Transforming companies through access, experience, and opportunity.
About us
"We are founders, operators, and innovatorsWe grow companies across their lifecycle, from Series A to exitWe bring people to the table"
$5bn+
Capital raised
20+
Portfolio companies
5
Public exits
65%
women or diverse team members
20+
Year avg. experience across our team
$5bn+
Capital raised
20+
Portfolio companies
5
Public exits
65%
women or diverse team members
20+
Year avg. experience across our team
$5bn+
Capital raised
20+
Portfolio companies
5
Public exits
65%
women or diverse team members
20+
Year avg. experience across our team
Our story
Cohen Circle
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 network and expertise.
our strategies
We invest across the capital structure to back exceptional management teams building innovative companies
Private-to-Public Investing
We provide transformative capital to exceptional late stage growth companies to bring them to the public markets via special purpose acquisition companies (SPACs). Sector Focus: FinTech, Technology.
We provide differentiated, value-add capital to early to late stage companies in sectors we know best. Sector focus: FinTech, Financial Services (Impact), Health (Impact)
Betsy has 50+ years experience running companies and investing across the capital markets. She founded three banks, including the Bancorp, where she was CEO for 15 years before founding Cohen Circle to support the next generation of fintech leaders.
Daniel is the co-founder of Cohen Circle and The Bancorp. He has over 20 years of experience as an operator and investor. Daniel also founded Cohen & Company, an asset manager with $2.2 billion of AUM.
Amanda is the CEO of Cohen Circle and joined the team from CardConnect after she and the Cohens took the integrated payments company public in 2016. She has 15+ years’ experience as an investor, operator, advisor, and lawyer with companies in both the public and private sectors.
