Cohen Circle

Cohen Circle is a New York-based investment firm established by financial services veterans Betsy Cohen and her son, Daniel Cohen. Leveraging decades of experience at the forefront of financial innovation, the firm specializes in identifying and backing disruptive companies within the financial technology sector. Their investment thesis is deeply rooted in the founders' extensive operational and investment backgrounds, particularly Betsy Cohen's pioneering work in digital banking as the founder of The Bancorp.

The firm's investment strategy is multifaceted, encompassing direct investments in private growth-stage fintech companies and sponsorship of Special Purpose Acquisition Companies (SPACs) through their affiliation with Cohen & Company. Cohen Circle targets a broad spectrum of fintech sub-sectors, including digital banking, payments infrastructure, blockchain applications, and wealth management solutions. They seek out companies that are poised to reshape traditional financial services through technological advancements and innovative business models, often providing not just capital but also strategic guidance and access to their vast industry network.

Cohen Circle actively participates in significant funding rounds, demonstrating their capacity to deploy substantial capital. For instance, the firm led a $20 million Series A funding round for TIFIN Wealth, a fintech platform, showcasing their commitment to early-growth stage companies. They have also participated in larger, later-stage rounds, such as a $100 million Series D round for Figure Technologies, a blockchain-based financial services company, indicating their flexibility across the growth spectrum. Typically, Cohen Circle's first checks for direct investments range from approximately $5 million for leading early-growth rounds to as much as $25 million for more mature, high-potential ventures, reflecting their strategic approach to fostering innovation in financial services.