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.
Funding history · 6 rounds · $199.2M total
Company Intelligence Q&A
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- What was Personetics' latest funding round and who were the lead investors?
- In January 2022, Personetics raised an $85 million undisclosed round, led by Thoma Bravo.
- When did Personetics secure a significant investment from Warburg Pincus?
- In February 2021, Personetics secured a $75 million investment from Warburg Pincus to accelerate global expansion of its AI-driven personalization and engagement solutions.
- What was a notable operational change at Personetics in early 2023?
- In January 2023, Personetics laid off 30 employees, which constituted 8% of its team.
- Who was appointed as CEO of Personetics in February 2024?
- In February 2024, Udi Ziv, former CEO of Earnix, was appointed as the CEO of Personetics.
- What new executive appointment did Personetics make in February 2025?
- In February 2025, Personetics appointed Jody Bhagat as President of Global Banking to broaden the company's global strategy.
- What new executive appointment did Personetics make in April 2025?
- In April 2025, Puneet Malhotra joined Personetics as Chief Revenue Officer.
- What new capabilities did Personetics announce in March 2025?
- In March 2025, Personetics announced a new set of AI-driven capabilities, pioneering the cognitive banking era.
- What did Personetics' global survey report in February 2025 indicate?
- In February 2025, Personetics released a global survey report showing surging consumer demand for AI banking services.