# Broker Genius funding: rounds and investors

> Broker Genius has raised $15M across 1 round since 2017. Investors include Volition Capital. Every round with its source.

Source: https://millionrounds.com/company/broker-genius (Millionrounds; every figure on the page links to its filing or article)

United States · [Series A startup](https://millionrounds.com/companies)

# 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 summary Updated 26 Oct 2026

**$15M** raised across 1 round since 2017, from 1 source

- **Latest round:** Series A, $15M Nov 2017
- **Investors:** 1

See who backed them

## The rounds

- **Nov 2017** Series A **$15M** [Volition Capital](https://millionrounds.com/fund/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 Sherman** Chief Executive Officer
- **Drew Silver** Chief Consignment Officer
- **George Thomas** Chief Technology Officer
- **Qasim Saifee** Chief Operating Officer
- **Drew Gainor** Chief Product Officer
- **John Lucier** Chief Financial Officer
- **Evan Thomas** VP, Product
- **Shane Helget** VP, Engineering
- **Brendan O’Donoghue** Director of Product Solutions & Support
- **Britt Westfall** Director, HR
- **Joe Moulton** Director, Product – Lysted
- **Joey Bohm** Director
- **Kevin King** Director, Business Development – Open Distribution
- **Kevin Wagner** Director, Product – Sync
- **Pete Lamson** Director
- **Brian Lafemina** Director
- **Guinio Volpone** Director
- **Guy Levy-Yurista** Director

And 3 more on the team.

On the board, as filed i *Joseph Bohm* *Peter Lamson*

## Everyone who backed them

[Volition Capital](https://millionrounds.com/fund/volition-capital) VC firm **1** round

Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=broker-genius).

## 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.

[Escalate Capital](https://millionrounds.com/fund/escalate-capital) Private credit Per its own site

## Quick answers about Broker Genius

### Who invested in Broker Genius?

Broker Genius's investors include Volition Capital.

### How much has Broker Genius raised?

Broker Genius has raised $15M across 1 round since 2017.

### When did Broker Genius last raise?

Broker Genius's most recent round was a Series A of $15M in Nov 2017.

### What was Broker Genius's biggest round?

Its most recent round, $15M in Nov 2017, is also its largest on record.

### Who backed Broker Genius first?

Broker Genius's first round on record, in Nov 2017, was backed by Volition Capital.

### What stage is Broker Genius at?

Broker Genius's latest named round is a Series A, in Nov 2017.

### Where is Broker Genius based?

Broker Genius is based in the United States.

## Companies like Broker Genius

In the same sector, and raised in the last eighteen months.

[**Whop** $400M · Oct 2026](https://millionrounds.com/company/whop)[**Tolan** $30M · Oct 2026](https://millionrounds.com/company/tolan)[**Welltory** $4.0M · Oct 2026](https://millionrounds.com/company/welltory)[**Overtime** $33M · Oct 2026](https://millionrounds.com/company/overtime)[**1World Online** $25M · Sept 2026](https://millionrounds.com/company/1world-online)[**Luminary** $194M · Sept 2026](https://millionrounds.com/company/luminary)

## Find investors like these

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