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Posh - About the company

Posh is a series A company based in Boston (United States), founded in 2018 by Matt McEachern and Karan Kashyap. It operates as a Provider of AI platform and solutions for financial service institutions. Posh has raised $45M in funding from investors like Advancial, Citadel and Clearview Federal Credit Union. The company has 3695 active competitors, including 263 funded and 147 that have exited. Its top competitors include companies like Salesforce, HubSpot and Freshworks.

Company Details

Provider of AI platform and solutions for financial service institutions. The company delivers customer service automation through voice and digital channels. It offers AI-powered tools for customer self-service, employee support, and knowledge management. The platform integrates with existing systems to streamline operations and improve customer experiences.
Email ID
*****@posh.tech
Registered Address
695 Atlantic Ave 9th floor Boston, MA 02111
Key Metrics
Founded Year
2018
Location
Boston, United States
Stage
Series A
Total Funding
$45M in 5 rounds
Latest Funding Round
Investors
Ranked
Employee Count
182 as on Aug 31, 2026
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Posh's funding and investors

Posh has raised a total funding of $45M over 5 rounds. Its first funding round was on Jun 15, 2019. Its latest funding round was a Series A round on Jun 12, 2024 for $*****. 3 investors participated in its latest round. Posh has 24 institutional investors.

Here is the list of recent funding rounds of Posh:lockFilter this list
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Jun 12, 2024
9782816
Series A
5317869
9596396
9854159
2271176
May 11, 2023
9295665
Series A
2092136
2772746
4521859
9808312
Dec 09, 2021
2235829
Series A
6568045
7595627
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Posh's founders and board of directors

Founder? Claim Profile
The founders of Posh are Matt McEachern and Karan Kashyap. Karan Kashyap is the CEO of Posh.
Here are the details of Posh's key team members:

Posh's employee count trend

Posh has 182 employees as of Aug 26. Here is Posh's employee count trend over the years:
Employee count trend for Posh
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Posh's Competitors and alternates

Top competitors of Posh include Salesforce, HubSpot and Freshworks. Here is the list of Top 10 competitors of Posh, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Salesforce
Salesforce
1999, San Francisco (United States), Public
Provider of a platform delivering customer relationship management and cloud solutions
$52M
87/100
2nd
Logo for HubSpot
HubSpot
2005, Cambridge (United States), Public
Provider of a platform offering marketing, sales, and customer service software
$101M
87/100
3rd
Logo for Freshworks
Freshworks
2010, Chennai (India), Public
Provider of IT service management and customer support solutions
$400M
84/100
4th
Logo for Zoho
Zoho
1996, Chennai (India), Unfunded
Provider of cloud-based business software suite for diverse operational requirements
-
-
76/100
5th
Logo for Outreach
Outreach
2014, Seattle (United States), Series G
Provider of an AI revenue workflow platform for sales teams
$489M
74/100
6th
Logo for Clari
Clari
2013, Sunnyvale (United States), Series F
Developer of a predictive revenue platform for managing sales pipelines
$510M
73/100
7th
Logo for SugarCRM
SugarCRM
2004, Cupertino (United States), Acquired
AI-based open-source CRM software
$152M
72/100
8th
Logo for Attio
Attio
2017, London (United Kingdom), Series B
Cloud based platform offering CRM software to enterprises
$141M
71/100
9th
Logo for Gong
Gong
2016, Israel, Series E
Platform offering revenue intelligence solutions
$584M
71/100
10th
Logo for LeadSquared
LeadSquared
2011, Bengaluru (India), Series C
Developer of a platform providing sales, marketing, field, and service solutions
$204M
70/100
29th
Logo for Posh
Posh
2018, Boston (United States), Series A
Provider of AI platform and solutions for financial service institutions
$45M
62/100
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Posh's Investments and acquisitions

Posh has made no investments or acquisitions yet.

Reports related to Posh

Here is the latest report on Posh's sector:

News related to Posh

Media has covered Posh for a total of 2 events in the last 1 year, 2 of them have been about company updates.
•
Posh AI Introduces AI Workspace for Financial InstitutionsGlobal Fintech Series•Nov 21, 2025•Posh
•
Posh and Corelation Partner to Bring AI to Credit UnionsGlobal Fintech Series•May 13, 2025•Corelation, Posh
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