# Windfall

> Windfall is a San Francisco-based people intelligence and AI company that estimates the net worth, career signals, and giving capacity of every U.S. household, then plugs that data into the workflows that go-to-market and fundraising teams already use. Founded in 2016 by Arup Banerjee, Cory Tucker, and Dan Stevens, it serves more than 1,500 organizations - from Make-A-Wish to the University of Michigan - and raised a $65M Series B from Morgan Stanley Expansion Capital in 2025.

- **Founded:** 2016
- **Headquarters:** San Francisco, California, United States
- **Founders:** Arup Banerjee (CEO & Co-founder), Cory Tucker (Co-founder), Dan Stevens (COO & Co-founder)
- **Team size:** ~120
- **Products:** Windfall Application, Enrichment, Windfall API, Wealth Screening, Predictive AI / Propensity Models
- **Notable:** Raised $95M+ total funding across Seed, Series A, and Series B., Closed $65M Series B led by Morgan Stanley Expansion Capital in April 2025., Grew to 1,500+ paying organizations across six verticals.

## Products & services

- **Windfall Application** — A SaaS app for activating people intelligence into segments, campaigns, and outreach.
- **Enrichment** — Customer data enrichment with net worth, career, and household insights.
- **Windfall API** — Wealth and career intelligence delivered programmatically into CRMs and data warehouses.
- **Wealth Screening** — Net worth analysis used by fundraising and prospect research teams.
- **Predictive AI / Propensity Models** — Custom machine learning models for likelihood to buy, donate, or upgrade.
- **AI-Generated Audiences** — Audience segments built for paid media and omnichannel campaigns.

## Achievements

- Raised $95M+ total funding across Seed, Series A, and Series B.
- Closed $65M Series B led by Morgan Stanley Expansion Capital in April 2025.
- Grew to 1,500+ paying organizations across six verticals.
- Expanded dataset coverage beyond affluent households in 2021.
- Launched a new SaaS application in 2023, crossing 800 customers.

## Latest updates

- **2025-04** — Closed $65M Series B from Morgan Stanley Expansion Capital.
- **2023** — Launched next-generation SaaS application; surpassed 800 customers.
- **2021** — Series A from En Pointe Capital; expanded dataset beyond affluent demographics.
- **2019** — Seed round led by Bullpen Capital after 500% growth.

## Links

- Website: https://windfall.com
- LinkedIn: https://www.linkedin.com/company/windfall-data
- Twitter/X: https://twitter.com/windfalldata

---

Profile page: https://yespress.io/windfall
Published by YesPress — https://yespress.io
Last updated: 2026-05-22