What is Windfall?
Founded in 2016 by Arup Banerjee, Cory Tucker, and Dan Stevens, Windfall addresses the systemic inaccuracies inherent in traditional financial datasets. The company provides a comprehensive, real-time view of consumer wealth, enabling data-driven organizations to optimize their outreach and engagement strategies. With a client base exceeding 500 entities across both nonprofit and for-profit sectors, Windfall has established itself as the industry standard for affluent consumer intelligence. Its platform replaces outdated, infrequent data sources with a dynamic, accurate dataset that empowers enterprises to make informed decisions regarding high-net-worth individuals and market segmentation.
How much funding has Windfall raised?
Windfall has raised a total of $65M across 1 funding round:
Series B
$65M
Series B (2025): $65M with participation from MORGAN STANLEY
Key Investors in Windfall
Morgan Stanley
Morgan Stanley is a premier global financial services firm that provides comprehensive investment banking, wealth management, and institutional securities services to a diverse international client base.
Undisclosed Investor
Undisclosed investor participating in the funding round.
Undisclosed Investor
Undisclosed investor participating in the funding round.
What's next for Windfall?
With this major enterprise-level funding, Windfall is positioned to accelerate its product development roadmap and expand its market footprint. The capital will likely be deployed to enhance the platform's predictive analytics capabilities and scale operations to meet the growing demand for reliable consumer financial data. As the company transitions into this next phase of growth, it remains focused on refining its data-gathering techniques to maintain its competitive edge. The strategic backing from institutional partners underscores the long-term viability of Windfall's mission to transform how organizations interact with the affluent market, setting the stage for sustained innovation in the financial data sector.
See full Windfall company page
