SALT LAKE CITY, March 26, 2026 (GLOBE NEWSWIRE) — CurrentClient, the fashionable communication platform constructed for monetary advisors, as we speak introduced a $1.25 million seed spherical, led by Thicket Ventures, a enterprise agency recognized for backing high-growth fintech and wealthtech innovators.
As a part of the funding, Justin Wisz, Companion at Thicket Ventures, has joined CurrentClient’s Board of Administrators.
“We are thrilled that our company received the validation of such a well-respected investor as Thicket Ventures and that Justin has joined our board of directors,” stated Dustin Belliston, Founder and Chief Govt Officer of CurrentClient. “This investment allows us to significantly support our growth as we seek to improve the way advisors communicate in real-time with modern clients. My co-founders Andrew Clark, Jeff Hutchins and I are excited for the growth opportunity this funding provides our company and our clients.
Since 2021, regulators have fined dozens of firms more than $2.7 billion for violations of federal securities laws involving off-channel communications. CurrentClient is redefining how advisors communicate with clients amid this environment by offering a compliant, integrated, and intuitive phone and messaging system designed specifically for registered investment advisors and financial planners. CurrentClient’s platform has quickly gained traction among advisors seeking to streamline communication, reduce compliance risk, and deliver a more modern client experience.
“Thicket Ventures invests in companies that will be critical to the foundational architecture of the financial services industry,” stated Wisz. “CurrentClient is building the communication infrastructure that solves a difficult and costly problem for thousands of financial advisors. We’re excited to help accelerate that mission.”
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CurrentClient additionally introduced that Austin Visitor has joined the corporate as Head of Gross sales. As the previous head of gross sales at FINNY, Visitor brings intensive expertise scaling go-to-market groups in fintech and advisor-focused SaaS, with a monitor file of accelerating adoption amongst RIAs, broker-dealers, and enterprise wealth platforms.
“Austin’s experience and expertise in the financial advisor space is precisely what we need as we take CurrentClient to the next level,” Belliston stated. “We are excited in what the combination of our new investment and Austin’s leadership will bring as we scale.”
About CurrentClient
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CurrentClient is the fashionable communication platform for monetary advisors, providing a compliant, built-in, and intuitive cellphone and messaging system designed to remove friction and improve consumer engagement. Based in 2022, the corporate is headquartered in Provo, Utah.
