Charlie

Charlie

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Organization

Contact Information

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

Industries

Financial Services, Finance, FinTech, Banking

Founded

2021

Employees

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.

Employees

imagePlace Kevin Nazemi

Kevin Nazemi

Co-Founder

imagePlace Eric Sarvey

Eric Sarvey

Principal Software Engineer

Funding Rounds

Funding rounds

3

Investors

3

Lead Investors

0

Total Funding Amount

$30.5M

Details

2

Charlie has raised a total of $30.5M in funding over 2 rounds.

Announcement dateTransaction nameNumber of InvestorsMoney raisedLead Investor
2023Seed7.5M
2023Early Stage Venture16.0M

Investors

Charlie is funded by 23 investors.

Investor NameLead InvestorFunding RoundPartners
FPV Ventures-FUNDING ROUND - FPV Ventures7.0M
Gardiner Garrard-FUNDING ROUND - Gardiner Garrard7.0M
Charlie-FUNDING ROUND - Charlie7.0M
TTV Capital-FUNDING ROUND - TTV Capital7.0M

Recent Activity

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