Hightouch, a San Francisco-based composable customer data platform (CDP), has raised $150M in Series D funding led by Goldman Sachs and Bain Capital Ventures. The platform activates data from warehouses like Snowflake and Databricks for real-time personalization and AI-driven marketing campaigns. The capital will fuel expansion of its Agentic Marketing Platform and team growth.
Gartner Nod Accelerates CDP Shift
The round follows Hightouch's designation as a Leader in the 2026 Gartner Magic Quadrant for CDPs, positioned highest in Ability to Execute. Composable CDPs like Hightouch show 7.8% organic growth versus the industry's 1.3%. Census raised $80M for reverse ETL before its Fivetran acquisition, while RudderStack secured $138M for open-source data pipelines. Hightouch differentiates with AI agents handling full marketing workflows.
Warehouse Data Trapped in Silos
Enterprises store petabytes in warehouses but struggle to activate it for marketing without engineering bottlenecks or data duplication risks. Traditional CDPs require costly data movement, leading to compliance issues and delays. Marketers face slow campaign cycles and generic AI outputs lacking brand context. This gap persists despite warehouse maturity from providers like Snowflake.
Agentic AI Unlocks Activation
Hightouch's Composable CDP syncs 7.3T+ records directly from warehouses to 200+ destinations without copying data, ensuring SOC2 and ISO 27001 compliance. Its Agentic Marketing Platform uses AI for audience targeting, on-brand ad creation via Ad Studio, and content assembly. Unlike developer-focused rivals, Hightouch offers no-code tools for marketing teams, powering 10B+ AI decisions.
As Tejas Manohar, Co-Founder and Co-CEO, noted:
“The models are getting better and better… but they’ll never have all the context of a brand.”
This enables clients like PetSmart and Grammarly to scale personalization for 70M+ loyalty members.
Tier-1 Growth Bets on Scale
Goldman Sachs Growth and Bain Capital Ventures co-led, with participation from Sapphire Ventures (prior investor, Snowflake backer), ICONIQ Capital (Databricks), Amplify Partners, and TD7 (Trade Desk VC). These firms signal conviction in data activation evolving to AI agents, aligning with portfolio hits like Snowflake and Redis. The $2.75B valuation doubles from $1.2B post-Series C, reflecting $100M+ ARR and 100%+ YoY growth.
Composable CDPs Reshape MarTech
The CDP market spans $4-10B in 2026, projected to reach $30-58B by 2030-2033 at 23-33% CAGR. Reverse ETL TAM exceeds $1B by 2026 with 35% CAGR. Fivetran amassed $728M+ for ETL pipelines including Census reverse ETL, while Polytomic raised $2.5M for simpler syncs. Warehouse-native approaches address cookie deprecation and privacy demands.
Ex-Segment Trio Drives Differentiation
Founders Tejas Manohar, Kashish Gupta, and Josh Curl built Segment's Personas and Warehouses products, core to CDPs. Manohar's engineering leadership on warehouses directly informs Hightouch's reverse ETL. Gupta's UPenn ML background powers AI decisioning, while Curl developed Personas for activation. This team pioneered composable CDPs, achieving Gartner leadership in their first MQ appearance.
Europe Hiring Signals Global Push
Hightouch plans Paris office expansion with sales, technical, and support hires. Team doubling follows $100M ARR milestone and Snowflake Elite Partner status. Recent launches like Ad Studio target faster campaigns, with customer Otrium reporting 70% reduced launch times and 10% ROAS lift.