Personetics
PrivateLast Round
Growth Equity
Jan 19, 2022
Total Funding Raised
$178M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Personetics is a fintech company that provides an AI-powered platform for data-driven personalization and customer engagement to financial institutions worldwide.
Sector
FinTech
Verticals
Digital Banking, Personal Finance, NLP & Conversational AI, Personalization, Wealth Management
Business Model
B2B2C
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Personetics Comparables
Compare Personetics with similar companies based on industry and business-model similarity.
Personetics Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Growth Equity | Jan 19, 2022 | ||||
| Growth Equity | Feb 16, 2021 | ||||
| Strategic | Jul 19, 2018 | ||||
| Strategic | Feb 17, 2017 | ||||
| Series B | Jun 18, 2013 | ||||
Series A | May 23, 2011 |
Key People
Founding team and executive leadership
Personetics Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| United Overseas Bank | Strategic |
| Sequoia Capital | Series A, Growth Equity, Series B |
| Mouro Capital | Strategic |
| Viola Ventures | Series A, Growth Equity, Series B |
| Warburg Pincus | Growth Equity |
| Nyca Partners | Growth Equity |
| Carmel Ventures | Series A, Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 1, 2026
Added Thoma Bravo, a private equity firm, as a customer.
- Mar 31, 2026
Integrated Cognitive Banking Platform with Atomic FI to accelerate deposit growth.
Personetics Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Personetics's valuation, stock price, and market status.