Sympera AI
Category: AI in Fintech
Scales relationship banking by using AI agents to analyze data, prioritize clients, and support relationship managers in identifying opportunities. Sympera AI was founded in 2021. The company is led by David Sosna. Based in New York, NY, USA. Team size: 11-50. Total funding raised: $10 Million. Latest round: Seed, $10.0M, 2025-03, led by Nyca Partners. Key investors include Nyca Partners, Viola Ventures.
- Founded
- 2021
- Headquarters
- New York, NY, USA
- Team size
- 11-50
- Total funding
- $10 Million
Value proposition
Enhances relationship manager effectiveness by delivering AI-powered personalized insights, helping banks tap into a $150B SMB opportunity.
Products and solutions
AI-driven relationship management platform
Unique value
Uses agentic AI to replicate the expertise of top-performing relationship managers by integrating both internal and external data.
Target customer
Banks serving small and medium-sized businesses (SMBs)
Industries served
Banking, Financial Services
Technology advantage
Leverages advanced machine learning and natural language processing combined with deep fintech industry expertise.
How they differentiate
Specifically targets the underserved SMB segment with a tailored AI-driven relationship management solution.
Main competitors
Personetics, nCino, Fenergo
Key partnerships
DemandBlue (integration with Salesforce)
Major milestones
Raised $10M seed round in 2023 Strategic partnership with DemandBlue
Growth metrics
Not disclosed
Market positioning
Positioned to help banks enhance client engagement and drive growth in the SMB segment through actionable AI insights.
Geographic focus
Primarily focused on the US market, with a base in New York City; potential for broader global reach.
Patents and IP
None filed
About David Sosna
David Sosna is a serial entrepreneur with a proven track record of building successful growth companies in the banking technology sector. He is the founder of Personetics, a global leader in AI-driven personalization and customer engagement for financial institutions, and also founded Actimize, which was acquired by NICE Systems. His expertise lies in identifying market needs and developing innovative technology solutions for the financial industry.
Official website: https://www.sympera.ai