# Daniel Cohen > Daniel Cohen is a Series A investor at Cohen & Company backing Banking. See 3 investments, check sizes, portfolio and contact details. Updated Aug 2026. - Type: Angel Investor - Fund: Cohen & Company - Location: New York, United States - Total investments: 3 - Last investment: Jul 2026 - Lead investor: 0% - Last updated: Aug 2026 - LinkedIn: https://www.linkedin.com/pub/daniel-cohen/a8/492/105 Daniel Cohen is a Series A investor at Cohen & Company in New York focused on Banking and Financial Services. Daniel is the co-founder of Cohen Circle and The Bancorp. He has over 20 years of experience as an operator and investor. Daniel also founded Cohen & Company, an asset manager with $2.2 billion of AUM. ## Contacts 5 contacts available for Daniel Cohen: work email, personal email, work phone, personal phone and socials. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-email/daniel-cohen-5?utm_source=investor_profile ## Investment focus ### Industry | Industry | Investments | Share | | --- | --- | --- | | Banking | 3 | 100% | | Financial Services | 3 | 100% | | FinTech | 2 | 67% | | B2B | 1 | 33% | | Apps | 1 | 33% | 8 industries tracked in total. ### Stage | Stage | Investments | Share | | --- | --- | --- | | Series A | 1 | 33% | | Series C | 1 | 33% | | Funding Round | 1 | 33% | ### Country | Country | Investments | Share | | --- | --- | --- | | United States | 2 | 67% | | United Kingdom | 1 | 33% | ## Investments | Company | Description | Amount | Stage | Date | Website | | --- | --- | --- | --- | --- | --- | | 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 | | | Curve | Curve is a banking platform that consolidates cards and accounts into one smart card and app.It allows customers to supercharge their legacy banks to the 21st century without leaving their bank or topping-up. Curve offers a host of benefits to its customers; it makes cards fee-free when spending abroad, get instant notifications andcategorization of spend, earn an instant 1% cashback at the likes of Amazon, Uber, Netflix and Sainsbury’s and Time Travel enables customers to swap spend to a different card in the app for up to two weeks after the purchase was made. Curve also offers Curve Customer Protection, a policy that covers all credit and debit card payments made via the Curve card up to £100,000, giving cardholders an extra layer of protection for disputes with merchants and any unauthorised use of their Curve card. IDC Ventures backs Curve with Fuel Venture Capital, Vulcan Capital, OneMain Financial, and Novum Capital backs Curve.Shachar Bialick, Anna Mostyn Williams, and Tom Foster-Carter established the company in London, England in 2015. | $71.3M | Series C | Sep 21, 2023 | | | 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 | | 3 of 3 investments shown. ## Co-investors - Britannia Financial Group — VC Fund, 1 deal together - [Cercano Management](https://shizune.co/investors/profile/cercano-management) — VC Fund, 1 deal together - [Commerce Ventures](https://shizune.co/investors/profile/commerce-ventures) — VC Fund, 1 deal together - [A.GAIN (Formerly IDC Ventures)](https://shizune.co/investors/profile/idc-ventures) — VC Fund, 1 deal together - [Outward VC](https://shizune.co/investors/profile/outward-vc) — VC Fund, 1 deal together ## About Cohen & Company VC Fund 1 contacts available at Cohen & Company. | Name | Title | Profile | | --- | --- | --- | | Daniel Cohen | Chairman and Founder | — | ## 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 - [General Catalyst](https://shizune.co/investors/profile/general-catalyst-partners) — VC Fund ## FAQ ### What does Daniel Cohen invest in? Daniel Cohen invests primarily in Banking, Financial Services and FinTech startups, most often at Series A and Series C stage. Most of the 3 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 Daniel Cohen? Public channels for Daniel 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 Daniel Cohen last invest? The most recent investment recorded for Daniel Cohen closed in Jul 2026. Shizune tracks 3 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. # About Shizune Shizune.co is an investor database. Core features: - 48,091 startup investors (angels, VCs, accelerators, and others) - Email, phone, LinkedIn (for intros), socials, and other contact data - Updated daily from public funding news - CSV and Excel export The User can access the full database FOR FREE after signing up: shizune.co