Building an Agentic Bank: Unique's Plans After Series A

Blog Author
by Hanna Karbowski
Mar 19, 2025

In February, we announced our USD $30 million Series A round, led by  CommerzVentures and DN Capital, with continued participation from existing seed investors including VI Partners and Pictet Group. This marked an exciting new chapter for our mission: to redefine efficiency and accuracy in financial services through agentic AI.

Unique Investment (5)

 

A New Era of Agentic AI

The financial services industry is undergoing a profound transformation. From Asset Management to Wealth Management, Retail & Private Banking, institutions are seeking AI solutions that don’t just automate, but actively assist and enhance decision-making. That’s where we come in.

Our agentic AI platform is already empowering 30,000 financial professionals to streamline research, ensure compliance, and optimize KYC processes. Our technology isn't just a tool; it’s a trusted platform that integrates seamlessly into existing workflows, helping financial firms process data faster, make better decisions, and stay ahead of regulatory requirements.

 

Investment Insights Agent

 

Global Expansion

With this funding, we’re doubling down on innovation and accelerating our global expansion with a key focus on the United States. Our goal? To bring agentic AI to every financial institution looking to enhance efficiency and compliance while maintaining the human expertise that defines exceptional financial services.

Our track record speaks for itself. Some of the largest financial institutions – managing over $2.3 trillion in assets – are already seeing measurable impact, including Pictet Group, UBP, LGT Private Banking, SIX and other top players in the financial services space. One of our top clients, Pictet Group, has deployed our platform across 6,000 employees, reporting efficiency gains of around 2 hours per employee per week (Citi GPS report). That’s not just optimization – it’s transformation.

 

Reinforcing Our Leadership Team

To support this next phase of growth, we welcome Dana Ritter as its new Chief Product Officer, effective April 2025. Previously, a Group Product Manager at Google Deepmind, Dana led the successful launch of the Gemini project on Android and drove 15x growth as Head of Gemini Growth and Retention. Dana also launched and landed Google's early agentic web capability in 2019 called Duplex on the Web.

 

Backed by Visionary Investors

Our investors share our belief that financial services need AI solutions that are secure, scalable, and truly intelligent. 

"We are thrilled to support Unique in this next phase of growth," said Patrick Meisberger, Managing Partner at CommerzVentures. "Their leadership in the financial services space and their commitment to innovation make them a standout player in the industry. We look forward to seeing their continued success and global impact."

This sentiment was echoed by Guy Ward Thomas, Partner at DN Capital, "DN Capital has a strong focus on enterprise software for financial services and Unique’s offering is serving a pressing need for banks and asset managers to deploy compliant and accurate agentic AI solutions. Unique already counts many of Europe’s top financial services institutions as customers and we are excited to support the Company on its internationalization journey."

Olivier Laplace, Managing Partner at Vi Partners, who led the previous financing round, added: “Our partnership with Manuel and his team goes back a decade when we backed his previous venture. Seeing once again their bold vision and outstanding execution, we are excited to support them in this next stage.”

“We are pleased to collaborate with Unique and support their growth through this capital increase,” said Sven Holstenson, Managing Partner at Pictet Group. “Their innovative approach positions them as market leader, and we look forward to continuing to be part of their journey.”

 

This is Just the Beginning

With USD $30 Million secured, a skilled team, and unmatched AI expertise, we want to pioneer the first agentic bank with our client. 

If you’re a financial institution looking to future-proof your operations with agentic AI, we’d love to connect. Let’s redefine the future of financial services together.