Cleo
PrivateLast Round
Series D
Jan 1, 2026
Est. Valuation
$1B
Total Funding Raised
$137.52M
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, Digital Banking
Business Model
B2C
Customer Profile
Freemium, Subscription SaaS, Usage-Based SaaS
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 | ||||
| Series C | Jun 29, 2022 | ||||
| Series B | Dec 10, 2020 | ||||
| Debt | Jun 17, 2019 | ||||
| Series A | Sep 21, 2018 | ||||
Seed | Jul 26, 2017 |
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 | Series B, Series C, Series A, Seed |
| LocalGlobe | Series B, Series C, Series A, Seed |
| Balderton Capital | Series B, Series C, Series A |
| EQT Ventures | Series C, Series B |
| Sofina | Series C |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 20, 2026
Monthly visitors increased 114% MoM, reaching 1.1 million.
- Jun 16, 2026
Exceeded $380 million in annual recurring revenue.
Cleo Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Cleo's valuation, stock price, and market status.