Windfall
5 known investors
Windfall is a people intelligence and AI company that provides access to people data along with propensity modeling and machine learning to help go-to-market teams prioritize resources and engage the right prospects. It serves data-driven organizations, with more than 800 using its platform.
Also known as Windfall Data Β· Windfall Data, Inc.
Founders & leadership
Investors Β· 5
Also in the syndicate Β· 2
Company profile
researched Aug 2026Windfall is a people intelligence and artificial intelligence company that provides data on individuals β including wealth, philanthropic, and career attributes β and the tooling to activate that data in go-to-market workflows. Its platform is organized around a four-step workflow: identifying high-value prospects or customers within an organization's existing database or CRM, segmenting them by shared attributes, engaging cohorts using predictive and generative AI for personalization at scale, and measuring the impact of activities across sales, marketing, and account management.
Product components include the Windfall Application for generating insights on existing constituent data and net-new segments, Windfall Enrichment for appending intelligence to a CRM or customer database, Windfall Wealth Screening for donor and constituent records, and Windfall Propensity Modeling, which applies machine learning to identify segments and forecast likely behavior. The platform connects to partner systems including Salesforce, HubSpot, Snowflake, GiveCampus, and Facebook. Windfall states it is SOC 2 Type 2 compliant, CCPA compliant, and a registered data broker in California.
The company was founded in 2016 by operators who had previously built data products and who focused on the accuracy and refresh frequency of consumer and people data. Windfall reports being used by more than 1,500 organizations.
Founding story
Windfall was founded in 2016 by Arup Banerjee, Cory Tucker, and Daniel Stevens. The founders had long been developers of data products and identified pervasive inaccuracies in legacy consumer and people data, which they attributed to misleading sources and infrequent updates. Alongside accurate and timely data, they set out to make AI solutions broadly accessible, which the company describes as part of its data science approach from the start.
Business model
Windfall sells a subscription software platform and data services to organizations that want to enrich and act on consumer/people data. Offerings include the Windfall Application, Windfall Enrichment (syncing and enriching a customer's CRM or database), Wealth Screening, and Propensity Modeling, delivered through integrations with systems such as Salesforce, HubSpot, Snowflake, Microsoft Dynamics, GiveCampus, and Facebook. The company states it does not expose or sell customer data to third parties, siloes each client's data, and purges it when a client stops using the service.
Revenue is generated from organizations licensing Windfall's data and software platform, including data enrichment, wealth screening, propensity modeling, and application access delivered via SaaS and integrations.
Traction
Windfall reports more than 1,500 organizations using its platform, up from over 800 customers in 2023, and cited 500% growth over its first three years of operation as of 2019. Cumulative capital raised exceeds $100 million.
Latest developments
In April 2025 Windfall closed a $65 million Series B led by Morgan Stanley Expansion Capital, earmarked for product development and sales growth. Subsequent product announcements from the company include opening the Windfall API to all customers and partners for real-time and AI-native workflows, and a Salesforce Campaign Object integration connecting segmentation to campaign execution.
βΈFull profile β market position, technology, go-to-market, geography, history
Market position
Windfall describes itself as a provider of people intelligence and AI-powered workflow solutions serving more than 1,500 organizations, with an installed base spanning both commercial sectors and nonprofit development and advancement teams. Reported customer count grew from over 800 in 2023 to more than 1,500.
Windfall positions itself on the accuracy and update frequency of its people data relative to legacy consumer financial data sources, combined with in-house machine learning and propensity modeling that it makes available to non-technical go-to-market teams. It emphasizes data-handling controls β SOC 2 Type 2 compliance, CCPA compliance, per-client data siloing, no resale of data to third parties, and purging of client data on termination.
Technology
The platform combines a people dataset covering wealth, philanthropic, and career attributes with machine learning, propensity modeling, and predictive and generative AI for segmentation and personalized outreach. It offers CRM and data-warehouse integrations and an API for real-time workflows, with SOC 2 Type 2 and CCPA compliance.
Go-to-market
Windfall markets by industry vertical (retail, travel and hospitality, financial services, education, healthcare, nonprofit) and by role (marketing, sales, analytics and data science, prospect research, development and advancement). Demand generation includes webinars, customer testimonials and video case studies, whitepapers, articles, and in-person conference presence, supported by a partner and technology integration ecosystem.
Data-driven organizations across retail, travel and hospitality, financial services, education, healthcare, and nonprofits, with named customer examples including Cerity Partners, Columbia University Irving Medical Center, University of Colorado, Inspirato, Equity Estates, and Dexter Southfield. Buyers include marketing, sales, analytics and data science, prospect research, and development and advancement teams.
Geography
Headquartered in San Francisco, California. The company's dataset covers people across the United States, and it recruits talent across the US. It participates in US industry events, including the AHP International Conference in Nashville, Tennessee.
History
Founded in 2016 to address inaccuracies in legacy consumer financial and people data. In 2019 Windfall raised a seed round led by Bullpen Capital following 500% growth over its first three years. A Series A from En Pointe Capital followed in 2021, alongside expansion of its dataset beyond affluent consumers to all people in the US. In 2023 the company launched a new SaaS application with expanded commercial and nonprofit capabilities and reported more than 800 customers. In April 2025 it raised a $65 million Series B from Morgan Stanley Expansion Capital, bringing total capital raised to more than $100 million.
Compiled by commissioned research from 8 cited public sources β announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed β not independently audited.
Timeline Β· 6
launches, deals, and filingsCompany article announced a new Salesforce Campaign Object integration linking Windfall segments to campaign execution.
Company article announced opening the Windfall API to all customers and partners to support real-time and AI-native workflows.
Windfall Data, Inc. closed a $65 million Series B round led by Morgan Stanley Expansion Capital, to be used for product development and sales growth.
$65M source β
Windfall introduced a new SaaS application with expanded capabilities for commercial and nonprofit industries; the company reported over 800 customers that year.
Windfall raised a Series A from En Pointe Capital and continued expanding its dataset beyond affluent consumers to cover people across the US.
Windfall raised its seed round led by Bullpen Capital after reporting 500% growth over the first three years of the business.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
In the news
βΈResearch sources Β· 8
primary sources listed
- Windfallwindfall.com Β· web
8 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Windfall do?
- People intelligence and AI company providing wealth and career data plus propensity modeling for go-to-market teams.
- Who founded Windfall?
- Windfall was founded by Arup Banerjee, Daniel Stevens.
- Who are Windfall's investors?
- Windfall's investors include Bullpen Capital, CALIFORNIA INNOVATION, Valuestream Ventures.