Perkly, founded in 2025, has positioned itself as an innovative player in the fintech ecosystem with its AI-driven consumption wellness platform. The company uniquely integrates into mobile banking apps, offering banks a means to boost revenue and enhance customer wellbeing through data-driven insights.
By leveraging transaction data, Perkly provides users with a Wallet Wellness Score and real-time coaching. It empowers consumers with personalized insights that diminish financial stress and eco-anxiety by illustrating the impact of daily expenses on both their financial health and the environment. This approach not only encourages smarter spending choices but also aims to reduce CO₂ emissions.
For banks, Perkly offers a gateway to deeper engagement and loyalty, presenting opportunities for sustainable cross-selling strategies, including green funds and insurance products. Their recent backing, through a Support Program investment led by Peachscore and Dealum, highlights investor confidence in their potential to transform traditional banking interfaces.
