Charlie is developing a simple and transparent bank account designed for retired seniors. At its core, the service will provide faster access to social security payments, high touch telemedicine and text style customer care, and enable family members to assist seniors with managing their finances.
Location: United States, California, Los Angeles
Total raised: $30.5M
Investors 3
| Date | Name | Website |
| - | Western Te... | westerntec... |
| 17.12.2022 | Better Tom... | btv.vc |
| 02.10.2022 | 305 Ventur... | 305.ventur... |
Funding Rounds 2
| Date | Series | Amount | Investors |
| 13.11.2023 | Series A | $23M | - |
| 09.05.2023 | - | $7.5M | Better Tom... |
Mentions in press and media 8
| Date | Title | Description |
| 22.08.2024 | Как меняются финтех-стартапы: от необанков для всех к приложениям для бабушек и поколения Z | Предлагаю поисследовать, что происходит с решениями, заточенными на личные финансы пользователей. Чтобы было интереснее, не будем рассматривать крупнейших игроков типа Revolut и Stripe и копнем поглубже. Давайте посмотрим вместе, с какими и... |
| 13.11.2023 | Charlie Financial Raises $23 Million | - |
| 31.10.2023 | Charlie Raises $23M in Series A Funding | Charlie, a Los Angeles, CA-based banking services company for 62+ community, raised $23M in Series A funding. The round – a combination of $16M equity and $7M debt – was led by TTV Capital. FPV also participated in the round as well as othe... |
| 14.05.2023 | Fintech startup Brex was among the bidders for SVB’s early-stage and growth portfolios | Welcome to The Interchange! If you received this in your inbox, thank you for signing up and your vote of confidence. If you’re reading this as a post on our site, sign up here so you can receive it directly in the future. Every week, we’ll... |
| 09.05.2023 | Charlie Raises $7.5M, Aims At Banking For Retirees | Los Angeles-based Charlie annoucned this morning that it has raised $7.5M in a venture funding round, and has launched a new, banking service aimed at retirees and soon-to-be-retirees who are older than 62. According to the startup, the ven... |
| - | Charlie | “Access to Social Security 3-5 days early and 3% earnings on deposits. Charlie is not a bank. Banking services provided by Sutton Bank, member FDIC.” |
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| - | Charlie | “Access to Social Security up to 4 weeks early and 3% earnings on deposits. Charlie is not a bank. Banking services provided by Sutton Bank, member FDIC.” |