Company Directory / Financial Services
PrivateFor profitFinancial ServicesNew York, NY, United States
Personetics
Personetics is a provider of data-driven personalization and customer engagement tools for banks and financial services companies.
- Founded
- 2010 16 years ago
- Staff
- 101-250 363 on LinkedIn
- Followers
- 68k on LinkedIn
- Funding
- $178M as listed, currency not stated
Personetics, the Cognitive Banking Company, is a pioneer in transforming how banks build and monetize customer relationships. Its AI-powered platform enables banks to respond dynamically to customers’ evolving financial needs by providing relevant and timely insights that encourage customers to make smarter financial decisions to reach their financial goals. This needs-based approach to product sales enhances customer engagement, resulting in increased loyalty. Serving leading financial institutions across 35… Read all
Personetics, the Cognitive Banking Company, is a pioneer in transforming how banks build and monetize customer relationships. Its AI-powered platform enables banks to respond dynamically to customers’ evolving financial needs by providing relevant and timely insights that encourage customers to make smarter financial decisions to reach their financial goals. This needs-based approach to product sales enhances customer engagement, resulting in increased loyalty. Serving leading financial institutions across 35 global markets, Personetics supports 150 million active monthly users. For more information, visit https://personetics.com
Set against six million companies
Size
101-250 people: larger than 85% of companies with a size listed. 363 people list it on LinkedIn.
Age
16 years old.
Reach
Website ranked #842,563 in the world for traffic, about 34k visits a month. 67,888 followers on LinkedIn.
What it does
AnalyticsFinanceFinancial ServicesFinTechInformation TechnologyFinancial ServicesPersonalized customer experienceFinancial Customer JourneyAIArtificial IntelligenceBankingSelf-Driving FinanceAutomated Money ManagementFinTechBankingTechFinancial WellnessAutomated FinanceBanking Technology
Funding, as listed
$178M currency not stated
- Rounds6
- LatestPrivate equity, Jan 2022
- Investors8, 6 leading
What the source datasets report. We have not watched these rounds ourselves.
Every detail we hold
Everything the source datasets list about Personetics, field by field. Contact details are held but never shown.
The company
- Name
- Personetics
- Type
- For profit
- Status
- Private
- Founded
- 2010
- Founders
- David Sosna
- Industry
- Financial Services
- Categories
- Analytics, Finance, Financial Services, FinTech, Information Technology
- Specialities
- Financial Services, Personalized customer experience, Financial Customer Journey, AI, Artificial Intelligence, Banking, Self-Driving Finance, Automated Money Management, FinTech, BankingTech, Financial Wellness, Automated Finance, Banking Technology, PFM
Where
- City
- New York
- Region
- NY
- Country
- United States
- Markets
- Greater New York Area, East Coast, Northeastern US
Size and reach
- Staff band
- 101-250
- People on LinkedIn
- 363
- LinkedIn followers
- 67,888
- Web traffic rank
- #842,563
- Monthly web visits
- 34,443
- Apps
- 4
Funding, as listed
- Total
- 178,000,000 (currency not stated)
- Rounds
- 6
- Latest round
- Private equity
- Latest round date
- Jan 2022
- Investors
- 8
- Lead investors
- 6
- Listing status
- private
About this record
- Sources
- Crunchbase, LinkedIn
- Last imported
- Sept 2026
Growth, as the source summarises it
Personetics may be growing as evidenced by its inclusion in a list of top emerging and fastest-growing fintech providers. The company's partnerships with banks and financial institutions, such as the collaboration with BPI to revolutionize customer financial management with AI-powered personalization, indicate an expansion of its client base and product applications. Additionally, Personetics' presence in London, United Kingdom, and its association with Techcombank for digital banking services further suggest an international reach and growth in operations.
Summaries written by the source dataset, not by us, and not checked.
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GenerateSan Francisco · 101-250 peopleFrom the company datasets we hold (Crunchbase, LinkedIn and Apollo listings), as listed there; 1,637,054 companies in United States and 5,926,251 in all. We hold no contact details for public display. Correct this, or ask for it to be removed.