Bernstein Research
Overview
AllianceBernstein is a global investment management and research firm that provides a range of services to institutional, high-net-worth, and retail investors worldwide.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| SumUp | May 2024 | Debt | Co-investor |
| Motive | Jul 2025 | Series F Extention | Co-investor |
| Degreed | Apr 2021 | Series D | Co-investor |
| OnPay | Jan 2025 | Series B | Co-investor |
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Key People
Richard A. Clarke
CEO and Founder
Doni Ocena
Managing Director, Director
Nataliya Bershova
Head of Execution Research, Managing Director
Neil Beveridge
Managing Director, Responsible Officer
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Bernstein Research based?
Bernstein Research is headquartered in Nashville, Tennessee, United States.
When was Bernstein Research founded?
Bernstein Research was founded in 1967.
How many portfolio companies does Bernstein Research have?
Bernstein Research has 5 portfolio companies in Caplight's dataset.
What are some companies in Bernstein Research's portfolio?
Portfolio companies visible on Caplight include SumUp, Motive, Degreed, OnPay.
What was Bernstein Research's most recent investment shown here?
Bernstein Research's most recent investment in this portfolio sample was in Motive in 2025.
What sectors does Bernstein Research focus on?
Bernstein Research focuses on Enterprise Software, Consumer & Commerce, FinTech, Mobility, Transportation & Logistics, FinTech, Enterprise Software, Enterprise Software, Frontier & Industrial Tech, Consumer & Commerce.
What company stages does Bernstein Research focus on?
Bernstein Research typically invests at the Late stage.