Read about
 the launch of
Cohen Circle logo
Cohen Circle
Contact Us
Companies

Meet the next generation of innovators

Our Portfolio Companies
Stage

Arcus

Exit
Venture
October 12, 2022
Exit
Venture
Payments platform focused on building the next generation of payment solutions.
Arcus was acquired by Mastercard (NYSE: MA) on November 24, 2021.
Founders: Edrizio De La Cruz, Inigo Rumayor Belausteguigoitia, Juan Jose Maldonado
Year Founded: 2011
Investment Date: September 2020
HQ: New York, NY
Website
Exit
Venture
Payments platform focused on building the next generation of payment solutions.
Arcus was acquired by Mastercard (NYSE: MA) on November 24, 2021.
Founders: Edrizio De La Cruz, Inigo Rumayor Belausteguigoitia, Juan Jose Maldonado
Year Founded: 2011
Investment Date: September 2020
HQ: New York, NY
Website

Arta

Venture
October 12, 2022
Venture
Digital family office platform.
Founders: Caesar Sengupta, Charles Dong, David Shapiro, Edward Chiang, Felix Lin, Mark Striebeck, Zelidrag Hornung
Year Founded: 2021
Investment Date: October 2022
HQ: San Francisco, CA
Website
Venture
Digital family office platform.
Founders: Caesar Sengupta, Charles Dong, David Shapiro, Edward Chiang, Felix Lin, Mark Striebeck, Zelidrag Hornung
Year Founded: 2021
Investment Date: October 2022
HQ: San Francisco, CA
Website

BillGO

Venture
October 12, 2022
Venture
Bill management & payments platform.
Founders: Dan Holt, Scott Miller, Kelly Seidl, Pete Kight
Year Founded: 2015
Investment Date: July 2020
HQ: Fort Collins, CO
Website
Venture
Bill management & payments platform.
Founders: Dan Holt, Scott Miller, Kelly Seidl, Pete Kight
Year Founded: 2015
Investment Date: July 2020
HQ: Fort Collins, CO
Website

CardConnect

Exit
Late stage
October 13, 2022
Exit
Late stage
Credit card payment integration for software, SMBs, enterprise business.
Acquired by First Data on July 6, 2017 for $779M.
Founders: Brian Shanahan
Year Founded: 2006
Investment Date: March 2016
HQ: King of Prussia, PA
Website
Exit
Late stage
Credit card payment integration for software, SMBs, enterprise business.
Acquired by First Data on July 6, 2017 for $779M.
Founders: Brian Shanahan
Year Founded: 2006
Investment Date: March 2016
HQ: King of Prussia, PA
Website

Crstl

Venture
October 13, 2022
Venture
B2B commerce enablement
Founders: Dipti Desai, Suparna Gharpure
Year Founded: 2021
HQ: San Francisco
Website
Venture
B2B commerce enablement
Founders: Dipti Desai, Suparna Gharpure
Year Founded: 2021
HQ: San Francisco
Website

ClickSwitch

Exit
Venture
October 13, 2022
Exit
Venture
Digital account switching solution for financial institutions and challenger banks.
ClickSWITCH was acquired by Q2 Holdings, Inc on April 1, 2021.
Founders: Cale Johnston, Dan Rosen, Jeremy Kuiper, Tripp Shriner
Year Founded: 2014
Investment Date: May 2019
HQ: Minneapolis, MN
Website
Exit
Venture
Digital account switching solution for financial institutions and challenger banks.
ClickSWITCH was acquired by Q2 Holdings, Inc on April 1, 2021.
Founders: Cale Johnston, Dan Rosen, Jeremy Kuiper, Tripp Shriner
Year Founded: 2014
Investment Date: May 2019
HQ: Minneapolis, MN
Website

Curve

Venture
October 13, 2022
Venture
Banking platform consolidating multiple cards and accounts.
Founders: Shachar Bialick
Year Founded: 2015
Investment Date: February 2022, December 2022
HQ: London, UK
Website
Venture
Banking platform consolidating multiple cards and accounts.
Founders: Shachar Bialick
Year Founded: 2015
Investment Date: February 2022, December 2022
HQ: London, UK
Website

Fold

Late stage
October 13, 2022
Late stage
Personal finance powered by bitcoin.
Deal Value: ~$450M
Founders: Will Reeves
Year Founded: 2019
Investment Date: February 2025
HQ: Phoenix, AZ
IPO:
FLD
Website
Late stage
Personal finance powered by bitcoin.
Deal Value: ~$450M
Founders: Will Reeves
Year Founded: 2019
Investment Date: February 2025
HQ: Phoenix, AZ
IPO:
FLD
Website

Greenwood

Venture
October 13, 2022
Venture
Digital banking platform for Black and Brown professionals and business owners.
Founders: Ryan Glover, Paul Judge, Michael Render ('Killer Mike')
Year Founded: 2020
Investment Date: December 2022
HQ: Atlanta, GA
Website
Venture
Digital banking platform for Black and Brown professionals and business owners.
Founders: Ryan Glover, Paul Judge, Michael Render ('Killer Mike')
Year Founded: 2020
Investment Date: December 2022
HQ: Atlanta, GA
Website

Duetti

Venture
October 13, 2022
Venture
Music financing for independent artists.
Founders: Lior Tibon and Christopher Nolte
Year Founded: 2022
Investment Date: August 2023
HQ: New York, NY
Website
Venture
Music financing for independent artists.
Founders: Lior Tibon and Christopher Nolte
Year Founded: 2022
Investment Date: August 2023
HQ: New York, NY
Website

H2O.ai

Venture
October 13, 2022
Venture
Open source machine learning platform
Founders: Sri Ambati
Year Founded: 2012
Investment Date: March 2022
HQ: Mountain View, CA
Website
Venture
Open source machine learning platform
Founders: Sri Ambati
Year Founded: 2012
Investment Date: March 2022
HQ: Mountain View, CA
Website

Intermex

Exit
Late stage
October 13, 2022
Exit
Late stage
Processor of money transfer services in the U.S. to Latin America corridor.
Deal value $300M
Founders: John Rincon
Year Founded: 1994
Investment Date: July 2017
HQ: Miami, FL
IPO:
IMXI
Website
Exit
Late stage
Processor of money transfer services in the U.S. to Latin America corridor.
Deal value $300M
Founders: John Rincon
Year Founded: 1994
Investment Date: July 2017
HQ: Miami, FL
IPO:
IMXI
Website

Instnt

Venture
October 13, 2022
Venture
Fully managed onboarding platform for businesses with fraud loss liability insurance.
Founders: Sunil Madhu, Mimi Salcedo
Year Founded: 2019
Investment Date: 2019
HQ: New York, NY
Website
Venture
Fully managed onboarding platform for businesses with fraud loss liability insurance.
Founders: Sunil Madhu, Mimi Salcedo
Year Founded: 2019
Investment Date: 2019
HQ: New York, NY
Website

LendAPI

Venture
October 13, 2022
Venture
Financial technology deployment infrastructure
Founders: Timothy Li, Sam Xia
Year Founded: 2024
Investment Date: November 2024
HQ: Irvine, CA
Website
Venture
Financial technology deployment infrastructure
Founders: Timothy Li, Sam Xia
Year Founded: 2024
Investment Date: November 2024
HQ: Irvine, CA
Website

Maxwell

Venture
October 13, 2022
Venture
Digital mortgage platform and value-added services for small to midsize mortgage lenders.
Founders: John Paasonen, Lance Poole
Year Founded: 2015
Investment Date: January 2022
HQ: Denver, Colorado
Website
Venture
Digital mortgage platform and value-added services for small to midsize mortgage lenders.
Founders: John Paasonen, Lance Poole
Year Founded: 2015
Investment Date: January 2022
HQ: Denver, Colorado
Website

Nova Credit

Venture
October 13, 2022
Venture
Cross-border credit bureau platform.
Founders: Misha Esipov and Nicky Goulimis
Year Founded: 2016
Investment Date: July 2023
HQ: New York, NY
Website
Venture
Cross-border credit bureau platform.
Founders: Misha Esipov and Nicky Goulimis
Year Founded: 2016
Investment Date: July 2023
HQ: New York, NY
Website

Ocrolus

Venture
October 13, 2022
Venture
Document automation platform in financial services, powering the digital lending ecosystem.
Founders: Sam Bobley, John Guerci, Victoria Meakin
Year Founded: 2014
Investment Date: September 2021
HQ: New York, NY
Website
Venture
Document automation platform in financial services, powering the digital lending ecosystem.
Founders: Sam Bobley, John Guerci, Victoria Meakin
Year Founded: 2014
Investment Date: September 2021
HQ: New York, NY
Website

Paya

Exit
Late stage
October 13, 2022
Exit
Late stage
Integrated payment and frictionless commerce solutions.
Acquired by Nuvei Corporation on January 9, 2023 for $1.3B
Founders: Jeff Hack
Year Founded: 1989
Investment Date: October 2020
HQ: Atlanta, GA
Website
Exit
Late stage
Integrated payment and frictionless commerce solutions.
Acquired by Nuvei Corporation on January 9, 2023 for $1.3B
Founders: Jeff Hack
Year Founded: 1989
Investment Date: October 2020
HQ: Atlanta, GA
Website

Payoneer

Exit
Late stage
October 13, 2022
Exit
Late stage
Payment platform for cross-border digital business.
Deal value $3.3bn
Founders: Ben Yaniv Chechik, Kai Stalmann, Yuval Tal
Year Founded: 2005
Investment Date: June 2021
HQ: NY, NY
IPO:
PAYO
Website
Exit
Late stage
Payment platform for cross-border digital business.
Deal value $3.3bn
Founders: Ben Yaniv Chechik, Kai Stalmann, Yuval Tal
Year Founded: 2005
Investment Date: June 2021
HQ: NY, NY
IPO:
PAYO
Website

Perella Weinberg Partners

Exit
Late stage
October 13, 2022
Exit
Late stage
Global financial services firm focused on investment banking advisory services.
Deal value $977M
Founders: Joseph R. Perella, Peter A. Weinberg
Year Founded: 2006
Investment Date: June 2021
HQ: NY, NY
IPO:
PWP
Website
Exit
Late stage
Global financial services firm focused on investment banking advisory services.
Deal value $977M
Founders: Joseph R. Perella, Peter A. Weinberg
Year Founded: 2006
Investment Date: June 2021
HQ: NY, NY
IPO:
PWP
Website

Proximitty

Venture
October 13, 2022
Venture
AI Agents for business loan servicing
Founders: Wye Yew Ho, Zi Zhang
Year Founded: 2026
Investment Date: March 2026
HQ: San Francisco, CA
Website
Venture
AI Agents for business loan servicing
Founders: Wye Yew Ho, Zi Zhang
Year Founded: 2026
Investment Date: March 2026
HQ: San Francisco, CA
Website

Railsr

Venture
October 13, 2022
Venture
Embedded finance experiences platform.
Founders: Nigel Verdon & Clive Mitchell
Year Founded: 2015
Investment Date: March 19, 2021
HQ: London, UK
Website
Venture
Embedded finance experiences platform.
Founders: Nigel Verdon & Clive Mitchell
Year Founded: 2015
Investment Date: March 19, 2021
HQ: London, UK
Website

Reload

Venture
October 13, 2022
Venture
Embedded workforce management for AI agents
Founders: Newton Asara, Kiran Das
Year Founded: 2025
HQ: San Francisco
Website
Venture
Embedded workforce management for AI agents
Founders: Newton Asara, Kiran Das
Year Founded: 2025
HQ: San Francisco
Website

Sunlight

Venture
October 13, 2022
Venture
Agentic B2B payments
Founders: Guy Ziv, Gil Peretz, Leo Chanea
Year Founded: 2021
HQ: NY
Website
Venture
Agentic B2B payments
Founders: Guy Ziv, Gil Peretz, Leo Chanea
Year Founded: 2021
HQ: NY
Website

Sure

Venture
October 13, 2022
Venture
Embedded insurance technology powering API-based digital insurance programs.
Founders: Wayne Slavin, Jarod Kolman
Year Founded: 2014
Investment Date: August 2021
HQ: Santa Monica, CA
Website
Venture
Embedded insurance technology powering API-based digital insurance programs.
Founders: Wayne Slavin, Jarod Kolman
Year Founded: 2014
Investment Date: August 2021
HQ: Santa Monica, CA
Website

Taulia

Exit
Venture
October 13, 2022
Exit
Venture
Provider of working capital solutions.
Taulia was acquired by SAP (NYSE: SAP) on March 10, 2022.
Founders: Betram Meyer, Nathan Medlock, Brian Matthews, Josh Hannah, Noel Fenton
Year Founded: 2009
Investment Date: June 2020
HQ: San Francisco, CA
Website
Exit
Venture
Provider of working capital solutions.
Taulia was acquired by SAP (NYSE: SAP) on March 10, 2022.
Founders: Betram Meyer, Nathan Medlock, Brian Matthews, Josh Hannah, Noel Fenton
Year Founded: 2009
Investment Date: June 2020
HQ: San Francisco, CA
Website

Wildfire

Venture
November 10, 2024
Venture
White-labelled online shopping loyalty & rewards programs
Founders: Jordan Glazier
Year Founded: 2017
Investment Date: July 2024
HQ: Solana Beach, CA
Website
Venture
White-labelled online shopping loyalty & rewards programs
Founders: Jordan Glazier
Year Founded: 2017
Investment Date: July 2024
HQ: Solana Beach, CA
Website

Zalos

Venture
December 9, 2024
Venture
Computer Agents automating FinOps workflows
Founders: Will Fairbairn and Hung Hoang.
Year Founded: 2025
Investment Date: December 2025
HQ: San Francisco, CA
Website
Venture
Computer Agents automating FinOps workflows
Founders: Will Fairbairn and Hung Hoang.
Year Founded: 2025
Investment Date: December 2025
HQ: San Francisco, CA
Website

Zeal

Venture
December 10, 2024
Venture
End-to-end embedded payroll platform
Founders: Kirti Shenoy, Pranab Krishman
Year Founded: 2019
Investment Date: December 2023
HQ: San Francisco CA
Website
Venture
End-to-end embedded payroll platform
Founders: Kirti Shenoy, Pranab Krishman
Year Founded: 2019
Investment Date: December 2023
HQ: San Francisco CA
Website
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram