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Community Financial System, Inc. has invested approximately $37.35 million in Leap Holdings, Inc. to enhance its insurance services business.

PUBLIC · CBUSep 08, 2025
SyracuseFinancial ServicesFinanceEmployee BenefitsBanking

Investors

Community Financial System, Inc.Community Financial System

Description

Community Financial System, Inc. has made a minority investment of about $37.35 million in Leap Holdings, Inc. This investment aims to complement the Company’s existing insurance services. Leap is a tech-first managing general agent providing innovative insurance solutions for the rental housing sector

Who else raised in Financial Services and Finance around the same time

Companies in the same sectors as Community Financial System that raised within 45 days of this round, from Fundz verified event records.

  • Civista Bancshares raised $81M (Post-IPO Equity) on October 23, 2025.
  • Oportun raised $247M on October 14, 2025.
  • Ellington Financial raised $400M (Debt Financing) on October 6, 2025.
  • Huntington Bancshares raised $750M (Funding Round) on September 21, 2025.
  • QCR Holdings raised $50M on September 15, 2025.
  • QCR Holdings raised $20M on September 15, 2025.

Who to call at Community Financial System, and when

A new round usually means Community Financial System is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Community Financial System raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Community Financial System, from your own LinkedIn network

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Company Information

Company

Community Financial System

Location

333 Butternut Drive

Syracuse, New York, United States

About

Community Financial System, Inc. is a diversified financial services company focused on banking, employee benefit services, insurance services, and wealth management. Its banking subsidiary, Community Bank, N.A., is among the country’s 100 largest banking institutions with over $15 billion in assets and operates approximately 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont, and Western Massachusetts. The Company has subsidiaries providing employee benefits administration, trust services, collective investment fund administration, actuarial consulting services, insurance agency services, and comprehensive financial planning, trust administration, and wealth management services.

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Fundz sees it the moment Community Financial System raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

1 contact
Verified contactsNicole H., Director of Institutional and Advisor S… hiddenSee plans and pricing
Predictive Intelligence
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ML-powered predictions for Community Financial System's next move

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Community Financial System raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.