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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 delivers an AI-driven chatbot with personalized, context-aware, and timely financial advice and recommendations.
HQGiv'atayim, IL

Latest Updates

Employees (est.) (Jul 2021)215(+3%)
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)
Ariel Sharon Street 4 , 33rd Floor
Nazareth, IL
Paulus ha-Shishi St 102
Paris, FR
64-66 Rue des Archives
Singapore, SG
160 Robinson Road #16-02, Spore Business Federation CTR
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

6 months 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, 2021Apr, 2021

Average Daily Transactions

72 k72 k


30 m60 m




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Personetics Acquisitions / Subsidiaries

Company NameDateDeal Size

Personetics Cybersecurity Score

Cybersecurity ratingPremium dataset



SecurityScorecard logo

Personetics Online and Social Media Presence

Embed Graph

Personetics News and Updates


Finovate的朱莉·穆恩(Julie Muhn)报告说,认知分析公司Personetics过去一直为大型银行提供服务,但现在该公司推出了一项新产品,使得其解决方案更适合小型数字银行和挑战者银行使用


总部位于英国的Metro Bank的Insights已通过其移动应用程序向Personetics寻求基于人工智能(AI)的资金管理

Personetics将认知银行业务带到了Banca Transilvania

罗马尼亚第二大银行Banca Transilvania将通过与Personetics建立新的合作关系,将基于人工智能(AI)的前瞻性财务指导整合到其数字银行业务经验中

현대카드, 고객 결제데이터 분석해 선물 쏜다…테크 기업 손잡고 소비패턴 분석도

현대카드는 글로벌 테크 기업과의 협력을 통해 데이터를 활용한 새로운 개념의 서비스도 선보였다. AI 기반 분석 엔진 업체인 '퍼스네틱스(Personetics)'와 손잡고 '소비케어 by Personetics' 서비스를 시작한 것이다. 소비케어는 카드 결제 데이터를 기반으로 고객의 소비 패턴을 다각적으로 보여준다

Personetics AI助力Tandem的数字化见解


Codat and Personetics Partner to Enable Better Personalised Engagement for Small Businesses

Codat, the API-based platform for business data, has announced its partnership with Personetics, the leading global provider of financial data-driven personalisation and customer engagement solutions for the Financial Services industry. Serving over 100 million bank customers worldwide, Personeti…
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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 215 employees.

  • Who are Personetics competitors?

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

  • Where is Personetics headquarters?

    Personetics headquarters is located at Ariel Sharon Street 4 , 33rd Floor, 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.