CurrentClient, a Provo, Utah-based compliance-focused communication platform for financial advisors, has raised $1.25 million in Seed funding.
Investors
Led by Thicket Ventures, a venture capital firm that focuses on the foundational architecture of the financial services industry. Headquartered in New York City, the firm primarily targets early-stage fintech and wealthtech startups, with a specific interest in platforms that leverage artificial intelligence to automate manual workflows or solve complex regulatory challenges.
As part of the investment, Justin Wisz, Partner at Thicket Ventures, has joined CurrentClient’s Board of Directors.
CurrentClient Use of Funds
The company will use the funds to accelerate product development, enhance platform capabilities, and expand its go-to-market strategy.
About CurrentClient
Founded in 2022 by Dustin Belliston, alongside Andrew Clark and Jeff Hutchins, CurrentClient provides a modern, compliance-first communication platform for financial advisors. The company offers a compliant phone and messaging system designed to help registered investment advisors (RIAs) and financial planners meet regulatory requirements while improving client engagement. Headquartered in Provo, Utah, its platform integrates communication tools to mitigate compliance risks associated with off-channel interactions.
Funding Details
Company: CurrentClient, Inc.
Raised: $1.25M
Round: Seed
Funding Date: March 2026
Lead Investor: Thicket Ventures
Additional Investors:
Company Website: https://www.currentclient.com/
Software Category: Fintech / WealthTech Communication Platform
Source: https://www.globenewswire.com/news-release/2026/03/26/3263164/0/en/CurrentClient-Raises-1-25-Million-Seed-Round-Led-by-Thicket-Ventures-Adds-New-Sales-Leadership.html