Personetics Technologies
Personalization and Engagement Platform for Financial Services
Startup D Fintech & Insurtech Est. 2010
Total Raised
$199.2M
D
Last Round
$85M
6 rounds
Investors
7
7 public
Team
6
201-500 employees
Confidence
100/100
News
27
articles
About
Personetics is a global leader in data-driven personalization and customer engagement for financial services. The companys AI-powered technology is focused on proactive engagement, including analyzing financial data in real time and understanding individuals financial behavior, anticipating their needs, and acting on their behalf. Personetics provides day-to-day insights, financial advice, and automated wellness programs tailored to mass-market, affluent, and small-business customers. The companys tools enable banks to rapidly create personalization IP for market differentiation and deliver significant business impact (e.g. sales, balances, retention). Led by a team of seasoned FinTech entrepreneurs with a proven track record, Personetics has been named a Gartner Cool Vendor, a Top Ten FinTech Company by KPMG, and a Top Ten Company to Watch by American Banker. Personetics is currently working with more than 80 banks in 30 markets.
Classification
Sector
Fintech & InsurtechFinancial Operations Software
Core Technology
Data StorageCDNPlatforms & InterfacesAPIArtificial IntelligenceNatural Language ProcessingMachine LearningDeep LearningChatbots
Target Customer
Financial ServicesFinancial InstitutionsBanksInvestment & Portfolio ManagementFinancial Products
Business Model
B2B2C
Tags
personal-financefintechcustomer-engagement
Funding & Events
May 2015
C Round $6.2M
Viola Ventures, Santander InnoVentures
May 2011
A Round $6.5M
Viola Ventures, Sequoia Capital
Jun 2018
D Round $15M
Viola Ventures
Jun 2013
B Round $11.5M
Viola Ventures, Lightspeed Venture Partners, Sequoia Capital
Jan 2022
Undisclosed Round $85M
Thoma Bravo (Lead), Lightspeed Venture Partners, Warburg Pincus, Nyca Partners , Sequoia Capital, Viola Ventures
Feb 2021
Undisclosed Round $75M
Warburg Pincus (Lead)
News (27)
Apr 14, 2025 · www.prnewswire.com
growth-positive
/PRNewswire/ -- Personetics, the Cognitive Banking company that is transforming the way banks build and monetize customer relationships, announced today that...
Management Changes
Mar 11, 2025 · www.prnewswire.com
/PRNewswire/ -- Personetics, the company transforming how financial institutions build and monetize customer relationships, announced its commitment to leading...
Mar 11, 2025 · www.prnewswire.com
/CNW/ -- Personetics, the company transforming how financial institutions build and monetize customer relationships, announced its commitment to leading the...
Feb 25, 2025 · www.prnewswire.com
growth-positive
/CNW/ -- Personetics, the company that transforms how banks build and monetize customer relationships, today announced the release of its global survey report:...
Feb 25, 2025 · www.prnewswire.com
growth-positive
/PRNewswire/ -- Personetics, the company that transforms how banks build and monetize customer relationships, today announced the release of its global survey...
Feb 19, 2025 · www.prnewswire.com
growth-positive
/PRNewswire/ -- Personetics, the company transforming how banks build and monetize customer relationships, announced today that Jody Bhagat has been appointed...
Management Changes
Feb 19, 2025 · www.prnewswire.com
growth-positive
/CNW/ -- Personetics, the company transforming how banks build and monetize customer relationships, announced today that Jody Bhagat has been appointed...
Management Changes
Feb 6, 2025 · www.prnewswire.com
growth-positive
/CNW/ -- Personetics, the company transforming how banks build and monetize customer relationships, announced a series of new features for its AI-powered...
Product StageCustomers
Jun 17, 2024 · www.prnewswire.com
growth-positive
Personetics Recognized by Celent as a Global Leader in Personal Financial Engagement (PFE) for Retail Banking
CustomersPartners
Feb 19, 2024 · www.calcalist.co.il
growth-positive
אודי זיו, שניהל בעבר את ארניקס, מונה למנכ"ל פרסונטיקס | כלכליסט
Management Changes
May 24, 2023 · www.businesswire.com
Personetics Recognised as Top Solution for Banks Serving Small Businesses
May 24, 2023 · www.businesswire.com
growth-positive
Celent Report Finds Personetics Is the Top Banking Solution for Small Business Banking in North America
CustomersPartners
Jan 5, 2023 · www.calcalistech.com
growth-negative
Fintech company Personetics lays off 30 employees, 8% of team | CTech
Layoffs
Jan 19, 2022 · www.calcalistech.com
growth-positive
Fintech company Personetics raises $85 million from Thoma Bravo
InvestmentExpand
Mar 10, 2021 · www.globes.co.il
growth-positive
כמו רכב אוטונומי: הכירו את השלב הבא בבנקאות הדיגיטלית
CustomersExpand
Feb 16, 2021 · www.prnewswire.com
growth-positive
Personetics secures a $75 million investment from Warburg Pincus to accelerate the global expansion of its AI-driven personalization and engagement solutions for financial institutions
Investment
Jul 21, 2019 · www.calcalistech.com
growth-positive
Fintech Startup Personetics Opens R&D Center in Nazareth
Expand
May 31, 2019 · www.prnewswire.co.uk
growth-positive
Leading Banks Share Successes and Lessons Learned on the Road to Self-driving Finance™ at Personetics' Global User Conference
Customers
May 15, 2019 · www.prnewswire.co.uk
growth-positive
Small Business Customers Embrace AI-driven Insights and Advice Integrated Into Online and Mobile Banking
CustomersPartners
Nov 4, 2018 · www.prnewswire.com
growth-positive
Personetics Expands Singapore Office to Support Rising Demand by Asia Pacific's Banks
Partners
+ 7 more articles
Details
Product Stage
Released
Employees
201-500
Exact Count
357
District
Center District,North District
Founded
2010
Registrar
514468032
Crunchbase
personetics-technologies
Locations
Paulus ha-Shishi St 102, Nazareth, Israel
Ariel Sharon Street 4, Giv'atayim, Israel
64-66 Rue des Archives, 75003 Paris, France
61 Bridge St, Kington HR5 3DJ, UK
989 6th Ave. Floor 11 New York, NY, 10018
160 Robinson Road, Singapore
Links
Website
LinkedIn
Twitter
Facebook
Careers
Admin
Last Update
Mar 30, 2025
Verified by
Jenny Sotnik-Talisman
Claimed
Yes
Missing
markets
Team (6)
Udi Ziv
CEO
David Govrin
Co-founder & COO
Founder
David Sosna
Co-founder (No longer with the company)
Founder
Shlomit Berger
VP HR
Dorel Blitz
VP Strategy & Business Development
Michal Milgalter
Global Head of Marketing
Internal
Created by
Sophie Pollock (pollos@blair.edu)
Created
2014-07-02T00:00:00.000Z
Last editor
Jenny Sotnik-Talisman (jenny.sotnik@sncentral.org)