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CurrentClient

Financial Infrastructure
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

Currently, no data available

Latest Estimated Valuation

Estimated Valuation―
Estimated Valuation―
Total Amount Raised$1M
Total Amount Raised$1M
Total Funding Rounds1
Total Funding Rounds1
Latest Funding Amount$1M
Latest Funding Amount$1M
Latest Funding RoundSeed Round
Latest Funding RoundSeed Round
Post-Money Valuation―
Post-Money Valuation―

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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