- 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
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 1 funding round and 1 investor for this company. The full record is or through the API.
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
It lists 1–10 employees. It has raised $1.3M in total across 1 round, most recently a $1.3M Seed round in Mar 2026. Investors include Thicket Ventures.
Tech & App Stack
8 technologies & apps tracked
Every product and vendor across these categories, with where each signal came from.
Create a free account with 25 free credits every month, no card needed, to unlock the full tech & app stack, funding history, and valuations.
Funding History
Mar 2026
Investors
Similar Companies
Stripe provides payments, billing, money-management, fraud-prevention, and identity tools that he...
FNZ provides a global wealth management platform that combines technology, investment operations,...
Ellie Mae is a leading provider of technology solutions for the mortgage industry.
Ramp provides an AI-powered spend management platform that combines corporate cards, expenses, ac...
Appears in
Your company? Embed this profile
Add the live badge to your site — it stays current as your funding data updates.
<a href="https://indexed.vc/companies/currentclient"><img src="https://indexed.vc/api/badge/company/currentclient" alt="CurrentClient on Indexed.vc" width="260" height="76" /></a>