# Rebalance Capital

> Rebalance Capital is a VC fund backing Financial Services and FinTech. See 14 investments, check sizes, portfolio and contact details. Updated Aug 2026.

- Type: VC Fund
- Location: New York, United States
- Total investments: 14
- Last investment: Dec 2025
- Lead investor: 29%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/company/clearstonecap/
- X (Twitter): http://www.twitter.com/theclearimpact
- Website: http://www.clearstone.vc
- Facebook: http://www.facebook.com/theclearimpact

Rebalance Capital is a FinTech and WorkforceTech investor propelling upward mobility for everyday Americans.

## Contacts

5 contacts available for Rebalance Capital. Shizune tracks 3 team members at Rebalance Capital. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-team-emails/clearstone-enterprises?utm_source=investor_profile

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Financial Services | 7 | 50% |
| FinTech | 2 | 14% |
| Finance | 2 | 14% |
| Software | 2 | 14% |
| Insurance | 2 | 14% |

27 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Seed | 4 | 29% |
| Series A | 4 | 29% |
| Convertible Note | 3 | 21% |
| Secondary Market | 1 | 7% |
| Venture - Series Unknown | 1 | 7% |

### Country

| Country | Investments | Share |
| --- | --- | --- |
| United States | 8 | 57% |
| Canada | 1 | 7% |
| Mexico | 1 | 7% |
| Bangladesh | 1 | 7% |

## Team

| Name | Title | Investments | Profile |
| --- | --- | --- | --- |
| Joshua-Marc Tanenbaum | Founder & Managing Partner | 4 | https://shizune.co/investors/profile/joshua-marc-tanenbaum |
| Ron Cordes | Advisory Board Member | 0 | https://shizune.co/investors/profile/ron-cordes |
| Barr Evan | Managing Partner & Co-Founder | 0 | https://shizune.co/investors/profile/barr-evan |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Micruity | The most important thing in there lives is there physical and mental health, and unfortunately many people suffer from the stress associated with finances. In retirement, these same concerns exist. They are supporting innovative companies who want to change this for their employees by creating a secure future. | $20M | Series A | Dec 03, 2025 |  |
| Summer | Summer combines innovative technology and policy expertise to serve student loan borrowers. The company's platform provides resources including a personalized loan payment dashboard, payment notifications, student loan policy updates, and customized repayment plans, enabling student borrowers to take control of their loans and save money whilerepaying.Summer was established in 2017 in New York by Will Sealy. | $9M | Venture - Series Unknown | Apr 08, 2024 |  |
| YellowBird | YellowBird is an online marketplace connecting businesses to the right environmental, health, and safety professionals simply and easily. | $6.3M | Seed | Apr 19, 2023 |  |
| Vexi | Vexi issues, operates, and processes credit cards for the young underbanked population on a mission to make credit accessible, through a 100% digital onboarding and unparalleled customer experience. | $8.1M | Series A | Jan 30, 2023 |  |
| CNote | CNote is an investment platform that earns a better return while investing in the causes and communities that matters.CNote rewards great savers with alternative financial vehicles that earn more - safely and simply. Their first product, CNote Savings, helps good savers earn up to 2.5% annual return -- that's 35x more than a traditionalsavings account.The was founded in 2016 by two women with decades of experience working in finance, venture capital, and private equity. CNote is headquartered in Oakland, California. | $7.3M | Series A | Sep 19, 2022 |  |
| Circle | Circle is an AI data management and customer relationship SaaS platform that makes it easier for our customers, health plans, value-based care providers, and brokers to get rewarded for better serving their members. | $6M | Convertible Note | Jun 13, 2022 |  |
| HoneyBee | HoneyBee is a Certified Benefit Corporation® with the mission to address financial insecurity in the workplace. We provide a Rainy Day Coverage with no-cost emergency funds and bilingual on-demand financial counseling because your employees' financial health matters. | $5.7M | Series A | Sep 07, 2021 |  |
| Circle | Circle is an AI data management and customer relationship SaaS platform that makes it easier for our customers, health plans, value-based care providers, and brokers to get rewarded for better serving their members. | $4M | Seed | Jul 22, 2021 |  |
| CNote | CNote is an investment platform that earns a better return while investing in the causes and communities that matters.CNote rewards great savers with alternative financial vehicles that earn more - safely and simply. Their first product, CNote Savings, helps good savers earn up to 2.5% annual return -- that's 35x more than a traditionalsavings account.The was founded in 2016 by two women with decades of experience working in finance, venture capital, and private equity. CNote is headquartered in Oakland, California. | $3M | Seed | Aug 25, 2020 |  |
| Circle | Circle is an AI data management and customer relationship SaaS platform that makes it easier for our customers, health plans, value-based care providers, and brokers to get rewarded for better serving their members. |  | Convertible Note | Aug 15, 2020 |  |

10 of 14 investments shown.

## Co-investors
- [Gaingels](https://shizune.co/investors/profile/gaing) — VC Fund, 3 deals together
- [ManchesterStory Group](https://shizune.co/investors/profile/manchesterstory-group-2) — VC Fund, 3 deals together
- [Boro Capital](https://shizune.co/investors/profile/boro-capital) — VC Fund, 2 deals together
- [Hatzimemos / Libby](https://shizune.co/investors/profile/hatzimemos-libby) — VC Fund, 2 deals together
- [Lateral Frontiers](https://shizune.co/investors/profile/lateral-capital) — VC Fund, 2 deals together
- [SixThirty](https://shizune.co/investors/profile/sixthirty) — VC Fund, 2 deals 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 Rebalance Capital invest in?

Rebalance Capital invests primarily in Financial Services, FinTech and Finance startups, most often at Seed and Series A stage. Most of the 14 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 Rebalance Capital?

Public channels for Rebalance Capital 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 Rebalance Capital?

The team at Rebalance Capital includes Joshua-Marc Tanenbaum (Founder & Managing Partner), Ron Cordes (Advisory Board Member) and Barr Evan (Managing Partner & Co-Founder). 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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