# Western & Southern Financial Group

> Western & Southern Financial Group is a VC fund backing Financial Services. See 6 investments, check sizes, portfolio and contact details. Updated Aug 2026.

- Type: VC Fund
- Location: Cincinnati, United States
- Total investments: 6
- Last investment: Dec 2025
- Lead investor: 0%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/company/western-&-southern-financial-group
- X (Twitter): https://www.twitter.com/westernsouthern
- Website: http://www.westernsouthern.com
- Facebook: https://www.facebook.com/81316216406

Western & Southern Financial Group is a network and insurance group.

## Contacts

5 contacts available for Western & Southern Financial Group. Shizune tracks 4 team members at Western & Southern Financial Group. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-team-emails/western-southern-financial-group?utm_source=investor_profile

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Financial Services | 3 | 50% |
| Insurance | 2 | 33% |
| Farming | 1 | 17% |
| FinTech | 1 | 17% |
| InsurTech | 1 | 17% |

9 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Series A | 3 | 50% |
| Seed | 1 | 17% |
| Funding Round | 1 | 17% |
| Venture - Series Unknown | 1 | 17% |

### Country

| Country | Investments | Share |
| --- | --- | --- |
| United States | 3 | 50% |
| Canada | 1 | 17% |

## Team

| Name | Title | Investments | Profile |
| --- | --- | --- | --- |
| James Vance | SVP & CO- Chief Investment Officer | 2 | — |
| Beth Schlehr | AVP of Program Management Office | 0 | — |
| John F. Barrett | Chairman, President and CEO | 0 | — |
| Robert Walker | SVP & CFO | 0 | — |

## 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 |  |
| Retirable | Retirable is a financial services company that focuses on older adults. It helps older adults plan for a better future with professional retirement guidance and planning. | $10M | Series A | Jul 16, 2025 |  |
| 80 Acres Farms | 80 Acres delivers tasty and fresh produce all year round, locally grown, clean guaranteed, and with no dependency on weather or climate through indoor farming technology. The company was founded in 2015 and is headquartered in Hamilton, Ohio, United States. | $115M |  | Feb 10, 2025 |  |
| 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. | $5M | Venture - Series Unknown | Jun 25, 2024 |  |
| 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. | $5.1M | Seed | Feb 10, 2022 |  |
| Coterie Insurance | Coterie Insurance offers small business insurance solutions focused on simplifying coverage and underwriting for agents, brokers, and business owners. It provides products such as General Liability, Business Owners Policy (BOP), Professional Liability (Errors & Omissions), Cyber Insurance, and workplace violence coverage. Policies are oftenavailable immediately via a digital underwriting platform that pulls data from public sources to prefill applications and deliver bindable quotes. The company works through agents and brokers to help match risk profiles with suitable coverage options. It offers support services, including a producer dashboard, appetite guides, API integration, policy document access, and a customer service team for claims and policy help. | $8.5M | Series A | Mar 20, 2020 |  |

6 of 6 investments shown.

## Co-investors
- [Pacific Life](https://shizune.co/investors/profile/pacific-life-corporation) — VC Fund, 3 deals together
- [State Street Global Advisors](https://shizune.co/investors/profile/state-street-global-advisors) — VC Fund, 3 deals together
- [Nationwide Ventures](https://shizune.co/investors/profile/nationwide-ventures) — VC Fund, 2 deals together
- [Prudential Financial](https://shizune.co/investors/profile/prudential-financial) — VC Fund, 2 deals together
- [SixThirty](https://shizune.co/investors/profile/sixthirty) — VC Fund, 2 deals together
- [TIAA](https://shizune.co/investors/profile/tiaa-cref) — 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
- [General Catalyst](https://shizune.co/investors/profile/general-catalyst-partners) — VC Fund

## FAQ

### What does Western & Southern Financial Group invest in?

Western & Southern Financial Group invests primarily in Financial Services, Insurance and Farming startups, most often at Series A and Seed stage. Most of the 6 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 Western & Southern Financial Group?

Public channels for Western & Southern Financial Group 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 Western & Southern Financial Group?

The team at Western & Southern Financial Group includes James Vance (SVP & CO- Chief Investment Officer), Beth Schlehr (AVP of Program Management Office) and John F. Barrett (Chairman, President and CEO). 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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