Word on the street.
XYPN partners with CurrentClient to level up communication tools for independent advisors
XY Planning Network members now get up to 40% off CurrentClient, plus a direct XY Archive integration, through the XYPN Partner Program
XY Planning Network · Aug 20, 2026
CurrentClient featured in Kitces' May 2026 #AdvisorTech column
Kitces.com covers CurrentClient in its monthly roundup of the latest in financial advisor technology
Kitces.com · May 1, 2026
Utah Business: CurrentClient raises $1.25M seed round led by Thicket Ventures
Utah Business covers CurrentClient's $1.25 million seed round led by Thicket Ventures, along with new sales leadership
Utah Business · Mar 26, 2026
Citywire RIA: Advisor comms startup CurrentClient raises $1.25M in seed funding
Citywire RIA reports on CurrentClient's $1.25 million seed funding round and the team behind its growth
Citywire RIA · Mar 26, 2026
AdvisorTechBook LIVE: the phone is the first and best client portal
CurrentClient joins AdvisorTechBook LIVE on why the phone is the first and best client portal for your current and future clients
AdvisorTechBook · Feb 20, 2026
CurrentClient named a Future Proof 2026 AI Demo Drop finalist
Future Proof selected CurrentClient as one of seven finalists for its 2026 Citywide AI Demo Drop, recognizing compliant AI-powered advisor communication
Future Proof · Jan 22, 2026
AdvisorTechBook LIVE: the future of CRM as a second brain
CurrentClient joins AdvisorTechBook LIVE to talk through why the CRM of the future works like a second brain for advisors
AdvisorTechBook · Nov 8, 2025
Quivr CRM and CurrentClient webinar on modern client communication
Quivr CRM sits down with CurrentClient for a webinar on how advisory firms modernize the way they talk to clients
Quivr CRM · Jul 15, 2025
XYPN LIVE 2024: CurrentClient wins Best in Show
CurrentClient took Best in Show at XY Planning Network's 2024 XYPN LIVE AdviceTech Competition, the showcase of the most innovative advisor technology
XY Planning Network · Oct 1, 2024