Who invested in Broker Genius

One round we have observed, with the one investor named in it. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Internet

Funding summaryUpdated 26 Oct 2026

$15Mraised across 1 round since 2017, from 1 source

Latest round: Series A, $15MNov 2017
Investors: 1

See who backed them

The rounds

Nov 2017
Series A$15M
- Volition Capital
Reported by FinSMEs

Founders and team

From Broker Genius's own website and the SEC filings it signed: 21 on the team.

Sam ShermanChief Executive Officer
Drew SilverChief Consignment Officer
George ThomasChief Technology Officer
Qasim SaifeeChief Operating Officer
Drew GainorChief Product Officer
John LucierChief Financial Officer
Evan ThomasVP, Product
Shane HelgetVP, Engineering
Brendan O’DonoghueDirector of Product Solutions & Support
Britt WestfallDirector, HR
Joe MoultonDirector, Product – Lysted
Joey BohmDirector
Kevin KingDirector, Business Development – Open Distribution
Kevin WagnerDirector, Product – Sync
Pete LamsonDirector
Brian LafeminaDirector
Guinio VolponeDirector
Guy Levy-YuristaDirector

And 3 more on the team.

On the board, as filediJoseph BohmPeter Lamson

Everyone who backed them

Volition CapitalVC firm1round

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Also claim to have backed them

This firm lists Broker Genius as a portfolio company on their own website, but no report of a round names it. They are the firms' own claims, kept apart from the rounds above.