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 assist small and medium-sized businesses (SMBs) in enhancing their operations and growth. By automating workflows without the need for coding, Crstl's software streamlines various business processes, including design, software engineering, and advanced analytics. This comprehensive platform connects merchants with a wide network of retailers, distributors, and enterprise resource planning systems, effectively eliminating workflow bottlenecks associated with electronic data interchange. Through its software as a service (SaaS) model, Crstl empowers businesses with the tools necessary for automation, centralization, and collaboration, facilitating reliable and efficient business management.

LendAPI

Seed Round in 2024
LendAPI is a technology company that specializes in digital onboarding solutions for various lending sectors, including banking, auto finance, medical loans, and mortgages. Its platform allows clients to run custom machine learning models and Python code, facilitating A/B testing, backtesting, and shadow scoring to enhance digital onboarding performance. The company's software offers a customizable application, detailed dashboards, and custom integrations, enabling lenders and banks to seamlessly integrate these solutions with their 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 provides financial solutions tailored for independent musicians. It specializes in purchasing catalog rights and monetizing these assets through data-driven marketing and social media strategies. By offering artists quick access to catalog sales, Duetti unlocks new investment opportunities and empowers musicians to pursue their professional and personal aspirations. The company also delivers data-informed pricing for established tracks, enabling artists to sell individual tracks or portions of their work. Through its innovative approach, Duetti aims to enhance the financial prospects of musicians while maximizing the potential of their musical catalog.

Curve

Series C in 2023
Curve is a digital wallet company that offers a unique platform designed to consolidate multiple payment cards and accounts into a single application, enhancing the way users manage their finances. Established in London in 2015, Curve allows users to store their cards digitally while providing innovative features that actively save money on transactions. The wallet eliminates hidden foreign transaction fees, enables users to switch payment cards post-purchase, and allows for the accumulation of rewards alongside existing card benefits. With over six million customers globally, Curve processes billions in payments annually and is authorized by financial regulators in the UK, EEA, and the US. By integrating advanced wallet technology, Curve positions itself at the forefront of financial innovation, combining the benefits of traditional banking with the flexibility of digital finance.

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 company that offers a unique platform designed to consolidate multiple payment cards and accounts into a single application, enhancing the way users manage their finances. Established in London in 2015, Curve allows users to store their cards digitally while providing innovative features that actively save money on transactions. The wallet eliminates hidden foreign transaction fees, enables users to switch payment cards post-purchase, and allows for the accumulation of rewards alongside existing card benefits. With over six million customers globally, Curve processes billions in payments annually and is authorized by financial regulators in the UK, EEA, and the US. By integrating advanced wallet technology, Curve positions itself at the forefront of financial innovation, combining the benefits of traditional banking with the flexibility of digital finance.

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 is a Mountain View-based company established in 2011, specializing in AI-driven predictive analytics. It offers an open-source platform, H2O, for data scientists, developers, and analysts to perform machine learning tasks on big data. The platform includes H2O Driverless AI for automated machine learning and H2O Wave for real-time application development powered by AI. H2O.ai serves over 20,000 global organizations, including Fortune 500 companies, empowering them to solve complex business problems and discover new ideas. Its customer-centric approach has earned it a Net Promoter Score of 78, the highest in its industry. The company's AI Hybrid Cloud platform is used across various sectors such as marketing mix modeling, risk analysis, fraud detection, advertising technology, and customer intelligence. H2O.ai collaborates strategically with companies like Alteryx and has backing from investors including Goldman Sachs, NVIDIA, and Wells Fargo.

Curve

Venture Round in 2021
Curve is a digital wallet company that offers a unique platform designed to consolidate multiple payment cards and accounts into a single application, enhancing the way users manage their finances. Established in London in 2015, Curve allows users to store their cards digitally while providing innovative features that actively save money on transactions. The wallet eliminates hidden foreign transaction fees, enables users to switch payment cards post-purchase, and allows for the accumulation of rewards alongside existing card benefits. With over six million customers globally, Curve processes billions in payments annually and is authorized by financial regulators in the UK, EEA, and the US. By integrating advanced wallet technology, Curve positions itself at the forefront of financial innovation, combining the benefits of traditional banking with the flexibility of digital finance.

Maxwell Financial Labs

Series B in 2021
Maxwell Financial Labs, Inc. is a technology company founded in 2015 and based in Palo Alto, California. It specializes in providing a comprehensive platform that connects home buyers, real estate agents, and lenders, facilitating the mortgage loan process from application intake to the secondary market. The company's Mortgage Optimization Platform offers technology-driven solutions designed to give local lending teams a competitive edge, enabling non-depository mortgage banks, credit unions, brokers, and local banks to better serve their communities. By focusing on enhancing the homeownership experience, Maxwell Financial Labs aims to deliver significant benefits to all stakeholders involved in the mortgage process.

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 a comprehensive application program interface (API) platform tailored for banks and financial institutions. Founded in 2012 and formerly known as Regalii Inc., Arcus specializes in managing consumer bills and financial data. Its platform enables real-time bill management and payment services, providing users with a detailed overview of their financial obligations, including the number of bills, amounts owed, and due dates. Additionally, Arcus offers a multi-rail payment platform that facilitates accessible payment solutions for businesses, supporting various payment methods such as account-to-account transfers and cash transactions.

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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