United States · Series D startup

Who invested in DriveWealth

4 rounds we have observed, with the 7 investors named in them. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

AIFintech

Valuation: $2.9B, Mar 2026

Funding summaryUpdated 26 Oct 2026

$475Mraised across 4 rounds since 2012, from 4 sources

$4.0MSeed$21MSeries B$450MSeries D
Latest round
Series D, $450MAug 2021
Step-upi
21.4×
Investors
7
See who backed them

The funding story

Each circle is a round, placed by date and sized by amount. The line above is the running total.

20122014201620182020
$4.0MSeed?Series A$21MSeries B$450MSeries D
First round
Seed, $4.0M
Mar 2012
Biggest round
$450M
Series D · Aug 2021
Usual gap between rounds
3.1 years
the median of 3

The rounds

  1. Aug 2021
    Series D$450M2 new1 returning

    Source recordedSEC filing: $735M sold, first sale Sept 2021

  2. Apr 2018
    Series B$21M3 new1 returning

    Reported by FinSMEs

  3. Apr 2015
    Series AAmount undisclosed2 new

    From a historical funding recordSEC filing: $4.2M sold, first sale Apr 2015

  4. Mar 2012
    Seed$4.0M

    No investor was named in the report.

    From a historical funding record

Founders and team

From DriveWealth's own website: 1 founder, 10 on the team.

Robert CortrightFounder and Executive Chair
  • Naureen HassanChief Executive Officer
  • Aaron SokasianChief Technology Officer
  • Barry MetzgerChief Brokerage Officer
  • Brad RobertsChief Risk & Compliance Officer
  • Emily ChardacChief People Officer
  • Harry TemkinChief Digital Officer
  • Marcus AnthonyChief Financial Officer
  • Robert CortiChief Information Officer
  • Rohit MahnaChief Revenue Officer
  • Christopher YamaguchiGeneral Counsel and Corporate Secretary

Who was in which round

The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.

Everyone who backed them

Raptor GroupPrivate equity2rounds
Route 66 VenturesVC firm2rounds
Insight PartnersVC firm1round
Quiet CapitalVC firm1round
Point72Hedge fund1round
SenaHill PartnersVC firm1round
SBIGrowth equity1round

Missing a round, or an investor who was in one? Tell us.

Also claim to have backed them

These 6 firms list DriveWealth as a portfolio company on their own websites, but no report of a round names them. They are the firms' own claims, kept apart from the rounds above.

Point72 VenturesVC firmPer its own site
Middlegame VenturesVC firmPer its own site
Mouro CapitalVC firmPer its own site
Blue Dot InvestorsVC firmPer its own site
Point72 HyperscaleVC firmPer its own site
SkypointerVC firmPer its own site

Quick answers about DriveWealth

Who invested in DriveWealth?

DriveWealth's investors include Raptor Group, Route 66 Ventures, Insight Partners, Quiet Capital and Point72, and 2 more on record.

How much has DriveWealth raised?

DriveWealth has raised $475M across 4 rounds since 2012. One round did not disclose an amount, so the total is a floor.

When did DriveWealth last raise?

DriveWealth's most recent round was a Series D of $450M in Aug 2021.

What was DriveWealth's biggest round?

Its most recent round, $450M in Aug 2021, is also its largest on record.

Who backed DriveWealth first?

DriveWealth's first round on record, in Apr 2015, was backed by Route 66 Ventures and SenaHill Partners.

What stage is DriveWealth at?

DriveWealth's latest named round is a Series D, in Aug 2021.

Where is DriveWealth based?

DriveWealth is based in the United States.

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