/Companies

Coconut Software

9 known investors

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Coconut Software provides a customer engagement platform designed for financial institutions including banks. The company serves over 200 banks, including major clients such as Royal Bank of Canada, US Bank, Capital One, Vancity, Navy Federal, and M&T Bank.

Founders & leadership

KRKatherine Regnier
Katherine RegnierFounder and CEOKatherine Regnier founded Coconut Software, an AI-powered customer engagement platform serving financial institutions including major banks such as RBC, US Bank, and Capital One. As CEO, she leads the company's work in bridging banking operations with customer engagement through scheduling, queuing, and workforce optimization.

Investors · 9

Also in the syndicate · 2

Conexus Venture Capital FundPIC Investment Group

Funding

SEC filings, press & company announcements

Source: company announcements and press reports — follow each round's link for the claim.

In the news

Frequently asked questions

What does Coconut Software do?
Coconut Software provides a customer engagement platform designed for financial institutions including banks. The company serves over 200 banks, including major clients such as Royal Bank of Canada, US Bank, Capital One, Vancity, Navy Federal, and M&T Bank.
Who founded Coconut Software?
Coconut Software was founded by Katherine Regnier.
Who are Coconut Software's investors?
Coconut Software's investors include Conexus Venture Capital, Klass Capital, Stand Up Ventures, Bay Partners, Information Venture Partners, ScaleUP Ventures, StandUp Ventures.