Cleo AI Overview
- Year Founded
-
2016
- Status
-
Private
- Employees
-
600
- Latest Deal Type
-
Series D
- (Cancelled)
- Investors
-
29
Cleo AI General Information
Description
Developer of an artificial intelligence-based personal finance application designed to change 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
Website
web.meetcleo.comCorporate Office
- 1 Ashley Road
- 3rd Floor, Cheshire
- Altrincham WA14 2DT
- England, United Kingdom
Corporate Office
- 1 Ashley Road
- 3rd Floor, Cheshire
- Altrincham WA14 2DT
- England, United Kingdom
Cleo AI Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 10. Later Stage VC (Series D) | Cancelled | Profitable | ||||
| 9. Accelerator/Incubator | 19-Mar-2024 | Completed | Generating Revenue | |||
| 8. Later Stage VC (Series C) | 05-Apr-2022 | Completed | Generating Revenue | |||
| 7. Accelerator/Incubator | 01-Apr-2021 | Completed | Generating Revenue | |||
| 6. Early Stage VC (Series B) | 10-Dec-2020 | Completed | Generating Revenue | |||
| 5. Debt - General | 17-Jun-2019 | Completed | Generating Revenue | |||
| 4. Early Stage VC (Series A) | 20-Sep-2018 | Completed | Generating Revenue | |||
| 3. Seed Round | 03-Jul-2017 | Completed | Generating Revenue | |||
| 2. Seed Round | 25-Jan-2017 | $709K | $734K | Completed | Startup | |
| 1. Accelerator/Incubator | 08-Mar-2016 | $24.5K | $24.5K | Completed | Startup |
Cleo AI Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Ordinary | ||||||||
| C Preferred Shares | ||||||||
| B2 Preferred | ||||||||
| B1 Preferred | ||||||||
| A Preferred | ||||||||
| A Preferred | ||||||||
| Ordinary | ||||||||
| 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% |
VC Exit Predictor
See how our proprietary methodology utilizes historical data sets to synthesize the likelihood of an acquisition, IPO, or no exit event. Get a detailed look at the calculations behind our predictions.
Opportunity Score
Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.
Exit Type
Evaluates the likelihood of a successful exit for investors, and the most likely exit type.
Cleo AI Comparisons
Industry
Financing
Details
Cleo AI Competitors (10)
One of Cleo AI’s 10 competitors is Plum (Financial Software), a Venture Capital-Backed company based in London, United Kingdom.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Plum (Financial Software) | Venture Capital-Backed | London, United Kingdom | ||||
| Chime Financial | Formerly VC-backed | San Francisco, CA | ||||
| Wise | Formerly VC-backed | London, United Kingdom | ||||
| Digital Moneybox | Venture Capital-Backed | London, United Kingdom | ||||
| Wealthfront | Formerly VC-backed | Palo Alto, CA |
Cleo AI Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
-
Verticals
Cleo AI Patents
Cleo AI Recent Patent Activity
| Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
|---|---|---|---|---|---|
| CA-2566114-A1 | Interlocking dividers | Inactive | 31-Oct-2005 | ||
| US-20070095883-A1 | Interlocking dividers | Inactive | 31-Oct-2005 | ||
| US-5337895-A | Protective end cap for paper rolled on a tube | Inactive | 03-Dec-1992 | B65H75/185 |
Cleo AI Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Cleo AI Investors (29)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| Tech Nation Group | Accelerator/Incubator | |||
| Angel (individual) | Minority | |||
| Sofina | Growth/Expansion | Minority | ||
| TriplePoint Capital | Venture Capital | Minority | ||
| AI Venture Labs | Accelerator/Incubator | Minority |
Cleo AI FAQs
-
When was Cleo AI founded?
Cleo AI was founded in 2016.
-
Where is Cleo AI headquartered?
Cleo AI is headquartered in Altrincham, United Kingdom.
-
What is the size of Cleo AI?
Cleo AI has 600 total employees.
-
What industry is Cleo AI in?
Cleo AI’s primary industry is Financial Software.
-
Is Cleo AI a private or public company?
Cleo AI is a Private company.
-
What is Cleo AI’s current revenue?
The current revenue for Cleo AI is .
-
How much funding has Cleo AI raised over time?
Cleo AI has raised $142M.
-
Who are Cleo AI’s investors?
Tech Nation Group, , Sofina, TriplePoint Capital, and AI Venture Labs are 5 of 29 investors who have invested in Cleo AI.
-
Who are Cleo AI’s competitors?
Plum (Financial Software), Chime Financial, Wise, Digital Moneybox, and Wealthfront are some of the 10 competitors of Cleo AI.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read more -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process
