CurrentClient
PrivateLast Round
Seed
Mar 26, 2026
Total Funding Raised
$1.25M
Momentum
Top 10%
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 21, 2026
Monthly visitors increased 66% MoM.
- Aug 1, 2026
Open roles increased to 3, 50% of headcount.
Recent news
Latest coverage and updates
- recognized_asAug 20, 2026
CurrentClient, Inc. recognized as Best in Show at 2024 XYPN LIVE AdviceTech Competition on Jul 1st '24.
CurrentClient 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 CurrentClient's valuation, stock price, and market status.
Is CurrentClient a public or private company?
CurrentClient is a private company.
What is the current stock price of CurrentClient?
CurrentClient is a private company with no public stock price. No recent secondary market data is available.
How much is CurrentClient worth (valuation)?
Valuation information for CurrentClient is not publicly available.
Can I buy CurrentClient stock?
CurrentClient 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 CurrentClient's last funding round?
CurrentClient's most recent funding round was Seed on March 26, 2026.
Who are the main investors in CurrentClient?
Key investors in CurrentClient include Thicket Ventures.
Will CurrentClient IPO soon?
No public IPO plans have been announced for CurrentClient.
How can I track CurrentClient secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor CurrentClient's secondary market activity and sign up for updates.