CurrentClient: Funding, Investors & Team (Oct 2026)
CurrentClient offers a client communication platform designed primarily for financial advisors and professional service firms. It offers an integrated system combining business texting, VoIP phone services, video, and surveys to help teams manage client interactions in one place. The platform emphasizes compliance by including features such as message archiving, opt-in management, and CRM synchronization to ensure communications meet regulatory standards. The product functions as a modern business phone and messaging hub, enabling users to send SMS, make calls, automate follow-ups, and log all interactions directly into CRM systems like Salesforce or Wealthbox. It also incorporates AI capabilities such as call transcription, summaries, and smart reminders to improve productivity and client engagement.
CurrentClient has raised $1.3M across 1 funding round on record, the most recent a Seed of $1.3M announced in Mar 2026.
That round is below the $4.3M median round size for Apps companies tracked on FundedIQ over the last two years.
CurrentClient Company Profile and Key Stats
Latest funding round on record: Mar 2026.
CurrentClient Funding Rounds
CurrentClient Founders and Leadership Team
Contact details for the CurrentClient team: 1 of 1 has an email address on file, 1 has a LinkedIn profile.
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CurrentClient's latest round of $1.3M is below the median round in Apps. Medians cover the last 24 months of disclosed rounds.
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CurrentClient Funding FAQs
What does CurrentClient do?
CurrentClient offers a client communication platform designed primarily for financial advisors and professional service firms. It offers an integrated system combining business texting, VoIP phone services, video, and surveys to help teams manage client interactions in one place. The platform emphasizes compliance by including features such as message archiving, opt-in management, and CRM synchronization to ensure communications meet regulatory standards. The product functions as a modern business phone and messaging hub, enabling users to send SMS, make calls, automate follow-ups, and log all interactions directly into CRM systems like Salesforce or Wealthbox. It also incorporates AI capabilities such as call transcription, summaries, and smart reminders to improve productivity and client engagement.
How much funding has CurrentClient raised?
CurrentClient has raised $1.3M across 1 round on record. The most recent is a Seed of $1.3M announced in Mar 2026.
When did CurrentClient last raise funding?
CurrentClient's most recent funding round on record is a Seed of $1.3M, announced in Mar 2026.
Who founded CurrentClient?
FundedIQ lists Dustin Belliston (Founder) at CurrentClient.
Where is CurrentClient headquartered?
CurrentClient is based in Provo, Utah, United States.
How many employees does CurrentClient have?
CurrentClient is in the 1-10 employee band.
How does CurrentClient's funding compare to other Apps startups?
CurrentClient's latest round of $1.3M is below the $4.3M median round size for Apps companies on FundedIQ across 2,426 tracked companies over the last two years.
About FundedIQ's CurrentClient 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 CurrentClient is left off this page rather than filled in.
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