Cohen Circle

Cohen Circle is an investment firm providing capital and strategic support across company growth stages. Specializing in fintech, technology, and impact, it invests from pre-seed to public market entry, often via SPACs. Its strategy leverages the team’s deep operational and founder expertise.

Established in 2015, Cohen Circle was founded by financial services veterans Betsy Cohen and her son, Daniel Cohen, drawing on their extensive careers. Betsy Cohen brings over five decades experience, founding three banks, including The Bancorp. Daniel Cohen, a co-founder of The Bancorp, contributes over twenty years investing and operating expertise, shaping the firm’s strategic insights.

Cohen Circle partners with management teams building innovative solutions in FinTech, Insurtech, Proptech, and Enterprise Software. The firm aims to transform companies by offering access, experience, and opportunity. This commitment accelerates innovation and impact across health and financial services, fostering future industry leaders.