ClickSWITCH Overview

  • Founded
  • 2014
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 46
Employees
  • Latest Deal Type
  • M&A
  • Latest Deal Amount
  • $65.5M
Latest Deal Amount

ClickSWITCH General Information

Description

Developer of an automated account switching platform designed to switch direct deposits and automatic payments. The company's platform uses proprietary technology to automate the switch of direct deposits and recurring payments for account holders, enabling financial institutions to engage account holders and drive deposit growth.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Acquirer
Primary Office
  • 701 Washington Avenue North
  • Suite 300
  • Minneapolis, MN 55401
  • United States
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ClickSWITCH Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
6. Merger/Acquisition 01-Apr-2021 $65.5M 0000 000.00 Completed Generating Revenue
5. Later Stage VC (Series B1) 16-Sep-2020 000 0000 0000 Completed Generating Revenue
4. Early Stage VC (Series B) 14-May-2019 0000 0000 0000 Completed Generating Revenue
3. Accelerator/Incubator 01-Jan-2019 000 Completed Generating Revenue
2. Early Stage VC (Series A) 08-Aug-2018 $3.5M $6M 000.00 Completed Generating Revenue
1. Angel (individual) $2.5M $2.5M Completed Startup
To view ClickSWITCH’s complete valuation and funding history, request access »

ClickSWITCH Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series B-1 000,000 00.000000 00 00.00 00.00 00 00.00 0.000
Series B-1X 000,000 00.000000 00 00.00 00.00 00 00.00 00
Series B 7,686,435 $0.000010 8% $1.72 $1.72 1x $1.72 30.95%
Series A 3,990,874 $0.000010 8% $0.88 $0.88 1x $0.88 16.32%
To view ClickSWITCH’s complete cap table history, request access »

ClickSWITCH Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of an automated account switching platform designed to switch direct deposits and automatic payments. The comp
Financial Software
Minneapolis, MN
46 As of 2021
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00.00 0000-00-00
000000&0 0000

00 00000

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000000000 00000000
Omaha, NE
000 As of 0000
000.00
000 0000-00-00
000000&0 000.00
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ClickSWITCH Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
00 0000000 Formerly VC-backed Omaha, NE 000 000.00 000000&0 000.00
You’re viewing 1 of 1 competitors. Get the full list »

ClickSWITCH Patents

ClickSWITCH Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-10671981-B2 Centralized financial account migration system Active 27-Jun-2014 0000000000
US-20180068281-A1 Centralized financial account migration system Granted 27-Jun-2014 0000000000
US-20150142660-A1 Centralized financial account migration system Granted 27-Jun-2014 000000000 0
US-9842321-B2 Centralized financial account migration system Active 27-Jun-2014 0000000000 00
US-20150154569-A1 Centralized financial account migration system Granted 27-Jun-2014 G06Q20/023 0

ClickSWITCH Executive Team (12)

Name Title Board Seat Contact Info
Cale Johnston Founder, President, Chairman & Chief Executive Officer
Drew Fanberg Chief Financial Officer
Robert Zwink Chief Technology Officer
Christopher Leckrone JD Chief Compliance Officer & General Counsel
Jeffrey Greiner Advisor
You’re viewing 5 of 12 executive team members. Get the full list »

ClickSWITCH Board Members (4)

Name Representing Role Since
Daniel Rosen Commerce Ventures Board Member 000 0000
Jeremy Kuiper Self Board Member & Advisor 000 0000
Tripp Shriner ClickSWITCH Board Member 000 0000
You’re viewing 3 of 4 board members. Get the full list »

ClickSWITCH Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-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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ClickSWITCH Former Investors (8)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Betsy Cohen Angel (individual) Minority 000 0000 000000 0
Commerce Ventures Venture Capital Minority 000 0000 000000 0
Daniel Cohen Angel (individual) Minority 000 0000 000000 0
Peter Kight Angel (individual) Minority 000 0000 000000 0
Plug and Play Tech Center Accelerator/Incubator 000 0000 000000 0
You’re viewing 5 of 8 investors. Get the full list »