# Cohen Circle

> Cohen Circle is a VC fund in New York backing FinTech and Financial Services. See 20 investments, check sizes, portfolio and contact details. Updated Aug 2026.

- Type: VC Fund
- Location: New York, United States
- Total investments: 20
- Last investment: Mar 2026
- Lead investor: 10%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/company/cohen-circle
- X (Twitter): https://twitter.com/CohenCircle
- Website: http://www.cohencircle.com

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.

## Contacts

5 contacts available for Cohen Circle. Shizune tracks 10 team members at Cohen Circle. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-team-emails/fintech-masala?utm_source=investor_profile

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| FinTech | 10 | 50% |
| Financial Services | 9 | 45% |
| Payments | 4 | 20% |
| Software | 4 | 20% |
| Banking | 3 | 15% |

33 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Series B | 5 | 25% |
| Venture - Series Unknown | 3 | 15% |
| Seed | 2 | 10% |
| Series A | 2 | 10% |
| Series C | 2 | 10% |

9 stages tracked in total.

### Country

| Country | Investments | Share |
| --- | --- | --- |
| United States | 15 | 75% |
| United Kingdom | 2 | 10% |

## Team

| Name | Title | Investments | Profile |
| --- | --- | --- | --- |
| Amanda Abrams | CEO | 0 | https://shizune.co/investors/profile/amanda-abrams-d867 |
| Betsy Cohen | Chairman and Founder | 10 | https://shizune.co/investors/profile/betsy-cohen-2 |
| Corinne Bortniker | Vice President | 0 | https://shizune.co/investors/profile/corinne-bortniker |
| Daniel Cohen | Managing Member | 3 | https://shizune.co/investors/profile/daniel-cohen-5 |
| Dina Lyon | CMO | 0 | https://shizune.co/investors/profile/dina-lyon-f512 |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Zalos | Zalos creates AI tools that automate finance tasks, handle invoices, manage payments, and integrate with accounting systems. | $3.6M | Seed | Mar 24, 2026 |  |
| Reload | Reload is a workforce management platform for AI agents. We are the first Agent Resource Information System (ARIS), enabling businesses to discover, onboard, manage, and pay AI agents with the same ease as human teams. Reload can be white-labeled or embedded by business software platforms, financial institutions, and PEO's. | $2.3M | Pre-Seed | Feb 19, 2026 |  |
| Xiid Corporation | 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 |  |
| Crstl | Crstl |  | Series A | Mar 25, 2025 |  |
| LendAPI | LendAPI can run any custom machine learning models, Python code, PMML, or PKL files.LendAPI's decision engine allows clients to run their own A/B testing, backtesting, and shadow scoring to optimize digital onboarding performance. | $3.2M | Seed | Nov 06, 2024 |  |
| Wildfire Systems | Wildfire is on a mission to reward organic commerce everywhere. We help companies monetize their users with white-label cash back and coupon services. Wildfire makes it easy for our partners’ users to save money and earn cash back from their favorite apps and websites. | $16M | Series B | Oct 28, 2024 |  |
| Duetti | Duetti is a music fintech company that offers financial solutions. The company works with independent musicians to purchase catalog rights and then monetizes them using data and social media marketing. It aims to get a wide range of artists quick access to catalog sales and unlock new investment opportunities. It also provides data-driven pricesfor established tracks, allowing artists to sell individual tracks or even parts thereof, then markets those tracks going forward using ROI-focused techniques. | $15M | Venture - Series Unknown | Feb 15, 2024 |  |
| 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 |  |
| Joyn Insurance | Joyn Insurance is a Managing General Agency that underwrites commercial insurance in the Small and Middle Markets. | $17.7M | Series A | Jan 12, 2023 |  |
| 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. |  | Venture - Series Unknown | Dec 01, 2022 |  |

10 of 20 investments shown.

## Co-investors
- [Citi Ventures](https://shizune.co/investors/profile/citi-ventures) — VC Fund, 4 deals together
- [TTV Capital](https://shizune.co/investors/profile/ttv-capital) — VC Fund, 4 deals together
- [Cercano Management](https://shizune.co/investors/profile/cercano-management) — VC Fund, 3 deals together
- [Wellington Management](https://shizune.co/investors/profile/wellington-management) — VC Fund, 3 deals together
- [Wells Fargo](https://shizune.co/investors/profile/wells-fargo-bank) — VC Fund, 3 deals together
- [Bank of America](https://shizune.co/investors/profile/bank-of-america) — VC Fund, 2 deals together

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- [FJ Labs](https://shizune.co/investors/profile/fj-labs) — VC Fund

## FAQ

### What does Cohen Circle invest in?

Cohen Circle invests primarily in FinTech, Financial Services and Payments startups, most often at Series B and Venture - Series Unknown stage. Most of the 20 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 Cohen Circle?

Public channels for Cohen Circle 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 Cohen Circle?

The team at Cohen Circle includes Amanda Abrams (CEO), Betsy Cohen (Chairman and Founder) and Corinne Bortniker (Vice President), among 10 team members tracked by Shizune. 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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