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Personetics is a provider of customer-facing AI solutions for financial services. The company offers a financial data-driven personalized customer engagement platform that provides personalized insights, recommendations and guidance, as well as automated financial wellness programs that help customers reach their long-term financial goals. Additionally, it offers an AI-driven chatbot with personalized, context-aware, and timely financial advice and recommendations.
HQGiv'atayim, IL

Latest Updates

Employees (est.) (Feb 2021)194(+2%)
Cybersecurity ratingBMore

Key People/Management at Personetics

David Sosna

David Sosna

Co-Founder & Chief Executive Officer
David Govrin

David Govrin

Co-Founder & Chief Operating Officer
Jody Bhagat

Jody Bhagat

President of Americas
Itay Barzilay

Itay Barzilay

Chief Financial Officer
Yishay Schwerd

Yishay Schwerd

VP, Research & Development
Ido Ophir

Ido Ophir

VP, Customer Success
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Personetics Office Locations

Personetics has offices in Giv'atayim, Nazareth, New York, Paris and in 2 other locations
Giv'atayim, IL (HQ)
33rd Floor, Ariel Sharon St 4
Nazareth, IL
Paulus ha-Shishi St 102
Paris, FR
64-66 Rue des Archives
Singapore, SG
160 Robinson Rd, #06-01 SBF Center
Kington, GB
61 Bridge St
New York, NY, US
989 6th Ave floor 11
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Personetics Financials and Metrics

Summary Metrics

Founding Date


Personetics total Funding

$93 m

Personetics latest funding size

$75 m

Time since last funding

16 days ago

Personetics investors

Personetics's latest funding round in February 2021 was reported to be $75 m. In total, Personetics has raised $93 m
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Personetics Operating Metrics

Personetics's Customers was reported to be 60 m in May, 2019.
Jul, 2017May, 2019Jan, 2021

Average Daily Transactions

72 k


30 m60 m




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Personetics Acquisitions / Subsidiaries

Company NameDateDeal Size

Personetics Cybersecurity Score

Cybersecurity ratingPremium dataset



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Personetics Online and Social Media Presence

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Personetics News and Updates

Personetics raises $75 million to bring data-driven insights to banks’ customers

Personetics, a data-driven platform that help banks issue personalized advice to customers, has raised $75 million from Warburg Pincus.

Personetics secures a $75 million investment from Warburg Pincus to accelerate the global expansion of its AI-driven personalization and engagement solutions for financial institutions

LONDON and NEW YORK and TEL AVIV, Israel, Feb. 16, 2021 /PRNewswire/ -- Personetics, the leading global provider of data-driven personalization and customer engagement solutions for banks and financial services providers, today announced it has raised $75m in growth funding from Warburg...

Personetics raises $75m for AI-driven customer engagement platform

Personetics, a fintech that uses AI to help financial institutions boost customer personalisation and engagement, has secured a $75 million investment from Warburg Pincus.

Innovation at scale is critical: UOB

The bank worked with fintechs Meniga and Personetics to build TMRW's digital engagement engine, using data analytics to personalise the banking experience for each customer. Meniga cleans and categorises large volumes of transaction data which is then fed into Personetics' artificial intelligence…

Two Israeli fintech startups in Visa’s digital payments push

ChargeAfter and Personetics are among 13 fintech firms selected by Visa to be part of a suite of new payment techologies it is offering European banking clients

Santander UK partners with Personetics to improve customer digital experience and engagement through AI-driven personalised insights

Santander UK and Personetics, the leading global provider of data-driven personalisation and customer engagement solutions and a Mouro Capital portfolio company (the successor fund of Santander InnoVentures, which has recently spun out of Santander1), have launched a new digital solution called ‘My …

Personetics Blogs

Marketing to Tomorrow’s Banking Customer Must be Personalized

Traditional marketing in banking has focused on creating segments of customers and generating the next best action for each segment. More recently, next–gen marketing solutions refine those segments down to the individual customer level and generate a next best action per customer.   But this approa…

New Personetics eBook: How Personalized Engagement Can Boost Business Impact

Our latest eBook, The Ultimate Banking Guide to Data-Driven Personalization that Drives Growth, surveys how Personetics’ comprehensive Engagement Platform helps banks focus their efforts to make sure they not only deliver personalized experiences for their customers but differentiate enough to enhan…

It’s Time for Banks to Quickly Monetize the Value of Open Banking

Open banking is the gift banks never thought they wanted. They just haven’t finished unwrapping it. It originated from the philosophy that banks should be more transparent so that they can more responsibly steward their customers’ finances. For years, banks pushed back, but now they are starting to …

UOB Mighty Insights team on how they created an industry-first #AI-based digital banking service

The post UOB Mighty Insights team on how they created an industry-first #AI-based digital banking service appeared first on Personetics.

Open Banking Today: Boosting Customer Adoption by Taking Banks Beyond Their Traditional Boundaries

Open Banking can deliver unparalleled value to customers and ROI for banks. What can banks do to overcome the hurdles limiting its potential, and what would the banking experience look like for customers in a more open financial ecosystem? Where does Open Banking Stand Today? The philosophy of Open …

How Personetics Act Builds Resilient Families in Times of Economic Hardship

With 22 million jobs lost in the United States and 5.5 million lost across Europe, COVID-19 threw thousands of families, who felt relatively financially stable at the start of 2020, into a state of chaos. They were left wondering how to stretch the money they had when they don’t know where their nex…
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Personetics Frequently Asked Questions

  • When was Personetics founded?

    Personetics was founded in 2011.

  • Who are Personetics key executives?

    Personetics's key executives are David Sosna, David Govrin and Jody Bhagat.

  • How many employees does Personetics have?

    Personetics has 194 employees.

  • Who are Personetics competitors?

    Competitors of Personetics include W.UP, Intercom and Userlike.

  • Where is Personetics headquarters?

    Personetics headquarters is located at 33rd Floor, Ariel Sharon St 4, Giv'atayim.

  • Where are Personetics offices?

    Personetics has offices in Giv'atayim, Nazareth, New York, Paris and in 2 other locations.

  • How many offices does Personetics have?

    Personetics has 6 offices.