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CurrentClient

Utah County, Utah, US
https://www.currentclient.com/
CurrentClient is a Provo, Utah-based compliance-focused communication platform serving financial advisors. The company provides tools to manage advisor-client communications with a focus on regulatory compliance, secure messaging, and record-keeping for the wealth management industry.

Leadership & Board

Current Number of Employees9
Current LinkedIn Followers864

Latest Estimated Valuation

Estimated Valuation
Estimated Valuation
Total Amount Raised$1M
Total Amount Raised$1M
Total Funding Rounds1
Total Funding Rounds1
Latest Funding Amount$1M
Latest Funding Amount$1M
Latest Funding RoundSeed Round
Latest Funding RoundSeed Round
Post-Money Valuation
Post-Money Valuation

Employee Trend

CurrentClient had 9 employees as of September 14, 2026. The number of employees increased by 0 (0.00%) week-over-week.
9Latest Employee Count
0(0.00%)Week-Over-Week Change
Employee Trend serves as a data-driven indicator of company growth and expansion. The measurement reflects how a company’s workforce size changes over time.

Social Trend

CurrentClient had 864 followers as of September 14, 2026. The number of followers increased by 9 (1.05%) week-over-week.
864Latest Followers Count
9(1.05%)Week-Over-Week Change
LinkedIn Follower Trend serves as a data-driven indicator of market interest and company visibility. The measurement reflects how a company’s LinkedIn follower count changes over time.

Funding Round

Funding Date
Funding Round
Amount Raised
Post-Money Valuation
Mar 30, 2026
Seed Round
$1.25M

Investors

Investor Name
Funding Round

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