Web Analytics

3 Latest Announced Rounds

  • $3,500,000
    Seed

    1 Investors

    Technology, Information and Internet
    Dec 20th, 2024
  • $5,619,170
    Series B

    1 Investors

    Research Services
    Dec 20th, 2024
  • $8,000,000
    Unknown

    5 Investors

    Computer & Network Security
    Dec 20th, 2024
$671.88M Raised in 44 Funding Rounds in the past 7 Days - View All

Funding Round Profile

Personetics

start up
United States - New York
  • 19/01/2022
  • Unknown
  • $85,000,000

Money Management & PFM for Banks & Financial Institutions.
Personetics serves over 100 banks and financial institutions across 30 global markets. See how your bank can harness the power of AI to engage customers and increase revenue with financial data-driven personalized customer engagement, PFM, and money management platform.

Harnessing the power of AI, Personetics’ Self-Driving Finance™ solutions are used by the world’s largest financial institutions to transform digital banking into the center of the customer’s financial life – providing real-time personalized insight and advice, automating financial decisions, and simplifying day-to-day money management.

Serving over 135 million bank customers worldwide, Personetics has the largest direct customer impact of any AI solution provider in banking today. Personetics now counts among its customers 6 of the top 12 banks in North America and Europe, as well as other leading banks throughout the world.

Personetics is the global leader in financial-data-driven personalized banking and customer engagement for financial services and the company behind the industry’s first Self-Driving Finance™ platform.

Led by a team of seasoned FinTech entrepreneurs with a proven track record, Personetics is a rapidly growing company with offices in New York, London, Paris, Singapore, Tel Aviv and Nazareth. The company has been named a Gartner Cool Vendor, a Top Ten FinTech Company by KPMG, and a Top Ten Company to Watch by American Banker.


Related People

David SosnaFounder

David Sosna United States - Scarsdale, New York,

I am a serial entrepreneur with a proven track record of building successful growth startups and creating new categories in banking. I have more than 20 years of experience in developing technology for financial services. Since 2011, I have worked as the CEO and Co-Founder of Personetics, along with my business partner David Govrin.

Personetics is the world leader in creating a future of “Self-Driving Finance,” where banks can proactively act on their customers’ behalf with advanced money management capabilities to help customers save money automatically, pay off debt, spend smarter, and optimize their everyday finances. Our solutions give financial institutions the power of data-driven personalization: by utilizing banks’ own customer transaction data, Personetics helps banks discover personalized insights about their customers, and recommend relevant products to support their customers’ financial wellness while driving business impact. More than 80 of the world’s leading banks are currently deploying Personetics’ customer engagement platform, reaching more than 100 million bank customers worldwide.

Prior to founding Personetics, I co-founded Actimize, the leading global provider of risk management and compliance solutions related to preventing and monitoring for financial crime. Under our leadership, Actimize was acquired in 2007 by NICE Systems. Prior to Actimize, I founded Gilon Information Systems, which grew under my leadership to become Israel’s largest business intelligence company. I am graduate of the Department of Industrial Engineering and Management at Ben-Gurion University.

My background is in engineering, data science, business intelligence and customer analytics. I have a passion for product development and driving the field of digital banking forward. I try to be a humble leader, with a priority to put people at the center of our company’s solutions.