Cohen Circle
Overview
Cohen Circle is an investment firm founded by financial services pioneers, Betsy Cohen and her son Daniel Cohen. Since 2015, the firm has provided transformative capital to late stage fintech companies. Today, we make investments across the capital structure in the fintech, technology, and impact spaces, with $5bn+ in capital raised. Our decades-long experience as founders, operators, and innovators uniquely positions us to capitalize and transform companies through our significant network and expertise.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Zalos | Mar 2026 | Seed | Co-investor |
| Duetti | Feb 2024 | VC Round | Co-investor |
| Wildfire Systems | Oct 2024 | Series B | Co-investor |
| Reload | Feb 2026 | Pre Seed | Co-investor |
| LendAPI | Nov 2024 | Seed | Lead |
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Cohen Circle based?
Cohen Circle is headquartered in New York City, New York, United States.
When was Cohen Circle founded?
Cohen Circle was founded in 2015.
How many portfolio companies does Cohen Circle have?
Cohen Circle has 10 portfolio companies in Caplight's dataset.
What are some companies in Cohen Circle's portfolio?
Portfolio companies visible on Caplight include Zalos, Duetti, Wildfire Systems, Reload, LendAPI.
What was Cohen Circle's most recent investment shown here?
Cohen Circle's most recent investment in this portfolio sample was in Zalos in 2026.
What sectors does Cohen Circle focus on?
Cohen Circle focuses on FinTech, FinTech, FinTech, FinTech, Cybersecurity, AI, Data & Cloud Infrastructure, FinTech, FinTech, Enterprise Software, Enterprise Software, FinTech, FinTech, Media, Entertainment & Gaming, Telecommunications & Networking, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, Consumer & Commerce, Enterprise Software.
What company stages does Cohen Circle focus on?
Cohen Circle typically invests at the MultiStage stage.
What is Cohen Circle's AUM?
Cohen Circle's assets under management are estimated between $500.0M and $1.0B.