What is Windfall?
Windfall, founded in 2016 by Arup Banerjee, Cory Tucker, and Dan Stevens, is a San Francisco-based data company dedicated to providing organizations with an accurate and reliable dataset for identifying, understanding, and engaging affluent consumers. Recognizing the pervasive inaccuracies and infrequent updates of legacy financial data, the founders built Windfall to offer the most precise and current consumer financial data available. The company has experienced substantial growth, expanding its product offerings and customer base to over 500 nonprofit and for-profit organizations. This expansion has been supported by previous financing rounds, including a $9 Million round in 2019 aimed at team growth and product development.
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 leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. Their involvement suggests a strategic financial backing for Windfall's growth.
What's next for Windfall?
The recent major strategic investment signifies a new phase of growth and development for Windfall. This capital will likely be deployed to further enhance its data accuracy, expand its market reach, and potentially explore new technological integrations. As Windfall continues to solidify its position as a leader in consumer financial data, this backing will be instrumental in scaling its operations and reinforcing its mission to transform how data-driven organizations engage with affluent demographics.
See full Windfall company page
