Word on the street.
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
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
Future Proof · Jan 22, 2026
XYPN LIVE 2024: CurrentClient wins Best in Show
CurrentClient took Best in Show at XY Planning Network's 2024 XYPN LIVE AdviceTech Competition
XY Planning Network · Oct 1, 2024