When was AllianceBernstein founded?

AllianceBernstein was founded in 1967.

Where is AllianceBernstein's headquarters located?

AllianceBernstein's headquarters is located in New York City (United States).

How many companies has AllianceBernstein invested in?

AllianceBernstein has invested in 65 companies, including Lyft & Samsara.

Which companies has AllianceBernstein invested in lately?

Jeeves & SiMa.ai are the latest investments by AllianceBernstein.

What sectors does AllianceBernstein focus on for investments?

Top sectors in AllianceBernstein's portfolio are Enterprise Applications (27 investments) and High Tech (12 investments).

How many exits has AllianceBernstein been involved in?

AllianceBernstein's portfolio has seen 14 IPOs and 20 acquisitions.

How many unicorns are there in AllianceBernstein's portfolio?

There are 13 unicorns in AllianceBernstein's portfolio.

AllianceBernstein - 2026 Investor Profile, Portfolio, Team & Investment Trends

Q: How big is AllianceBernstein's investment team?

AllianceBernstein has a team of 31.

AllianceBernstein, established in 1967, is a private debt fund primarily based in New York City, United States. It specializes in financing Series C round of companies based in United States. Its portfolio includes 65 firms, spanning the Enterprise Applications, High Tech sectors.

As of Oct 2026, AllianceBernstein has 13 unicorns under its belt and has witnessed 34 portfolio exits so far. Its most notable investments include companies like Lyft, Samsara and Amazon.

Its latest investment was a $110M Series C round in Jeeves on Sep 29, 2026, which also saw participation from CoinFund and Vista Equity Partners.

Key Metrics

Founded Year

1967

Location

New York City, United States

Portfolio Companies

Lyft, Samsara & 63 more

Sectors of Investment

Enterprise Applications, High Tech & 28 more

Stages of Investment

Series C, Series D & 10 more

Locations of Investment

United States, United Kingdom & 4 more

Unicorn in Portfolio

SiMa.ai, Allica Bank & 11 more

View AllianceBernstein's full profile

AllianceBernstein has a portfolio of 65 companies, including 13 unicorns. Their most notable investments are in Workfront and Pure Digital.Their portfolio spans across United States, United Kingdom, India and 3 more locations. They have invested in Enterprise Applications, High Tech, FinTech and 27 other sectors, across stages such as Series C, Series D and 10 more. Here is the list of top investments by AllianceBernstein:

1. Lyft

Network facilitating on-demand transportation and ride scheduling services for individuals. It provides options for immediate rides, scheduled pickups, and various vehicle types. The network offers programs for business transportation needs. It also focuses on safety measures and community support initiatives.

Key facts about Lyft

Founded Year: 2007
Location: San Francisco (United States)
Stage: Public
Total Funding till date: $5.02B
Employee Count: 3,913 as on Dec 31, 2025
Investors: HTIF, SeedFord Partners and 163 Others
Latest Funding Round: Series I, Aug 06, 2018, $*****
Highlight: Public

2. Samsara

Platform offering AI-powered and cloud-based vehicle tracking solutions for fleet owners. The platform offers solutions that include vehicle telematics, driver safety management, AI dash cams, camera connectors, mobile workflow, compliance management tools, security task management tools, and asset tracking systems. It provides services to FMCG, oil and gas, logistics and transportation, and industrial automotive.

Key facts about Samsara

Founded Year: 2015
Location: San Francisco (United States)
Annual Revenue: $1B+ as on Jan 31, 2026
Stage: Public
Total Funding till date: $915M
Employee Count: 5,792 as on Sep 30, 2026
Investors: Avitas Capital, Dragoneer Investment Group and 13 Others
Latest Funding Round: Series F, May 21, 2020, $*****
Highlight: Public

3. Amazon

Online marketplace and cloud computing provider. It provides a platform for purchasing diverse goods, from digital media and devices to apparel and food items. The platform offers options such as subscription services, digital content, and various shopping programs. It also facilitates transactions through different payment methods and gift options.

Key facts about Amazon

Founded Year: 1994
Location: Seattle (United States)
Annual Revenue: $1B+ as on Dec 31, 2025
Stage: Public
Total Funding till date: $8M
Employee Count: 767,351 as on Aug 31, 2026
Investors: 2020 Ventures, Berkshire Hathaway and 49 Others
Latest Funding Round: Post IPO, Mar 22, 2013, $*****
Highlight: Public

4. SumUp

Provider of card payment terminals and point of sale systems. These hardware and software tools facilitate transaction processing for merchants. The offerings include mobile card readers, self-service kiosks, and digital invoicing capabilities. Merchants utilize these tools to accept contactless payments and manage financial records. The system integrates with mobile applications to support business operations and order processing.

Key facts about SumUp

Founded Year: 2012
Location: Wilmington (United States)
Valuation: $*****
Stage: Series E
Total Funding till date: $997M
Employee Count: 4,196 as on May 31, 2026
Investors: Goldman Sachs, AllianceBernstein and 52 Others
Latest Funding Round: Conventional Debt, May 19, 2025, $*****
Highlight: Editors' Pick

5. Epic Games

Digital distribution platform for desktop PC games. It offers a range of titles, including free games, mods, and DLC content. The platform features a user-friendly interface for accessing and downloading games. The company also provides online services, such as account management and support, for users and game developers.

Key facts about Epic Games

Founded Year: 1991
Location: Cary (United States)
Valuation: $*****
Stage: Series F
Total Funding till date: $8.13B
Employee Count: 11,961 as on Sep 30, 2026
Investors: Fidelity Investments, Baillie Gifford and 82 Others
Latest Funding Round: Series F, Feb 07, 2024, $*****
Highlight: Editors' Pick

View the full list of portfolio companies

AllianceBernstein has invested in 68 companies over the last 20 years, with an average of 3 new investments annually in the last 10 years. In 2025, it made 3 investments, while as of Sep 2026, it has made 6 investments in this year. Its most recent first time investment was in Jeeves and most recent follow-on round was in Race Communications.

Here are AllianceBernstein's Year-on-Year Investment Trends:

Year	No. of Investments
Year	1^st Round	Follow-on	Total
2026 (YTD)	6	0	6
2025	3	0	3
2024	2	1	3
2023	3	0	3
2022	1	0	1
2021	6	2	8
2020	2	0	2
2019	7	2	9
2018	1	0	1
2017	3	1	4

View all investments by AllianceBernstein

AllianceBernstein is primarily an Late Stage Investor investor majorly investing in Series C (14) rounds where average round size is $878M, Series D (10) rounds where average round size is $1.15B and Conventional Debt (7) rounds where average round size is $2.22B.

Here are AllianceBernstein's investments by stage:

Stage of entry	No. of Investments
Series C	14
Series D	10
Conventional Debt	7
Series E	6
Series B	5
Others	13

Note: We have considered here, only first round of investments

View all investments by AllianceBernstein

AllianceBernstein has a diverse portfolio, with companies operating in the Enterprise Applications, High Tech, FinTech, Consumer and Life Sciences. Notably, it has invested in 52 Enterprise (B2B) companies, 50 Tech companies, 30 Software companies and at least 15 companies focusing on Saas.

Here are AllianceBernstein's investments by sector:

Sector	No. of Investments
Enterprise Applications	22
High Tech	12
FinTech	7
Consumer	5
Life Sciences	5
Others	55

Note: We have considered here, only first round of investments

View all investments by AllianceBernstein

AllianceBernstein has made most investments in United States (50), followed by India where it has made 2 investments.

Here are AllianceBernstein's investments by geography:

Country	No. of Investments
United States	50
India	2
United Kingdom	2
China	1
Israel	1
Others	1

Note: We have considered here, only first round of investments

View all investments by AllianceBernstein

AllianceBernstein has made 6 investments in 2026 so far. Jeeves and SiMa.ai are the latest among them.

Here are the most recent investments by AllianceBernstein:

Filter this list

Date	Company	Location	Round Details	Round Amount	Co-Investors
Sep 29, 2026	Jeeves	United States	Series C	3148	CoinFund [+11]
Sep 28, 2026	SiMa.ai	United States	Series C	3023	Fidelity Investments [+10]
Jul 30, 2026	CAIS	United States	Series D	9426	Vista Equity Partners [+6]
Jun 22, 2026	Wonder	United States	Series D	1657	Accel [+4]
Jun 10, 2026	Climate First Bank	United States	Series A	6181	Wellington

See more recent investments made by AllianceBernstein

AllianceBernstein has 13 unicorns in its portfolio - SiMa.ai, Allica Bank, Saviynt and others. The most recent unicorn in their portfolio is SiMa.ai. It became a unicorn in 2026.

Here is a list of unicorns in AllianceBernstein's portfolio:

Filter this list

Tracxn Score	Company	Short Description	Founded year	Sector	Location	Company Stage	First Investment/ Acquisition Details
62	SiMa.ai	Developer of hardware and software platform for physical artificial intelligence	2018	Semiconductors [+1]	San Jose	Series C	chxmaod
75	Allica Bank	Provider of banking services for established businesses and professional firms	2019	FinTech	London	Series D	{gnrdlh
68	Saviynt	Provider of AI-based identity security and access management platform solutions	2010	Enterprise Infrastructure [+1]	El Segundo	Series B	{osnnav
74	Teamworks	Provider of an operating system for sports team management solutions	2006	Consumer [+1]	Durham	Series F	tbljrsb
68	AlphaSense	AI powered market intelligence and search platform	2011	FinTech [+1]	New York	Series F	hdcbvov

View more details about unicorns in AllianceBernstein's portfolio

14 of AllianceBernstein's portfolio companies have become public. Fervo Energy got listed on the National Association of Securities Dealers Automated Quotations (NASDAQ), in May 2026 at marketcap of $7.45B and Samsara got listed on the New York Stock Exchange (NYSE) at marketcap of $11.5B.

Here are AllianceBernstein's portfolio companies that went public:

Filter this list

Company	IPO Date	First Invested on	First Round of Investment	Round Size
Fervo Energy	May 13, 2026	Dec 04, 2025	Series E	9775
Samsara	Dec 15, 2021	May 21, 2020	Series F	4463
Honest	May 05, 2021	Aug 25, 2015	Series D	8530
Lyft	Mar 29, 2019	Apr 11, 2017	Series G	8947
Ultra Petroleum	Apr 13, 2017	Oct 12, 2017	Post IPO	4010

View more details about public companies in AllianceBernstein's portfolio

20 companies from AllianceBernstein's portfolio have been acquired. The most recent acquisition was AeroFarms in Jun 2026 by Palm Ventures for $*****.

Here are AllianceBernstein's portfolio companies that got acquired most recently:

Filter this list

Company	Acquisition Date	First Invested on	First Round of Investment	Round Size
AeroFarms	Jun 11, 2026	Oct 27, 2017	Series D	2050
Brightcove	Nov 25, 2024	Jan 17, 2007	Series C	3233
CymaBay Therapeutics	Feb 12, 2024	Apr 19, 2007	Series D	5103
Heap	Sep 28, 2023	Jul 23, 2019	Series C	9357
Spirit Airlines	Jul 28, 2022	Mar 13, 2025	Unattributed	5279

View all acquired companies in AllianceBernstein's portfolio

AllianceBernstein has a team of 31 members including 1 Partner and 2 Principals located in United States.

Here is a list of top team members in AllianceBernstein:

Name	Designation	Location	Contact Details
John Schissler	Partner	-	1 Email
Lindsey Serrate	Principal	Nashville	-
Geoffrey Cornell	Principal	New York City	1 Email

View team details of AllianceBernstein

Over the past 20 years, 600 investors have co-invested in AllianceBernstein's portfolio companies. This includes funds and angels.

Invested before AllianceBernstein: General Catalyst, New Enterprise Associates and 331 others have invested in rounds before AllianceBernstein. There are 5 companies where General Catalyst has invested before AllianceBernstein and 4 companies where New Enterprise Associates has invested before AllianceBernstein.
Top Co-investors of AllianceBernstein: 150 investors entered a company along with AllianceBernstein. These include investors like Morgan Stanley (4 companies).
Invested after AllianceBernstein: A total of 117 investors have invested in AllianceBernstein's portfolio after their investments. Top Investors include Goldman Sachs (3 companies) and Morgan Stanley (3 companies).