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Money Management & PFM for Banks & Financial Institutions. Personetics serves hundreds of banks and financial institutions across 30 global markets. See how your bank can harness the power of AI to engage customers and increase revenue with financial data-driven personalized customer engagement, PFM, and money management platform. Harnessing the power of AI, Personetics’ Self-Driving Finance™ solutions are used by the world’s largest financial institutions to transform digital banking into the center of the customer’s financial life – providing real-time personalized insight and advice, automating financial decisions, and simplifying day-to-day money management. Serving over 135 million bank customers worldwide, Personetics has the largest direct customer impact of any AI solution provider in banking today. Personetics now counts among its customers 6 of the top 12 banks in North America and Europe, as well as other leading banks throughout the world. Personetics is the global leader in financial-data-driven personalized banking and customer engagement for financial services and the company behind the industry’s first Self-Driving Finance™ platform. Led by a team of seasoned FinTech entrepreneurs with a proven track record, Personetics is a rapidly growing company with offices in New York, London, Paris, Singapore, Tokyo, Tel Aviv and Nazareth. The company has been named a Gartner Cool Vendor, a Top Ten FinTech Company by KPMG, and a Top Ten Company to Watch by American Banker.

Website https://personetics.com
Revenue $113.4 million
Funding $93 million
Employees 349 (334 on RocketReach)
Founded 2011
Address 1216 Broadway, New York, New York 10001, US
Phone +972 3-978-6930
Technologies
Industry Financial Services, Software Development & Design, Finance, Application Software, Personalized Digital Banking, Software, Media and Information Services (B2B), Digital self-service, FinTech, Predictive Analytics, Information Technology, Personalized Guidance, Personalized customer experience, Banking self-service, Financial Customer Journey
Web Rank 1 Million
Keywords Personal Finance Management, Ai Banking, Money Management, Financial Ai, Customer Engagement, Digital Banking, Revenue Generation, Financial Planning, Banking Solutions, Customer Experience, Bank Technology, Financial Technology, Predictive Analytics, Artificial Intelligence, Machine Learning, Data Analytics, Financial Services, Digital Transformation
Competitors Envestnet, Inc, Plaid, MX, TrueLayer, Acorns, Kabbage Small Business Loan, Finicity, a Mastercard Company, Tink, Zest AI, Envestnet | Yodlee India +56 more (view full list)
SIC SIC Code 73 Companies, SIC Code 737 Companies
NAICS NAICS Code 541513 Companies, NAICS Code 5112 Companies, NAICS Code 511 Companies, NAICS Code 54151 Companies, NAICS Code 541 Companies, NAICS Code 51 Companies, NAICS Code 5415 Companies, NAICS Code 54 Companies

Personetics Questions

The Personetics annual revenue was $113.4 million in 2026.

Udi Ziv is the CEO of Personetics.

334 people are employed at Personetics.

Personetics is based in New York, New York.

The NAICS codes for Personetics are [541513, 5112, 511, 54151, 541, 51, 5415, 54].

The SIC codes for Personetics are [73, 737].

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