How much funding has CurrentClient raised?

CurrentClient has raised $1.3M in total funding, most recently a Seed round.

Who are CurrentClient's investors?

CurrentClient's investors include Thicket Ventures.

When was CurrentClient founded?

CurrentClient was founded in 2022.

Where is CurrentClient headquartered?

CurrentClient is headquartered in Provo, Utah, United States.

What industry is CurrentClient in?

CurrentClient operates in Fintech, SaaS.

How many employees does CurrentClient have?

CurrentClient has 1-10 employees.

CurrentClient

The modern phone and texting platform for financial advisors

Provo, United States · Founded 2022 · $1.3M raised

Fintech

SaaS

Headquarters: Provo, Utah
Employees: 1–10
Founded: 2022
Business Model: B2B

Website: currentclient.com
Total Funding: $1.3M
Last Round: $1.3M SeedMar 2026
Rounds: 1

About

CurrentClient is a compliance-focused communications platform built for independent financial advisors. Founded in 2022, the company provides a unified business phone and compliant texting solution that allows advisors to conduct all client calls and SMS through a single dedicated app with a dedicated business number. The platform integrates with major advisor CRMs including Wealthbox, Redtail, Salesforce, and Slant, and connects to compliance archiving tools like Hadrius, Greenboard, and Archive Intel. Additional AI features include automated call transcripts and summaries, AI call screening and routing, and an AI receptionist. CurrentClient won Best in Show at the 2024 XYPN Live AdviceTech Competition and raised $1.25M in seed funding led by Thicket Ventures in March 2026.

Summary

CurrentClient is a Fintech company based in Provo, United States, founded in 2022. It has raised $1.3M in total across 1 round, most recently a $1.3M Seed round in Mar 2026. Investors include Thicket Ventures.

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