/Investor DB

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.

HQ
New York, US
Last 12 months
2 investments
AUM
$1.8T
Tracked investments
20

Team · 1 people

from curated

What they invest in

from 15 of 20 portfolio companies

Fintech ×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 path

By year:2026 · 22025 · 12023 · 32022 · 42021 · 32018 · 215 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 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

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.ioinApr 2026✓ 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 ParibasDeutsche BankMorgan Stanley

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 Ventures9Yards Capital+4 more

Buoyantbuoyant.vcFeb 2023

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 Venturescake.vcJan 2023 · $17M

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

Co-investorsAtento CapitalFoundryCendana CapitalPivotal 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 Partners

Greenwoodgogreenwood.com𝕏Mar 2021

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

Luma Financial Technologiesin

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

Octauraoctaura.cominJun 2025

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 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 TechnologiesinFeb 2021

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 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

Visiblevisible.vcinJan 2018 · $38M

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

Visiblemakevisible.com𝕏Jan 2018 · $38M

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

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

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 channel

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