Founded Year

2013

Stage

Series D | Alive

Total Raised

$91.62M

Last Raised

$8.65M | 1 yr ago

Mosaic Score
The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.

-60 points in the past 30 days

About Kasisto

Kasisto focuses on conversational artificial intelligence solutions, primarily in the banking and finance sector. The company offers a platform that provides intelligent digital assistants, designed to facilitate accurate, human-like conversations and empower teams with financial knowledge. Kasisto primarily serves global financial institutions, regional banks, community banks, and credit unions. It was founded in 2013 and is based in New York, New York.

Headquarters Location

37 West 20th Street Suit 906

New York, New York, 10011,

United States

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Kasisto's Product Videos

ESPs containing Kasisto

The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.

EXECUTION STRENGTH ➡MARKET STRENGTH ➡LEADERHIGHFLIEROUTPERFORMERCHALLENGER
Financial Services / Retail Banking Tech

The bank customer engagement solutions market provides technology solutions designed to enhance and optimize the engagement between banks and their customers through customization and rewards. Companies in this market embed customer data analytics into banks' existing products or offer off-the-shelf solutions that can be integrated into mobile banking apps, such as loyalty programs, card-linked ca…

Kasisto named as Highflier among 15 other companies, including Alkami, Diebold Nixdorf, and BackBase.

Kasisto's Products & Differentiators

    KAI Consumer Banking

    KAI Consumer Banking (KCB), provides digitally-engaging experiences to users through a firm’s branded virtual assistant. KCB is fluent in banking from day one. This deep financial expertise eliminates the need for costly ramp-up time and training. KCB comes with everything firms need to develop, customize, maintain, and grow their consumer banking digital assistant and includes out of the box skills and intents focused on (but not limited to) the following banking experiences: Account Information Transaction Search Balances & Payments Credit Card Servicing Financial Wellness

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Research containing Kasisto

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned Kasisto in 8 CB Insights research briefs, most recently on Aug 29, 2025.

Expert Collections containing Kasisto

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Kasisto is included in 6 Expert Collections, including Fintech 100.

F

Fintech 100

598 items

250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.

A

Artificial Intelligence (AI)

37,037 items

Companies developing artificial intelligence solutions, including cross-industry applications, industry-specific products, and AI infrastructure solutions.

F

Fintech

9,809 items

Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.

S

Sales & Customer Service Tech

600 items

Companies offering technology-driven solutions to enable, facilitate, and improve customer service across industries. This includes solutions pre-, during, and post-purchase of goods and services.

D

Digital Banking

1,045 items

G

Generative AI

2,950 items

Companies working on generative AI applications and infrastructure.

Kasisto Patents

Kasisto has filed 5 patents.

The 3 most popular patent topics include:

  • artificial intelligence
  • data management
  • diagrams
patents chart

Application Date

Grant Date

Title

Related Topics

Status

6/30/2020

1/10/2023

Facebook employees, Facebook, Virtual assistants, Natural language processing, Artificial intelligence

Grant

Application Date

6/30/2020

Grant Date

1/10/2023

Title

Related Topics

Facebook employees, Facebook, Virtual assistants, Natural language processing, Artificial intelligence

Status

Grant

Latest Kasisto News

Kasisto Launches KAIops - Agentic AI for Near-Zero Incident Banking Operations

Oct 14, 2025

KAIops brings agentic AI to the center of application and infrastructure operations to materially lower incident costs, accelerate resolution, and protect customer trust. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251010237223/en/ KAIops™ - Kasisto AI Operations an operational intelligence layer on the KAIgentic platform built for financial institutions. KAIops brings agentic AI to the center of application and infrastructure operations to materially lower incident costs, accelerate resolution, and protect customer trust. Banks spend significant budgets and thousands of hours each year investigating critical outages and writing root cause analyses. KAIops changes the model. Its multi agent framework monitors system health, correlates telemetry, drafts RCA narratives, and executes approved responses, so teams move from hunting to fixing and from fixing to preventing. “Every major bank spends weeks on root cause analysis after a P1 outage, time lost, customers impacted, and hundreds of millions of dollars spent annually trying to understand what went wrong,” said Lance Berks, CEO of Kasisto. “KAIops changes that. Built on our KAIgentic platform, it shifts operations from reactive to predictive, from investigation to prevention. This is the future of banking operations: reduced incidents, eliminate guesswork, and achieve measurable cost savings at scale.” “KAIops represents the next evolution of our agentic architecture, a system where AI agents collaborate, learn, and act independently across operational environments,” said Joshua Schechter, Chief Product and Innovation Officer at Kasisto. “By combining preprocessing intelligence, autonomous orchestration, and post-processing validation, KAIops creates a self-healing operational fabric for banking systems. It is the foundation for a future where every process is intelligent, auditable, and adaptive.” KAIops delivers a three-phase operating model available today. In Phase 1, agents ingest logs, metrics, traces, tickets, and changes to cut time to acknowledge and resolve while drafting RCAs ready for review. In Phase 2, agents execute approved runbooks and remediations such as restarting services, clearing cache, scaling resources, and rolling back components with role-based approvals and full audit trails. In Phase 3, agents evaluate planned changes, model dependencies, forecast risk, and recommend mitigations to prevent incidents before customers feel them. Across all phases, controls include read only access where appropriate, step approvals, reversible actions, and change governance integration, delivering lower incident cost, faster RCA completion, fewer escalations, and fewer customer impact minutes. Availability KAIops is now available to banks and credit unions globally. Financial institutions can request a personalized demonstration or learn more at www.kasisto.com/kaiops or by emailing info@kasisto.com About Kasisto Kasisto is the market leader in agentic AI platforms purpose built for the banking industry. Trusted by financial institutions worldwide, Kasisto delivers intelligent, compliant, and auditable AI experiences that transform how banks operate. Its platform orchestrates autonomous AI agents that work securely within the regulatory and operational frameworks of banking. At its core is KaiGPT, a proprietary large language model tuned for banking, enabling domain specific accuracy, zero risk reliability, and flexible deployment. With deep industry expertise and agentic architecture, Kasisto empowers banks to lead in the era of intelligent, trusted AI. Think KAIgentic: The platform where financial institutions' intelligent future is built. View source version on businesswire.com: https://www.businesswire.com/news/home/20251010237223/en/ KAIops empowers banks with agentic AI Ops to cut outages, accelerate resolution, and deliver zero-incident, self-healing operations. Contacts Media Contact: press@kasisto.com

Kasisto Frequently Asked Questions (FAQ)

  • When was Kasisto founded?

    Kasisto was founded in 2013.

  • Where is Kasisto's headquarters?

    Kasisto's headquarters is located at 37 West 20th Street, New York.

  • What is Kasisto's latest funding round?

    Kasisto's latest funding round is Series D.

  • How much did Kasisto raise?

    Kasisto raised a total of $91.62M.

  • Who are the investors of Kasisto?

    Investors of Kasisto include Oak HC/FT, BankSouth Holding, FIS, Westpac Group, NCR Voyix and 27 more.

  • Who are Kasisto's competitors?

    Competitors of Kasisto include WorkFusion, Indigo.ai, Halo Ai, Posh, Rasa and 7 more.

  • What products does Kasisto offer?

    Kasisto's products include KAI Consumer Banking and 2 more.

  • Who are Kasisto's customers?

    Customers of Kasisto include VeraBank and Westpac.

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Compare Kasisto to Competitors

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Pypestream

Pypestream develops customer engagement solutions within the technology sector. The company offers a platform that automates customer service, sales, and operational processes through the use of AI microagents, allowing businesses to interact through various channels. Pypestream serves enterprises across industries including insurance, healthcare, travel, telecommunications, streaming, financial services, and eCommerce. It was founded in 2015 and is based in New York, New York.

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Avaamo

Avaamo provides conversational AI solutions for enterprises across various sectors. Its main offerings include virtual assistants and contact center solutions that enable self-service and automated interactions for HR, IT service desks, and customer service. Avaamo's platform supports multimodal interactions and integrates with a range of enterprise applications. It was founded in 2015 and is based in Los Altos, California.

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Inbenta

Inbenta specializes in conversational AI and automation within the customer service sector. The company offers a suite of products, including AI-enabled chatbots, search tools, and knowledge management systems designed to enhance customer experience and streamline service operations. Inbenta's conversational AI platform is utilized across various industries to automate customer interactions, provide self-service options, and improve overall customer satisfaction. It was founded in 2005 and is based in Allen, Texas.

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Posh

Posh specializes in conversational AI solutions for the banking sector. It offers products such as voice and digital assistants to automate customer service and enhance employee efficiency, as well as a knowledge assistant for information management. Posh's AI platform is designed to integrate seamlessly with existing banking processes, providing secure and efficient AI management. It was founded in 2018 and is based in Boston, Massachusetts.

i
interface.ai

interface.ai specializes in intelligent virtual assistants for the financial sector, focusing on interactions between banks, credit unions, and their customers. The company offers AI-driven solutions such as voice and chat assistants that automate customer service tasks and provide financial guidance. Interface primarily serves the banking and credit union industries with a suite of products designed to optimize service delivery. It was founded in 2019 and is based in Covina, California.

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