Cohen Circle β Full Portfolio
30 tracked investments Β· listed companies and verified rows first
Arcus F.I. is a regulated electronic payment institution licensed and supervised by Mexico's banking and securities authority.
FintechNew York City, US
Edrizio De La Cruz(Founder/CEO)inJuan Maldonado(Founder)inIΓ±igo Rumayor(Founder)in
Co-investorsAvalancha VenturesFundersClubIGNIANew Ground VenturesNXTPOpen Opportunity Fund+2 more
Arta is a digital wealth management platform that gives members access to public and private market investments, including private equity, private credit, real estate, venture capital, hedge funds, structured products, and automated U.S.
AI & Machine LearningFintechSaaS
Caesar Sengupta(Co-founder & CEO)
Co-investorsPeak XV PartnersRibbit CapitalCoatue ManagementMantis Capital
BillGO operates BillGO Exchange, a payments platform that converts paper checks into digital payments and aggregates them into a single self-service portal for reconciliation.
FintechSaaSFort Collins, US
Daniel W. Holt(Executive Officer, Director)Kenneth Wayne Allen(Director)Scott M. Miller(Executive Officer, Director)Stephen R. Biddle(Director)
BoardPeter J. Kight(Director)inLarry Mazza(Director)
Co-investorsBankTech VenturesCaruso VenturesCommerce VenturesStructural Capital
CardConnect provides a merchant management portal and credit card processing platform for payment partners and ISOs, offering merchant onboarding, residual reporting, account reconciliation, and device management.
FintechRetail TechSaaS
Co-investorsFTV Capital
Crstl is an AI-native EDI and B2B commerce platform that automates order-to-cash workflows between brands, retailers, and logistics providers, including document exchange like purchase orders, ASNs, and invoices.
AI & Machine LearningLogistics & Supply ChainSaaS
Co-investorsMastryMensch Capital Partners
Curve Pay is a digital wallet that combines multiple bank cards into one, letting users switch which card paid for a purchase after the fact, avoid foreign exchange fees, and earn cashback on top of existing card rewards.
ConsumerFintech
Co-investorsFuel Venture CapitalHanaco Venture CapitalLifeX VenturesMouro CapitalOutward VCSamsung Next+7 more
Duetti buys music rights from independent music creators through catalog deals, giving artists cash for selected songs while letting them retain chosen tracks.
FintechMedia & Entertainment
Co-investorsFlexpoint FordNycaNyca Partners
Fold is a Bitcoin-focused fintech platform that allows users to buy Bitcoin, earn satoshis through cashback on purchases and gift card transactions, and manage funds via a debit card and mobile app.
Crypto & Web3Fintech
Co-investorsBessemer Venture PartnersCraft VenturesSlow VenturesVisary Capital
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
Co-investorsOpen Opportunity FundTruist VenturesTTV Capital
H2O.ai builds an enterprise agentic AI platform that lets organizations create domain-specific and vertical AI agents, digital assistants, and safety/evaluation tooling using their own models and private data, deployed on-premise or in air-gapped environments.
AI & Machine LearningData & InfrastructureEnterprise Software
Co-investorsLG Technology VenturesNew York Life VenturesVeligera CapitalCrane Venture Partners
Instnt offers an AI-driven fraud detection and loss protection product that identifies fraud and transfers residual fraud losses to A-rated insurers, moving them off the customer's balance sheet.
AI & Machine LearningFintechInsurTechNew York, US
Sunil Madhu(Founder and CEO)Justin Kamerman(Chief Product Officer)Amy Penn(Senior Vice President of Sales)Laura Pinto(SVP, People)Lukas Osborne, PhD(Head of Data Science & Machine Learning)
Co-investorsThird PrimeValuestream Ventures
Intermex provides money transfer and wire transfer services, letting users send money internationally to recipients in various destination countries.
FintechMiami, US
LendAPI provides a platform for building and launching fintech products, handling compliance, onboarding, fraud detection, and credit risk management.
AI & Machine LearningFintechSaaSOrange, US
Co-investorsTechstarsPlug and Play VenturesGreat North VenturesInterlock CapitalAlleyCorp
Maxwell provides software solutions for mortgage lenders, including point-of-sale, loan fulfillment, and due diligence tools designed for small to midsize community lenders.
Enterprise SoftwareFintechPropTechSaaSDenver, US
Evan Einhorn(President & Founder)John Paasonen(Co-founder & CEO)Rutul Dave(Co-Founder / CTO)
Co-investorsCurql Collective, LLCMatchstick VenturesNext Level VenturesPrudenceTechstarsThirdstream Partners+2 more
Nova Credit aggregates global credit bureau data, bank transaction data, and payroll information to help lenders assess borrowers and provide fairer access to credit for underserved populations including international newcomers, gig workers, and others traditionally excluded from the financial system.
Data & InfrastructureEnterprise SoftwareFintechNew York City, US
Misha Esipov(Founder/CEO)inLoek Janssen(Cofounder)
Co-investorsKleiner PerkinsGeneral CatalystA-Rod CorpAvid VenturesBallistic VenturesBetter Tomorrow Ventures+12 more
Ocrolus provides cash flow analytics and document processing tools for lenders and financial institutions to make funding decisions for small businesses.
AI & Machine LearningData & InfrastructureFintechSaaSNew York, US
Sam Bobley(Executive Officer)
BoardNick Adams(Director)inDavid Arcara(Director)in
Co-investorsARC Angel FundBoro CapitalBullpen CapitalDifferential VenturesElevate Innovation PartnersFin Capital+9 more
Payoneer operates a financial platform enabling cross-border commerce and payments for businesses of any size, allowing users to manage multiple currencies and access global markets.
B2B MarketplacesFintechSaaSNew York, US
Co-investors83NorthAspira CapitalNycaNyca PartnersSusquehanna Growth EquityTCV+2 more
San Francisco, US
Bertram Meyer(Director)Cedric Bru(Chief Executive Officer and President)Rene Ho(Chief Financial Officer)Jonathan Lowenhar(Executive Officer, Director)Manu Gupta(Director)Stuart Bagshaw(Director)
Co-investorsActivant CapitalBlue Lion GlobalDag VenturesHarmonic Growth PartnersPropel Venture PartnersProsperity7 Ventures+5 more
Proximitty builds AI agents to automate commercial lending workflows for banks, including document ingestion, financial analysis, covenant monitoring, and loan servicing for C&I, CRE, and SBA loans.
AI & Machine LearningEnterprise SoftwareFintechSan Francisco, US
Wye Yew Ho(Founder)inZi Zhang(Founder)in
Co-investorsSterling RoadY Combinator
Perella Weinberg is a global independent investment banking firm providing strategic and financial advisory services on M&A, restructuring, and capital transactions.
Enterprise SoftwareFintech
Peter A. Weinberg
Q2 provides digital banking software for financial institutions, offering platforms for consumer, small-business, and commercial banking along with AI-driven tools for fraud detection, onboarding, and account holder experiences.
AI & Machine LearningFintechSaaSAustin, US
Co-investorsCota CapitalMistral Venture PartnersTTV Capital
Railsr provides embedded finance infrastructure that lets businesses integrate banking, cards, and payment services into their own products.
Data & InfrastructureFintechSaaS
Co-investorsFuturecraft VenturesMiddlegame VenturesMoneta VCSalica InvestmentsVentura Capital
Sunlight provides AI agents that process B2B payments by card through suppliers' existing billing portals, enabling AP platforms and card issuers to capture card-based payments without requiring supplier enrollment or integration.
FintechNew York City, US
Guy Ziv(Founder)inLeo Chanea(Founder)inGil Peretz(Founder)in
Co-investorsCathexis VenturesCota CapitalGreat North VenturesWayfinder VenturesY CombinatorLombardstreet Ventures
Sure provides a digital insurance platform that enables carriers, brands, marketplaces, and software companies to offer insurance products to consumers.
AI & Machine LearningInsurTechSaaSAustin, US
Wayne Slavin(CEO)in
BoardDaniel Petrozzo(Director)Adam J. Plotkin(Director)Jarod Kolman(Director)inTodd Kimmel(Director)
Co-investorsAAF Management Ltd.Declaration PartnersMenlo VenturesMontage Ventures
Wildfire Systems operates a white-label loyalty, rewards, and commerce platform that lets financial institutions and technology companies offer cashback, coupons, and card-linked benefits through browser extensions, shopping portals, or APIs.
AI & Machine LearningFintechMarketing Tech
Co-investorsB Capital GroupB4 CapitalBAM VenturesBonfire VenturesEvolution VenturesMoonshots Capital+3 more
Zalos builds computer agents that automate repetitive finance operations tasks like payroll, reconciliation, and form processing within existing enterprise ERP and accounting systems, without requiring system replacement.
AI & Machine LearningEnterprise SoftwareFintechSaaSLondon, GB
William Fairbairn(Founder)inHung Hoang(Founder)in
Co-investorsActivant CapitalSterling RoadY Combinator14Peaks Capital20VC
Zeal is an embedded payroll and workforce payments platform for staffing companies, labor marketplaces, and workforce management tools.
FintechHR TechSaaSSan Francisco, US
Pranab Krishnan(Founder)inKirti Shenoy(Founder)in
Co-investorsCommerce VenturesSpark CapitalLorimer VenturesY CombinatorForm CapitalLong Journey Ventures
Rows marked βSEC filingβ are inferred from directors named on the company's SEC Form D β public regulatory data, not a portfolio list published by the firm.