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Kasisto

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Conversational AI platform for finance

New York City, United StatesFounded 2013Fintech
Valuation $50–100M Last recorded · 2022
Headcount <100 Current team size
Total funding $50–100M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Kasisto and the history behind them.

About Kasisto

Kasisto is a leading provider of conversational AI solutions specifically designed for the banking and financial services industry. The company’s flagship product, KAI, is a digital experience platform that leverages advanced artificial intelligence to facilitate personalized, contextual, and insightful conversations between financial institutions and their customers. KAI is built on years of AI research from SRI International, ensuring it delivers high-quality, scalable interactions across various digital channels.

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Kasisto primarily serves banks, credit unions, and other financial institutions looking to enhance their customer engagement and operational efficiency. The platform helps these clients automate and augment customer interactions, providing a seamless and human-like experience that can handle a wide range of banking tasks, from answering queries to executing transactions.

Operating in the fintech market, Kasisto employs a SaaS (Software as a Service) business model. The company generates revenue through subscription fees, which financial institutions pay to access and utilize the KAI platform. This model allows Kasisto to offer continuous updates and improvements to its AI capabilities, ensuring clients always have access to the latest technology.

Kasisto’s innovative approach to conversational AI has positioned it as a key player in the digital transformation of the banking sector. By enabling financial institutions to offer more engaging and efficient customer service, Kasisto helps them stay competitive in an increasingly digital world.

Source: Dealroom company data

At a glance

Status
Acquired
Founded
2013
Headquarters
New York City, United States
Employees
51
Open positions
None listed
Dealroom signal
63.3/100
Industry
Fintech
Sub-industry
Mortgages & Lending
Sector
Fintech, Speech Recognition, Conversational AI, Core AI, Chatbot, Virtual Assistant, Spinout, Generative AI, genAI Model Maker, genAI Applications, Hard Tech, ai model layer, DT and LS

Funding history

10 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
ACQUISITIONOther financing Jun 2026 $0 — Backbase ↗
SERIES DOther financing Sep 2024 — — Undisclosed ↗
Showing the latest 2 of 10 recorded eventsBook a demo for the full funding history →

Growth signals

Kasisto website traffic

Latest recorded traffic for Kasisto is 5.6K monthly website visits, down 53.3% over the last three months. Kasisto's team declined 13.6% over the past year.

Latest monthly visits5.6K 3-month web change-53.3% 1-year team growth-13.6%
Summary metrics are public; monthly history is available with a demoCompare with peers →

Similar companies

Closest operating peers by Dealroom taxonomy

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Showing 8 of the closest matchesCompare every metric →

Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

Investors

22 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Seed7 investors entered at this stage

  • BBVA Ventures
  • Partnership Fund for New York City
  • Wells Fargo Startup Accelerator
  • SRI International
  • Two Sigma Ventures
  • New York Angels
  • HBS Alumni Angels of Greater New York

Series A8 investors entered at this stage

  • MasterCard
  • Commerce Ventures
  • Propel Venture Partners
  • DBS
  • Harvard Business School Club of Greater New York
  • Oak HC/FT
  • Rho Capital Partners
  • Napier Park Global Capital

Series B and later5 investors entered at this stage

  • NCR Corporation
  • Naples Technology Ventures
  • FIS
  • Westpac
  • Banksouth

Other known investors2 additional known investors

  • Backbase
  • Stanford University
Team profiled 21 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 2 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
🇺🇸 United States · New York City HQ
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Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Kasisto on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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