, and billers, BillGO enhances the ability of these organizations to engage with their customers through a secure and user-friendly online payment system. This innovative approach not only facilitates easier bill payment but also contributes to improving overall financial wellness for users.

Taulia

Venture Round in 2020
Taulia, established in 2009, is a global FinTech company specializing in supply chain management and financing software. Headquartered in San Francisco with offices worldwide, Taulia offers AI-driven solutions for both buyers and suppliers. For buyers, Taulia provides dynamic discounting, supply chain finance, cash forecasting, invoice automation, and supplier management tools. For suppliers, it offers early payment, electronic invoicing, and self-service platforms. Taulia's cloud-based solutions enable businesses to transform every invoice into a revenue opportunity, streamline e-invoicing, and empower suppliers, ultimately enhancing working capital management. The company has a strategic alliance with KPMG.

Stoa

Venture Round in 2019
Stoa is a property technology company based in Phoenix that focuses on addressing the housing gap in America. Its software platform assists real estate investors in purchasing, renovating, and selling homes with greater speed and efficiency. By offering low-rate lending options, detailed renovation scopes, and a guaranteed purchase offer after renovations with a quick five-day closing, Stoa streamlines the investment process. The platform also allows members to access upfront purchase offers and funding proposals, optimizing cash investments and reducing transaction times to meet profit targets. Through these services, Stoa enables its customers to invest in real estate more effectively.

ClickSWITCH

Series B in 2019
ClickSWITCH is a Minneapolis-based company that develops an automated account switching platform for financial institutions and FinTechs. Its core product, ClickSWITCH, simplifies the process of onboarding new account holders by seamlessly transferring direct deposits and recurring payments from old accounts to new ones. This service helps financial institutions increase account holder acquisition and activation rates, engage customers during onboarding, and cross-sell products. ClickSWITCH was founded in 2014 and serves clients in the United States and internationally.

Intermex

Venture Round in 2017
Intermex is a prominent processor of money transfer services specializing in the corridor between the United States and Latin America. The company operates a state-of-the-art system that facilitates remittance services through a network of over 30,000 payer locations across 45 states and 16 Latin American countries. Its offerings include wire transfers, money orders, foreign exchange, and cash checking services, with the majority of its revenue generated from wire transfer and money order fees. Intermex provides both computer and telephone-based options for convenient transactions, making it a trusted choice for individuals seeking reliable money remittance solutions.

CardConnect

Venture Round in 2016
CardConnect is a full-service provider of electronic transaction processing services. The company aims to simplify and secure payment processes for its clients. CardConnect's platform offers a comprehensive reporting and transaction management portal, accessible via both desktop and mobile app. This enables businesses such as retailers, restaurants, convenience stores, hotels, and small-to-midsize enterprises to efficiently track, manage, and process their payments through a centralized system.
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