Windfall Data, the leader in people intelligence, has raised $65 million in Series B funding to turbocharge its AI-powered SaaS offerings predictive analytics, and empower go-to-market teams across industries. Backed by Morgan Stanley Expansion Capital, this fresh capital empowers Windfall to scale its AI solutions, fuel sales expansion, and enhance integrations across platforms like Salesforce, Snowflake, and Microsoft Dynamics.

“We are thrilled to secure this investment from Morgan Stanley Expansion Capital. From our first meeting with the team, it was clear they understood the importance of proprietary data, including our impressive net worth and investable assets data,” said Arup Banerjee, Co-founder and CEO of Windfall.

Founded in 2016, Windfall Data has consistently delivered cutting-edge AI solutions that elevate the precision of go-to-market strategies. With this new investment, Windfall accelerates its mission to democratize people intelligence, allowing more than 1,500 organizations to discover high-value audiences and boost business outcomes.

Organizations across financial services, nonprofits, retail, travel, hospitality, and professional sports now depend on Windfall’s advanced SaaS platform. They use it to unlock actionable insights, identify key personas, and activate campaigns through AI-generated workflows. The company’s applications connect seamlessly with popular CRMs and data ecosystems, enriching records with precision-driven people intelligence.

“AI and AI solutions continue to proliferate exponentially. Quality and fresh data are among the most important ingredients and differentiations,” added Banerjee.

Generative AI and Predictive Insights in Action

Windfall’s proprietary AI solutions, including predictive modeling and GenAI features, help businesses automate enrichment services and generate real-time audience segments. The startup empowers teams to reach the right person at the right moment by embedding intelligence directly into workflows.

“Windfall will transform how go-to-market teams operate with accurate data and AI workflows,” said Dan Stevens, Co-founder and COO of Windfall.

Moreover, the company’s SaaS offerings drive results by uncovering hidden patterns and activating those insights through multi-channel systems. From major universities like the University of Michigan to nonprofits like Make-A-Wish America, Windfall equips each client with the tools to lead in their domain.

“Data is a critical component of go-to-market operations and AI solutions. Whether it’s sales, fundraising, marketing, or account management, we believe that accurate and up-to-date data & AI are necessary for businesses to succeed,” said Pete Chung, Head of Morgan Stanley Expansion Capital.

Windfall Fueling Future Growth with Strategic Investment

Windfall’s CEO, Arup Banerjee, and COO, Dan Stevens, have been in charge of expanding the company’s core capabilities. With over $100 million in total funding raised since its founding, Windfall now stands as a vital enabler of AI solutions for data-driven organizations.

By leveraging this new capital, Windfall will deepen its AI model innovations and scale customer success teams. The aim is simple: give every organization—regardless of size or sector—the strategic edge with smarter, faster people intelligence.

The company’s seamless integrations with Salesforce, Snowflake, Microsoft Dynamics, and Blackbaud offer users a frictionless way to activate insights. Through intuitive dashboards, AI persona recommendations, and automated segmentation, Windfall’s SaaS tools redefine what’s possible in modern marketing and operations.

With the rise of GenAI and machine learning in enterprise tech, Windfall remains at the forefront. Its trusted infrastructure and scalable architecture make it the go-to solution for businesses seeking a competitive edge in a data-saturated world.

“We believe Windfall’s differentiated dataset and AI-workflow solutions set the company apart. It’s clear that they are a thought leader that will be mission critical for successful data-driven organizations and are quickly gaining traction across various verticals,” said Steve Cao, Executive Director at Morgan Stanley Expansion Capital.

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