Asset Manager

Updated:

Bluevine

Eyal Lifshitz and Nir Klar founded Bluevine in 2013, building a small-business banking platform with $17B+ in loans and $2B in deposits.

Bluevine

Bluevine launched in 2013 with invoice factoring, a product it has since retired in favor of a broader working-capital and banking suite. Founders Eyal Lifshitz and Nir Klar started the company in Tel Aviv; within a year, Bluevine opened a U.S. headquarters in Silicon Valley. The firm now operates from Jersey City, with additional offices in Redwood City, Salt Lake City, Tel Aviv, and Bengaluru. It serves more than one million small businesses, a customer base that had deposited over $2 billion by December 2023. The firm’s strategy revolves around an integrated digital platform that combines business checking accounts, lines of credit, and payment tools. Deposits are FDIC-insured through Coastal Community Bank, while lending products are carried on Bluevine’s own balance sheet or placed with partner institutions. The credit offering scales from revolving lines of credit up to $250,000 to partner-originated term loans reaching $500,000. In August 2020, Bluevine added free, interest-bearing business checking accounts; that product now offers up to 3.0% APY on premium plans. Payment processing, added in stages through 2025, includes invoicing, payment links, and Tap to Pay, all underpinned by Stripe. Bluevine crossed the 500-employee mark in March 2022 across its offices in the U.S., Israel, and India. The leadership group shows conventional fintech separation of duties: David Quinn as CFO, Mira Srinivasan overseeing risk, and Sharon Carmeli as general counsel, alongside product-oriented SVPs. The firm’s timeline notes a major December 2025 milestone: the rollout of Tap to Pay for contactless in-person payments. Bluevine does not operate a venture fund, philanthropic foundation, or adjacent real-asset vehicle. Structurally, Bluevine pursues a bank-serviced technology model rather than applying for its own charter, allowing it to scale SMB lending and retail-like deposit gathering without holding a banking license. The technology stack—built in-house by Klar’s R&D team—touches credit underwriting, payments routing, and compliance, creating a vertically controlled user experience that mimics a neobank but avoids direct regulatory capital requirements.

General information

Firm type

Asset Manager

Year founded

2013

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Jersey City

Corporate office

Jersey City, NJ, United States

Additional offices

Redwood City, CA · Salt Lake City, UT · Tel Aviv-Yafo, Israel · Bengaluru, India

Principals

Eyal Lifshitz

Chief Executive Officer

Nir Klar

Chief Technology Officer

Sharon Carmeli

General Counsel and Chief Compliance Officer

David Quinn

Chief Financial Officer

Mira Srinivasan

Chief Risk Officer

Yael Malek

Chief People Officer

Aditya Narula

SVP, GM of Lending & Credit

Kyle Cooper

SVP, GM of Checking & Payments

Uzi Halaby

SVP, R&D

April Danile

SVP, Customer Success & Account Management

Sector focus

FinTechPrivate Credit

Frequently asked questions

Who runs investment decisions at Bluevine?

Bluevine does not function as an investment firm; it is a technology company that originates small-business loans and holds deposits. Credit decisions are directed by Aditya Narula, SVP and GM of Lending & Credit, while Mira Srinivasan serves as Chief Risk Officer, overseeing underwriting frameworks and portfolio performance.

Does Bluevine hold a banking charter?

No. Bluevine is a financial technology company, not a bank. Deposits are FDIC-insured up to applicable limits through Coastal Community Bank and other program banks. Lending products are offered directly by Bluevine or facilitated through partner institutions.

What size loans does Bluevine typically extend?

Bluevine offers a revolving line of credit up to $250,000 and facilitates business term loans up to $500,000 through lending partners. The loan product is designed for small businesses needing working capital, with decisions typically delivered within 24 hours.

How does Bluevine source its customers?

Bluevine sources customers primarily through digital acquisition—its online application takes minutes—targeting small and medium-sized businesses that have been underserved by traditional banks. The firm’s checking account and payment services create a deposit funnel that feeds its lending operations.

What geographies does Bluevine serve?

Bluevine is focused on the U.S. market. Its banking and lending products are designed for U.S.-based businesses, though the firm operates engineering and operations offices in Tel Aviv, Israel, and Bengaluru, India.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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