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Kasisto

Kasisto

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

Last Round

M&A

Jun 23, 2026

Total Funding Raised

$96.7M

Company Overview

Kasisto operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Series D round in September 2024.

Kasisto is a fintech company that provides an agentic AI platform purpose-built for the banking industry to automate customer service and support financial operations.

Sector

FinTech

Verticals

NLP & Conversational AI, Digital Banking, Customer Experience, Corporate Banking

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting, Usage-Based SaaS

AI Layer

Application

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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Kasisto Comparables

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

Kasisto comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Posh Technologies
86%
interface.ai
81%
Glia
81%
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Kasisto Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
M&AJun 23, 2026
Series DSep 17, 2024
Series C ExtensionAug 22, 2022
Series CJul 28, 2021
Series B ExtensionFeb 4, 2020
Series B Extension
Sep 3, 2019
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Key People

Founding team and executive leadership

Lance Berks

Chief Executive Officer

Executive Team

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Kasisto Investors

Notable investors and investment history

Kasisto investors
InvestorRounds
Ten Coves CapitalSeries C
Commerce VenturesSeries C, Series B Extension, Series B, Series A
Wells Fargo Startup AcceleratorSeed
Oak HC/FTSeries B Extension, Series C, Series B
Commerce VenturesSeries C, Series B Extension, Series B, Series A
Napier Park Global CapitalSeries B Extension
Napier Park Financial PartnersSeries B Extension
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Market signals

Structured signals derived from secondary market and firmographic data.

  • Mar 23, 2026

    Alfredo Hickman appointed as new CISO.

  • Dec 8, 2025

    Added Emirates NBD Group, a banking firm, as a customer.

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Kasisto Filings

Explore SEC and related filing metadata, where available.

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

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Frequently Asked Questions

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

Is Kasisto a public or private company?

Kasisto is a private company.

What is the current stock price of Kasisto?

Kasisto is a private company, so its shares have no public market price. Caplight tracks Kasisto's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Kasisto worth (valuation)?

Valuation information for Kasisto is not publicly available.

Can I buy Kasisto stock?

Kasisto shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Kasisto's last funding round?

Kasisto's most recent funding round was M&A on June 23, 2026.

Who are the main investors in Kasisto?

Key investors in Kasisto include Oak HC/FT, Westpac Banking Corporation, Propel Venture Partners, Rho Capital Partners, New York Angels.

Will Kasisto IPO soon?

No public IPO plans have been announced for Kasisto.

How can I track Kasisto secondary market activity?

Caplight tracks bids, offers, and trades in Kasisto's shares on secondary markets.

Firmographic Details

HeadquartersNew York City, New York
Employee Range26
Year Founded2013
Last FundingJun 23, 2026

Institutional Data Access

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