Fundraising Fox

Broker Genius

Valley Stream, US · Founded 2016 · Delaware corporation · 2 known investors

brokergenius.com ↗

Founders & leadership

Broker Genius was founded in 2016 by Shmuel Sherman.

SS
Shmuel ShermanFounder

Board

ES
Esther ShermanBoard director
JB
Joseph BohmBoard director
MA
Miles ArnoneBoard director

Investors · 2

Escalate Capital PartnersAustin
Volition CapitalreportedBoston · $10M – $100Mvia Sean Cantwell · board

Reported raises · per SEC filings

Form D private placements

$26.1M disclosed across 6 rounds · 2016–2023

▶$11.5MraisedFeb 2023 · 4 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Sean CantwellDirector
  • John LucierExecutive Officer
  • Guy Levy-YuristaDirector
  • Joseph BohmDirector
  • Peter LamsonDirector
  • Brian LafeminaDirector
  • Drew GainorExecutive Officer
  • Guinio VolponeDirector
  • Shmuel ShermanExecutive Officer, Director, Promoter
  • Noah RabinskyDirector
Amount sold
$11.5M
First sale
Jan 2023
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$8MraisedSep 2021 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Shmuel ShermanExecutive Officer, Director, Promoter
  • Brian LafeminaDirector
  • Sean CantwellDirector
  • Guinio VolponeDirector
  • John LucierExecutive Officer
  • Drew GainorExecutive Officer
  • Joseph BohmDirector
  • Peter LamsonDirector
  • Guy Levy-YuritsaDirector
Amount sold
$8M
First sale
Sep 2021
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$3.6MraisedJan 2021 · 11 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Peter LamsonDirector
  • Joseph BohmDirector
  • Guinio VolponeDirector
  • Drew GainorExecutive Officer
  • Sean CantwellDirector
  • John LucierExecutive Officer
  • Shmuel ShermanExecutive Officer, Director, Promoter
  • Guy Levy-YuristaDirector
Offering amount
$6.1M
Amount sold
$3.6M
First sale
Dec 2020
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$515.8KraisedJan 2021 · 1 investors · Other Technology
Officers, directors & promoters on the filing
  • Sean CantwellDirector
  • John LucierExecutive Officer
  • Shmuel ShermanExecutive Officer, Director, Promoter
  • Drew GainorExecutive Officer
  • Guy Levy-YuristaDirector
  • Joseph BohmDirector
  • Guinio VolponeDirector
  • Peter LamsonDirector
Offering amount
$515.8K
Amount sold
$515.8K
First sale
Dec 2020
Incorporated
Corporation, Delaware, 2016
Federal exemptions
04
Full filing on SEC EDGAR ↗
▶$2.3MraisedMay 2018 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Sean CantwellDirector
  • Shmuel ShermanExecutive Officer, Director, Promoter
  • Joseph BohrnDirector
  • John LucierExecutive Officer
  • James McGowanExecutive Officer
  • Jason CrystalExecutive Officer
  • Miles ArnoneDirector
Offering amount
$2.3M
Amount sold
$2.3M
First sale
May 2018
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$273.6KraisedApr 2016 · 2 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Shmuel ShermanExecutive Officer, Director, Promoter
  • Esther ShermanDirector
  • Joseph BohmDirector
  • Miles ArnoneDirector
Offering amount
$1M
Amount sold
$273.6K
Minimum investment
$25K
First sale
Apr 2016
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Frequently asked questions

Who founded Broker Genius?
Broker Genius was founded by Shmuel Sherman in 2016.
Who are Broker Genius's investors?
Broker Genius's investors include Escalate Capital Partners, Volition Capital.
How much funding has Broker Genius raised?
Broker Genius has disclosed $26.1M raised across 6 rounds.
Where is Broker Genius headquartered?
Broker Genius is headquartered in Valley Stream, US.