← State of Embedded Finance 2026

Kasistos Conversational

Can a purpose-built conversational and agentic AI platform become the dominant intelligence layer for financial institutions' customer and employee digital channels?

HQNew York, New York, United States
Latest roundSeries D
IndustryVertical SaaS / Financial Services AI
The story

Kasisto was founded to deliver conversational AI for financial institutions, building the KAI platform with deep financial literacy and pre-packaged banking knowledge. Over time, it expanded from consumer banking AI agents to business banking solutions, integrating with digital banking providers and core banking platforms such as Finastra. Most recently, Kasisto pivoted toward 'agentic AI' — branded KAIgentic — positioning the platform not just as a chatbot layer but as an intelligent action and predictive engagement engine embedded in bank digital channels.

Last 12 months
2024-09
Product timeline
2024
Raised additional funding round as of September 17, 2024 (Series D stage)· banking
2024
Launched KAIgentic platform, moving beyond conversational AI to agentic AI with predictive engagement and trusted compliance for financial institutions· pivot
The stack
Accounting gap: none