Agent IQ

San Francisco, United States Founded: 2015 • Age: 11 yrs
AI-assisted customer service and marketing are delivered to banking.
Request Access

About Agent IQ

Agent IQ is a company based in San Francisco (United States) founded in 2015.. Agent IQ has raised $37 million across 4 funding rounds from investors including Bankers Helping Bankers Fund, Sierra Ventures and FNBO. Agent IQ offers products and services including Lynq Smart Chat, Lynq Persistent Messaging, and Lynq Relationship Banking. Agent IQ operates in a competitive market with competitors including Dialpad, Genesys, Zendesk, Freshworks and Twilio, among others.

  • Headquarter San Francisco, United States
  • Sectors
    Technology
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Enterprise Software & Productivity Solutions
Technology → Artificial Intelligence & Machine Learning
Technology → Enterprise Software & Productivity Solutions
Financial Services → FinTech & Digital Finance
Financial Services → FinTech & Digital Finance
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $37 M (USD)

    in 4 rounds

  • Latest Funding Round
    $18.5 M (USD), Series B

    May 31, 2023

  • Investors
  • Employee Count
    Employee Count
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • Full access to every database India & global coverage, advanced filters and rich profile details
  • Always-on access from your team account Single premium plan for everything you see on the portal

Products & Services of Agent IQ

Agent IQ offers a comprehensive portfolio of products and services, including Lynq Smart Chat, Lynq Persistent Messaging, and Lynq Relationship Banking. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Enables live chat with AI for real-time banking support

Provides authenticated messaging for proactive customer interactions

Extends digital banking relationships with personalized tools

People of Agent IQ
Headcount 10-50
Employee Profiles 11
Board Members and Advisors 3
Employee Profiles
People
Soren Bested
COO
People
Matt Phipps
Chief Marketing Officer
People
Slaven Bilac
CEO & President
People
Michael Lee
Chief Sales Officer

Unlock access to complete

Board Members and Advisors
people
Tim Guleri
Chairman
people
Ray Davis
Advisor
people
John Clausen
Board Member

Unlock access to complete

Funding Insights of Agent IQ

Agent IQ has successfully raised a total of $37M across 4 strategic funding rounds. The most recent funding activity was a Series B round of $18.5 million completed in May 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 4
  • Last Round Series B — $18.5M
  • First Round

    (15 Apr 2017)

  • Investors Count 7
Date Amount Transaction Name Valuation Lead Investors Investors
May, 2023 Amount Series B - Agent IQ Valuation The BHB Fund
Nov, 2022 Amount Series A - Agent IQ Valuation First National Bank , Acronym Venture Capital
Feb, 2018 Amount Series A - Agent IQ Valuation Sierra Ventures
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Agent IQ

Agent IQ has secured backing from 7 investors, including venture fund and institutional investors. Prominent investors backing the company include Bankers Helping Bankers Fund, Sierra Ventures and FNBO. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
A FinTech fund is managed for community banks' competitiveness.
Founded Year Domain Location
Early-stage venture capital investments in AI, healthcare, and enterprise technologies.
Founded Year Domain Location
Investments are directed toward seed-stage startups by CRCM Ventures.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Agent IQ

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Agent IQ

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Agent Iq Comparisons

Employees
+
Add Comparison
Available on Premium

Competitors of Agent IQ

Agent IQ operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Dialpad, Genesys, Zendesk, Freshworks and Twilio, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Cloud-based unified communication solutions including voice and video are provided.
domain founded_year HQ Location
Cloud-based omnichannel customer experience and contact center solutions are delivered.
domain founded_year HQ Location
Cloud-based customer service platform is offered for business engagement.
domain founded_year HQ Location
Cloud-based business process management suite solutions are delivered.
domain founded_year HQ Location
Cloud-based omnichannel communication and customer engagement platform is utilized.
domain founded_year HQ Location
Cloud-based unified communication software is delivered for businesses.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Agent Iq

Frequently Asked Questions about Agent IQ

When was Agent IQ founded?

Agent IQ was founded in 2015 and raised its 1st funding round 2 years after it was founded.

Where is Agent IQ located?

Agent IQ is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.

Is Agent IQ a funded company?

Agent IQ is a funded company, having raised a total of $37M across 4 funding rounds to date. The company's 1st funding round was a Series A of $6.3M, raised on Apr 15, 2017.

What does Agent IQ do?

Agent IQ was founded in 2015 in San Francisco, United States, targeting the banking sector. A platform is operated to facilitate customer interactions with brands on web and mobile channels. A dashboard is supplied for businesses to handle customer prioritization through sentiment analysis, auto-assignment, and AI-generated replies. Proactive messages are sent based on product usage, behavioral patterns, and geographical information.

Who are the top competitors of Agent IQ?

Agent IQ's top competitors include Twilio, Genesys and Freshworks.

What products or services does Agent IQ offer?

Agent IQ offers Lynq Smart Chat, Lynq Persistent Messaging, and Lynq Relationship Banking.

Who are Agent IQ's investors?

Agent IQ has 7 investors. Key investors include Bankers Helping Bankers Fund, Sierra Ventures, FNBO, Acronym VC, and CRCM Ventures.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available