CurrentClient
Latest round
- Seed
Last raised
- Mar 2026
Total raised
- $1.2M
Investors
- 1
About CurrentClient
Founded in 2022 and based in Delaware,US, CurrentClient, Inc operates as a CRM integration platform that provides a compliant phone, voice, and messaging software platform integrated with CRMs for financial advisors to manage client communications.
Who invested in CurrentClient
1 investor across 1 round
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Funding rounds
Seed
Mar 26, 2026
Amount
$1.2M
Investors
Questions about CurrentClient
Who invested in CurrentClient?
CurrentClient has 1 investor on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has CurrentClient raised?
CurrentClient has raised 1 venture round. Sign up free to see how much each round raised and the total.
When did CurrentClient last raise money?
CurrentClient's most recent round on record is a Seed, in Mar 2026.
What does CurrentClient do?
Founded in 2022 and based in Delaware,US, CurrentClient, Inc operates as a CRM integration platform that provides a compliant phone, voice, and messaging software platform integrated with CRMs for financial advisors to manage client communications.
Where is CurrentClient headquartered?
CurrentClient is headquartered in Newark, US.
Which VCs invest in companies like CurrentClient?
Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back software companies at CurrentClient's stage. Their profiles are linked below.
VCs backing software startups at Seed
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