# TIAA

> TIAA is a VC fund in New York backing Software and Financial Services. See 38 investments, check sizes, portfolio and contact details. Updated Aug 2026.

- Type: VC Fund
- Location: New York, United States
- Total investments: 38
- Last investment: Jul 2026
- Lead investor: 26%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/company/tiaa/
- X (Twitter): http://twitter.com/TC_Talks
- Website: https://www.tiaa.org
- Facebook: https://www.facebook.com/TIAA/

TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance. The company is dedicated to helping those who teach, heal, and serve to achieve financial well-being. TIAA was founded in 1918 and headquartered in New York, United States.

## Contacts

5 contacts available for TIAA. Shizune tracks 13 team members at TIAA. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-team-emails/tiaa-cref?utm_source=investor_profile

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Software | 6 | 16% |
| Financial Services | 6 | 16% |
| FinTech | 5 | 13% |
| Health Care | 5 | 13% |
| Energy | 4 | 11% |

51 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Series C | 7 | 18% |
| Series B | 6 | 16% |
| Funding Round | 5 | 13% |
| Private Equity | 4 | 11% |
| Series A | 3 | 8% |

14 stages tracked in total.

### Country

| Country | Investments | Share |
| --- | --- | --- |
| United States | 20 | 53% |
| India | 3 | 8% |
| Canada | 3 | 8% |

## Team

| Name | Title | Investments | Profile |
| --- | --- | --- | --- |
| Jeffrey R. Brown | Board Of Director | 0 | https://shizune.co/investors/profile/jeff-brown-c5d7 |
| Jeffrey R. Brown | Board Of Director | 0 | https://shizune.co/investors/profile/jeffrey-r-brown |
| Kourtney Gibson | Chief Institutional Client Officer | 0 | https://shizune.co/investors/profile/kourtney-gibson-0aef |
| Thasunda Duckett | President & CEO | 1 | https://shizune.co/investors/profile/thasunda-duckett |
| Austin McKeehan | Chief Procurement Officer, VP, Head of Sourcing and Finance Operations | 0 | https://shizune.co/investors/profile/austin-mckeehan |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Norm AI | Norm Ai provides solutions for sludge problem by enabling compliance teams to delegate tasks to Regulatory AI via high-level instructions, while at the same time validating the resulting work product. | $120M | Series C | Jul 07, 2026 |  |
| 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 |  |
| Conquest Planning | Conquest Planning provides financial planning software that integrates AI-driven analytics, real-time collaboration, and open APIs to support advisory workflows. The platform offers digital self‑service, collaborative hybrid, and traditional advisor‑led modes tailored to varied client needs. Its Strategic Advice Manager dynamically generatespersonalized strategies and adjusts plans using client data and tax‑aware modeling. The system centralizes data integration, scenario testing, and reporting to streamline advisor efficiency and client engagement. Multiple financial institutions deploy the platform to automate plan creation and foster goal‑based conversations without replacing human expertise. | $80M | Series B | Jun 23, 2025 |  |
| Infinity Loop | Infinity Loop is a artificial intelligence platform that automates deal reviews, provides procurement negotiation, and vendor insights. | $5M | Seed | Jun 18, 2025 |  |
| Empathy | Empathy is a platform for families to deal with the loss of their people. Empathy combines technology and human support to provide a digital companion application built to empower bereaved families. The company's flagship offering is a multi-platform app that guides users through the emotional and practical aspects following the loss of aloved one. This includes assistance with tasks such as funeral planning, closing accounts, and managing estate affairs. Empathy's approach is designed to reduce the complexity and stress associated with these responsibilities. | $72M | Series C | May 29, 2025 |  |
| Norm AI | Norm Ai provides solutions for sludge problem by enabling compliance teams to delegate tasks to Regulatory AI via high-level instructions, while at the same time validating the resulting work product. |  | Series B | Mar 11, 2025 |  |
| Norm AI | Norm Ai provides solutions for sludge problem by enabling compliance teams to delegate tasks to Regulatory AI via high-level instructions, while at the same time validating the resulting work product. | $48M | Series A | Mar 11, 2025 |  |
| Moderne | The growth in code volume, variety and velocity make code automation essential. Software is composed of more third-party components than ever, and the pace of change continues to accelerate. This has made software maintenance harder but also more repeatable and amenable to automation. Keep up-to-date with API changes, fix vulnerabilities, andimprove code quality. Moderne automates these changes on codebases of hundreds of millions of lines of code in seconds. | $30M | Series B | Feb 11, 2025 |  |
| OneVest | OneVest is a financial technology business that creates investment opportunities. The company provides a comprehensive all-in-one wealth management platform that allows organizations to expand product capabilities, improve distribution, and streamline front, middle, and back office operations. | $20M | Series B | Jan 29, 2025 |  |
| DPL Financial Partners | DPL Financial Partners is an RIA insurance network that brings low-cost, commission-free insurance solutions. | $23M | Series C | Dec 03, 2024 |  |

10 of 38 investments shown.

## Co-investors
- [Craft Ventures](https://shizune.co/investors/profile/craft-ventures) — VC Fund, 7 deals together
- [Coatue](https://shizune.co/investors/profile/coatue) — VC Fund, 6 deals together
- [ARCH Venture Partners](https://shizune.co/investors/profile/arch-venture-partners) — VC Fund, 5 deals together
- [Alta Partners](https://shizune.co/investors/profile/alta-partners) — VC Fund, 4 deals together
- [Citi Ventures](https://shizune.co/investors/profile/citi-ventures) — VC Fund, 4 deals together
- [New York Life Ventures](https://shizune.co/investors/profile/new-york-life-ventures) — VC Fund, 4 deals together

## Similar investors

### Similar stage
- [Sequoia Capital](https://shizune.co/investors/profile/sequoia-capital) — VC Fund
- [New Enterprise Associates](https://shizune.co/investors/profile/new-enterprise-associates) — VC Fund
- [Bessemer Venture Partners](https://shizune.co/investors/profile/bessemer-venture-partners) — VC Fund

## FAQ

### What does TIAA invest in?

TIAA invests primarily in Software, Financial Services and FinTech startups, most often at Series C and Series B stage. Most of the 38 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 TIAA?

Public channels for TIAA 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 TIAA?

The team at TIAA includes Jeffrey R. Brown (Board Of Director), Jeffrey R. Brown (Board Of Director) and Kourtney Gibson (Chief Institutional Client Officer), among 13 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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