# Circle Financial Group

> Circle Financial Group is a VC fund in New York backing FinTech and Personal Finance. See 2 investments, check sizes, portfolio. Updated Aug 2026.

- Type: VC Fund
- Location: New York, United States
- Total investments: 2
- Last investment: Jul 2011
- Lead investor: 0%
- Last updated: Aug 2026
- Website: http://www.circlefinancial.com/login.jsp

Circle Financial Group is a VC fund in New York focused on FinTech and Personal Finance. CFG is a membership organization established in 2003 by a select group of women with extensive experience in the financial, investment and wealth management industries. The founders recognized the need for a collaborative wealth management platform through which they could better organize their personal financial lives. Now a larger community ofwomen, working in a trusted group environment, members share knowledge and access to the best financial thought leaders, investment managers and other wealth management providers.The mission is to provide our members with the information, framework, tools, and discipline for setting and working toward their financial and philanthropic goals. Through our proprietary process which includes weekly group meetings, the use of website, access to investment opportunities and daily information sharing, members are able to develop and implement investment policies for their families. The process includes asset allocation, ongoing investment manager due diligence and access to efficient practices in tax as well as trust and estate planning.The continuity, wisdom and discipline provided by the interaction of members in a consistent group setting enhances the ability of each member to invest more successfully than she could on her own.CFG is not an investment advisory firm - they are a collaborative gathering of like-minded women. Members of the group make investment decisions on their own or with the advice of their individual wealth management professionals.

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| FinTech | 1 | 50% |
| Personal Finance | 1 | 50% |
| Service Industry | 1 | 50% |
| Financial Services | 1 | 50% |

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Seed | 1 | 50% |
| Series B | 1 | 50% |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| LearnVest | LearnVest offers a range of personal financial planning services and resources. The company’s mobile application, available for iPhone and iPad devices, enables users to get holistic views of their financial life and network; manage and track their expenses by classifying transactions into categories such as bills, personal care, groceries, and soon; build custom budgets, access informative articles on an online dashboard securely link their accounts; and add cash transactions on the go. With a setup charge and a monthly fee, it also allows consumers to have access to financial planners. Acquired by Northwestern Mutual, LearnVest was founded in 2009 and based in New York, United States. | $19M | Series B | Jul 12, 2011 |  |
| LearnVest | LearnVest offers a range of personal financial planning services and resources. The company’s mobile application, available for iPhone and iPad devices, enables users to get holistic views of their financial life and network; manage and track their expenses by classifying transactions into categories such as bills, personal care, groceries, and soon; build custom budgets, access informative articles on an online dashboard securely link their accounts; and add cash transactions on the go. With a setup charge and a monthly fee, it also allows consumers to have access to financial planners. Acquired by Northwestern Mutual, LearnVest was founded in 2009 and based in New York, United States. | $1.1M | Seed | Aug 31, 2009 |  |

2 of 2 investments shown.

## Co-investors
- [Golden Seeds](https://shizune.co/investors/profile/golden-seeds) — VC Fund, 1 deal together
- [Richmond Global Ventures](https://shizune.co/investors/profile/richmond-global) — VC Fund, 1 deal together

## Similar investors

### Similar stage
- [Antler](https://shizune.co/investors/profile/antler-be9c) — VC Fund
- [Alumni Ventures](https://shizune.co/investors/profile/alumni-ventures-group) — VC Fund
- [Right Side Capital Management](https://shizune.co/investors/profile/right-side-capital-management) — VC Fund

## FAQ

### What does Circle Financial Group invest in?

Circle Financial Group invests primarily in FinTech, Personal Finance and Service Industry startups, most often at Seed and Series B stage. Most of the 2 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### When did Circle Financial Group last invest?

The most recent investment recorded for Circle Financial Group closed in Jul 2011. Shizune tracks 2 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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