Windfall Data builds people intelligence and AI-workflow solutions delivered via a SaaS application that enables automated enrichment, predictive/machine-learning modeling, AI-generated audiences, recommended personas, and workflow automation. The platform is designed for go-to-market teams and supports activation across systems and channels with integrations to Salesforce, Microsoft Dynamics, Snowflake, Blackbaud and others. Windfall serves multiple verticals including financial services, nonprofits, travel, hospitality, retail, and professional sports organizations. The company is led by CEO Arup Banerjee and COO Dan Stevens. Windfall intends to use the new funding to expand product development and accelerate sales growth. The company has raised over $100M in external funding since its 2016 inception and is based in San Francisco, CA. Windfall offers precise household-level net-worth estimates using multiple sources and proprietary algorithms and delivers contextual analytics and wealth intelligence to data-driven organizations. The platform incorporates AI and machine learning to drive better decision-making and embeds into customers' workflows, connecting with Salesforce, HubSpot, Shopify and over 300 additional platforms. More than 500 organizations across retail, hospitality, travel and nonprofit sectors use Windfall, including 1stdibs, Environmental Defense Fund, Make-A-Wish, University of Michigan and Wheels Up. The company reports a 3.0x year-over-year growth rate. Windfall plans to use recent funding to invest in R&D, expand its team, and scale marketing and sales operations as demand grows. Founded in 2016 and based in San Francisco, Windfall's platform aims to provide a 360-degree view of customer databases to accelerate workflows and drive better performance. Windfall Data builds a database that estimates household net worth using deterministic public records and partner data, refreshed weekly. It reconstructs its entire household net-worth database each week using machine learning and proprietary data science techniques. Windfall combines real estate transactions, court records, SEC filings and other public-domain sources, and supplements gaps via data vendor partnerships; it also provides contextual signals such as recent moves, births, weddings and IPOs. The company offers financial insights on 80 million U.S. households and is used by more than 400 organizations, including nonprofits and for-profit clients in financial services, luxury retail, hospitality and travel. Its solution integrates with platforms like Salesforce, Shopify and LiveRamp. Windfall intends to use the $9M raised in this venture capital round to expand operations and broaden its business reach.

Total raised

$95M

Funding rounds

3

Latest round

Series B

Latest activity

May 2025