# Bill Ullman

> Bill Ullman is a Series A investor in New York backing FinTech and Financial Services. See 7 investments, check sizes, portfolio. Updated Aug 2026.

- Type: Angel Investor
- Location: New York, United States
- Total investments: 7
- Last investment: Nov 2015
- Lead investor: 0%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/in/billullman

Bill Ullman is a Series A investor in New York focused on FinTech and Financial Services. Bill Ullman

## Round sizes

| Stage | Round size |
| --- | --- |
| Seed | $2.7M–$2.7M |
| Series A | $7M–$14M |

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| FinTech | 4 | 57% |
| Financial Services | 4 | 57% |
| Banking | 1 | 14% |
| Finance | 1 | 14% |
| Crowdfunding | 1 | 14% |

9 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Series A | 3 | 43% |
| Seed | 2 | 29% |
| Funding Round | 1 | 14% |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Mirador | Mirador is the leading front-end small business lending platform supporting established lenders with borrower acquisition, digital application, decisioning, and borrower communication. Mirador leverages a streamlined, delightful user experience to create profitability and efficiencies in the lending process, giving traditional lenders the edge theyneed to compete. Mirador’s core lending platform can be supplemented with two modules that support highly prequalified lead generation and a second look program, enabling lenders to implement or expand a fully functioning small business loan program with a single trusted partner. Through the implementation of Mirador’s core platform, lenders have seen a 69% increase in efficiency in the small business lending process and an average reduction of $1550 in the cost to originate a loan, supporting greater profitability in the small business lending business unit. Mirador supports small business lending products including term loans, collateralized loans, SBA guaranteed loans, commercial real estate, and quick decision or docless loans, from $1k-$20M+. | $7M | Series A | Nov 30, 2015 |  |
| Bread | Bread partners with retailers to offer pay-over-time solutions that make financing easier and more transparent. The company uses technology to advance consumer-friendly credit by improving access, transparency, ease-of-use, and cost. Their products help their merchant partners to grow sales by making their products accessible to more consumers.Bread was founded in 2014 and is based in New York, NY. | $14.3M | Series A | Nov 10, 2015 |  |
| Stocktwits | Stocktwits is a real-time financial communications platform for the financial and investing community. Stocktwits created the $TICKER tag to enable and organize “streams” of information around stocks and markets across the web and social media. These streams provide new forms of insight, ideas, and information that are used by investors,analysts, media, and others as they research stocks and manage their investments.The company was founded in 2008 by long-time investor Howard Lindzon. Today, more than 300,000 investors, market professionals, and public companies share information and ideas about the market and individual stocks using Stocktwits, producing streams that are viewed by an audience of over 40 million across the financial web and social media platforms. | $1.8M |  | Apr 09, 2015 |  |
| Mirador | Mirador is the leading front-end small business lending platform supporting established lenders with borrower acquisition, digital application, decisioning, and borrower communication. Mirador leverages a streamlined, delightful user experience to create profitability and efficiencies in the lending process, giving traditional lenders the edge theyneed to compete. Mirador’s core lending platform can be supplemented with two modules that support highly prequalified lead generation and a second look program, enabling lenders to implement or expand a fully functioning small business loan program with a single trusted partner. Through the implementation of Mirador’s core platform, lenders have seen a 69% increase in efficiency in the small business lending process and an average reduction of $1550 in the cost to originate a loan, supporting greater profitability in the small business lending business unit. Mirador supports small business lending products including term loans, collateralized loans, SBA guaranteed loans, commercial real estate, and quick decision or docless loans, from $1k-$20M+. | $2.7M | Seed | Nov 24, 2014 |  |
| Orchard Platform | About OrchardOrchard Platform has built a centralized marketplace where loan originators and institutional investors can come together to explore and evaluate opportunities for funding, buying, and selling loans. By providing a global network of institutional buyers and sellers with high-quality data services, advanced analytics and reporting,and robust capital management tools through an innovative, end-to-end platform, Orchard has created a smarter way for participants in the private credit markets to interact, evaluate deals, and move forward with simple and complex transactions more efficiently.Orchard Platform does not provide legal advice, tax advice, or accounting advice. Before making any investment or executing any transaction, you should consult with your legal, tax, and accounting advisors with respect to the suitability, value, and risk of such investment or transaction. Investment advisory services are provided to clients by Orchard Platform Advisors, LLC, an SEC-registered investment adviser headquartered in New York, N.Y.Orchard produces the Orchard U.S. Consumer Marketplace Lending Index—the only industry-wide direct lending performance benchmark—and has been named one of the Next Billion Dollar Startups by Forbes. The commentary and insights posted on its blog, and the data and research available to everyone on its platform, have cemented Orchard as a thought leader in its industry. For more information, visit www.orchardplatform.com.About Orchard Platform Markets, LLCOrchard Platform Markets, LLC is a wholly-owned subsidiary of Orchard App Inc., and is an SEC-registered broker-dealer and member of FINRA and SIPC. The mission of Orchard Platform Markets, LLC is to provide a transparent, technologically optimized platform for loan originators and institutional investors to safely and securely connect, evaluate potential deals, and move forward with multiple types of transactions. For more information, visit www.orchardplatformmarkets.com. | $12M | Series A | Oct 21, 2014 |  |
| Orchard Platform | About OrchardOrchard Platform has built a centralized marketplace where loan originators and institutional investors can come together to explore and evaluate opportunities for funding, buying, and selling loans. By providing a global network of institutional buyers and sellers with high-quality data services, advanced analytics and reporting,and robust capital management tools through an innovative, end-to-end platform, Orchard has created a smarter way for participants in the private credit markets to interact, evaluate deals, and move forward with simple and complex transactions more efficiently.Orchard Platform does not provide legal advice, tax advice, or accounting advice. Before making any investment or executing any transaction, you should consult with your legal, tax, and accounting advisors with respect to the suitability, value, and risk of such investment or transaction. Investment advisory services are provided to clients by Orchard Platform Advisors, LLC, an SEC-registered investment adviser headquartered in New York, N.Y.Orchard produces the Orchard U.S. Consumer Marketplace Lending Index—the only industry-wide direct lending performance benchmark—and has been named one of the Next Billion Dollar Startups by Forbes. The commentary and insights posted on its blog, and the data and research available to everyone on its platform, have cemented Orchard as a thought leader in its industry. For more information, visit www.orchardplatform.com.About Orchard Platform Markets, LLCOrchard Platform Markets, LLC is a wholly-owned subsidiary of Orchard App Inc., and is an SEC-registered broker-dealer and member of FINRA and SIPC. The mission of Orchard Platform Markets, LLC is to provide a transparent, technologically optimized platform for loan originators and institutional investors to safely and securely connect, evaluate potential deals, and move forward with multiple types of transactions. For more information, visit www.orchardplatformmarkets.com. | $2.7M | Seed | Dec 16, 2013 |  |
| Bread Financial | Bread Financial offers personalized payment, lending, and savings solutions. They provide customers and partners with a wide range of digitally enabled options that are easy, empowered, and flexible financially. Their service includes credit card facility, loan options, and flexible payment options. |  | Series A |  |  |

7 of 7 investments shown.

## Co-investors
- [Colle Capital Partners](https://shizune.co/investors/profile/colle-capital-partners) — VC Fund, 2 deals together
- [Cue Ball](https://shizune.co/investors/profile/cue-ball) — VC Fund, 2 deals together
- [Greycroft](https://shizune.co/investors/profile/greycroft) — VC Fund, 2 deals together
- [Montage Ventures](https://shizune.co/investors/profile/montage-ventures) — VC Fund, 2 deals together
- [Red Swan Ventures](https://shizune.co/investors/profile/red-swan) — VC Fund, 2 deals together
- [Wicklow Capital](https://shizune.co/investors/profile/wicklow-capital) — VC Fund, 2 deals together

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## FAQ

### What does Bill Ullman invest in?

Bill Ullman invests primarily in FinTech, Financial Services and Banking startups, most often at Series A and Seed stage. Most of the 7 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### What is Bill Ullman's check size?

Bill Ullman typically joins rounds of $2.7M–$2.7M at Seed and $7M–$14M at Series A. These ranges are 10th–90th percentile round sizes calculated from confirmed public funding rounds, so they are a realistic guide to the rounds Bill Ullman participates in.

### When did Bill Ullman last invest?

The most recent investment recorded for Bill Ullman closed in Nov 2015. Shizune tracks 7 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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