Windfall Data

Windfall Data, a people intelligence and AI firm headquartered in San Francisco, was established in 2016 by Arup Banerjee, Cory Tucker, and Dan Stevens. The founders, experienced developers of data products, identified significant inaccuracies in legacy consumer financial data, which often relied on infrequent and misleading sources like surveys and zip-code generalizations. This led them to create a platform to provide more precise and timely consumer financial insights. Arup Banerjee, the CEO, previously held a leadership role at the predictive marketing company Radius and holds degrees in Computer Science and Economics from Duke University, along with an MBA from UC Berkeley's Haas School of Business. Dan Stevens, the COO, also worked in leadership at data-as-a-service companies like Radius and LiveRamp after starting his career as an investor at Industry Ventures and graduating from Duke University.

The company's core business revolves around its platform that offers actionable consumer financial data, refreshed weekly, to both for-profit and nonprofit organizations. Windfall's business model is centered on providing data enrichment services, predictive modeling, and AI-generated audiences through a SaaS application. This allows clients to identify, understand, and engage with high-value constituents. The company serves a diverse range of industries, including retail, travel and hospitality, financial services, healthcare, education, and nonprofits. Revenue is generated through subscriptions to its platform, which can be integrated with clients' existing systems of record like Salesforce, Microsoft Dynamics, and Snowflake.

Windfall's product is a people intelligence platform that aims to determine the net worth of households by leveraging deterministic, household-level data from sources such as real estate transactions, court records, and SEC filings. To ensure data is up-to-date, the company reconstructs its entire database weekly using machine learning and proprietary data science techniques. The platform provides wealth screening, propensity modeling, and tools for new audience acquisition. In August 2025, Windfall launched an AI Copilot, a conversational tool built on its proprietary people graph, to help go-to-market teams explore and activate their data more effectively. This system provides insights into net worth, career intelligence, and life events, enabling organizations to better target their efforts. The company has seen significant growth, raising a seed round in 2019, a $21 million Series A in 2021, and a $65 million Series B in 2025, bringing its total funding to over $100 million.

Keywords: people intelligence, consumer financial data, net worth data, wealth screening, AI-powered analytics, predictive modeling, lead scoring, audience segmentation, go-to-market strategy, data enrichment, fundraising intelligence, donor prospecting, high-net-worth individuals, consumer insights, marketing intelligence, sales intelligence, nonprofit fundraising, financial services data, retail analytics, travel and hospitality data