Insights

Fintech Expansion Cohen Circle specializes in late-stage fintech investments and has raised over 5 billion dollars, indicating a strong focus on the fintech sector which presents opportunities to offer related financial technology solutions or support services.

Recent Public Offering The company's successful IPO in October 2024 and subsequent public listing signifies substantial growth and market validation, making it a potential client for advisory, legal, and investor relations services.

Leadership Growth The hiring of Katelyn Johnson as managing partner highlights Cohen Circle's commitment to expanding its venture investing capabilities, indicating openings for venture capital tools, deal flow platforms, or executive consulting services.

Digital Presence The launch of a new website in November 2022 reflects a focus on branding and digital outreach, possibly opening opportunities for web development, branding, or marketing technology solutions.

Market Focus With investments spanning technology, impact, and financial services, Cohen Circle is positioned at the intersection of innovation and impact, suggesting opportunities to provide sustainable tech solutions, ESG consulting, or impact measurement tools.

Similar companies to Cohen Circle

Cohen Circle Tech Stack

Cohen Circle uses 8 technology products and services including UserWay, HubSpot Analytics, Microsoft 365, and more. Explore Cohen Circle's tech stack below.

  • UserWay
    Accessibility
  • HubSpot Analytics
    Analytics
  • Microsoft 365
    Email
  • Google Fonts API
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • Oxygen
    Page Builders
  • Cloudflare Bot Management
    Security
  • X-XSS-Protection
    Security

Cohen Circle's Email Address Formats

Cohen Circle uses at least 1 format(s):
Cohen Circle Email FormatsExamplePercentage
First@cohencircle.comJohn@cohencircle.com
45%
FLast@cohencircle.comJDoe@cohencircle.com
5%
First@cohencircle.comJohn@cohencircle.com
45%
FLast@cohencircle.comJDoe@cohencircle.com
5%

Frequently Asked Questions

What is Cohen Circle's official website and social media links?

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Cohen Circle's official website is cohencircle.com and has social profiles on LinkedIn.

What is Cohen Circle's NAICS code?

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Cohen Circle's NAICS code is 52391 - Miscellaneous Intermediation.

How many employees does Cohen Circle have currently?

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As of December 2025, Cohen Circle has approximately 11 employees across 2 continents, including North AmericaAsia. Key team members include Chief Executive Officer: A. A.Chief Operating Officer And General Counsel: M. J.Chief Financial Officer: M. S.. Explore Cohen Circle's employee directory with LeadIQ.

What industry does Cohen Circle belong to?

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Cohen Circle operates in the Venture Capital and Private Equity Principals industry.

What technology does Cohen Circle use?

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Cohen Circle's tech stack includes UserWayHubSpot AnalyticsMicrosoft 365Google Fonts APIGoogle CloudOxygenCloudflare Bot ManagementX-XSS-Protection.

What is Cohen Circle's email format?

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Cohen Circle's email format typically follows the pattern of First@cohencircle.com. Find more Cohen Circle email formats with LeadIQ.

Cohen Circle

Venture Capital and Private Equity PrincipalsNew York, United States11-50 Employees

Cohen Circle is an investment firm founded by financial services pioneers, Betsy Cohen and her son Daniel Cohen. Since 2015, the firm has provided transformative capital to late stage fintech growth companies. Today, we make investments across the capital structure in the fintech, technology, and impact spaces, with $5bn+ in capital raised. 
 
Our decades-long experience as founders, operators, and innovators uniquely positions us to capitalize and transform companies through our significant networks and expertise.

Section iconCompany Overview

NAICS Code
52391 - Miscellaneous Intermediation
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Cohen Circle's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Cohen Circle's revenue is estimated to be in the range of $1M$10M

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