摩根大通和万事达卡支持西雅图初创公司Firmly押注AI购物代理

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摩根大通和万事达卡支持西雅图初创公司Firmly押注AI购物代理

内容来源:https://www.geekwire.com/2026/jpmorgan-and-mastercard-back-seattle-startup-firmlys-bet-on-ai-shopping-agents/

内容总结:

总部位于西雅图的初创公司Firmly宣布完成1500万美元A轮融资,本轮由Squarepoint Capital领投,摩根大通支付、万事达卡、三星Next等参投。Firmly成立于2019年,致力于将零售商现有的线上商店接入AI购物助手、市场平台及其他购物渠道,使消费者无需跳转至零售商网站即可在第三方应用和服务内完成购买,同时零售商保留自身的支付服务商和客户关系。

Firmly联合创始人兼CEO库马尔·森蒂尔在宣布融资的博客文章中表示,每一个新的AI助手、市场平台或购物平台都是新的销售渠道,但逐一对接需要大量工程投入,因为商品目录、库存、支付和结账环节必须协同运作。

万事达卡既是投资方也是商业合作伙伴。Firmly负责万事达卡Agent Connect的商户端业务,该服务于今年9月推出,通过单一集成将商户、AI代理和支付服务商连接起来。森蒂尔向Axios Pro透露,万事达卡正在为该服务招募商户,这为Firmly带来了获取新客户的渠道。

森蒂尔表示,Firmly根据商户销售商品总值向商户收取每月2000至15000美元不等的费用。2024年接入一个商户需要四到六周,现在包括测试在内仅需一天或更短时间。该公司客户包括百思买、Furniture.com和Backcountry,RetailMeNot以及一款名为Wizard的AI购物应用也使用了其技术。

此轮融资正值AI购物代理进入主流之际。Meta的Muse助手可浏览零售网站并在用户批准后代为购买,亚马逊已屏蔽Muse访问其网站,并针对Perplexity旗下Comet浏览器中的购物代理提起诉讼。Firmly采取了与这些代理不同的路径——不通过软件模拟点击零售商网页,而是在获得零售商授权后直接连接其系统。

该公司本周还推出了Ask Agent,这是一款面向零售商自有网站的AI购物助手。消费者描述所需商品后可获得产品推荐,并能在聊天界面内直接完成结账。

本轮其他投资方包括Alumni Ventures、ARK Invest、Benhamou Global Ventures、Granada Funds、Hike Ventures、The Mercantile Companies和Versus Ventures。此轮融资使Firmly累计融资总额达到约2000万美元。2025年3月与Perplexity合作在AI搜索应用内开发购物功能时,该公司已筹集520万美元。

森蒂尔曾在微软工作八年,后负责三星电商产品。他与LoopPay(被三星收购的移动支付初创公司)联合创始人达米安·巴尔桑以及Firmly首席技术官、前三星美国及全球电商业务首席技术架构师穆拉利·克里希纳穆尔蒂共同创立了Firmly。

中文翻译:

西雅图地区初创公司Firmly完成1500万美元A轮融资,由Squarepoint Capital领投,J.P. Morgan Payments、Mastercard、Samsung Next等参投。该公司帮助线上零售商通过AI购物助手销售商品。

Firmly成立于2019年,将零售商现有的线上店铺连接至AI助手、市场平台及其他购物渠道,使消费者能够在这些第三方应用和服务中直接购买商品,无需前往零售商的网站。零售商保留自己的支付服务商和客户关系。

“每一个新的AI助手、市场平台或购物平台都是一个新的销售渠道。但连接每一个渠道都需要大量的工程投入,因为商品目录、库存、支付和结账都必须协同运作,”Firmly联合创始人兼CEO库马尔·森蒂尔在宣布融资的博客文章中写道。

Mastercard既是商业合作伙伴也是投资方。Firmly负责Mastercard Agent Connect的商户端业务,该服务于9月推出,通过单一集成将商户、AI代理和支付服务商连接起来。

森蒂尔告诉Axios Pro,Mastercard正在为该服务招募商户,这为Firmly带来了获取新客户的渠道。

森蒂尔告诉Axios,Firmly向商户收取每月2000至15000美元的费用,具体取决于商户销售的商品总值。他表示,2024年连接一个商户需要四到六周,现在只需一天或更短,包括测试时间。

该公司列出的零售客户包括Best Buy、Furniture.com和Backcountry。RetailMeNot以及一款名为Wizard的AI购物应用也使用了其技术。

此轮融资正值AI购物代理进入主流之际。Meta的Muse助手可以浏览零售网站并在用户批准后购买商品。亚马逊已在其网站上屏蔽了Muse,并正就Perplexity公司Comet浏览器中的购物代理对该初创公司提起诉讼。

Firmly采取了与这些代理不同的方式。它不是让软件模拟点击零售商的网页,而是在获得零售商许可的情况下直接连接其系统。

该公司本周还推出了Ask Agent,这是一款面向零售商自有网站的AI购物助手。购物者描述自己想要什么,即可获得产品推荐,并能在不离开聊天界面的情况下完成结账。

此轮融资的其他投资方包括Alumni Ventures、ARK Invest、Benhamou Global Ventures、Granada Funds、Hike Ventures、The Mercantile Companies和Versus Ventures。

此轮融资使Firmly的总融资额达到约2000万美元。该公司在2025年3月与Perplexity合作、在该AI搜索应用内开发购物功能时,已累计融资520万美元。

森蒂尔曾在微软工作八年,此后在三星负责电商产品。他与达米安·巴尔桑共同创立了Firmly。巴尔桑是移动支付初创公司LoopPay的联合创始人,该公司已被三星收购。另一位联合创始人是Firmly的CTO穆拉利·克里希纳穆尔蒂,他曾担任三星美国和全球电商业务的首席技术架构师。

英文来源:

Firmly, a Seattle-area startup that helps online retailers sell through AI shopping assistants, raised a $15 million Series A round led by Squarepoint Capital, with participation from J.P. Morgan Payments, Mastercard, Samsung Next and others.
The company, founded in 2019, connects retailers’ existing online stores to AI assistants, marketplaces and other shopping channels, so people can buy products inside those third-party apps and services without going to retailers’ websites. Retailers keep their own payment providers and customer relationships.
“Every new AI assistant, marketplace or shopping platform is another place to sell. But connecting to each one can take serious engineering, because catalogs, inventory, payments, and checkout all have to work together,” wrote Kumar Senthil, Firmly’s co-founder and CEO, in a blog post announcing the round.
Mastercard is a commercial partner as well as an investor. Firmly handles the merchant side of Mastercard Agent Connect, a service launched in September to link merchants, AI agents and payment providers through a single integration.
Senthil told Axios Pro that Mastercard is recruiting merchants for the service, giving Firmly a route to new customers.
Firmly charges merchants $2,000 to $15,000 a month, depending on the total value of merchandise they sell, Senthil told Axios. He said connecting a merchant took four to six weeks in 2024 and now takes a day or less, including testing.
The company lists Best Buy, Furniture.com and Backcountry among its retail customers. RetailMeNot and an AI shopping app called Wizard also use its technology.
The funding comes as AI shopping agents move into the mainstream. Meta’s Muse assistant can browse retail sites and buy items with a user’s approval. Amazon has blocked Muse from its site and is suing Perplexity over a shopping agent in the startup’s Comet browser.
Firmly takes a different approach from those agents. Instead of having software click through a retailer’s web pages, it connects directly to the retailer’s systems with its permission.
The company this week also launched Ask Agent, an AI shopping assistant for retailers’ own websites. Shoppers describe what they want, get product recommendations and can check out without leaving the chat.
Other investors in the round include Alumni Ventures, ARK Invest, Benhamou Global Ventures, Granada Funds, Hike Ventures, The Mercantile Companies and Versus Ventures.
The round brings Firmly’s total funding to about $20 million. The company had raised $5.2 million when it partnered with Perplexity in March 2025 on shopping features inside the AI search app.
Senthil spent eight years at Microsoft and later led e-commerce products at Samsung. He co-founded Firmly with Damien Balsan, a co-founder of LoopPay, the mobile payments startup acquired by Samsung, and Murali Krishnamurthy, Firmly’s CTO and a former chief technical architect for Samsung’s U.S. and global e-commerce business.

Geekwire

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