Posh Technologies

Boston, United States Founded: 2018 • Age: 8 yrs
AI-based platform offering conversational banking solutions
Annual revenue - Latest available
Total funding $31.6M 5 rounds
Employees 74 Tracked headcount
Investors 23 Known backers
Products 4 Services tracked
Competitors 10 Brand Intelligence

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 as of December 31, 2022. 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 as on 31 Dec, 2022
  • Founders Karan Kashyap, Matt McEachern
  • Sectors
    Technology
    Financial Services
  • Email
    ***********
  • 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
    $31.65 M (USD)

    in 5 rounds

  • Latest Funding Round
  • Investors
  • Employee Count
    74

    as on Dec 31, 2022

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 Posh Technologies

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

Primary

Automates FAQs and banking transactions for 24/7 customer support

Guides users through digital banking experiences continuously

Offers quick employee access to company knowledge bases

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
  • Total Rounds 5
  • Last Round
  • First Round

    (15 Jun 2019)

  • Investors Count 23
Date Amount Transaction Name Valuation Lead Investors Investors
Jun, 2024 Amount Series A - Posh Technologies Valuation Curql
May, 2023 Amount Series A - Posh Technologies Valuation MIT Federal Credit Union , One Nevada Credit Union
Dec, 2021 Amount Series A - Posh Technologies Valuation Canapi Ventures

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
Investor Description Founded Year Domain Location
Investing in B2B software and fintech for the financial services economy.
Founded Year Domain Location
Curql is focused on connecting credit unions with fintech investments.
Founded Year Domain Location
Corporate-backed venture capital firm focused on fintech, Insurtech, and multiple sectors
Founded Year Domain Location

Investments & Acquisitions by Posh Technologies

Investments

Financial Statements - Posh Technologies

Posh Technologies Comparisons

+
Add Comparison
Available on Premium

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 Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Software solutions for relationship banking in financial services are delivered.
domain founded_year HQ Location
CRM solutions for wealth managers
domain founded_year HQ Location
Lead generation is enabled via chatbots for real estate agents.
domain founded_year HQ Location
Cloud-based omnichannel platform is provided for financial customer service.
domain founded_year HQ Location
Provider of AI solutions for insurance underwriting, claims, and risk
domain founded_year HQ Location
Reputation management software is provided for solar industry sales.

Latest news on Posh Technologies

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 Series A of $27.5M, raised on Jun 15, 2019.

As of Dec 31, 2022, the latest employee count at Posh Technologies is 74.

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.

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