Sympera AI offers an agentic AI platform that models top-performing relationship managers to analyze data, prioritize clients, and surface the right opportunities for bankers. The product combines internal and public data to amplify RM efforts and drive growth in the underserved SMB segment. The company positions itself to help banks balance digital transformation with high-touch service and to increase RM efficiency and revenue generation. Sympera AI highlights a large addressable market, citing McKinsey's estimate that business banking generates roughly $150B annually in the U.S. The leadership team includes founder and CEO David Sosna and CTO Daniel Gordon, drawing on prior experience launching and scaling banking technology ventures. The company announced a $10 million seed raise to accelerate its go-to-market and product work with bank clients.

Total raised

$10M

Funding rounds

1

Latest round

Seed

Latest activity

Mar 2025