Venture CapitalRIA · CRD 325669Exempt Reporting AdviserPrivate Fund Adviser

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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

FinTechInsurTechPropTechEnterprise Software

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.

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