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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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HQ
New York, US
Last 12 months
1 investment
AUM
$995B
Tracked investments
16

Team · 1 people

from curated

What they invest in

from 11 of 16 portfolio companies

Fintech ×9Enterprise Software ×5Impact & Social Good ×4SaaS ×4AI & Machine Learning ×3Cleantech ×2Hardware ×2Climate Tech ×1

HQs:United States×10United Kingdom×2

Investments · 16 tracked

founders shown can be your intro path

By year:2026 · 12023 · 22022 · 42021 · 18 dated

Aieraaiera.comin𝕏✓ verified

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 SoftwareFintech

Ken Sena(Founder)in

Co-investorsDeutsche BankEvercoreHSBCJefferiesUBSFlybridge Capital Partners+2 more

Appalachian Community Capitalappalachiancommunitycapitalcdfi.orgin𝕏✓ verified

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 Globalgenesis.globalin𝕏Jul 2022✓ verified

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

Versanaversana.ioin✓ verified

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 Paribas

Bankedbanked.comin𝕏Feb 2022 · $20M

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 VenturesAcrew Capital

Cake Venturescake.vcJan 2023 · $17M

Cake Ventures is a seed and pre-seed venture firm investing in companies built around demographic change.

Co-investorsAtento CapitalFoundryPivotal VenturesPlexo CapitalScreendoor

CorcentricinJun 2023 · $315M

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 Groupcrossboundary.comin𝕏Jun 2026

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 PartnersIFC

Greenwoodbankgreenwood.com𝕏

Greenwood is a mobile financial platform offering digital checking, high-interest savings, a Mastercard debit card, and commission-free stock and ETF investing, with banking services provided by Coastal Community Bank.

FintechImpact & Social Good

Ryan Glover(Founder)in

Co-investorsCohen CircleOpen Opportunity FundTruist VenturesPNCTTV CapitalWells Fargo Advisors

Luma Financial Technologiesin

Cincinnati, US

Gim Lau(Executive Officer)Donald Pogan(Executive Officer)inTimothy J. Bonacci(Executive Officer, Director)inRobert P. Jenkins(Executive Officer)Henry Flowers(Director)

BoardElliott Appel(Director)

Co-investorsMorgan StanleySixth StreetUBS

Propel Financepropelfinance.co.ukin𝕏

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

Purestream Trading Technologiesin

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 Carbonrubiconcarbon.cominNov 2022 · $1B

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

Strivrstrivr.cominApr 2022 · $35M

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 LearningEnterprise SoftwareFuture of WorkHardwareLivingston, US

Zachary Gray(Executive Officer, Director)Deborah Gray(Executive Officer)

BoardDavid Angstreich(Director)Gordon Uehling III(Director)Andrew Gray(Director)

Co-investorsAdvancit CapitalBMW i VenturesGreatPoint VenturesAccenture VenturesGaingelsGeorgian+1 more

Vivintvivint.comin𝕏

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.

Axia Technologies

Portfolio news

latest coverage across their companies

Frequently asked questions

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.

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