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 operates in FinTech and is based in London. Its latest recorded funding round was a Convertible Debt round in March 2025.
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
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.
| Company | Similarity | Market Cap |
|---|---|---|
| Albert | 80% | |
| Dave | 79% | |
| Bright | 77% |
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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 |
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Key People
Founding team and executive leadership
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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 |
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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.
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Recent news
Latest coverage and updates
- has_issues_withOct 27, 2026
In Mar '25, Cleo agrees to pay $17 million to resolve the FTC's allegations about its cash advance advertising and subscription practices in a case filed in New York.
- has_issues_withOct 11, 2026
On Oct 11th '26, Cleo is accused of charging hidden fees for same-day or instant cash advances that often arrive the next day and of making cancellations difficult.
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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.
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Frequently 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, so its shares have no public market price. Caplight tracks Cleo's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
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.
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, Phoenix Court Group, LocalGlobe, Balderton Capital, EQT Ventures.
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 in Cleo's shares on secondary markets.