United States · Financial services startup
United States · Personetics
Personetics is a global fintech company founded in 2011, headquartered in New York, with additional offices in Tel Aviv, London, Singapore, São Paulo, and Tokyo.
Funding reportedLast round: Private equity
About Personetics
Personetics is a global fintech company founded in 2011, headquartered in New York, with additional offices in Tel Aviv, London, Singapore, São Paulo, and Tokyo.
The company provides an AI-powered Cognitive Banking Platform that helps financial institutions enhance digital banking experiences for their customers. Serving over 130 financial institutions across 35 markets, Personetics supports 150 million active monthly users. The platform offers several AI-driven solutions, including Personetics Engage for personalized insights, Personetics Enrich for data enhancement, and Personetics Act for automating financial journeys. It also features advanced Personal Financial Management tools and an Engagement Builder for personalized marketing. Personetics aims to create a world of Self-Driving FinanceTM, where banks proactively support customers' financial wellness and deepen relationships. The company has raised $286 million in funding from notable investors.
What company datasets say Personetics raised
Funding, as reported
Founders and team
From Personetics's own website: 2 founders, 11 on the team.
- Udi ZivChief Executive Officer
- James FisherVice President and Partner
- Einat HaftelChief Product Officer
- Galit GoldChief Human Resource Officer
- Greg WipkeChief Business Officer
- Louis ByfieldChief Client Officer
- Ran ShalevChief Financial Officer
- Roy HarelChief Delivery Officer
- Yaniv ItzhakiVP R&D
- Peter DemingManaging Director and Partner
- Yoni CheifetzPartner
On 2 portfolio pages
Investors who name them
Each firm lists Personetics on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.
The company, in detail
What they build
Known for
expense categorizationsavings goals trackingopen bankingcustomer engagementdigital banking solutionsglobal banking solutionsfinancial product recommendationsai-enabled cross-sellinghyper personalizationai in bankingcomputer & network securityai-powered bankingcustomer engagement toolsenterprisesbankingtechautomated funding methods
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- Sector
- Financial services
- Industry code
- NAICS 54151, 513210, SIC 3575, 7372
- Region
- New York
- Revenue
- $6.0M a year, as listed
- Full record
- Every detail in the company directory
Financial services in United States
Startups like it
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