# Personetics: Financial services, New York, 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...

Source: https://millionrounds.com/startup/personetics (Millionrounds; every figure on the page links to its filing or article)

United States · [Financial services startup](https://millionrounds.com/companies)

# 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 reported Last round: Private equity

Financial services New York, United States

Company summary

- **Founded:** 2011 15 years old
- **Team:** 350 201 to 1,000 people
- **Funding reported:** $178M in dollars
- **Last round:** Private equity Jan 2022

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Personetics has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## 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

Reported in all **$178M** in dollars

Rounds **6**

Last round **Private equity**

Last round size **$85M**

Last round date **Jan 2022**

Investors listed **8**

## Founders and team

From Personetics's own website: 2 founders, 11 on the team.

**Avi Zeevi** Co-founder & General Partner

**David Govrin** Co-Founder

- **Udi Ziv** Chief Executive Officer
- **James Fisher** Vice President and Partner
- **Einat Haftel** Chief Product Officer
- **Galit Gold** Chief Human Resource Officer
- **Greg Wipke** Chief Business Officer
- **Louis Byfield** Chief Client Officer
- **Ran Shalev** Chief Financial Officer
- **Roy Harel** Chief Delivery Officer
- **Yaniv Itzhaki** VP R&D
- **Peter Deming** Managing Director and Partner
- **Yoni Cheifetz** Partner

## On 2 portfolio pages

Investors who name them

- [Mouro Capital](https://millionrounds.com/fund/mouro-capital)
- [Middlegame Ventures](https://millionrounds.com/fund/middlegame-ventures)

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 categorization savings goals tracking open banking customer engagement digital banking solutions global banking solutions financial product recommendations ai-enabled cross-selling hyper personalization ai in banking computer & network security ai-powered banking customer engagement tools enterprises bankingtech automated funding methods

Built with from their website

Google Tag Manager parallax.js dbt WordPress.org Salesforce CRM Analytics HREF Lang Atlassian React Native Google Cloud Font Awesome

+8 more

YouTube Spotify Microsoft Project CloudFlare Max Mega Menu Viewport Meta Lusha Hubspot

- **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](https://millionrounds.com/directory/personetics)

## Financial services in United States

Startups like it

- [**Kalshi** New York · founded 2019 *Raised*](https://millionrounds.com/company/kalshi)
- [**Temporal** founded 2022 *Raised*](https://millionrounds.com/company/temporal)
- [**Vestwell** New York · founded 2016 *Raised*](https://millionrounds.com/company/vestwell)
- [**C2FO** Kansas City · founded 2008 *Raised*](https://millionrounds.com/company/c2fo)
- [**Yieldstreet** New York · founded 2015 *Raised*](https://millionrounds.com/company/yieldstreet)
- [**Flutterwave** San Francisco · founded 2016 *Raised*](https://millionrounds.com/company/flutterwave)
- [**Corgi** San Francisco · founded 2024 *Raised*](https://millionrounds.com/company/corgi)
- [**Alpaca** San Mateo · founded 2017 *Raised*](https://millionrounds.com/company/alpaca)

## Is this your company?

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