Our Story
Windfall was founded in 2016. Our founders were long-time developers of data products, they understood the pervasive inaccuracies of legacy consumer & people data that relied on misleading sources and were updated too infrequently. In addition, with timely and accurate data, they also wanted to democratize AI solutions and it has been a part of the data science DNA of the company since day 1.
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2016
Windfall is founded to solve the pervasive inaccuracies of legacy consumer financial data and providers and provide the most accurate, up-to-date insights on people.
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2019
Windfall raises its seed round led by Bullpen capital after seeing 500% growth over the first 3 years of the business.
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2021
Windfall raises its Series A from En Pointe Capital and continues to expand its dataset beyond the affluent and across all people in the US.
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2023
Windfall introduced a new SaaS application and greatly expanded capabilities for commercial and nonprofit industries. The company enjoyed over 800 customers.
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2025
Windfall raises a $65 million investment from Morgan Stanley Expansion Capital to bolster growth and investments in Data & AI.


Mission and Vision
Our mission is to change how organizations perceive and use people data. Our vision is to democratize access, workflows, and insights on people.
Values
Windfall’s growth is powered by five core principles that guide our day-to-day decisions and define our culture.
Be an Excellent Communicator
Communicate both written and verbally at a high level and concisely; listen to others, be fully present in conversations; create a dialogue: ask questions and answer questions directly.
Operate With Transparency
Whether things go well or poorly, we pride ourselves on providing complete visibility of our business as we grow and scale. It is an integral part of our culture as we collaborate and work towards a common goal across functions.
Provide Leverage Not Optimization
We play to win and openly discuss options when our goals compete. Don't over optimize for the short-term and ensure that we focus on innovating for the long-term.
Make a Difference Every Day
We constantly push ourselves to be our best, we focus on solutions, and we arrive every day inspired to make an impact through our talents, passion and hard work.
Act With Integrity and Trust
We are honest and forthright in our dealings internally and externally. Building trust builds a better company. We trust our employees will make the best decisions. Think, act and lead in your own right.