Charlie Financial

Financial ServicesSeries ALos Angeles, UScharlie.com

Latest round

Series A

Last raised

Oct 2023

Total raised

$31M

Investors

4

About Charlie Financial

Based in California, US, and founded in 2021, Charlie Financial Inc. operates as a financial technology platform that provides its customers with deposit accounts through its partnership with Sutton Bank. In October 2023, Charlie Financial Inc. Charlie Financial Inc. created a financial services platform tailored to the needs of the elderly community. The firm's software allows for faster access to social security payments, responsive customer service in the United States, competitive interest rates on deposits, and the elimination of monthly fees and minimums. This allows retirees to manage their finances more easily by using a user-friendly application that tracks their financials.

Who invested in Charlie Financial

4 investors across 2 rounds

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Sign up free to see every VC on the cap table, the rounds they joined, and how much each round raised.

Funding rounds

  1. Series A

    Oct 11, 2023

    Amount

    $24M

    Investors

    Locked

  2. Seed

    May 9, 2023

    Amount

    $7.5M

    Investors

    Locked

Questions about Charlie Financial

Who invested in Charlie Financial?

Charlie Financial has 4 investors on record across 2 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.

How much funding has Charlie Financial raised?

Charlie Financial has raised 2 venture rounds. Sign up free to see how much each round raised and the total.

When did Charlie Financial last raise money?

Charlie Financial's most recent round on record is a Series A, in Oct 2023.

What does Charlie Financial do?

Based in California, US, and founded in 2021, Charlie Financial Inc.

Where is Charlie Financial headquartered?

Charlie Financial is headquartered in Los Angeles, US.

Which VCs invest in companies like Charlie Financial?

Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at Charlie Financial's stage. Their profiles are linked below.

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