Contact information
Official CurrentClient contact details for vendor records, due diligence files, and business continuity plans
Updated August 7, 2026
Who is this page for?#
If you are filling out a business continuity plan, a vendor due diligence file, or your firm's compliance records, this page has the official CurrentClient details to copy in. If you need help using the product itself, head to Contact support instead.
What are CurrentClient's company details?#
| Field | Detail |
|---|---|
| Legal name | CurrentClient, Inc. |
| Entity type | Delaware corporation |
| Mailing address | 300 Creek View Rd, Suite 209, Newark, DE 19711 |
| Headquarters | Remote-first, based in Utah, United States |
| Website | https://www.currentclient.com |
| Support email | help@currentclient.com |
| Sales phone | (843) 548-8510 |
| Security email | security@currentclient.com |
How do I reach CurrentClient?#
The fastest way to reach us for any question or issue
(843) 548-8510
Talk to our team about plans, onboarding, or anything pre-sales
For security disclosures or questions from your compliance or IT team, email security@currentclient.com.
What should I list in my business continuity plan?#
Most BCP vendor tables ask for the same handful of fields. Here is a ready-to-copy block:
Vendor: CurrentClient, Inc.
Service provided: Client texting and calling platform for financial advisors
Mailing address: 300 Creek View Rd, Suite 209, Newark, DE 19711
Website: https://www.currentclient.com
Support contact: help@currentclient.com
Phone: (843) 548-8510
Security contact: security@currentclient.com
If your BCP template asks for an escalation path, list help@currentclient.com as the primary contact and security@currentclient.com as the escalation contact for security-related events.
Where can I find compliance and diligence documents?#
CurrentClient's security and compliance documents, including our own Business Continuity Plan, Disaster Recovery Plan, Incident Response Plan, and SOC 2 Type II report, are available through the vendor diligence portal. Access requires a code; email help@currentclient.com to request one for your firm.
For how CurrentClient supports recordkeeping and supervision requirements, see CurrentClient Compliance Documentation and the Archiving overview.