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The Venture Codex

TIAA Ventures

730 Third Avenue, New York, NY, 10017, United States

Overview

TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance. The company is dedicated to helping those who teach, heal, and serve to achieve financial well-being. TIAA was founded in 1918 and headquartered in New York, United States.

Total investments
24
Lead investments
3
Investments · 12mo
11
Active investors
10

Sector focus

  • Finance
  • Financial Services
  • Life Insurance
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Investment portfolio

  • Norm AI

    Participated · Series C · Jul 2026

    Norm Ai develops agentic law systems that embed legal expertise into AI agents and power Norm Law, an AI-native law firm that operates on the same platform. The company positions its approach to enable supervised, high-stakes legal work with senior attorneys calibrating and improving the agents. Norm Law runs natively on Norm Ai's technology and uses outcome-based pricing rather than hourly billing. Norm Ai reports serving clients that together manage more than $30 trillion in assets under management. Since its founding less than three years ago, Norm Ai has raised over $260 million in funding. The company plans to use the latest round to hire more staff, broaden practice areas, and further develop supervisory agents for regulated enterprise AI deployments.

  • Bluefish

    Participated · Series B · Apr 2026

    Launched in 2024, Bluefish offers an end-to-end Agentic Marketing Platform combining AI monitoring, activation, and measurement for enterprise marketing teams. The platform is used by about 10% of the Fortune 500, with hundreds of accounts across 12+ verticals and customers that include Adidas, American Express, Hearst, LVMH, and Ulta Beauty. Bluefish processes millions of AI prompts and responses per day across major AI providers and reached over 1 billion monthly active users within 12 months of launch, covering billions of MAU. The company tracks sources, narratives, and competitor signals driving LLM behavior and enables targeted optimization campaigns with attributed lifts in visibility, favorability, and revenue. Bluefish was founded by Alex Sherman, Jing Feng, and Andrei Dunca and is scaling its enterprise footprint following the $43 million Series B that brought total funding to $68 million.

  • 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.

  • Vestwell

    Participated · Series E · Feb 2026

    Founded in 2016, Vestwell delivers a unified, modern savings infrastructure that integrates with payroll providers, benefits platforms, financial institutions, advisors and government agencies. Its cloud platform supports over 2 million active savers and administers more than $50 billion in assets, generating in excess of $200 million in annual recurring revenue while operating profitably. The company’s technology embeds savings at the point income is earned, offers multilingual experiences in 20+ languages, and is expanding AI-driven guidance and administration to personalize user interactions. Recent product extensions include workplace emergency savings, college savings, student-debt solutions, and ABLE accounts, all delivered through the same architecture. Vestwell is also rolling out more sophisticated, professionally managed investment options that tailor portfolios to long-term retirement income goals. Future plans center on broadening distribution channels, deepening AI-native capabilities, and expanding beyond retirement to close America’s $50 trillion savings gap.

  • Reco

    Participated · Series B · Feb 2026

    Reco builds an AI SaaS security platform whose proprietary AI Agents continuously monitor enterprise SaaS environments such as Salesforce, ChatGPT, and Microsoft Copilot. The software surfaces real-time insights into permissions, data movement, and unsanctioned “shadow AI” tools, helping security teams mitigate risk. Its AppFactory technology underpins more than 215 out-of-the-box integrations, allowing rapid onboarding of additional cloud applications. Following a 400% increase in annual recurring revenue during 2025, the company now counts multiple Fortune 500 firms and global enterprises in healthcare, financial services, and manufacturing—among them Waste Management—as customers. Reco plans to deploy fresh capital to expand engineering, product, and go-to-market teams, aiming to accelerate platform development and sales reach. Including the newly announced round, the New York City-based startup has raised a cumulative $85 million to date.

Team

  • Thasunda Duckett

    President & CEO

    LinkedIn
  • Ed Van Dolsen

    President institutional and Individual Financial Services

    LinkedIn
  • Keith Morgan

    Executive Vice President and Chief Legal Officer

  • Scott Blandford

    Chief Digital Officer, TIAA and Head of Tech & Ops for TIAA Retail Services

    LinkedIn