Cleo
PrivateLast Round
Series D
Jan 1, 2026
Est. Valuation
$1B
Total Funding Raised
$176.12M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Cleo is a fintech company that provides an AI-powered financial assistant designed to help users with personal finance management, budgeting, and saving through a conversational interface.
Sector
FinTech
Verticals
Personal Finance, Lending & Credit, NLP & Conversational AI, Credit Scoring, Digital Banking
Business Model
B2C
Customer Profile
Usage-Based SaaS, Subscription SaaS, Freemium, Payment Processing Fee
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Cleo Comparables
Compare Cleo with similar companies based on industry and business-model similarity.
Cleo Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series D | Jan 1, 2026 | ||||
| Convertible Debt | Mar 1, 2025 | ||||
| Series C | Jun 29, 2022 | ||||
| Series B | Dec 10, 2020 | ||||
| Debt | Jun 17, 2019 | ||||
Series A | Sep 21, 2018 |
Key People
Founding team and executive leadership
Cleo Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| EQT Life Sciences | Debt |
| EQT Ventures | Series C, Series B |
| Phoenix Court Group | Convertible Debt, Series B, Series C, Series A, Seed |
| LocalGlobe | Series B, Series C, Series A, Seed |
| Balderton Capital | Convertible Debt, Series B, Series C, Series A |
| EQT Ventures | Convertible Debt, Series C, Series B |
| Sofina | Series C |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 9, 2026
Partnering with HiBob for talent and performance data.
- Jul 9, 2026
Partnering with Ashby for applicant-tracking data.
Recent news
Latest coverage and updates
- has_issues_withOct 11, 2026
Cleo faces accusations of charging hidden fees for same-day cash advances on Oct 11th '26
Cleo Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Cleo's valuation, stock price, and market status.
Is Cleo a public or private company?
Cleo is a private company.
What is the current stock price of Cleo?
Cleo is a private company with no public stock price. No recent secondary market data is available.
How much is Cleo worth (valuation)?
Cleo's valuation is estimated at $1.0B based on funding round data.
Can I buy Cleo stock?
Cleo shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Cleo's last funding round?
Cleo's most recent funding round was Series D on January 1, 2026.
Who are the main investors in Cleo?
Key investors in Cleo include EQT Ventures, Sofina, Sofina S.A., LocalGlobe, Balderton Capital.
Will Cleo IPO soon?
No public IPO plans have been announced for Cleo.
How can I track Cleo secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Cleo's secondary market activity and sign up for updates.