Private Market View

CurrentClient

Newark, DE · Founded 2022 · Privately Held (backing)

Last price · $/share
—
Implied valuation
$8.5M
Total raised
$1.3M
Last round
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Key facts

  • CurrentClient’s last known valuation is $8.5M (Mar 2026).
  • It has raised $1.3M; the latest was Seed Round ($1.3M) in Mar 2026.
  • Notable investors include Thicket Ventures.
  • 2 investment vehicles were formed to buy CurrentClient shares in the last 12 months, reporting $850K sold to 9 investors, per SEC Form D filings.
  • Status: Privately Held (backing).
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Funding rounds

No rounds on record

No funding rounds for CurrentClient are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.

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Secondary demand: investment vehicles

from SEC Form D filings

In the last 12 months, 2 investment vehicles were formed to buy CurrentClient shares, reporting $850K sold to 9 investors across 2 sponsors. Most recent filing Jun 2026. Vehicles like these are how secondary buyers pool demand for a name; a rising count is a demand signal.

The vehicle list — each sponsor, filing date, amount sold and investor count — is a Pro table. Unlock the 2 vehicles →
Companies with the most vehicle activity →

About CurrentClient

Developer of a compliant communication platform designed to streamline client interactions for financial advisors. The company's platform offers secure messaging, group texting, scheduled messages, AI-powered call transcription and summaries, integrated phone systems, CRM connectivity, automated compliance tracking, and multi-channel integrations, enabling wealth management firms, insurance advisors, and financial services teams to communicate efficiently, maintain regulatory compliance, and enhance client relationships.

Sector
Information Technology
HQ
Newark, DE, United States
Founded
2022
Employees
5
Ownership
Privately Held (backing)
PA Mark — not yet priced

CurrentClient doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.

Pro members can request priority coverage with a 48-hour turnaround.

Recorded secondary trades

No prints on record

No secondary trades in CurrentClient shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.

Pro members can request priority coverage with a 48-hour turnaround.

Institutional fund marks

No fund marks yet

No SEC-registered fund has reported a fair-value mark on CurrentClient in its N-PORT filings yet. We sweep new filings monthly.

Pro members can request priority coverage with a 48-hour turnaround.