Cleo
Cleo. Where AI meets money. Cleo launched in 2016 by people who have been burned by banks. Fed up with the broken system, we decided it was time to make a change. Since then, the cost of living has skyrocketed, the rich have continued getting richer, and our vision has only become clearer. Our mission? To change the world's relationship with money. Cleo is a platform for the 99% – an AI assistant defining a new category, one that goes beyond saving and budgets to actually changing how we feel about our finances. Using simplicity and humor, she’s helped millions of people improve their relationship with money, because we believe that everyone has the potential to achieve financial well-being in just one generation. Through a personalized chat, she provides you with deep insight about your money and tailored financial tools that increase your ability to save, all while making you laugh. We’re a product for the next generation. That means that we are committed to inclusive and unbiased financial growth for all. It also means dropping the BS. In the past year or so we’ve grown the Cleo team from 100 to 250+, and closed a $80m Series C led by Sofina (that’s a $500M valuation). Want to get involved? You know that awful feeling when you wake up wondering if what you’re about to do for the next 8 hours actually matters? That doesn’t happen here much. Everything we do is grounded in purpose. And because we’re all showing up for the same reason, collaboration comes easy. We have a culture of stepping up. We want, and expect you to grow and develop. You’ll have our support in everything you do. But more importantly, you’ll have our trust. We treat our people as humans first, employees second, which means giving everyone a voice. All perspectives are embraced here.
Cleo
Cleo. Where AI meets money. Cleo launched in 2016 by people who have been burned by banks. Fed up with the broken system, we decided it was time to make a change. Since then, the cost of living has skyrocketed, the rich have continued getting richer, and our vision has only become clearer. Our mission? To change the world's relationship with money. Cleo is a platform for the 99% – an AI assistant defining a new category, one that goes beyond saving and budgets to actually changing how we feel about our finances. Using simplicity and humor, she’s helped millions of people improve their relationship with money, because we believe that everyone has the potential to achieve financial well-being in just one generation. Through a personalized chat, she provides you with deep insight about your money and tailored financial tools that increase your ability to save, all while making you laugh. We’re a product for the next generation. That means that we are committed to inclusive and unbiased financial growth for all. It also means dropping the BS. In the past year or so we’ve grown the Cleo team from 100 to 250+, and closed a $80m Series C led by Sofina (that’s a $500M valuation). Want to get involved? You know that awful feeling when you wake up wondering if what you’re about to do for the next 8 hours actually matters? That doesn’t happen here much. Everything we do is grounded in purpose. And because we’re all showing up for the same reason, collaboration comes easy. We have a culture of stepping up. We want, and expect you to grow and develop. You’ll have our support in everything you do. But more importantly, you’ll have our trust. We treat our people as humans first, employees second, which means giving everyone a voice. All perspectives are embraced here.
TL;DR
What they do: AI-first conversational personal finance assistant offering savings, debt tools, cash advances, and subscription tiers
Founded: 2016
Founder / CEO: Barney (Barnaby) Hussey-Yeo
Recent funding signal: Closed $80M Series C led by Sofina (reported valuation $500M)
Total reported funding: $137.5M (reported)
