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Overview
Charlie is the new standard for 62+ banking* services. Charlie helps retirees make the most of their limited resources with features including faster access to their Social Security check, competitive earnings on deposits, no monthly fees or minimums, US-based customer service, and a simple, transparent digital experience designed for their needs. Charlie is transforming financial assistance for the 62+ community and providing peace of mind around their financial present and future. Charlie is not a bank, banking services provided by Sutton Bank; Member FDIC. To learn more, visit Charlie.com.
About
Financial Services, Finance, FinTech, Banking
2021
11-50
Headquarters locations
United States, North America
Social
N/A
Profile Resume
Charlie headquartered in United States, North America, operates in the Financial Services, Finance, FinTech, Banking sector. The company focuses on Financial Services and has secured $1.5B in funding across 48 round(s). With a team of 11-50 employees, Charlie is actively contributing to advancements in Financial Services. Their latest funding round, Debt Financing - Charlie, raised $7.0M. Discover more about their projects, partnerships, and impact on our platform.
Funding Rounds
3
3
0
$30.5M
Details
2
Charlie has raised a total of $30.5M in funding over 2 rounds.
Announcement date | Transaction name | Number of Investors | Money raised | Lead Investor |
---|---|---|---|---|
2023 | Seed | 7.5M | ||
2023 | Early Stage Venture | 16.0M |
Investors
Charlie is funded by 23 investors.
Investor Name | Lead Investor | Funding Round | Partners |
---|---|---|---|
FPV Ventures | - | FUNDING ROUND - FPV Ventures | 7.0M |
Gardiner Garrard | - | FUNDING ROUND - Gardiner Garrard | 7.0M |
Charlie | - | FUNDING ROUND - Charlie | 7.0M |
TTV Capital | - | FUNDING ROUND - TTV Capital | 7.0M |
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