Posh Technologies

Boston, United States Founded: 2018 • Age: 8 yrs
AI-based platform offering conversational banking solutions

About Posh Technologies

Posh Technologies is a company based in Boston (United States) founded in 2018 by Karan Kashyap and Matt McEachern. Posh Technologies has raised $31.65 million across 5 funding rounds from investors including Truliant Federal Credit Union, MIT Federal Credit Union and One Nevada Credit Union. The company has 74 employees. Posh Technologies offers products and services including Voice Assistant, Digital Assistant, Knowledge Assistant, and Posh Answers. Posh Technologies operates in a competitive market with competitors including Zafin, PureFacts, Homebot, Glia and Shift Technology, among others.

  • Headquarter Boston, United States
  • Employees 74
  • Founders Karan Kashyap, Matt McEachern
  • Sectors
    Technology
    Financial Services
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Website posh.ai
  • Social LinkedIn X
Key Metrics

Products & Services of Posh Technologies

Posh Technologies offers a comprehensive portfolio of products and services, including Voice Assistant, Digital Assistant, Knowledge Assistant, and Posh Answers.

Voice Assistant
AI Chatbot

Automates FAQs and banking transactions for 24/7 customer support

Digital Assistant
Customer Service Tool

Guides users through digital banking experiences continuously

Knowledge Assistant
Information Access

Offers quick employee access to company knowledge bases

Posh Answers
Search Enhancement

Converts website searches into AI-powered help centers

Funding Insights of Posh Technologies

Posh Technologies has successfully raised a total of $31.65M across 5 strategic funding rounds. 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 $31.65M
  • Total Rounds 5
  • First Round $40,000

    (Jun 2019)

  • Investors Count 23

All 5 funding rounds of Posh Technologies with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Jun 2024–Series A–Curql
May 2023$4.15MSeries A–MIT Federal Credit Union, One Nevada Credit Union
–
Dec 2021$27.5MSeries A–Canapi Ventures
May 2021–Debt – Conventional––
Jun 2019$40,000Grant––
Valuation history

23 investors in total: 23 institutional.

Investors in Posh Technologies

Posh Technologies has secured backing from 23 investors, including institutional and venture fund investors. Prominent investors backing the company include Truliant Federal Credit Union, MIT Federal Credit Union and One Nevada Credit Union.

All
Venture Fund
Institutional
InvestorDescriptionFounded YearDomainLocation
Investing in B2B software and fintech for the financial services economy.
–canapi.com-
Curql is focused on connecting credit unions with fintech investments.
–curql.comDes Moines, United States
Corporate-backed venture capital firm focused on fintech, Insurtech, and multiple sectors
–cmfgventures.comMadison, United States
Venture capital firm focused on banktech sectors
–jamfintop.comNew York, United States
Venture capital investments are directed toward multiple sectors.
–human.capitalSan Francisco, United States
An Iowa-based investment firm focused on strategic venture capital.
–nextlevelvc.comDes Moines, United States
Commercial loans are brokered by Piedmont Capital for investors.
2002piedmont-capital.comSan Francisco, United States
Early-stage entrepreneurs are accelerated through MassChallenge's program.
–masschallenge.orgBoston, United States
Offers banking, savings, loans, and mortgages for MIT affiliates and members.
1940mitfcu.orgCambridge, United States
Operates as an urban credit union, offering financial products and services to community members.
1950onenevada.orgLas Vegas, United States
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Investor details for Posh Technologies

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People of Posh Technologies

2 people are tracked at Posh Technologies (2 in leadership); the tracked headcount is 74.

NameRoleGroup
Karan Kashyap
Co-Founder & CEOLeadership
Matt McEachern
Co-FounderLeadership
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Complete people profiles for Posh Technologies

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

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Timeline of Posh Technologies

3 dated milestones of Posh Technologies across 6 years, from founding to its latest funding, stage changes and deals.

  1. Founded Posh Technologies is founded.
  2. Funding First funding round of $40K.
  3. Funding Latest funding round, Series A,.

Competitors of Posh Technologies

Posh Technologies 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 Zafin, PureFacts, Homebot, Glia and Shift Technology, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
zafin.com2002Toronto, Canada$47.2M–
Software solutions for relationship banking in financial services are delivered.
purefacts.com2010Toronto, Canada$61.02M–
CRM solutions for wealth managers
homebot.ai2015Denver, United States$4M106
Lead generation is enabled via chatbots for real estate agents.
glia.com2012New York, United States$150.6M130
Cloud-based omnichannel platform is provided for financial customer service.
shift-technology.com2014Paris, France$319.74M–
Provider of AI solutions for insurance underwriting, claims, and risk
eltropy.com2014Milpitas, United States$25M113
Reputation management software is provided for solar industry sales.
jirnexu.com2012Kuala Lumpur, Malaysia$27.5M–
Customer engagement solutions are provided to banks and related sectors.
kasisto.com2013New York, United States$90.95M–
AI-driven conversational banking solutions are provided for enterprises.
zipari.com2014Brooklyn, United States$44.83M–
Provider of cloud-based customer experience management platform for payers
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Detailed competitors of Posh Technologies

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
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Verified entity values are shown only after access is granted.

Web traffic of Posh Technologies

The website of Posh Technologies (posh.ai) receives about 12.8K visits a month.

  • Monthly visits
    12.8K

    ▲ 19.2% vs previous month

Similar websites

Websites whose visitors overlap most with Posh Technologies. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
landbot.io
100%
366.2K#105,285View details
poshnewyork.com
poshnewyork.com
52%
–#2,431,252–
bankbuddy.ai
51%
1.1K#13,397,711View details

Latest news on Posh Technologies

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Complete news archive for Posh Technologies

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Similar companies to Posh Technologies

10 companies that operate in the same segment as Posh Technologies (Customer Experience & Support Software), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Cloud-based omnichannel communication and customer engagement platform is utilized.
2008San Francisco, California, United StatesUSD 239.77 MUSD 5.07 B5,540
AI powered customer experience management software
2001Pleasanton, California, United StatesUSD 344.39 MUSD 477.22 M1,531
Cloud-based omnichannel customer experience and contact center solutions are delivered.
1990Daly City, California, United StatesUSD 3.01 B–651
Cloud-based business process management suite solutions are delivered.
2010San Mateo, California, United StatesUSD 872.56 MUSD 838.81 M4,400
SaaS platform enables digital adoption and customer self-service.
2013San Jose, California, United StatesUSD 265.51 MUSD 52.03 M836
Cloud-based unified communication solutions including voice and video are provided.
2011San Ramon, California, United StatesUSD 475.91 MUSD 4.12 M110
Provider of AI and cloud based contact center suite solutions
2001San Ramon, California, United StatesUSD 84.1 MUSD 1.15 B3,070
Cloud and AI-based sales enablement platforms are provided for teams.
2010San Diego, California, United StatesUSD 426.5 M––
VoIP communication management is facilitated via a cloud-based enterprise platform.
1999Raleigh, North Carolina, United StatesUSD 21.89 MUSD 753.82 M1,100
Provider of customer communications management platform
2008Stockholm, SwedenUSD 12 MUSD 2.94 B4,080
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Frequently Asked Questions about Posh Technologies

Posh Technologies was founded in 2018 and raised its 1st funding round 1 year after it was founded.

Posh Technologies is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.

Karan Kashyap is the current CEO of Posh Technologies. They have also founded this company.

Posh Technologies is a funded company, having raised a total of $31.65M across 5 funding rounds to date. The company's 1st funding round was a Grant of $40K, raised on Jun 2019.

Posh Technologies has 74 employees.

Posh Technologies was founded in 2018 in Boston, United States, within the fintech sector. An AI-based platform is developed to deliver conversational banking solutions. Services are extended to banks and credit unions via chat and voice interactions. Full-service online banking concierge is facilitated through live chats, voice banking options, and automated teller functions. Operations focus on improving customer access to financial services across the United States.

Posh Technologies's top competitors include Glia, Shift Technology and PureFacts.

Posh Technologies offers Voice Assistant, Digital Assistant, Knowledge Assistant, and Posh Answers.

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