Citi Ventures

Headquartered in San Francisco with offices globally, Citi Ventures explores, incubates, and invests in innovative ideas across fintech, data analytics, commerce, security, marketing, property tech, distributed ledger technology, and digital assets. It collaborates with Citi colleagues, clients, and the broader innovation community to drive discovery of new value.

Omar Amireh

Cheif Executive Officer / Citi Country Officer

Avi Arnon

Vice President

Krishna Balachanader

Managing Director

Thompson Barro

Vice President

Karine Ben-Simhon

VP Intelligence Partnerships and Innovation

Matt Carbonara

Managing Director

Alex Chen

Vice President

Kateryna Chupryna

Director

Xiaolei Cong

Vice President

Lauren Gross

Investment Banking Analyst

Ignacio Gutiérrez-Orrantia

CEO, Citibank Europe

Lizzie Guynn

Vice President

Charles Howe

Investor

Cagla Kaymaz

Senior Vice President

Lucas Kirshenbaum

Assistant Vice President

Ian Lee

Director, Innovation Network

Everett Leonidas

Director

Robert Li

Vice President, Citi Ventures

Paul Marshall

Director, Global Finance Product Transformation

Jeff Meyers

Investor

Blaze O'Byrne

Vice President

Margo Pilic

Chief of Staff to the CEO

Arvind Purushotham

Managing Director

Vibhor Rastogi

Managing Director

Meredith Shields

Managing Director

Ornit Shinar

Managing Director

Cece Stewart

President

Kate Sullivan

COO

Avery Tiras

Equity Research Senior Associate

Luis Valdich

Managing Director

Jelena Zec

Director

Past deals in Asset Management

Kanastra

Series A in 2025
Kanastra is a tech-driven backoffice for alternative investments, supporting private credit and private equity facilities. It develops an asset management platform designed to reduce friction in the securitization market, offering banking services, debt issuance, bookkeeping, distribution, passive management, and mirroring, along with real-time analytics and structured data to enable investors and originators to invest with greater freedom and efficiency.

Independence Realty Trust

Post in 2024
Independence Realty Trust is a real estate investment trust (REIT) that specializes in the acquisition, ownership, operation, improvement, and management of multifamily apartment communities in non-gateway U.S. markets. The company owns and operates properties in cities such as Louisville, Memphis, Atlanta, and Raleigh. It is dedicated to enhancing the living experience for residents while fostering a positive work environment for its employees. Independence Realty Trust focuses on expanding its presence in key amenity-rich submarkets that provide access to quality school districts, retail options, and diverse employment centers.

Sepio

Series B in 2024
Sepio is a developer of an asset risk management platform focused on protecting organizations from hardware-based attacks. The company's innovative solution operates on asset existence rather than activity, utilizing physical layer asset DNA profiling to deliver actionable visibility and policy enforcement. This platform enables security teams to gain comprehensive insights into their hardware assets and monitor their behavior in real-time. With the ability to define granular device usage rules, Sepio allows administrators to continuously oversee and safeguard their infrastructure. The solution is asset agnostic, accommodating various environments including IT, OT, and IoT, and can report on existing assets and their associated risk factors within 24 hours. Ultimately, Sepio aims to enhance clients' cybersecurity posture by providing robust control over hardware assets and mitigating the risks posed by rogue devices.

CapStack Technologies

Venture Round in 2024
CapStack Technologies is a financial technology company that provides an integrated operating system for banks and financial services providers. Its platform facilitates collaboration among these institutions, enabling them to manage loan and deposit exposure more effectively, mitigate risks, and ultimately drive profitability and asset diversification.

ZILO

Series A in 2024
ZILO is transforming global asset management by replacing outdated technology with its innovative platform. It unifies transfer agency, fund platforms, and fund accounting into a single solution, reducing costs, risk, and user friction. ZILO's experienced team aims to become the market leader in global asset management.

Transcend Street Solutions

Venture Round in 2023
Transcend Street Solutions Inc. is a technology company focused on developing real-time inventory and collateral management optimization solutions for the capital markets. Established in 2013 and headquartered in Piscataway, New Jersey, the company provides a comprehensive platform that includes global inventory optimization, digitized eligibility management, transfer pricing models, and intraday liquidity management. It serves a diverse clientele of leading banks and financial institutions, positioning itself as a standard-bearer in the optimization of firm-wide management of inventory, funding, and liquidity. With a workforce of over 75 employees globally, Transcend Street Solutions effectively addresses various regulatory and capital challenges in the financial industry through its user-friendly Software as a Service (SaaS) and on-premises solutions.

Masttro

Venture Round in 2023
Masttro is a multinational financial technology company founded in 2010, specializing in advanced solutions for ultra-high-net-worth families, family offices, and financial advisors. Established by asset owners with extensive experience in managing diversified, multi-generational wealth, Masttro aims to redefine wealth management platforms by providing open, user-friendly access to critical financial information. The company's wealth tech platform offers a comprehensive overview of both liquid and illiquid investments, as well as liabilities and passion assets. Its features include direct data aggregation and AI-driven document data extraction, facilitating interactive real-time analysis and reporting. This empowers wealth owners and their advisors to make informed, data-driven decisions while ensuring the highest standards of protection and confidentiality for their information.

Sepio

Series B in 2022
Sepio is a developer of an asset risk management platform focused on protecting organizations from hardware-based attacks. The company's innovative solution operates on asset existence rather than activity, utilizing physical layer asset DNA profiling to deliver actionable visibility and policy enforcement. This platform enables security teams to gain comprehensive insights into their hardware assets and monitor their behavior in real-time. With the ability to define granular device usage rules, Sepio allows administrators to continuously oversee and safeguard their infrastructure. The solution is asset agnostic, accommodating various environments including IT, OT, and IoT, and can report on existing assets and their associated risk factors within 24 hours. Ultimately, Sepio aims to enhance clients' cybersecurity posture by providing robust control over hardware assets and mitigating the risks posed by rogue devices.

Quassar Capital

Venture Round in 2022
Quassar Capital is a United States-based investment firm founded in 2012 with a broad national presence. It relies on quantitative methods drawn from applied mathematics, statistics, financial markets, and advanced programming to guide investment decisions. The firm emphasizes technology and infrastructure to support research and execution and aims to deliver high-quality returns while adapting to changing market conditions. Quassar Capital is affiliated with Cabrera Capital Markets.

Propel

Debt Financing in 2022
Propel Finance No 1 Limited, established in 1996 and based in Newport, United Kingdom, offers financial services primarily to small and medium-sized enterprises (SMEs) across various sectors, including catering, construction, fitness, IT, manufacturing, and real estate. The company specializes in asset finance solutions, enabling businesses to acquire essential equipment and vehicles efficiently. Propel is committed to providing flexible and accessible financing options, utilizing a blend of collaboration and technology to enhance customer experiences. Formerly known as Henry Howard Finance Group No. 1 Limited, the company rebranded in December 2016 to better align with its mission of delivering impactful financial solutions.

Claira

Venture Round in 2022
Claira’s deal intelligence platform for finance automates your deal pipeline, deal origination and deal management while streamlining business processes, enabling deep business insights, & empowering business leaders to make more informed decisions. Whether you're working on behalf of your firm or providing advisory, consulting or legal services across multiple firms, Claira will assist you in achieving efficiency, control, compliance and risk management across a variety of finance & insurance business areas: * Private Credit Analysis; * Investment Management; * Commercial Real Estate; * Asset Management; * Capital Markets; * Commercial Real Estate; * Corporate Banking; * Credit and Lending; * Digital Assets; * Fund Administration; * Hedge Funds; * Insurance; * Investment Banking, M&A; * Investment Management; * Legal, Reg, & Compliance; * Prime Brokerage; * Private Equity, Private Placement, VC; * Real Estate; * Retail Banking; * Wealth Management; etc. Claira is pre-trained and pre-configured with insight modules that don't require your time and effort to train our models on your documents. Claira's unique approach using computational linguistics and sentence-level, deep-semantic parsing provides greater understanding and higher accuracy. Claira's answers are fully traceable and transparent because Claira understands language, just like you. For each document, Claira shows you how we concluded for you to understand and be fully confident in your actions. Claira was created by top data scientists and engineers experienced in solving complex non-finance problems alongside financial service experts on a mission to digitize traditional finance. Claira launched in 2024 and is based in New York, USA.

Sharegain

Series B in 2022
Sharegain Ltd. is a fintech company based in London, United Kingdom, that specializes in a securities lending platform aimed at pension funds, insurance companies, and asset managers. Founded in 2015, Sharegain seeks to democratize the securities lending industry, which is valued at $3 trillion, by providing an automated solution that allows financial institutions to generate additional income from their existing assets, including stocks, bonds, and ETFs. The platform offers enhanced revenue opportunities while ensuring full control and transparency with minimal overhead costs. By enabling online brokers, private banks, wealth managers, and custodians to lend their securities, Sharegain helps these institutions unlock hidden value within their portfolios and deliver improved financial performance for themselves and their clients.

Betterment

Series F in 2021
Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.

Quassar Capital

Venture Round in 2021
Quassar Capital is a United States-based investment firm founded in 2012 with a broad national presence. It relies on quantitative methods drawn from applied mathematics, statistics, financial markets, and advanced programming to guide investment decisions. The firm emphasizes technology and infrastructure to support research and execution and aims to deliver high-quality returns while adapting to changing market conditions. Quassar Capital is affiliated with Cabrera Capital Markets.

InvestCloud

Private Equity Round in 2021
InvestCloud is a prominent provider of digital financial services, focused on transforming the wealth management industry through innovative technology. The company offers a comprehensive platform that supports asset management and wealth management, catering to a diverse range of clients, including wealth and asset managers, banks, and financial advisors. Its solutions are designed to enhance investment knowledge and facilitate effective financial planning, enabling users to achieve higher returns on investments. InvestCloud's commitment to personalization and scalability is evident in its advisory programs, which include unified managed accounts and separately managed accounts. By equipping financial advisors and their clients with advanced technology and data-driven insights, InvestCloud aims to deliver superior digital wealth management experiences. Headquartered in the United States, the company serves a global clientele, representing a significant portion of the world's total assets. In recognition of its leadership in the fintech space, InvestCloud was named one of CNBC's World’s Top Fintech Companies in 2024.

ZILO

Pre Seed Round in 2021
ZILO is transforming global asset management by replacing outdated technology with its innovative platform. It unifies transfer agency, fund platforms, and fund accounting into a single solution, reducing costs, risk, and user friction. ZILO's experienced team aims to become the market leader in global asset management.

CloudMargin

Series B in 2020
CloudMargin Ltd. is a London-based company that specializes in a cloud-based collateral and margin management platform tailored for financial institutions of all sizes. Founded in 2014 by a team with extensive experience in collateral management and capital markets, CloudMargin aims to enhance efficiency and reduce costs for its clients, which include banks, asset management firms, brokerage firms, and insurance companies. The platform operates on a Software-as-a-Service (SaaS) model, providing real-time reports on collateral positions and automating workflows to facilitate streamlined processing and settlement. By addressing the inefficiencies and high costs associated with traditional collateral management solutions, CloudMargin seeks to make effective collateral management accessible to all market participants while ensuring compliance with regulatory requirements.

Quassar Capital

Venture Round in 2020
Quassar Capital is a United States-based investment firm founded in 2012 with a broad national presence. It relies on quantitative methods drawn from applied mathematics, statistics, financial markets, and advanced programming to guide investment decisions. The firm emphasizes technology and infrastructure to support research and execution and aims to deliver high-quality returns while adapting to changing market conditions. Quassar Capital is affiliated with Cabrera Capital Markets.

Reonomy

Series D in 2019
Reonomy specializes in commercial real estate data and analytics. It uses big data, partnerships, and machine learning to provide comprehensive property intelligence, enabling professionals to discover new opportunities and make informed decisions.

Pagaya

Debt Financing in 2018
Pagaya is a fintech company leveraging machine learning and big data analytics to manage institutional funds, primarily focusing on fixed income and alternative credit markets.

Axoni

Series A in 2016
Axoni is a technology company specializing in real-time data replication solutions tailored for the financial industry. Established in 2017, it focuses on serving major financial institutions, including banks, asset managers, hedge funds, and market infrastructure firms worldwide, with offices located in New York and London. The company's platform facilitates the rapid and reliable deployment of critical financial networks, ensuring automated, real-time data replication among market participants. Additionally, Axoni develops distributed ledger software that integrates traditional financial technologies with blockchain capabilities, enhancing market information, trend analysis, and communication networks. This innovative approach allows financial entities to modernize their systems related to legal records, lifecycle events, and cash flow calculations, thereby improving operational efficiency and data management.

Betterment

Series E in 2016
Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.

Betterment

Series C in 2014
Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.
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