Bank of America
New York · 1 people tracked
Also known as BOFA SECURITIES, INC. · MANAGED ACCOUNT ADVISORS LLC · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Investment thesis
Bank of America is a global banking and financial services company serving individuals, small businesses, companies and institutions, with offerings across personal banking, wealth management, and corporate and investment banking.
Source: firm website, verified Sep 29, 2026.
Team · 1 people
from curatedWhat they invest in
from 15 of 20 portfolio companiesFintech ×11AI & Machine Learning ×6Enterprise Software ×5SaaS ×5Impact & Social Good ×4Cleantech ×3Data & Infrastructure ×3Hardware ×3
HQs:United States×13United Kingdom×2
Investments · 20 tracked
founders shown can be your intro pathBy year:2026 · 22025 · 12023 · 32022 · 42021 · 32018 · 215 dated
Aiera provides AI-enabled infrastructure that gives institutional research teams permissioned, entitlement-aware access to proprietary financial content such as broker research, expert insights, transcripts, filings, live earnings calls, and news through a single searchable environment.
AI & Machine LearningEnterprise SoftwareFintechNew York, US
Ken Sena(Founder)inBryan Healey(Executive Officer, Director)in
BoardLogan Allin(Director)inCharles M. Hazard, Jr.(Director)inDiane Schumaker-Krieg(Director)
Co-investorsDeutsche BankEvercoreHSBCJefferiesUBSFin Capital+3 more
A community development financial institution that provides capital and lending services to small businesses and underserved communities in Appalachia and energy communities.
FintechImpact & Social GoodAppalachian Region, US
Donna Gambrellin
Co-investorsDeutsche BankCeniarth
Genesis builds capital markets software for financial institutions, offering both ready-to-deploy packaged applications and bespoke custom solutions for trading and post-trade operations.
AI & Machine LearningDeveloper ToolsEnterprise SoftwareFintechSaaSNew York, US
Stephen Murphy(Co-founder)inJames Harrison(Co-founder & CEO)in
Co-investorsBNY MellonSalesforce VenturesAccelInsight PartnersMolten VenturesTribeca Early Stage Partners+3 more
Versana provides a digital data platform serving the broadly syndicated loan and private credit markets, delivering real-time loan data and enterprise solutions to replace manual processes across the loan ecosystem.
Data & InfrastructureEnterprise SoftwareFintechSaaS
Scott McMunn(Chief Executive Officer)
Co-investorsMassMutual VenturesMotive PartnersApolloBNP ParibasDeutsche BankMorgan Stanley
Banked provides a set of account-to-account payment products that let businesses accept and send payments, including instant settlement, refunds, payouts, and reconciliation through a single API.
CybersecurityFintechSaaSLondon, GB
Brad Goodall(Co-Founder & CEO)inNeil Ambler(Co-Founder & COO)inEllie Fernandes(Co-Founder)Patrick Cox(Co-Founder)inJoe Pettersson(CTO)inJohn Fernandez(CLCO)in
Co-investorsBackedEdenred VenturesFirestartrInsight PartnersLove Ventures9Yards Capital+4 more
Buoyant Ventures is an early-stage venture fund that invests in seed and Series A companies developing AI, software, and hardware solutions for climate resilience, resource efficiency, and decarbonization.
AI & Machine LearningCleantechClimate TechDeep TechEnergyChicago, US
Amy Francetic(Co-founder & Managing General Partner)inAlex Behar(Partner)inLaura Katzman(Partner)in
Co-investorsSilicon ValleyA.Capital VenturesBenchmarkDCVC (Data Collective)Fuel CapitalGV (Google Ventures)+2 more
Cake Ventures is a seed and pre-seed venture firm investing in companies built around demographic change.
Co-investorsAtento CapitalFoundryCendana CapitalPivotal VenturesPlexo CapitalScreendoor
Cherry Hill, US
Douglas W. Clark(Executive Officer, Director)Michael Enright(Director)Brian Hogan(Director)Mark P. Joyce(Executive Officer)Thomas Brown(Director)Kirk Tilley(Director)
Co-investorsBregal Sagemount
CrossBoundary is an investment advisory and asset management firm focused on renewable energy, natural capital, and frontier market infrastructure in Africa, Latin America, and Asia.
CleantechEnergyEnterprise SoftwareFintechImpact & Social Good
Jake Cusack(Co-Founder and Managing Partner)inMatthew Tilleard(Co-Founder and Managing Partner)Tom Flahive(Co-Founder and Managing Partner)Paul Ouma(Advisory Partner and Co-Head of Africa Advisory)in
Co-investorsBlue Haven InitiativeKuramo Capital ManagementARCH Emerging Markets Partners
Greenwood is a financial technology platform offering banking, debit card, savings, and investment services designed specifically for Black entrepreneurs and community members.
FintechImpact & Social Good
Ryan Glover(Founder)inKiller Mike(Founder)
Co-investorsCohen CircleOpen Opportunity FundOssian CapitalTruist VenturesBlockchain CapitalCercano Management+6 more
Buy-side technology platform for discovering and managing alternative investments.
Cincinnati, US
Gim Lau(Executive Officer)inDonald Pogan(Executive Officer)inTimothy J. Bonacci(Executive Officer, Director)inRobert P. Jenkins(Executive Officer)Henry Flowers(Director)
BoardElliott Appel(Director)
Co-investorsSixth StreetMorgan StanleyUBS
Octaura provides electronic trading platforms and data analytics solutions for syndicated loan and structured credit markets.
AI & Machine LearningData & InfrastructureFintechNew York, US
Brian Bejile(Co-Founder and Chief Executive Officer)inLuis Carballo(Chief Technology Officer)inVitaliy Kozak(Chief Product Officer & Head of Insights; founding member)in
Co-investorsMassMutual VenturesMotive PartnersOMERS VenturesApolloBNP ParibasDeutsche Bank+2 more
Propel Finance provides tailored financing solutions for financial institutions, combining personalized service with digital automation through its technology platform.
FintechSaaSUK, GB
Mark Catton(Group Chief Executive Officer)inAlex Pooley(Group Chief Operations Officer)inAnne Williams(Executive Director)inGavin Dowding(Director of Digital and Product)inJon Maycock(Commercial Director)inSean Welsh(Interim Chief Financial Officer)in
Co-investorsQuilam CapitalBritish Business Bank
New York, US
Sean Hoover(Executive Officer, Director)Joseph Della Rosa(Director)Armando Diaz(Executive Officer, Director)Yogesh Wagle(Executive Officer, Director)
Co-investorsAllianceBernsteinMaC Venture CapitalNasdaq Ventures
Rubicon Carbon invests in and finances carbon removal and emissions reduction projects through forest restoration, peatland protection, and innovative carbon capture technologies.
CleantechClimate TechFintechImpact & Social Good
Tom Montag(Founding Chief Executive Officer)in
BoardAnne Finucane(Chairwoman)
Co-investorsTPGJetBlue VenturesSKY VCThe Rise Fund
Strivr provides an AI-powered quality assurance system delivered through smart glasses that lets its AI see what frontline workers see, detecting operational errors in real time and giving corrective, hands-free guidance.
AI & Machine LearningEdTechEnterprise SoftwareFuture of WorkGamingHardwareLivingston, US
Zachary Gray(Executive Officer, Director)Deborah Gray(Executive Officer)
BoardDavid Angstreich(Director)Gordon Uehling III(Director)Andrew Gray(Director)
Co-investorsAdvancit CapitalAlumni VenturesBMW i VenturesGreatPoint VenturesMana VenturesPresence Capital+5 more
Visible provides a platform for founders to send regular investor updates, manage investor relationships, and run fundraising processes.
AI & Machine LearningData & InfrastructureFintechSaaS
Co-investorsConnetic VenturesHigh AlphaKima VenturesGoldman SachsJefferiesKhosla Ventures+4 more
A company focused on improving understanding of energy-limiting, often invisible chronic conditions such as Long Covid and ME, which it states affect over 100 million people.
Digital HealthHardwareHealthtechWellness & Fitness
Harry Leeming(Founder)inLuke Martin-Fuller(Founder)in
Co-investorsCircle & Co.Flexcap VenturesOctopus VenturesCalm/Storm VCGoldman SachsHustle Fund+6 more
Vivint offers smart home security systems for residential customers, including security hubs, sensors, cameras, and smart locks with professional installation.
ConsumerHardwareIoT
Todd Pedersen(Founder)in
Co-investorsCota CapitalPrelude VenturesRock Creek CapitalGoldman Sachs
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
Portfolio news
latest coverage across their companiesVersana · versana.io · Apr 30, 2026
Aiera · aiera.com · Aug 21, 2025
Propel Finance · pymnts.com · Jul 8, 2025
Octaura · news.octaura.com · Jun 10, 2025
Frequently asked questions
- How many investments has Bank of America made?
- Bank of America has 20 tracked investments, including 3 dated in the last 24 months.
- What sectors does Bank of America focus on?
- Bank of America focuses on Crypto & Web3.
- Where is Bank of America located?
- Bank of America is headquartered in New York, US.
Media · Podcasts & interviews
from their channelMust Read Research: Rates, Crops, Korea, and Prediction Markets
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Global Rates & FX Views: Rates and inflation
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Consumers resilient but many retail stocks are on the sale rack
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Must Read Research: Fed Hiking Cycle; Brazil Optimism; Australia’s AI Boom; AV Commercialization
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Global Rates & FX Views: The great central bank review
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Signals & Noise: When Income Became an Outcome
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