Cohen Circle — Full Portfolio

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)inIñigo Rumayor(Founder)in

Co-investorsAvalancha VenturesFundersClubIGNIANew Ground VenturesNXTPOpen Opportunity Fund+2 more

Arta Finance offers accredited investors and qualified purchasers access to private market investments across asset classes including private credit, private equity, real estate, and venture capital, selected through its fund selection process.

AI & Machine LearningFintechSaaS

Caesar Sengupta(Co-founder & CEO)inFelix Lin(Co-founder, President and CFO; appointed Group CEO)inChirag Yagnik(Chief Investment Officer and Co-founder)inAmanda Ong(Singapore CEO)in

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 develops payment processing solutions with proprietary PCI-validated security for merchants and sales partners since 2006.

Enterprise SoftwareFintechRetail TechSaaS

Co-investorsFTV Capital

Crstl provides an API and application platform that integrates EDI (Electronic Data Interchange) standards into warehouse management systems, helping logistics and fulfillment software vendors eliminate compliance complexity and chargebacks.

AI & Machine LearningB2B MarketplacesEnterprise SoftwareLogistics & Supply ChainSaaS

Dipti Desai(Founder)in

Co-investorsMastryMensch Capital PartnersMosaic General Partnership, LLC

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

Shachar Bialick(Founder & CEO)in

Co-investorsFuel Venture CapitalHanaco Venture CapitalLifeX VenturesMouro CapitalOutward VCSamsung Next+7 more

Duetti offers independent music creators fast deals to buy music rights (masters, publishing, and royalties), along with catalog management, distribution, and marketing services to grow their careers.

Creator EconomyFintechMarketplacesMedia & EntertainmentNew York City, US

Christopher Nolte(Founder)inLior Tibon(Founder)in

Co-investorsFlexpoint FordNycaNyca PartnersViola Ventures

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 PartnersCoinFundCraft 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

Ryan Glover(Founder)in

Co-investorsOpen Opportunity FundTruist VenturesBank of AmericaPNCTTV CapitalWells Fargo Advisors

H2O.ai provides machine learning and artificial intelligence software for data science teams and organizations seeking to democratize access to advanced analytics and predictive modeling capabilities.

AI & Machine LearningClimate TechData & InfrastructureEnterprise SoftwareImpact & Social Good

Co-investorsCelesta CapitalCelesta CapitalLG Technology VenturesNew York Life VenturesVeligera CapitalCrane Venture Partners

Instnt offers identity fraud loss insurance that transfers identity-fraud liability from a company's balance sheet to global insurers, using AI to underwrite residual fraud-loss risk at account approval.

AI & Machine LearningFintechInsurTechNew York, US

Sunil Madhu(Founder and CEO)inJustin Kamerman(Chief Product Officer)inAmy Penn(Senior Vice President of Sales)inLaura Pinto(SVP, People)inLukas Osborne, PhD(Head of Data Science & Machine Learning)in

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

Joyn is a software product that connects engineering and work tools to give customer-facing teams visibility into product progress.

AI & Machine LearningHR TechBrooklyn, US

Seraina Macia(Founder & CEO)

Co-investorsProject Voice Capital PartnersTechstarsAvanta VenturesAxia8 VenturesBixin VenturesConsenSys+8 more

LendAPI provides a platform for building and launching fintech products, handling compliance, onboarding, fraud detection, and credit risk management.

AI & Machine LearningFintechSaaSOrange, US

Timothy Li(Founder)in

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)inRutul Dave(Co-Founder / CTO)in

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)in

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)in

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

Working capital management platform offering payables, receivables and inventory solutions with supply chain financing, operating as SAP Taulia.

San Francisco, US

Bertram Meyer(Director)inPhilip Stehlik(Director)Betram Meyer(Executive Officer, Director, Promoter)Marcus Ament(Executive Officer, Promoter)Cedric Bru(Chief Executive Officer and President)Rene Ho(Chief Financial Officer)

Co-investorsActivant CapitalBlue Lion GlobalDag VenturesHarmonic Growth PartnersPropel Venture PartnersProsperity7 Ventures+6 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(Co-Founder & CEO)inZi Zhang(Co-Founder & CTO)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 is a financial technology platform providing digital banking solutions to financial institutions, alternative lenders, and fintechs through an open ecosystem for integration and distribution.

AI & Machine LearningEnterprise SoftwareFintechSaaSAustin, US

Hank Seale(Founder)in

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 CapitalAnthos Capital+1 more

Reload provides AI agents organized into functional teams that help early-stage startups (10-20 people) handle core business operations including growth, sales, engineering support, customer success, and operations without scaling headcount.

AI & Machine LearningFuture of WorkSaaS

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)in

Co-investorsAAF Management Ltd.Declaration PartnersFf Venture CapitalMenlo VenturesMontage Ventures

Wildfire operates a loyalty platform that connects financial and technology companies to a network of over 50,000 merchant programs, enabling them to offer cashback, coupons, and rewards to their customers while capturing shopping insights and generating commerce media revenue.

AI & Machine LearningData & InfrastructureFintechMarketing TechMarketplacesSan Diego, US

Co-investorsB Capital GroupB4 CapitalBAM VenturesBonfire VenturesEvolution VenturesMoonshots Capital+4 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, CEO)inHung Hoang(Founder, CTO)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