Cleo Overview

  • Year Founded
  • 2016

Year Founded

  • Status
  • Private

  • Employees
  • 332

Employees

  • Latest Deal Type
  • Later Stage VC
  • (Upcoming)

  • Investors
  • 29

Cleo General Information

Description

Developer of artificial intelligence (AI)-based personal finance application designed to supercharge financial health. The company's application turns the complexity of financial life into a conversation and provides deeply personal advice and products based on specific needs and financial history, enabling users to keep track of their spending across multiple accounts and credit cards and grows with users from their first paycheck to their first mortgage.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Corporate Office
  • 150 West 25th Street
  • Room 403
  • New York, NY 10001
  • United States
+1 (833) 000-0000

Cleo Timeline

2021202220232024
Financing RoundCaptured Employee CountEstimated Employee Growth

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Cleo Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
9. Later Stage VC Upcoming Generating Revenue
8. Accelerator/Incubator 19-Mar-2024 00000 Completed Generating Revenue
7. Later Stage VC (Series C) 05-Apr-2022 000.00 00000 Completed Generating Revenue
6. Early Stage VC (Series B) 10-Dec-2020 0000 000.00 00000 Completed Generating Revenue
5. Debt - General 17-Jun-2019 000.00 Completed Generating Revenue
4. Early Stage VC (Series A) 20-Sep-2018 00.00 000.00 Completed Generating Revenue
3. Seed Round 03-Jul-2017 00.000 00.00 000.00 Completed Generating Revenue
2. Seed Round 25-Jan-2017 $709K $734K 00.000 Completed Startup
1. Accelerator/Incubator 08-Mar-2016 $24.5K $24.5K 00000 Completed Startup
To view Cleo’s complete valuation and funding history, request access »

Cleo Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Ordinary 00,000 00.000000 00.00 00.00 00 00.00 0.000
C Preferred Shares 0,000,000 00.000000 000.00 000.00 00 000.00 000
B2 Preferred 0,000,000 00.000000 00.00 00.00 00 00.00 00.000
B1 Preferred 0,000,000 00.000000 00.00 00.00 00 00.00 0.000
A Preferred 0,000,000 00.000000 00.00 00.00 00 00.00 0.00
A Preferred 0,000,000 00.000000 00.00 00.00 00 00.00 00.000
Ordinary 000,000 00.000000 00.00 00.00 00 00.00 0.00
Series Seed Preferred 2,134,901 $0.000013 $0.21 $0.21 1x $0.21 5.91%
Ordinary 1,398,514 $0.000013 $0.21 $0.21 1x $0.21 3.87%
To view Cleo’s complete cap table history, request access »

Cleo Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of artificial intelligence (AI)-based personal finance application designed to supercharge financial health. T
Financial Software
New York, NY
332 As of 2024
00000
00000 00000

000000

eniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo c
000000000 00000000
New York, NY
00 As of 0000
00000
0000000000 0 00000

000000

consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum
00000 000000000 0000
Palo Alto, CA
000 As of 0000
00000
00.00 0000-00-00
00000000000 00000
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Cleo Competitors (17)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Brigit Venture Capital-Backed New York, NY 00 00000 0000000000 0 00000
Wealthfront Venture Capital-Backed Palo Alto, CA 000 00000 00000000000 00000
Plum (Financial Software) Venture Capital-Backed London, United Kingdom 000 000.00 0000000000 0 000.00
Chime Venture Capital-Backed San Francisco, CA 0000 00.000 00000000 00.000
MoneyLion Formerly VC-backed New York, NY 000 00.000 0000 00.000
You’re viewing 5 of 17 competitors. Get the full list »

Cleo Patents

Cleo Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
CA-2566114-A1 Interlocking dividers Inactive 31-Oct-2005 00000000000
US-20070095883-A1 Interlocking dividers Inactive 31-Oct-2005 00000000000 0
US-5337895-A Protective end cap for paper rolled on a tube Inactive 03-Dec-1992 B65H75/185 00

Cleo Executive Team (11)

Name Title Board Seat Contact Info
Barney Hussey-Yeo Co-Founder, Chief Executive Officer, and Board Member
Chung Ip Chief Financial Officer
Rajat Agarwal Chief Credit Officer
Eric Lin Strategic Finance
Kyle Booysens Head of Strategic Finance
You’re viewing 5 of 11 executive team members. Get the full list »

Cleo Board Members (3)

Name Representing Role Since
Robert Moffat Balderton Capital Board Member 000 0000
You’re viewing 1 of 3 board members. Get the full list »

Cleo Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Cleo Investors (29)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Tech Nation Group Accelerator/Incubator 000 0000 000000 0
Silicon Valley Angel (individual) Minority 000 0000 000000 0
Sofina Growth/Expansion Minority 000 0000 000000 0
EQT Ventures Venture Capital Minority 000 0000 000000 0
Latitude, LP Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 29 investors. Get the full list »

Cleo FAQs

  • When was Cleo founded?

    Cleo was founded in 2016.

  • Who is the founder of Cleo?

    Barney Hussey-Yeo and Aleksandra Woźniak are the founders of Cleo.

  • Who is the CEO of Cleo?

    Barney Hussey-Yeo is the CEO of Cleo.

  • Where is Cleo headquartered?

    Cleo is headquartered in New York, NY.

  • What is the size of Cleo?

    Cleo has 332 total employees.

  • What industry is Cleo in?

    Cleo’s primary industry is Financial Software.

  • Is Cleo a private or public company?

    Cleo is a Private company.

  • What is Cleo’s current revenue?

    The current revenue for Cleo is 00000.

  • How much funding has Cleo raised over time?

    Cleo has raised $142M.

  • Who are Cleo’s investors?

    Tech Nation Group, Silicon Valley, Sofina, EQT Ventures, and Latitude, LP are 5 of 29 investors who have invested in Cleo.

  • Who are Cleo’s competitors?

    Brigit, Wealthfront, Plum (Financial Software), Chime, and MoneyLion are some of the 17 competitors of Cleo.

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