CurrentClient
PrivateLast Round
Seed
Mar 26, 2026
Total Funding Raised
$1.25M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
CurrentClient operates in Enterprise Software and is based in Provo, Utah. Its latest recorded funding round was a Seed round in March 2026.
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
Cloud Communications, Compliance, CRM, NLP & Conversational AI, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
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% |
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CurrentClient Funding Rounds
Historical fundraising activity
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Key People
Founding team and executive leadership
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CurrentClient Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Thicket Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 22, 2026
Grew 50% QoQ, from 6 to 9 employees.
- Aug 21, 2026
Monthly visitors increased 66% MoM.
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Recent news
Latest coverage and updates
- attends_eventAug 20, 2026
CurrentClient, Inc. is a past winner of the AdviceTech Competition at the XYPN LIVE conference.
- recognized_asAug 20, 2026
XYPN recognizes CurrentClient, Inc. as “Best in Show” at the 2024 XYPN LIVE AdviceTech Competition for its innovative technology solution that helps advisors operate more effectively.
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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.
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Frequently 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, so its shares have no public market price. Caplight tracks CurrentClient's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
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.
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 in CurrentClient's shares on secondary markets.