Updated:
Cohen Circle FinTech Ventures Management
Cohen Circle Fintech Ventures Management, LLC is an exempt reporting adviser with offices in New York, NY. It provides investment advice to clients.
Cohen Circle FinTech Ventures Management
Cohen Circle Fintech Ventures Management, LLC is an exempt reporting adviser with offices in New York, NY. It provides investment advice to clients. The firm is headquartered in New York.
General information
Firm type
Venture Capital
Year founded
2015
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Betsy Z. Cohen
Chairman
Daniel G. Cohen
Chief Executive Officer
Sector focus
Frequently asked questions
What sectors does Cohen Circle target?
The firm focuses on financial technology, insurance technology, and property technology. Sub-sectors include digital banking, payments infrastructure, mortgage technology, and real estate data platforms. Betsy Cohen's decades at The Bancorp — the sponsor bank for Chime, SoFi, and Varo — inform the firm's technical due diligence in these categories.
What is Cohen Circle's geographic investment footprint?
Primary activity centers on North America, with particular concentration in US-based fintech and insurtech companies. The firm has explored select opportunities in Southeast Asian payments infrastructure and European digital banking, though the majority of disclosed SPAC targets and venture investments have been headquartered in the United States.
How does Cohen Circle source proprietary deal flow?
Sourcing leverages Betsy Cohen's four-decade network among regulated banks, fintech founders, and card-network partners built through The Bancorp's bank-as-a-service relationships. The firm also benefits from reverse-inquiry flow — fintech operators who recognize the Cohen name approach the venture fund ahead of a potential SPAC listing, shortening the typical origination cycle.
Profile maintained by Altss 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.
Need institutional-grade insight on venture capital firms?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: