About Knickerbocker Financial Group
Knickerbocker Financial Group is a venture capital firm founded in 2020. It is primarily based out of New York City, United States. It primarily invests in United States based startups. Its investments are spread across a wide range of sectors from Enterprise Applications to FinTech and HealthTech. Overall, Knickerbocker Financial Group portfolio has seen 1 unicorn and 2 acquisitions, namely Angel List, Custodiex and Ampla. Knickerbocker Financial Group has team of 5 people.Key Metrics
Team Members
Portfolio Count
Portfolio Sectors
Portfolio Locations
Portfolio Unicorns
Portfolio Soonicorns
Knickerbocker Financial Group's List of Top Investments
Knickerbocker Financial Group has a portfolio of 11 companies, one of which is a Unicorn. Their most notable investments include Angel List and Ophelia.Their portfolio spans across United States, Canada, Chile and 1 more locations. They have invested in Enterprise Applications, FinTech, HealthTech and 5 other sectors. Here is the list of top investments by Knickerbocker Financial Group:
1. Angel List
Provider of fund management software and services for venture capital. It offers tools for raising capital, deal closing, and portfolio management. The company delivers solutions for special purpose vehicles and scout programs. Digital subscription services replace paperwork with flexible workflows. Full-service offerings remove friction from fund management for venture funds and syndicates.
Key facts about Angel List
- Founded Year: 2010
- Location: San Francisco (United States)
- Valuation: $*****
- Stage: Series B
- Total Funding till date: $100M
- Employee Count: 523 as on Jan 31, 2026
- Investors: Tiger Global Management, Maven Ventures and 32 Others
- Latest Funding Round: Series B, Mar 09, 2022, $*****
- Highlight: Editors' Pick

2. Ophelia
Ophelia is a provider of an online doctor consultation platform for opioid addiction management. It allows users to connect with an Ophelia provider via telemedicine through phone or computer. Users can ask questions related to health during consultation.
Key facts about Ophelia
- Founded Year: 2020
- Location: Philadelphia (United States)
- Stage: Series B
- Total Funding till date: $68.4M
- Employee Count: 370 as on May 31, 2026
- Investors: Menlo Ventures, Tiger Global Management and 10 Others
- Latest Funding Round: Series B, Dec 14, 2021, $*****
- Highlight: Editors' Pick
Event intelligence and AI-driven research management platform for investors. It provides intelligent indicators to access financial disclosures, compare past financial statements, monitor events, analyze & extract information using advanced natural language. It also offers document discovery, broker research, and predictive modeling solutions to investors.
Key facts about Aiera Analytics
- Founded Year: 2017
- Location: New York (United States)
- Stage: Series B
- Total Funding till date: $46.4M
- Employee Count: 79 as on May 31, 2026
- Investors: Franklin Templeton Investments, Kube VC and 9 Others
- Latest Funding Round: Series B, May 15, 2025, $*****
- Highlight: Editors' Pick
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4. Custodiex
Provider of secure, real-time cold storage solutions for digital assets. The company delivers two products built on its vault platform. These products offer secure cold storage for financial institutions. They also provide unlimited scalability and support for storing assets. The platform supports an unlimited number of vaults, each containing segregated assets. The solution is quantum-safe, cryptographically agile, and future-proofed. It offers native support for various digital assets and key management.
Key facts about Custodiex
- Founded Year: 2015
- Location: Sevenoaks (United Kingdom)
- Stage: Acquired
- Total Funding till date: $1.32M
- Employee Count: 2 as on May 31, 2026
- Investors: Symvan Capital, WCS Nominees and 20 Others
- Latest Funding Round: Seed, Feb 03, 2020, $*****
- Highlight: Acquired

5. Ampla
Provider of an online platform for business credit lines. It offers lines of credit to businesses with real-time variable amounts, terms, and repayment options based on business performance. It provides APIs for integrations with workflows, dashboards with performance analytics, income and expenses, and more. It also offers a broker portal enabling intermediaries to provide financing options to the end customers.
Key facts about Ampla
- Founded Year: 2019
- Location: New York City (United States)
- Stage: Acquired
- Total Funding till date: $45.1M
- Employee Count: 30 as on May 31, 2026
- Investors: VMG Partners, Upper90 and 9 Others
- Latest Funding Round: Conventional Debt, Dec 20, 2023, $*****
- Highlight: Acquired
Unicorns in Knickerbocker Financial Group's Portfolio
Knickerbocker Financial Group has 1 unicorn in its portfolio - Angel List. The most recent unicorn in their portfolio is Angel List which became a unicorn in 2022, 4 years before Knickerbocker Financial Group first invested in it.Here is a list of unicorns in Knickerbocker Financial Group's portfolio:
Tracxn Score | Company | Short Description | Founded year | Sector | Location | Company Stage | First Investment/ Acquisition Details |
|---|---|---|---|---|---|---|---|
76 | Provider of fund management software and services for venture capital | 2010 | San Francisco | Series B | druewlh |
Acquired companies in Knickerbocker Financial Group's Portfolio
2 companies from Knickerbocker Financial Group's portfolio have been acquired. The most recent acquisition was Custodiex in Jul 2025 by Amdax for $*****.Here are Knickerbocker Financial Group's portfolio companies that got acquired most recently:
Company | Acquisition Date | First Invested on | First Round of Investment | Round Size |
|---|---|---|---|---|
Jul 07, 2025 | - | - | 3579 | |
Apr 22, 2025 | - | - | 7436 |

