Betsy Cohen
Chairman and Founder @ Cohen Circle
Wilmington, United States
Betsy Cohen is a Series A investor at Cohen Circle in Wilmington focused on Financial Services and Finance. Betsy Cohen is the Chairman of Cohen Circle
- Total investments:
- 10
- Last investment:
- Lead investor:
- 10%
Last updated:
For AI agents: llms.txt
Industries Betsy Cohen invests in
Stages Betsy Cohen invests in
Countries Betsy Cohen invests in
Contacts
| Type | Contact | Validation |
|---|---|---|
| Work email | ||
| Personal email | ||
| Work phone | ||
| Personal phone | ||
| Socials |
Investment Focus
Industry
- Financial Services 5 (50%)
- Finance 4 (40%)
- Banking 3 (30%)
- Software 3 (30%)
- Wealth Management 3 (30%)
Stage
- Series A 4 (40%)
- Pre-Seed 1 (10%)
- Series B 1 (10%)
- Funding Round 1 (10%)
- Convertible Note 1 (10%)
Country
- United States 8 (80%)
- United Kingdom 1 (10%)
Investments
| Company | Description | Round | Links |
|---|---|---|---|
DMG Bancshares
|
DMG Bancshares is a bank holding company building a West Coast regional community bank. Through its platform bank, California First National, DMG is building a regional community bank through organic growth and acquisitions. DMG is led by the former management team of Grandpoint Capital, a Trident IV portfolio company. | Jul 16, 2026 | |
Xiid Corporation
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Xiid has disrupted the hybrid cloud industry with the advent of SealedChannel, a modern security platform and framework for data access and authentication. Our patented technology Xiid.ID is the industry's only credential-less authentication using One-Time-Code, no Username and no Passwords! Xiid.ID can also be use with POS systems toprovide sales without using your credit card, thus removing credit card skimming, cloning, and MITM attacks. Xiid.ID Identity Management, Xiid.Data secure database access, Xiid.IO secure object/file access, and Xiid.Micro for secure microservice to microservice transactions. Their founders are all serial entrepreneurs and technologists with 30+ years of experience and several successful exits on their resumes. | Venture - Series Unknown / Sep 04, 2025 | |
Arta Finance
|
Arta Finance is a network of innovators, researchers, finance specialists, and business executives who help people get the most of their finances. Arta offers access to financial opportunities that help people to plan and enjoy their financial future but with less complexity and lower fees. It was founded by Caesar Sengupta. | $90M / Series A / Nov 02, 2022 | |
Arta
|
Arta is an AI-driven wealth and financial technology company headquartered in the United States and Singapore. We empower individuals to access sophisticated wealth opportunities directly and to engage with their portfolios through intuitive, intelligent technology. That remains core to who we are.We tailor these capabilities to professionaladvisors and institutions. Advisors use Arta’s AI and wealth platform to enhance preparation, research, and client servicing. Institutions deploy our AI, infrastructure, and curated investment marketplace to elevate existing wealth propositions or introduce new ones efficiently.We believe high-quality financial intelligence and investment access should be available to millions more people, not just the traditional elite. Extending our platform through advisors and institutions brings this to a wider audience. Individuals remain at the center, now supported by a broader ecosystem around them.Arta is a US SEC-registered investment advisor and holds a CMS license from the Monetary Authority of Singapore. We are backed by Peak XV, Ribbit Capital, Coatue, and EDBI, together with over 140 leaders from technology and finance including Ralph Hamers, Piyush Gupta, Sundar Pichai, Eric Schmidt, Michael Miebach, and Lip-Bu Tan. | $90M / Series A / Nov 02, 2022 | |
Railsr
|
Railsr is a financial services company. They provide the creation of digital ledgers, connecting digital ledgers to bank accounts, receiving money, sending money, converting money, issuing cards, and managing credit through the API that enables banks and corporate customers to transact digitally. | $64.3M / Series B / Jul 14, 2021 | |
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Railsr
|
Railsr is a financial services company. They provide the creation of digital ledgers, connecting digital ledgers to bank accounts, receiving money, sending money, converting money, issuing cards, and managing credit through the API that enables banks and corporate customers to transact digitally. | $70.1M / Series B / Mar 19, 2021 | |
Resonance
|
Resonance is a software platform and tech consultant service that empowers clients to streamline their operations & administration, manage people, and maintain business partnerships for a fraction of the price. With an innovative declarative-based architecture, Resonance gives customers a single pane-of-glass view that connects powerfulfeatures like project management, customer relationships, contract & invoice generation, vendor management, event management, data processing, and communications through which they can organically create and manage all of their business relationships. | $125K / Pre-Seed / Sep 08, 2020 | |
ClickSWITCH
|
ClickSWITCH is an automated account holder acquisition technology for financial institutions and FinTechs that simplifies the process of bringing new depositors onboard by quickly, safely, and efficiently switching their direct deposits and recurring payments from their old accounts to new ones. Based in Minneapolis, the company’s industry-leadingsolution helps clients to increase account holder acquisition and activation rates, engage during onboarding, and cross-sell products to capture full profit potential. ClickSWITCH delivers solutions to financial institutions and FinTechs of all sizes.ClickSWITCH's mission is empowering consumer choice while enabling competitive profitable financial institutions. | Series A / Aug 08, 2018 | |
Harvest Savings & Wealth Technologies
|
Harvest Savings & Wealth Technologies is a provider of integrated savings and wealth solutions for the financial industry. It enables financial institutions to deliver tightly integrated savings and wealth solutions to their customers at any part of their financial journey. They're building cutting-edge tools that bring more innovation andefficiency to savings and wealth management. Harvest Savings & Wealth Technologies provides integrated, enterprise-grade digital savings and wealth solutions to banks, credit unions, trust companies, and other financial institutions. | $10M / Series A / Mar 01, 2018 | |
Enquire AI
|
Enquire is on a mission to make organizations knowledge-efficient. We provide the world’s leading enterprises an AI-powered platform to leverage global subject-matter expertise in real time.Our uniqueness is defined by our software, which starts with Network Pulse. Through Network Pulse, all that clients need to do is submit a question. Fromthere, our AI-driven multifactor algorithm identifies the experts best placed to provide tailored, actionable analysis in 250 words, which smartly arrives in the client’s dashboard within minutes. There on, clients can assess answers according to the experts’ professional background and platform ratings and go deeper with any expert of their choice on a Pulse Call or collaborate longer-term on a Pulse Project. We have made this knowledge journey uniquely empowering and seamless for the client by fitting it to their established workflows for data gathering and research. | $3M / Convertible Note |
Co-Investors
About Cohen Circle
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 growth companies. Today, we make investments across the capital structure in the fintech, technology, and impact spaces, with $5bn+ in capital raised.Ourdecades-long experience as founders, operators, and innovators uniquely positions us to capitalize and transform companies through our significant networks and expertise. For more information visit cohencircle.com.
Cohen Circle Contacts
| Name | Phone | Socials | |
|---|---|---|---|
Amanda Abrams
CEO
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Betsy Cohen
Chairman and Founder
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Corinne Bortniker
Vice President
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Daniel Cohen
Managing Member
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Dina Lyon
CMO
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FAQ
What does Betsy Cohen invest in?
Betsy Cohen invests primarily in Financial Services, Finance and Banking startups, most often at Series A and Pre-Seed stage. Most of the 10 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 Betsy Cohen?
Public channels for Betsy Cohen include LinkedIn. 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.
When did Betsy Cohen last invest?
The most recent investment recorded for Betsy Cohen closed in Jul 2026. Shizune tracks 10 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.
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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