Agent IQ

company

About

Agent IQ provides a personal, digital customer engagement platform for community banks and credit unions.

Details

Last Funding Type
Series A
Last Funding Money Raised
$10M
Industries
Artificial Intelligence,Customer Service,Enterprise Software,Financial Services,FinTech,Information Services,Information Technology,Machine Learning
Founded date
Sep 16, 2015
Number Of Employee
11 - 50
Operating Status
Active
Legal Name
Agent IQ, Inc.

Agent IQ empowers community banks and credit unions to deepen their customer relationships, improve customer satisfaction, and boost service efficiencies leading to an increase in profitability while reducing the cost of serving. The Agent IQ digital customer engagement platform provides a unique high-touch, high-tech, omni-channel experience that uses AI to support financial institutions in being more proactive with their customers and automating mundane tasks.

Financial institutions can get real-time insights into what their customers are talking about and use the platform to provide proactive assistance and strengthen the relationship between banker and customer. Deployed in a little as 4 weeks with a light resource lift, Agent IQ is the tool that allows your bankers to better connect, engage, and support customers and create relationships in the digital world that are just as personal as in the real world, but even more enhanced.

Founded in 2015, the company is headquartered in San Francisco, California, United States.

Funding Rounds

Number of Funding Rounds
Total Funding Amount
4
$18.50M
Agent IQ has raised a total of $18.50M in funding over 2 rounds. Their latest funding was raised on Nov 9, 2022 from a Series A round.
Announced Date Round Money Raised Number of Investors Lead Investors Post Valuation
Nov 9, 2022 Series A $10M 5 Mendon Venture Partners Detail
Feb 22, 2018 Series A $6.30M 2 Sierra Ventures Detail
Dec 21, 2017 Seed Detail
Nov 10, 2016 Seed $2.20M 4 Detail

Investments

Number of Investments
Number of Lead Investments
3
0
Agent IQ has made 3 investments. Their most recent investment was on Jul 2, 2019, when Propelld raised $2.20M.
Date Company Name
Round Money Raised Industry Lead Investor
Jul 2, 2019 Propelld
Series A $2.20M EdTech
Aug 8, 2018 Bounce
Series A $12.20M Last Mile Transportation
Mar 29, 2016 Wysa
Seed $400K Artificial Intelligence

Investors

Number of Lead Investors
Number of Investors
2
9
Agent IQ is funded by 9 investors. Mendon Venture Partners and 7BC Venture Capital are the most recent investors.
Investor Name Lead Investor Funding Round
Mendon Venture Partners Yes Series A
7BC Venture Capital Series A
Acronym Venture Capital Series A
FNBO Series A
Sierra Ventures Series A
Rubicon Venture Capital Series A
Charles B. Patton Seed
Hunt Technology Ventures Seed
Youku Global Media Fund Seed

Employee Profiles

Number of Employee Profiles
6
Agent IQ has 6 current employee profiles, including Advisor Mitchell Kapor
Advisor
Board member
Executive
Employee
Executive