Headquartered in Boston, MA

PersonaFin boasts robust expertise across trading, investing, and technology. Our team comprises dedicated professionals with diverse financial backgrounds, allowing us to align our solutions with the immediate demands of financial platforms while anticipating emerging trends in the finance and retail trading sector.


Our vision is to power the next generation of personalized finance through deep user insights and predictive intelligence. By capturing every interaction across platforms, our AI derives a multidimensional understanding of each user to enable tailored engagements that resonate individually.