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Clientbook: Funding, Investors & Team (Sep 2026)

Clientbook provides a SaaS platform designed for retail sales associates. The company creates retail clienteling software to modernize relationship-based selling in the retail industry. The company's software provides a comprehensive view of customers, a personalized touchpoint for sales teams, and a dashboard to consolidate notes, reminders, and client actions, allowing retailers to gain visibility and control over the customer experience, improve sales conversion rates, and increase sales.

www.clientbook.com Lehi, United States 51-100 employees
iOS Mobile Apps Retail SaaS B2B B2C Clienteling Retail sales
Total raised
$3.9M
Rounds
1
Latest
Undisclosed round
May 2023

Clientbook has raised $3.9M across 1 funding round on record, the most recent an undisclosed round of $3.9M announced in May 2023.

That round is in line with the $4.1M median round size for Apps companies tracked on FundedIQ over the last two years.

Clientbook Company Profile and Key Stats

Total funding raised
$3.9M
across 1 round on record
Funding rounds on record
1
Latest funding round
Undisclosed round
$3.9M in May 2023
Employees
51-100
reported band
Headquarters
Lehi, United States

Latest funding round on record: May 2023.

Clientbook Funding Rounds

Date
Round
Amount
Undisclosed round
$3.9M

Clientbook Founders and Leadership Team

Name
Role
Contact
Brandon Wright
CEO

No contact details are on record for this team yet.

Clientbook Funding Compared to Other Apps Startups

Segment
Companies
Median round
2,426
$4.1M
29,795
$7.5M

Clientbook's latest round of $3.9M is in line with the median round in Apps. Medians cover the last 24 months of disclosed rounds.

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Clientbook Funding FAQs

What does Clientbook do?

Clientbook provides a SaaS platform designed for retail sales associates. The company creates retail clienteling software to modernize relationship-based selling in the retail industry. The company's software provides a comprehensive view of customers, a personalized touchpoint for sales teams, and a dashboard to consolidate notes, reminders, and client actions, allowing retailers to gain visibility and control over the customer experience, improve sales conversion rates, and increase sales.

How much funding has Clientbook raised?

Clientbook has raised $3.9M across 1 round on record. The most recent is an undisclosed round of $3.9M announced in May 2023.

When did Clientbook last raise funding?

Clientbook's most recent funding round on record is an undisclosed round of $3.9M, announced in May 2023.

Who is the CEO of Clientbook?

Brandon Wright is listed as CEO at Clientbook.

Where is Clientbook headquartered?

Clientbook is based in Lehi, Utah, United States.

How many employees does Clientbook have?

Clientbook is in the 51-100 employee band.

How does Clientbook's funding compare to other Apps startups?

Clientbook's latest round of $3.9M is in line with the $4.1M median round size for Apps companies on FundedIQ across 2,426 tracked companies over the last two years.

About FundedIQ's Clientbook 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 Clientbook is left off this page rather than filled in.

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