CurrentClient
CurrentClient is a Provo, Utah-based SaaS platform that unifies compliant texting, business calling, AI assistance, and CRM auto-logging for US financial advisors. It serves primarily independent RIAs and small wealth management firms subject to SEC and FINRA books-and-records requirements.
- Company typePrivate
- Founded2022
- HeadquartersProvo, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What CurrentClient does
CurrentClient is a compliance-first communication platform built for US-based financial advisors, founded in 2022 and headquartered in Provo, Utah. The product unifies SMS/MMS texting, a business phone system with IVR and ring groups, AI-assisted features, and CRM auto-logging inside a single experience engineered around SEC and FINRA books-and-records requirements. The platform is hosted on AWS with immutable 5-year retention via S3 Object Lock, automatically forwards every interaction to the firm's chosen compliance archive (Global Relay, Smarsh, Hadrius, Greenboard, Archive Intel, Proofpoint, and 15+ others), and maintains SOC 2 Type 2 compliance audited annually via Drata. Deep native integrations with 8+ CRM platforms (Wealthbox, Redtail, Salesforce, HubSpot, Practifi, Quivr, Slant, XLR8) mean every call, text, and milestone automatically populates client records without manual work, and a free Voicemail Generator built on ElevenLabs voices serves as a top-of-funnel tool for advisors.
The company's revenue model is per-seat SaaS subscription with month-to-month flexibility and annual billing discounts. The Text plan is priced at $27/user/month (or $24 on annual) and the Text and Phone plan at $49/user/month (or $44 on annual), with usage-based AI add-ons (AI Transcription + Summaries at $15/workspace/month, AI Voice Agent at $15/workspace/month), an Outreach Engine at $29/workspace/month for mass texting and API access, and a one-time $50 A2P 10DLC registration fee. CurrentClient operates a hybrid go-to-market combining product-led self-serve signup, a community-led motion anchored in the XY Planning Network (XYPN Best in Show 2024), and a nascent sales-led motion introduced in March 2026 with the hire of Austin Guest as Head of Sales to pursue RIAs and broker-dealers. The firm raised a $1.25M seed round in March 2026 from Thicket Ventures. Founder and CEO is Dustin Belliston; the company is privately held with fewer than 10 employees and serves primarily independent RIAs and small-to-mid-market wealth management firms in the United States.
CurrentClient firmographics
Firmographics- Name
- CurrentClient
- Legal name
- CurrentClient Inc.
- Website
- https://currentclient.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- CurrentClient is a Provo, Utah-based SaaS platform that unifies compliant texting, business calling, AI assistance, and CRM auto-logging for US financial advisors. It serves primarily independent RIAs and small wealth management firms subject to SEC and FINRA books-and-records requirements.
- Ownership category
- akta.pro rank
Where CurrentClient is headquartered
LocationHeadquarters
- HQ city
- Provo
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CurrentClient business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription - Text Plan: Per-user monthly or annual subscription for compliant texting, CRM sync, archiving, group messaging, and SOC 2 packet. 10 GB call recording storage included.
- Subscription - Text and Phone Plan: Per-user monthly or annual subscription for full business phone system including calling, IVR, advanced routing, ring groups, call metrics, Zapier integration, and 50 GB call recording storage.
- Outreach Engine Add-on: Per-workspace monthly add-on for mass texts, sequences, keyword replies, and API access with 750 segments included. $29/month.
- AI Transcription + Summaries Add-on: Per-workspace monthly add-on: 300 AI transcription minutes included, $0.06/min overage. $15/month.
- AI Voice Agent Add-on: Per-workspace monthly add-on: AI receptionist with 60 minutes included, $0.50/min overage. $15/month.
- A2P 10DLC Registration (One-time): One-time $50 fee for carrier compliance registration required for SMS/MMS business messaging.
- Referral Program Credits: Referral program generates account credit for referrer ($50 per referral) and discount for referred advisor ($25 off first 2 months), driving customer acquisition.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Monthly | Text plan - compliant texting with core compliance features |
| Per seat | Monthly | Text and Phone plan - full communication platform |
| Unit Pricing | Monthly | Outreach Engine add-on |
| Usage-based | Monthly | AI Transcription + Summaries add-on |
| Usage-based | Monthly | AI Voice Agent add-on |
| Freemium | Monthly | AI Nudges add-on |
| One time/ perpetual license | Pay-as-you-go | A2P 10DLC Registration (one-time) |
Go-to-market motion3 records
Distribution channels6 records
Marketing channels8 records
CurrentClient product offering
Product offeringCore offering
CurrentClient is a compliance-first SaaS communication platform that combines SMS/MMS texting, business phone calling, AI-assisted call handling, and CRM auto-logging for financial advisors and RIAs. It is engineered around SEC and FINRA books-and-records requirements, providing immutable 5-year retention, automatic delivery to 20+ compliance archivers, and A2P 10DLC carrier registration. Customers subscribe on a per-user monthly basis (Text Plan or Text and Phone Plan) and can add AI and outreach modules.
Product overview
CurrentClient is a unified compliance-first communication platform for financial advisors built around SEC/FINRA recordkeeping requirements. The core platform combines SMS/MMS texting (Text Plan at $27/user/mo or Text and Phone Plan at $49/user/mo) with business phone calling, AI-powered features, and deep CRM integrations. Add-on modules include AI Transcription + Summaries ($15/mo), AI Voice Agent ($15/mo), AI Nudges (free), and Outreach Engine ($29/mo). The platform auto-logs all communications to CRMs (Wealthbox, Salesforce, HubSpot, Redtail, etc.) and archives to compliance providers (Smarsh, Global Relay, Hadrius, Greenboard, etc.). Available on iOS, Android, macOS, Windows, and Web.
Differentiator
Problem solved
Functional benefit
Products and services
- CurrentClient Platform A unified communication platform for financial advisors and RIAs combining SMS/MMS compliant texting, business phone calling, AI call summaries, AI receptionist, and deep CRM auto-logging, engineered around SEC and FINRA books-and-records requirements.
- A2P 10DLC Registration A one-time $50 fee service for Application-to-Person 10-Digit Long Code carrier registration required by US carriers for business SMS/MMS messaging, enabling compliant business texting.
- Free Voicemail Generator A free, no-login-required AI tool that generates realistic voicemail MP3s in male/female American accents from typed text up to 500 characters (~25-30 seconds of audio), powered by ElevenLabs voices.
- CurrentClient Mobile Apps Native iOS (iPhone, iPad) and Android apps enabling advisors to send compliant texts, make and receive business calls, and manage client communications on mobile devices.
- CurrentClient Desktop Apps Desktop clients for macOS (Apple Silicon and Intel) and Windows 10/11 providing the full CurrentClient communication experience with calling, texting, and CRM integration.
- AI Transcription + Summaries An AI-powered add-on service ($15/workspace/month with 300 minutes included) that automatically transcribes every call and produces a summary with key takeaways and action items for the advisor.
Quantifiable outcome
- Regulators have issued over $2.7 billion in SEC fines for off-channel record-keeping violations since 2021, driving demand for compliant advisor communication platforms like CurrentClient.
- +3 more outcomes
Companies that use CurrentClient
Customer profileNamed customers16 records
Segments3 records
Ideal customer profiles2 records
CurrentClient technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration32 records
AI capability6 records
Feature10 records
CurrentClient partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core.
- WealthboxcoreNative CRM integration with Wealthbox. Automatically logs every call, text, and interaction to Wealthbox client records. Also supports Smart Nudges from Wealthbox task data. Widely featured on CurrentClient's integrations page and onboarding flows.
- RedtailcoreNative CRM integration with Redtail. Auto-logs communications to Redtail CRM. Featured as a primary integration on CurrentClient's integrations page.
- SalesforcecoreNative CRM integration with Salesforce. Automatically syncs contacts and logs communications to Salesforce records.
- HubSpotcoreNative CRM integration with HubSpot. Auto-logs communications to HubSpot contacts.
- Global RelaycoreCompliance archiving integration. CurrentClient automatically forwards text messages to Global Relay's archive for SEC Rule 17a-4 and FINRA compliance. Global Relay serves 20,000+ customers across 90 countries including top banks.
- SmarshcoreCompliance archiving integration. CurrentClient automatically forwards texts to Smarsh for books and records compliance. Smarsh captures 80+ channels and serves 18 of the top 20 financial institutions globally.
- HadriuscoreAI-native compliance platform integration. CurrentClient forwards texts to Hadrius for unified archiving, marketing review, trade surveillance, and employee oversight under SEC and FINRA rules.
- GreenboardcoreAI-powered compliance platform integration. CurrentClient forwards texts to Greenboard for archiving of email, SMS, social media, and websites with AI-driven supervision for SEC and FINRA regulated firms.
- Archive IntelcoreAI-powered archiving platform integration. CurrentClient forwards texts to Archive Intel for compliance under SEC Rules 17a-3, 17a-4, 204-2 and FINRA Rule 3110.
- Comply (formerly RIA In A Box)coreCompliance platform integration. CurrentClient forwards texts to Comply for WORM-compliant storage meeting SEC Rule 204-2. Comply supports 2,600+ RIAs and wealth managers.
- XY ArchivecoreArchiving integration specific to XY Planning Network members. CurrentClient forwards texts to XY Archive for SEC Rule 204-2 and 17a-4 books and records compliance, bundled into XYPN membership.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
CurrentClient competitors and assessment
Company assessmentDirect peers
- MyRepChat: MyRepChat is a compliance-focused texting and calling platform specifically built for financial advisors and RIAs. It is the most direct competitor to CurrentClient, offering similar SMS/MMS, voice, and archiving features for SEC/FINRA-registered firms, and is explicitly referenced in CurrentClient's competitive positioning as a legacy alternative.
- Symphony Communication Services: Symphony provides secure, compliant messaging and voice communications for financial services firms, including banks, broker-dealers, and asset managers. It is comparable to CurrentClient as a regulated-industry communication platform with strong compliance and archiving capabilities, though it serves larger institutional clients.
- Movius: Movius offers mobile-first compliant communication solutions (voice, text, messaging) for regulated industries including financial services. It directly competes with CurrentClient in providing capture-and-archive communications that meet SEC/FINRA requirements, with a focus on enterprises and large broker-dealers.
Broad incumbents
- Smarsh: Smarsh is the leading compliance archiving and communications supervision platform, serving 18 of the top 20 financial institutions globally and capturing 80+ channels. It overlaps with CurrentClient's archiving/archiver-feed value prop but operates as a broader enterprise compliance platform rather than an advisor-first communication tool.
- Global Relay: Global Relay is a major compliance archiving provider serving 20,000+ customers across 90 countries including top global banks. It is one of CurrentClient's key archiving integrations but also a potential competitor offering its own messaging supervision and communication capture solutions for financial services.
- Proofpoint: Proofpoint is an enterprise cybersecurity and compliance vendor offering Intelligent Compliance archiving for SEC 17a-4 / FINRA. Its Intelligent Compliance portfolio competes with CurrentClient at the enterprise broker-dealer and large RIA tier, with significantly greater scale and a broader security platform.
- RingCentral: RingCentral is a leading UCaaS provider offering business phone, messaging, video, and contact center solutions. It overlaps with CurrentClient on phone, SMS, and team communications and could move down-market into regulated verticals with compliant archiving partnerships, posing a competitive threat at scale.
- Dialpad: Dialpad is an AI-powered business communications platform with voice, messaging, and AI-driven call summaries. Its AI features (real-time transcription, AI recaps) compete directly with CurrentClient's AI Transcription + Summaries offering, and it serves a similar SMB/mid-market segment.
Others
- Wealthbox: Wealthbox is a leading CRM built specifically for financial advisors and a key integration partner of CurrentClient. While not a direct competitor — CurrentClient's communications layer complements Wealthbox's CRM — Wealthbox could expand into native communication features, becoming a more direct competitor.
- Redtail Technology: Redtail is a widely-used CRM for financial advisors and one of CurrentClient's primary CRM integration partners. Redtail offers some communication-adjacent features (email, task management) and is comparable as a workflow platform serving the same RIA customer base, though its core is CRM rather than communications.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
CurrentClient social profiles
Digital presenceCurrentClient compliance and trust
Trust signalCompliance4 records
CurrentClient financial estimates
Financial estimateRevenue estimate
Valuation estimate
CurrentClient leadership team
Management profileNumber of profiles
Profiles3 records
CurrentClient funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CurrentClient M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CurrentClient
What does CurrentClient do?
CurrentClient is a compliance-first SaaS communication platform that combines SMS/MMS texting, business phone calling, AI-assisted call handling, and CRM auto-logging for financial advisors and RIAs. It is engineered around SEC and FINRA books-and-records requirements, providing immutable 5-year retention, automatic delivery to 20+ compliance archivers, and A2P 10DLC carrier registration. Customers subscribe on a per-user monthly basis (Text Plan or Text and Phone Plan) and can add AI and outreach modules.
Is CurrentClient a public or private company?
CurrentClient is a private company. It is classified as venture growth investor backed and is currently operating.
When was CurrentClient founded?
CurrentClient was founded in 2022. It employs 1 to 10 people.
Where is CurrentClient based?
CurrentClient is headquartered in Provo, United States, in the North America region.
How does CurrentClient make money?
Seven revenue lines are on record. Subscription - Text Plan is the primary driver. The others are subscription - Text and Phone Plan, outreach Engine Add-on, AI Transcription + Summaries Add-on, AI Voice Agent Add-on, A2P 10DLC Registration (One-time) and referral Program Credits.
Who are CurrentClient's main competitors?
Direct peers on record are MyRepChat, Symphony Communication Services and Movius. Broad incumbents are Smarsh, Global Relay, Proofpoint, RingCentral and Dialpad. Others are Wealthbox and Redtail Technology.
Does CurrentClient have an API?
Yes. API access is included with the Outreach Engine add-on ($29/mo). The Outreach Engine provides mass texts, sequences, keyword replies, and API access with 750 segments included. No public API documentation URL was found on the website.