CurrentClient
PrivateLast Round
Seed
Mar 26, 2026
Total Funding Raised
$1.25M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
CurrentClient is a fintech company that provides a compliance-focused communication platform for financial advisors, offering an integrated phone, SMS, and AI tools.
Sector
Enterprise Software
Verticals
CRM, Marketing, Workflow Automation, Customer Experience
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
CurrentClient Comparables
Compare CurrentClient with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| ActiveCampaign | 74% | |
| HighLevel | 68% | |
| HubSpot | 67% | |
CurrentClient Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Mar 26, 2026 |
CurrentClient Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Thicket Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 1, 2026
Open roles increased to 3, 50% of headcount.
- Jul 20, 2026
Open roles increased to 2, 3x the trailing average.
CurrentClient Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about CurrentClient's valuation, stock price, and market status.