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Broadhaven Ventures

Venture Capital

Broadhaven is an independent investment bank serving the financial services industry.

Founded 2010 United States New York, United States 10-50 employees Financial Services, Banking

33

Total Investments

25

Portfolio Companies

-

Exits

2

Industries

General Information

Industries Financial Services, Banking

Company Overview

Founded 2010
Employees 10-50
Location United States New York, United States
Website broadhaven.com

Investment Criteria

Investment Thesis

•••••• •••••• ••••••

About Broadhaven Ventures

Broadhaven is an independent investment bank serving the financial services industry. We operate as a traditional merchant bank, where strategic and financial advisory services are offered alongside our investment capital. As an independent investment bank, we provide strategic and financial advice on mergers, acquisitions, restructurings, valuation and capital structure to corporations, partnerships, institutions and governments. We offer our clients - who range from large, multinational corporations to emerging growth companies - sector expertise, deep industry relationships, and dedicated, senior-level attention. We are, first and foremost, independent, with loyalty solely to our clients. Unlike large investment and commercial banks, we do not engage in activities which present any conflicts with our clients. We are highly experienced senior advisors, providing advice based solely on our views as to what is best for our clients. As an investor, Broadhaven focuses on early-stage opportunities within financial services and invests where technology and finance intersect. We seek to leverage our advisory expertise, substantial operating experience and our deep industry relationships to create value for our investors through long-term partnerships with exceptional companies and management teams. Our ability to assist portfolio companies in successfully navigating complex sector dynamics, developing partnerships with large institutions, evaluating acquisition-related growth opportunities, raising additional capital and selecting the optimal exit event differentiates us from other early-stage financial services investment firms.

Recent Investments (33)

View All
Company Stage Amount Date
Series B •••••• Feb 2025
Series A •••••• Jul 2024
Series B •••••• Jan 2024
Seed Round •••••• Nov 2023
Pre Seed Round •••••• Oct 2023
Portfolio company •••• ••••
Series A •••••• Jul 2023
Portfolio company •••• ••••
Series A •••••• Jun 2023
Portfolio company •••• ••••
Seed Round •••••• Apr 2023
Portfolio company •••• ••••
Series A •••••• Feb 2023
Portfolio company •••• ••••
Series A •••••• Dec 2022

See all 33 investments →

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