# AllianceBernstein

> AllianceBernstein is a VC fund in New York backing Software and SaaS. See 42 investments, check sizes, portfolio and contact details. Updated Aug 2026.

- Type: VC Fund
- Location: New York, United States
- Total investments: 42
- Last investment: Jul 2026
- Lead investor: 38%
- Last updated: Aug 2026
- LinkedIn: http://www.linkedin.com/company/abglobal
- X (Twitter): http://twitter.com/ab_insights
- Website: http://www.alliancebernstein.com
- Facebook: https://www.facebook.com/abinsights

AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March 31, 2008.

## Contacts

5 contacts available for AllianceBernstein. Shizune tracks 9 team members at AllianceBernstein. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-team-emails/alliancebernstein?utm_source=investor_profile

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Software | 11 | 26% |
| SaaS | 6 | 14% |
| FinTech | 5 | 12% |
| Financial Services | 5 | 12% |
| Biotechnology | 4 | 10% |

94 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Series D | 11 | 26% |
| Series C | 9 | 21% |
| Series B | 4 | 10% |
| Debt Financing | 4 | 10% |
| Funding Round | 3 | 7% |

12 stages tracked in total.

### Country

| Country | Investments | Share |
| --- | --- | --- |
| United States | 32 | 76% |
| United Kingdom | 2 | 5% |
| China | 1 | 2% |
| India | 1 | 2% |

## Team

| Name | Title | Investments | Profile |
| --- | --- | --- | --- |
| David Dossetter | Senior Managing Director | 1 | — |
| James A. Gingrich | Chief Operating Officer | 0 | — |
| James Wallin | Senior Vice President | 0 | — |
| John C. Weisenseel | CFO | 0 | — |
| Lori A. Massad | Human Capital and Chief Talent Officer | 0 | — |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| CAIS | CAIS is a financial technology platform, providing independent financial advisors with access to top-tier managers of specialized investment products in the multi-trillion-dollar independent wealth channel.The company offers streamlined execution for an expanding list of alternative investment funds and products. Financial advisors use theplatform to access funds and products, including hedge funds, private equity, private credit, real estate, structured notes, and digital assets. CAIS complements its fund offerings with independent due diligence provided by Mercer. CAIS is an NFA member with securities offered through CAIS Capital LLC, member FINRA, SIPC.Jeremy Norton and Matt Brown co-founded CAIS in New York, New York in 2009. | $170M | Series D | Jul 29, 2026 |  |
| Wonder | Wonder is a food technology company that operates a mealtime platform offering restaurant meals, prepared foods, meal kits, and food delivery through a unified ordering experience. It develops and manages food preparation, ordering, and delivery using proprietary technology, including its Infinite Kitchen food robotics platform. The companypartners with chefs and restaurant brands to provide a variety of meal options that customers can order through its platform. It also manages the preparation and fulfillment process to support delivery and pickup services across its locations. Additionally, Wonder expands its food ecosystem through the operation and integration of restaurant concepts, meal kit services, and delivery capabilities. | $650M | Series D | Jul 16, 2026 |  |
| Crow Holdings | Crow Holdings is a real estate investment management company that focuses on a wide range of strategies, product types, and ventures. | $380.2M | Debt Financing | Jul 09, 2026 |  |
| Climate First Bank | Climate First Bank (I/O) | $67M | Private Equity | Jun 09, 2026 |  |
| Castlerock Asset Management | Castlerock Asset Management is a real estate firm that specializes in developing and managing unique designs for commercial properties. | $26.6M | Debt Financing | Apr 29, 2026 |  |
| Runway | Runway provides a suite of generative artificial intelligence tools that enable the creation and editing of images, videos, animations, and multimedia content using text prompts or visual inputs. The company offers models and creative tooling that support video generation from text or other media, image synthesis, and motion-aware editing within abrowser-based platform, along with APIs for integrating capabilities into external workflows. Runway’s technology includes iterative model versions such as Gen-4 and Aleph that help users direct visual style, scene continuity, and character consistency in generated sequences. Its platform also includes features for masking, compositing, motion tracking, and additional creative controls that work alongside generation models to support production workflows. Runway is positioned as an AI-driven creative toolkit for storytellers, filmmakers, and content producers seeking to prototype and produce visual content with machine learning assistance. | $315M | Series E | Feb 10, 2026 |  |
| QXO | QXO provides solutions for a range of applications, including business intelligence, accounting, financial reporting, warehouse management systems, and customer relationship management. | $3B | Post-IPO Equity | Jan 05, 2026 |  |
| Motive | Motive develops technology that connects and automates physical operations for businesses across various industries. The company provides a platform that combines telematics, fleet management, compliance tools, equipment monitoring, and AI-powered safety solutions. Its products help companies track vehicles, monitor driver behavior, automateworkflows, and ensure regulatory compliance through real-time data and analytics. Motive also offers integrated solutions for spend management and maintenance, enabling businesses to control costs and improve operational efficiency. The platform supports diverse sectors including trucking, construction, oil and gas, and agriculture by centralizing data and enabling actionable insights. Through automation and visibility, Motive helps organizations optimize asset utilization and enhance decision-making in day-to-day operations. | $150M | Venture - Series Unknown | Jul 29, 2025 |  |
| Bestow | Bestow is a life insurance SaaS company that utilizes advanced technology and data solutions to modernize the insurance industry. The company partners with top life insurance carriers to deploy cutting-edge technology and data solutions that reduce costs, maximize efficiency, and drive growth by streamlining processes from origination andunderwriting through administration. Bestow aims to increase financial stability for everyone by providing innovative and efficient insurance solutions. | $70M | Series D | May 13, 2025 |  |
| Ruby Reinsurance | Ruby Re will reinsure RGA business and will not deal with clients directly at first. Ruby Re will receive an automatic quota share of all future qualifying business from RGA (subject to certain criteria, such as achieving underwriting requirements and regulatory clearances). |  | Venture - Series Unknown | Nov 13, 2024 |  |

10 of 42 investments shown.

## Co-investors
- [General Catalyst](https://shizune.co/investors/profile/general-catalyst-partners) — VC Fund, 6 deals together
- [Accel](https://shizune.co/investors/profile/accel) — VC Fund, 3 deals together
- [ARCH Venture Partners](https://shizune.co/investors/profile/arch-venture-partners) — VC Fund, 3 deals together
- [Citi](https://shizune.co/investors/profile/citigroup) — VC Fund, 3 deals together
- [Qualcomm Ventures](https://shizune.co/investors/profile/qualcomm-ventures) — VC Fund, 3 deals together
- [Sequoia Capital](https://shizune.co/investors/profile/sequoia-capital) — VC Fund, 3 deals together

## Similar investors

### Similar stage
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- [EDBI](https://shizune.co/investors/profile/edbi) — VC Fund
- [Trifecta Capital Advisors](https://shizune.co/investors/profile/trifecta-capital-advisors) — VC Fund

## FAQ

### What does AllianceBernstein invest in?

AllianceBernstein invests primarily in Software, SaaS and FinTech startups, most often at Series D and Series C stage. Most of the 42 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### How do I contact AllianceBernstein?

Public channels for AllianceBernstein include LinkedIn, X (Twitter) and the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.

### Who are the partners at AllianceBernstein?

The team at AllianceBernstein includes David Dossetter (Senior Managing Director), James A. Gingrich (Chief Operating Officer) and James Wallin (Senior Vice President), among 9 team members tracked by Shizune. The Team section lists each member with their title, investment count and links.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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