CurrentClient, a communications platform built specifically for financial advisors, has raised $1.25m in a seed funding round.
CurrentClient offers a compliant, integrated phone and messaging system designed for registered investment advisors (RIAs) and financial planners. The platform is positioned as a direct response to a growing regulatory problem: since 2021, regulators have levied fines exceeding $2.7bn against dozens of firms for breaching federal securities laws through the use of off-channel communications.
CurrentClient aims to address this by giving advisors a purpose-built tool that keeps client interactions compliant, streamlined, and in line with modern expectations.
The fresh capital will be used to accelerate the company’s growth as it looks to expand its reach among financial advisors seeking to reduce compliance risk and modernise the client experience.
Alongside the funding announcement, CurrentClient has appointed Austin Guest as head of sales. Guest previously served as head of sales at FINNY, where he built experience scaling go-to-market teams in FinTech and advisor-focused SaaS businesses, with a record of driving adoption across RIAs, broker-dealers, and enterprise wealth platforms.
CurrentClient founder and CEO Dustin Belliston said, “We are thrilled that our company received the validation of such a well-respected investor as Thicket Ventures and that Justin has joined our board of directors. This investment allows us to significantly support our growth as we seek to improve the way advisors communicate in real-time with modern clients.
“My co-founders Andrew Clark, Jeff Hutchins and I are excited for the growth opportunity this funding provides our company and our clients. Since 2021, regulators have fined dozens of firms more than $2.7 billion for violations of federal securities laws involving off-channel communications.
“CurrentClient is redefining how advisors communicate with clients amid this environment by offering a compliant, integrated, and intuitive phone and messaging system designed specifically for registered investment advisors and financial planners. CurrentClient’s platform has quickly gained traction among advisors seeking to streamline communication, reduce compliance risk, and deliver a more modern client experience.”
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