Personetics
PrivateLast Round
Growth Equity
Jan 19, 2022
Total Funding Raised
$178M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Personetics operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Growth Equity round in January 2022.
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
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.
| Company | Similarity | Market Cap |
|---|---|---|
| Meniga | 84% | |
| Flybit | 84% | |
| MX | 83% |
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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 |
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Key People
Founding team and executive leadership
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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 |
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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.
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Recent news
Latest coverage and updates
- attends_eventOct 12, 2026
Personetics attends the Personetics Executive Forums, which take place in Sydney, Australia, on Sep 23rd '26 and Auckland, New Zealand, on Sep 24th '26, bringing senior banking leaders together for strategic insights, peer learning, and networking.
- attends_eventSep 19, 2026
Personetics hosts the roundtable “The Guardrails Question: Where Should AI Advise, and Where Should It Act?” at the Expo, focusing on where AI should advise or act and where human sign-off remains essential.
- launchesSep 15, 2026
On Sep 16th '26, Personetics launches AI Banking Console, an AI-powered product that helps bank relationship managers identify customers needing attention and understand why.
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Personetics Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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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, so its shares have no public market price. Caplight tracks Personetics's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
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.
When was Personetics's last funding round?
Personetics's most recent funding round was Growth Equity on January 19, 2022.
Who are the main investors in Personetics?
Key investors in Personetics include United Overseas Bank, Warburg Pincus, Thoma Bravo, 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 in Personetics's shares on secondary markets.