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COMPANY

The operating system for
relationship banking, built by
banking AI leaders.

OUR STORY

Why Sympera
exists.

Decades of building and scaling platforms for financial institutions, now applied to the banker.

Sympera was founded by a team of fintech and banking technology veterans with decades of experience building and scaling platforms for financial institutions. The founding team includes David Sosna, who previously co-founded Actimize and later founded and led Personetics, along with experienced leaders across banking, AI, data, and enterprise technology.

After years of working with financial institutions around the world, the team saw a persistent gap: banks had made significant progress applying data and AI to areas such as risk, fraud, and digital engagement, while relationship bankers still lacked the intelligence needed to consistently identify where to focus and what action to take next.

Sympera was created to address that gap. Built in close collaboration with relationship bankers, the company is focused on helping banks strengthen and scale relationship banking by turning their strategy, data, and market signals into more effective banker action.

WHERE WE ARE

Validated by U.S. banks.

2025Gartner® Cool Vendor™Agentic AI in banking and investment services
1,000+Bankersrating the actions they receive, in production
MultipleU.S. banksregional and commercial, live or in pilot
15%More actionable opportunitiesaccelerating growth for every banker
LET’S CONNECT

Relationships you
can bank on.

See what impact Sympera can bring to your growth strategy in four weeks.

Request a Demo