Let’s talk about people. Not the kind you bump into at the grocery store. The kind you build billion-dollar strategies around. The kind whose data drives every conversion, campaign, and capital raise. The kind Windfall Data has quietly made their business, then just as quietly turned that business into a $65M Series B backed by Morgan Stanley Expansion Capital.
That’s not luck. That’s what happens when you stop playing the legacy data game with yesterday’s numbers and start building intelligence with real-time intent. Arup Banerjee, Daniel Stevens, and Cory Tucker didn’t come out of nowhere. They’ve been in the data trenches long enough to know the old system was broken, flimsy sources, slow updates, wealth signals that aged worse than MySpace pages. So they did what smart founders do when they smell opportunity and inefficiency in the same room. They built something better.
Windfall’s not selling contacts. They’re selling confidence. A people intelligence platform pulling from predictive AI and generative AI, delivering wealth insights and career signals that actually map to what customers and donors care about right now. Not last quarter. Not last year. Now. They’re helping 1,500+ orgs, Wheels Up, CAPTRUST, University of Michigan, Make-A-Wish America, ditch the guesswork and plug precision into their CRMs, campaigns, and pipelines.
With $100M+ raised to date and revenue climbing from $5.8M in 2023 to $8.1M in 2024, they’ve gone from three guys in San Francisco to a 120-person machine powering growth across financial services, nonprofits, retail, and even pro sports. But the real flex? The 3.0x growth engine they built by staying laser-focused on product. From Salesforce to Snowflake, HubSpot to Shopify, Windfall integrates like a dream. Their AI doesn’t just spit out lists, it identifies personas, triggers automations, and drives ROI across 300+ platforms without exposing a byte of your data to third parties.
This round isn't about scaling vanity metrics. It’s about building sharper workflows, smarter enrichment, and the kind of AI that actually does the heavy lifting. That’s where the money’s going, into deeper data, faster automation, and teams that don’t just move the needle but rebuild the dial.
Let’s connect and keep the momentum going across the tech ecosystem. Whether you’re a founder shaping the future, a leader driving change, a VC backing bold ideas, or an investor spotting the next big thing—together, we’re pushing boundaries. Proud to be building the future with you.
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