Cleo Overview

  • Year Founded
  • 2016

Year Founded

  • Status
  • Private

  • Employees
  • 425

Employees

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

  • Investors
  • 32

Cleo General Information

Description

Developer of an artificial intelligence-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

Website
web.meetcleo.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 1 Ashley Road
  • 3rd Floor, Cheshire
  • Altrincham WA14 2DT
  • England, United Kingdom
Primary Industry
Financial Software
Other Industries
Other Financial Services
Vertical(s)
SaaS, Artificial Intelligence & Machine Learning, FinTech
Corporate Office
  • 1 Ashley Road
  • 3rd Floor, Cheshire
  • Altrincham WA14 2DT
  • England, United Kingdom

Cleo Timeline

2022202320242025
Financing RoundCaptured Employee CountEstimated Employee Growth

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Cleo Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
10. Later Stage VC 31-Aug-2023 Cancelled Generating Revenue
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
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
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%
To view Cleo’s complete cap table history, request access »

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.

Request a free trial

Cleo Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of an artificial intelligence-based personal finance application designed to supercharge financial health. The
Financial Software
Altrincham, United Kingdom
425 As of 2025

New York, NY
 

San Francisco, CA
 
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Cleo Competitors (17)

One of Cleo’s 17 competitors is Brigit, a Formerly VC-backed company based in New York, NY.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Brigit Formerly VC-backed New York, NY
Chime Venture Capital-Backed San Francisco, CA
Plum (Financial Software) Venture Capital-Backed London, United Kingdom
Abe AI Formerly Accelerator/Incubator backed NY
Dave Formerly VC-backed Los Angeles, CA
You’re viewing 5 of 17 competitors. Get the full list »

Cleo Patents

  • 3

    Total Documents Applications and Grants

  • Total Patents Families

  • Granted

  • Pending

  • Expiring in next 12 mo

Cleo 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 Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Cleo Investors (32)

Investor Name Investor Type Holding Investor Since Participating Rounds
Tech Nation Group Accelerator/Incubator
SBI Ventures Europe Corporate Venture Capital Minority
Angel (individual) Minority
Sofina Growth/Expansion Minority
TriplePoint Capital Venture Capital Minority
You’re viewing 5 of 32 investors. Get the full list »

Ready to get started?

Request a free trial

Cleo FAQs

  • When was Cleo founded?

    Cleo was founded in 2016.

  • Where is Cleo headquartered?

    Cleo is headquartered in Altrincham, United Kingdom.

  • What is the size of Cleo?

    Cleo has 425 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 .

  • How much funding has Cleo raised over time?

    Cleo has raised $142M.

  • Who are Cleo’s investors?

    Tech Nation Group, SBI Ventures Europe, , Sofina, and TriplePoint Capital are 5 of 32 investors who have invested in Cleo.

  • Who are Cleo’s competitors?

    Brigit, Chime, Plum (Financial Software), Abe AI, and Dave are some of the 17 competitors of Cleo.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »

  • 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 »