Skip to content
← All startups
Agent IQ logo

Agent IQ

Series B

Agent IQ provides AI-assisted customer service and marketing solutions for the banking sector, offering a platform that enables customers to communicate with brands through web and mobile channels. The platform provides a business-facing dashboard with sentiment analysis, auto-assigning, and AI-assisted automated replies, along with automated proactive messaging based on product usage, behavioral, and geographical…

FinTech · Banking Tech, · San Francisco, United States · EST 2015

About

Agent IQ provides AI-assisted customer service and marketing solutions for the banking sector, offering a platform that enables customers to communicate with brands through web and mobile channels. The platform provides a business-facing dashboard with sentiment analysis, auto-assigning, and AI-assisted automated replies, along with automated proactive messaging based on product usage, behavioral, and geographical data. Founded in 2015 and headquartered in San Francisco, Agent IQ has raised approximately $37M in Series B funding from investors including Sierra Ventures, First National Bank, CRCM Ventures, Rubicon Venture Capital, and Acronym Venture Capital. The company serves banks and credit unions by providing relationship-building tools that combine AI automation with human oversight, enabling financial institutions to deliver personalized customer support at scale while maintaining the trust and compliance requirements specific to banking.

Business model

Sales Force Automation > CRM > Enterprise Suite > BFSI,

Customer Service Software > Contact Center > Live Chat,

Chatbots > Industry Specific > Banking And Financial Services > Banking,

Banking Tech > Banking Channels > Conversational,

Plug and Play Tech Center Batches > Supply Chain > Batch 3

Institutional investors

The BHB FundCRCM VenturesRubicon Venture CapitalGrowthXSierra VenturesFirst National BankAcronym Venture CapitalThe Venture Center

Latest coverage

📰 Browse funding news — rounds, valuations, and market moves for founders.

Investor directory

🗂️ Browse all funds in our directory — active VCs and growth investors by stage and sector.

Raising like Agent IQ?

Analyze your pitch deck before your next raise.

Analyze My Deck →