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Posh AI
Better customer service, efficiency, and more is right at your fingertips. See what you can do with bank-savvy AI from Posh.
Posh AI
Better customer service, efficiency, and more is right at your fingertips. See what you can do with bank-savvy AI from Posh.
General information
Firm type
Asset Manager
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
Principals
Karan Kashyap
Co-founder and CEO
Matt McEachern
Co-founder and CTPO
Kathy Valentino
SVP of Client Success & Partnerships
Alamin Mohammed
SVP, Finance
Calvin Go
VP of Operations
Andy Halko
VP of Marketing
Markus Huelsmann
Senior Director of Sales
Sector focus
Frequently asked questions
Who runs investment decisions at Posh AI?
Posh AI is a venture-backed technology company, not an investment firm. Strategic and product decisions are led by co-founders Karan Kashyap (CEO) and Matt McEachern (CTPO). The company has raised external capital — Alamin Mohammed, SVP of Finance, has overseen over $100 million in fundraising across his prior roles — but Posh does not disclose its cap table or lead investors on its public site.
How does Posh source its clients?
Posh sells directly to community banks and credit unions through a sales team scaled by Senior Director Markus Huelsmann, who previously built revenue from early traction to over $20 million ARR at AI and SaaS startups. The firm also partners with industry platforms and financial-service advocates. It does not operate a marketplace or broker-dealer channel.
Is Posh structured as a single family office or does it operate more like a venture firm?
Neither. Posh is an operating company selling AI software to financial institutions, not an investment entity. It is backed by venture funding and generates revenue through software subscriptions, not through deploying proprietary family capital.
What is Posh's known posture on co-investments alongside external GPs?
Posh does not make equity investments or co-investments. As an enterprise software firm focused on financial services, it allocates capital to product development, sales, and operations rather than deploying into external funds or portfolio companies.
Which areas of financial services does Posh explicitly target?
The firm focuses on retail-facing community banks and credit unions, specifically those undergoing digital transformation, core conversions, or M&A. Its products are not marketed to wealth management firms, hedge funds, or institutional asset managers, though the knowledge-assistant and coaching tools are built for internal employee functions across lending, marketing, and HR teams.
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