# Charlie Financial

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/charlie-financial

- Industry: Financial Services
- Headquarters: Los Angeles, US
- Website: www.charlie.com
- Total disclosed funding: $31M
- Latest round: Series A (Oct 11, 2023)
- Investors on record: 4

## About

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. raised USD 7 million in venture debt funding. The round was part of a larger USD 23 million equity and debt funding.

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.

## Funding rounds

- Series A, Oct 11, 2023, $24M — TTV Capital, Better Tomorrow Ventures, FPV Ventures
- Seed, May 9, 2023, $7.5M — Expa, Better Tomorrow Ventures

## Investors

- Expa (https://capitalatlas.ai/funds/expa) — Seed
- Better Tomorrow Ventures (https://capitalatlas.ai/funds/better-tomorrow-ventures) — Seed, Series A
- TTV Capital (https://capitalatlas.ai/funds/ttv-capital) — Series A
- FPV Ventures (https://capitalatlas.ai/funds/fpv-ventures) — Series A