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BNY Mellon

240 Greenwich Street, New York, NY, 10286, United States

Overview

Global financial services company managing and safeguarding assets.

Deals · 12mo

4

Links

WebsiteLinkedInX (Twitter)

Stage focus

Series B

Geographic focus

Canada
Israel
United Kingdom
United States

Sector focus

Asset Management
Banking
Credit
Finance
...

Investment portfolio

29rounds
NAMEDATESIZE
Luminary
Sep 2026Participated
$22 MSeries A
LemonEdge
Jul 2026Participated
$21 MSeries A
Talos
Jan 2026Participated
$45 MSeries B
Digital Asset
Dec 2025Participated
$50 MOther Equity
iCapital Network
Jul 2025Participated
$820 MSeries E
Conquest Planning
Jun 2025Participated
$80 MSeries B
AgentSmyth
Jun 2025Participated
$9 MSeed
Snorkel AI
May 2025Participated
$100 MSeries D
Proxymity
Feb 2025Participated
$26 MOther Equity
Abbey Cross
Mar 2024Participated
$7 MSeed
Alpheya
Nov 2023Led
$300 MOther Equity
Fnality International
Nov 2023Participated
$96 MSeries B
Luminary
Sep 2026Participated
$22 MSeries A
LemonEdge
Jul 2026Participated
$21 MSeries A
Talos
Jan 2026Participated
$45 MSeries B
Digital Asset
Dec 2025Participated
$50 MOther Equity
iCapital Network
Jul 2025Participated
$820 MSeries E
Conquest Planning
Jun 2025Participated
$80 MSeries B
AgentSmyth
Jun 2025Participated
$9 MSeed
Snorkel AI
May 2025Participated
$100 MSeries D
Proxymity
Feb 2025Participated
$26 MOther Equity
Abbey Cross
Mar 2024Participated
$7 MSeed
Alpheya
Nov 2023Led
$300 MOther Equity
Fnality International
Nov 2023Participated
$96 MSeries B
29
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Deal Distribution

BNY Mellon: 29 funding rounds are recorded in the selected participation categories.All available history.
BNY Mellon: 29 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed02
Series A03
Series B06
Series C+17
Other Equity28

Monthly Deal Activity

BNY Mellon: 29 deals are recorded across 145 months.All available history.
BNY Mellon: 29 deals are recorded across 145 months. All available history
MonthDeals
Oct '141
Nov '140
Dec '140
Jan '150
Feb '151
Mar '150
Apr '150
May '150
Jun '150
Jul '150
Aug '150
Sep '150
Oct '150
Nov '150
Dec '150
Jan '160
Feb '160
Mar '160
Apr '160
May '160
Jun '160
Jul '160
Aug '160
Sep '160
Oct '160
Nov '160
Dec '160
Jan '170
Feb '170
Mar '170
Apr '170
May '170
Jun '170
Jul '170
Aug '170
Sep '170
Oct '170
Nov '170
Dec '170
Jan '180
Feb '180
Mar '180
Apr '180
May '180
Jun '180
Jul '180
Aug '180
Sep '180
Oct '180
Nov '180
Dec '180
Jan '190
Feb '190
Mar '190
Apr '191
May '191
Jun '190
Jul '190
Aug '190
Sep '190
Oct '190
Nov '190
Dec '190
Jan '200
Feb '200
Mar '201
Apr '200
May '200
Jun '200
Jul '200
Aug '201
Sep '200
Oct '200
Nov '200
Dec '200
Jan '210
Feb '210
Mar '210
Apr '210
May '210
Jun '210
Jul '211
Aug '211
Sep '210
Oct '210
Nov '210
Dec '210
Jan '220
Feb '220
Mar '221
Apr '221
May '221
Jun '220
Jul '221
Aug '220
Sep '221
Oct '220
Nov '220
Dec '221
Jan '230
Feb '231
Mar '230
Apr '232
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '232
Dec '230
Jan '240
Feb '240
Mar '241
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '251
Mar '250
Apr '250
May '251
Jun '252
Jul '251
Aug '250
Sep '250
Oct '250
Nov '250
Dec '251
Jan '261
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '261
Aug '260
Sep '261
Oct '260

Sector Breakdown

BNY Mellon: Fintech is the largest displayed sector by deal count (24 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

BNY Mellon: Fintech is the largest displayed sector by deal count (24 deals). All available history
SectorDeals
Fintech24
AI & Machine Learning8
Data, Analytics & IT7
Crypto & Blockchain6
Enterprise Software6
Professional Services3
Networks, Cloud & Communication1
Media & Entertainment1
E-Commerce & Retail1
Health & Life Sciences1
Developer Tools1

Deal Size Distribution

BNY Mellon: 29 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

BNY Mellon: 29 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M4
$10M-$25M5
$25M-$50M5
$50M-$100M7
$100M-$250M4
$250M-$500M2
$500M-$1B1
$1B+1

Deals By Geography

BNY Mellon: United States has the largest recorded deal count among the displayed regions (16 deals).All available history.

Top 5 of 5 regions; European countries are grouped as Europe.

BNY Mellon: United States has the largest recorded deal count among the displayed regions (16 deals). All available history
RegionDeals
United States16
Europe8
Israel2
Canada2
United Arab Emirates1
BNY Mellon: 20 co-investors are shown, with Goldman Sachs sharing 9 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

BNY Mellon: 20 co-investors are shown, with Goldman Sachs sharing 9 recorded deals. All available history
Co-investorShared deals
Goldman Sachs9
Citi7
J.P. Morgan6
Morgan Stanley5
State Street5
UBS5
Bank of America4
BlackRock4
Deutsche Bank4
Fidelity Management & Research Company4
Andreessen Horowitz3
Blackstone3
Credit Suisse3
Nomura3
Wells Fargo3
WestCap3
Banco Santander2
BNP Paribas2
Citadel2
Citi Ventures2

Investment Strategy

BNY Mellon: Led accounts for 10% and participating for 90% of round participation.All available history.
BNY Mellon: Led accounts for 10% and participating for 90% of round participation. All available history
CategoryDeals (count)Share (%)
Led310%
Participating2690%
BNY Mellon: Single-lead accounts for 33% and co-led for 67% of lead dynamics.All available history.
BNY Mellon: Single-lead accounts for 33% and co-led for 67% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead133%
Co-led267%

Team

Aaron Burr

Co-Founder

Alan Doyle
Alexander Hamilton

Co-Founder

Asaf Snir
Brian A. Ruane
Christine Waldron
Dermot McDonogh

Chief Financial Officer

Emily Portney

Global Head of Asset Servicing

Hani Kablawi

Chairman of International

J. Kevin McCarthy

Senior Executive Vice President and General Counsel

Leigh-Ann Russell

Chief Information Officer

Paul Fleming, CFA
Rajashree Datta

CRO (2025)

Robin Vince

Chairman-Elect & CEO

Shannon Hobbs

Chief People Officer

Thomas Mellon

Co-Founder