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The Venture Codex

Citi Ventures

1 Market Street Spear Tower, 40th floor, San Francisco, CA, 94105, United States

Overview

Citi Ventures utilizes Citi's resources to support individuals, businesses, and communities amid technological changes. Based in San Francisco with offices in New York, London, Palo Alto, Tel Aviv, and Singapore, Citi Ventures focuses on discovering new value by exploring, developing, and investing in innovative ideas, and collaborating with Citi employees, clients, and the broader innovation community.

Total investments
174
Lead investments
18
Investments · 12mo
11
Active investors
10

Sector focus

  • Finance
  • Financial Services
  • Venture Capital
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Investment portfolio

  • skan.ai

    Participated · Series C · Aug 2026

    Skan AI builds a continuously evolving record of how work actually happens across enterprise systems, distilling billions of observed work signals into execution logic for AI. Its platform consists of Skan AI Blueprint (discovery and prioritization of AI opportunities), Skan AI Intelligence (process benchmarking and workforce management), and Skan AI Agents (agent execution grounded in observed work). The company reports it has processed over 25 billion work signals, is trusted by a quarter of the Fortune 50 and seven of the top ten U.S. banks, and has delivered more than $500 million in cumulative customer value. Skan AI reported more than 300% year-over-year growth and average net dollar retention of 150% in the past year. The company says customers realize average operational savings of 30–40% from deployments. The business targets complex, regulated workflows in industries such as banking, insurance, and healthcare, and is based in Menlo Park, Calif.

  • Straiker

    Led · Series A · Jun 2026

    Straiker provides an agentic-native security platform with three integrated capabilities: comprehensive discovery of AI agents across enterprise environments, pre-deployment adversarial testing to surface vulnerabilities, and runtime protection that monitors activity and stops threats. The founding team includes veterans of Palo Alto Networks and AI/security research, and the company emphasizes a shared intelligence layer that uses production detections to strengthen testing and protections. Since launching in 2025, Straiker has become a partner to frontier AI labs and Fortune 500 enterprises and reports run-rate revenue growth of more than 15x in less than a year. Straiker operates STAR Labs, its dedicated AI threat research arm, which informs its defenses and provides early visibility into emerging attack techniques.

  • Quantifind

    Participated · Equity · Jun 2026

    Quantifind develops the Graphyte AI-native Risk Intelligence platform, which unifies internal, third-party, and open-source data and applies advanced entity resolution, Name Science™, dynamic risk typologies, and real-time network graph intelligence. It also offers Graphyte Agentic Middleware to help operationalize agentic AI within risk workflows while preserving explainability, auditability, and human oversight. The company serves a global customer base, including six of the world's top 10 Tier 1 financial institutions, and its platform supports tens of thousands of financial crime, compliance, and national security professionals. An independent Celent economic analysis cited in the announcement estimated Tier 1 banks deploying Graphyte across KYC and sanctions screening could reduce annual alert-processing costs by up to $177.9 million. Quantifind says it has generated rapid, profitable growth. The company plans to use the new capital to expand internationally across Europe, Asia-Pacific, and the Americas and to strengthen regional partnerships and regulatory alignment.

  • Wealth.com

    Participated · Series B · Apr 2026

    Wealth.com provides a purpose-built AI platform that unifies estate and tax planning into a single system for financial advisors and institutions. Its proprietary Ester Intelligence engine is trained on estate and tax scenarios to deliver deterministic, auditable outputs and powers end-to-end advisor workflows and integrations. The company reported 664% year-over-year growth in AI-powered workflows and has achieved at least 3x revenue growth in each of the last four years. Wealth.com supports advisory firms that collectively service more than $15 trillion in client assets, processed over 100,000 estate documents in 2025, and performs thousands of deterministic calculations per estate distribution. It has expanded into tax planning, secured approvals from the three largest U.S. broker-dealers (unlocking access to over 50,000 financial advisors), and holds agreements with three of the top five banks. Wealth.com has been recognized in industry surveys and awards, including category leadership in estate planning market share in the Kitces AdvisorTech Survey and inclusion in the CB Insights Fintech 100.

  • Jump

    Participated · Series B · Feb 2026

    Jump is an AI assistant and intelligence engine built for financial advisors and other financial services professionals. The platform automates meeting preparation, note-taking, recaps, follow-ups and CRM updates while embedding industry-leading compliance and delivering over 20 AI-driven features. Launched in 2023, it has scaled from zero to 27,000 advisor users in under two years, adding more than 2,000 new advisors each month and touching firms that manage an estimated $12 trillion in client assets. Advisors using Jump report saving one to two hours per day and experiencing measurable increases in organic growth. The technology has processed the equivalent of 183 continuous years of client meetings and has earned seven industry awards. With new funding, Jump plans to evolve its meeting assistant into a comprehensive intelligence and AI orchestration layer that proactively identifies opportunities, risks and next-best actions for advisors, while enhancing enterprise-grade functionality for large deployments. The company has now raised a total of $105 million to support this vision.

Team