# Truist Ventures: portfolio, investments and team > Truist Ventures is a corporate vc based in United States. 1 investment on record, latest Nov 2023. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/truist-ventures (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Truist Ventures Last cheque observed Nov 2023. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Quiet Corporate VC Seed Series A Series B Finserv Wealthtech Financial Services Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **1064** days **00** hrs **00** min **00** sec Median round **$110M** Rounds led **1 of 1** Pitch Truist Ventures ## Truist Ventures highlights - 01 1 rounds on record - 02 Led 1 rounds ## What they do > The homepage text does not mention any investment activity. From their own website - **Type:** Corporate VC (from a list, unverified) - **Cheque size:** Not stated - **Stages:** Seed Series A Series B - **Sectors:** Finserv Wealthtech Financial Services - **Based in:** Charlotte, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **1 appearances** - **2023** 1 round - **Nov** **[Mission Driven Bank Fund](https://millionrounds.com/company/mission-driven-bank-fund)** US · Btech Consortium Fund **$110M** *Led* An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **11 named** BS **Brian Sean Dowhower** Chairman of the Board, President and CEO i Form ADV BS **Bryan Scott Cram** Director, Vice Chairman, Executive Vice President i Form ADV DO **Dorothy Oscarlyn Elder** Co-Chief Investment Officer i Form ADV EM **Evelyn Michelle Callender** Treasurer and Chief Financial Officer i Form ADV JT **Jeffrey Todd Dunn** Director, Executive Vice President i Form ADV JM **Joseph M Thompson** Director i Form ADV KJ **Keith Joseph Lerner** Co-Chief Investment Officer i Form ADV LR **Leah Rowe Wehinger** Director, Executive Vice President, Head of Investment Advice and Solutions i Form ADV MR **Monica Renee Wood** Treasurer and CFO i Form ADV SH **Susan Hechtlinger** Director, Chief Compliance Officer, Senior Vice President i Form ADV TT **Tonya Tyson** Assistant Secretary, Chief Operations Officer, Senior Vice President i Form ADV We also hold **52** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$77B** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** Truist Advisory Services, Inc. - **SEC number:** CRD 283390 ## What they claim to have backed From their own portfolio page (on their website) **0** of 8 we have independently watched raise Check for Offers Creditcard Dias Español Privacycenter Schedule a branch appointment Set up online banking Trade Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded. ## The cheque Seed Series A Series B Median round joined **$110M** the round, not its cheque Led 1 of 1 rounds **100%** - **Sole investor:** Never alone - **Last cheque:** Nov 2023 Rounds by stage said on their site - Seed said *-* - Series A said *-* - Series B said *-* Cheques by month Led Joined Nov 2023 Oct 2026 **Pitching Truist Ventures?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Quick answers about Truist Ventures ### What does Truist Ventures invest in? Truist Ventures says it invests in Finserv, Wealthtech and Financial Services. ### How active is Truist Ventures? 1 investments on record, 0 of them in the last 12 months, and it led 1. The most recent was in Nov 2023. ### What has Truist Ventures invested in recently? Its most recent investments on record: Mission Driven Bank Fund (Undisclosed round, Nov 2023). ### How big are Truist Ventures's cheques? The median round it joins is $110M. ### Is Truist Ventures investing now? No investments in the last 12 months; the latest was in Nov 2023. ### What kind of investor is Truist Ventures? Truist Ventures is a corporate VC based in Charlotte, United States. ### How much does Truist Ventures manage? About $77B, as regulatory assets under management (Oct 2026). ### When was Truist Ventures founded? Truist Ventures was founded in 2019. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=truist-ventures) · [Is this your firm? 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