Insights

Expansion and Leadership Cohen Circle has recently strengthened its leadership team by hiring Katelyn Johnson as managing partner for its venture investing arm, signaling a strategic focus on expanding its venture capital capabilities and increasing deal flow in innovative fintech and impact sectors.

Active Investment Portfolio The firm has made notable investments in high-growth fintech and banking platforms such as Curve and Greenwood, demonstrating a strong focus on digital banking, financial technology, and impact investing, which can open opportunities for partnership and tailored financial services.

Growth Focused) With over 5 billion dollars raised and recent investments totaling over 71 million USD, Cohen Circle shows a significant capacity for funding late-stage startups, offering potential collaboration in funding rounds or co-investment opportunities for financial service providers.

Digital Infrastructure Cohen Circle’s adoption of advanced technology stacks including Google Cloud, Cloudflare, and HubSpot Analytics indicates a digitally-savvy approach, suggesting they might be interested in innovative financial technologies, SaaS solutions, or cybersecurity services.

Market Positioning As a mid-sized firm with a focus on fintech growth companies and impact spaces, Cohen Circle presents an opportunity for business development professionals to target niche investment opportunities, corporate partnerships, or advisory services tailored to fintech innovators and impact-driven enterprises.

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

Where is Cohen Circle's headquarters located?

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Cohen Circle's main headquarters is located at 3 Columbus Circle, 24 New York, NEW YORK 10019, US. The company has employees across 2 continents, including North AmericaAsia.

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 October 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 PrincipalsUnited 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

Headquarters
3 Columbus Circle, 24 New York, NEW YORK 10019, US
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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