Charlie: Funding, Investors & Team (Oct 2026)
Charlie is the new standard for 62+ banking* services. Charlie helps retirees make the most of their limited resources with features including faster access to their Social Security check, competitive earnings on deposits and no monthly fees or minimums, as well as US-based customer service, and a simple, transparent digital experience designed for their needs. Charlie is transforming financial services for the 62+ community and providing peace of mind around their financial present and future. Charlie is not a bank, banking services provided by Sutton Bank; Member FDIC. To learn more, visit Charlie.com.
Charlie has raised $7.5M across 1 funding round on record, the most recent a Seed of $7.5M announced in May 2023.
That round is below the $15M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Charlie Company Profile and Key Stats
Latest funding round on record: May 2023.
Charlie Funding Rounds
Charlie Founders and Leadership Team
Contact details for the Charlie team: 1 of 1 has an email address on file.
Start 14-day free trial →Charlie Funding Compared to Other Financial Services Startups
Charlie's latest round of $7.5M is below the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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Charlie Funding FAQs
What does Charlie do?
Charlie is the new standard for 62+ banking* services. Charlie helps retirees make the most of their limited resources with features including faster access to their Social Security check, competitive earnings on deposits and no monthly fees or minimums, as well as US-based customer service, and a simple, transparent digital experience designed for their needs. Charlie is transforming financial services for the 62+ community and providing peace of mind around their financial present and future. Charlie is not a bank, banking services provided by Sutton Bank; Member FDIC. To learn more, visit Charlie.com.
How much funding has Charlie raised?
Charlie has raised $7.5M across 1 round on record. The most recent is a Seed of $7.5M announced in May 2023.
When did Charlie last raise funding?
Charlie's most recent funding round on record is a Seed of $7.5M, announced in May 2023.
Who is the CEO of Charlie?
Kevin Nazemi is listed as CEO at Charlie.
Where is Charlie headquartered?
Charlie is based in Los Angeles, California, United States.
How many employees does Charlie have?
Charlie is in the 11-50 employee band.
How does Charlie's funding compare to other Financial Services startups?
Charlie's latest round of $7.5M is below the $15M median round size for Financial Services companies on FundedIQ across 5,751 tracked companies over the last two years.
About FundedIQ's Charlie Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Charlie is left off this page rather than filled in.
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