CurrentClient: Valuation, Funding & Investors
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 Employees
- 9
- Current LinkedIn Followers
- 880
Latest Estimated Valuation
- Total Amount Raised
- $1M
- Total Funding Rounds
- 1
- Latest Funding Amount
- $1M
- Latest Funding Round
- Seed Round
Employee Trend
CurrentClient had 9 employees as of November 2, 2026. The number of employees increased by 0 (0.00%) week-over-week.
9Latest Employee Count
0(0.00%)Week-Over-Week Change
Social Trend
CurrentClient had 880 followers as of November 2, 2026. The number of followers increased by 1 (0.11%) week-over-week.
880Latest Followers Count
1(0.11%)Week-Over-Week Change
Funding Round
| Funding Date | Funding Round | Amount Raised | Post-Money Valuation |
|---|---|---|---|
| Mar 30, 2026 | Seed Round | $1.25M | ― |
Investors
| Investor Name | Funding Round |
|---|---|
| Thicket Ventures | Seed Round |
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