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Personetics

Personetics

Private
New York City, New YorkFinTechhttps://personetics.com/

Last 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

personal financial managementPFMAI bankingfintech personalizationcustomer engagement platformpredictive analyticsagentic AIautomated financial advicedigital banking softwarewhite-label bankingfinancial wellnessSaaS bankingfintechrobo-advisorybanking API

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Personetics Comparables

Compare Personetics with similar companies based on industry and business-model similarity.

Personetics comparables — related companies by embedding similarity
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Meniga
84%
Flybit
84%
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83%

Personetics Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Growth EquityJan 19, 2022
Growth EquityFeb 16, 2021
StrategicJul 19, 2018
StrategicFeb 17, 2017
Series BJun 18, 2013
Series A
May 23, 2011

Key People

Founding team and executive leadership

Udi Ziv

Chief Executive Officer

Executive Team

Scott McQuilkin

CIO & CTO - Data & Analytics Modernization Leader

Executive Team

Personetics Investors

Notable investors and investment history

Personetics investors
InvestorRounds
United Overseas BankStrategic
Sequoia CapitalSeries A, Growth Equity, Series B
Mouro CapitalStrategic
Viola VenturesSeries A, Growth Equity, Series B
Warburg PincusGrowth Equity
Nyca PartnersGrowth Equity
Carmel VenturesSeries A, Series B

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jun 7, 2026

    Platform empowers over 150 million customers monthly across 35 global markets.

  • Apr 1, 2026

    Added Thoma Bravo, a private equity firm, as a customer.

Recent news

Latest coverage and updates

  • attends_eventSep 19, 2026

    Personetics attends event Expo.

  • launchesSep 15, 2026

    Personetics launched Banking Console on Sep 15th '26.

  • integrates_withJun 29, 2026

    Personetics Ltd. integrated with Fiserv on Jun 29th '26.

Personetics Filings

Explore SEC and related filing metadata, where available.

Personetics filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Personetics's valuation, stock price, and market status.

Is Personetics a public or private company?

Personetics is a private company.

What is the current stock price of Personetics?

Personetics is a private company with no public stock price. No recent secondary market data is available.

How much is Personetics worth (valuation)?

Valuation information for Personetics is not publicly available.

Can I buy Personetics stock?

Personetics shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Personetics's last funding round?

Personetics's most recent funding round was Growth Equity on February 16, 2021.

Who are the main investors in Personetics?

Key investors in Personetics include United Overseas Bank, Warburg Pincus, Lightspeed Venture Partners.

Will Personetics IPO soon?

No public IPO plans have been announced for Personetics.

How can I track Personetics secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Personetics's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersNew York City, New York
Employee Range301
Year Founded2011
Last FundingJan 19, 2022

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