Clientwell is a digital growth and lead generation platform for wealthtech, SaaS, and financial service companies.
Business Model: SAAS
Revenue: $0
Employees: 1-10
Address:
City: La Jolla
State: California
Zip:
Country: United States
Clientwell is a digital growth and lead generation platform for wealthtech, SaaS, and financial service companies. The company&s;s AI prospecting engine generates leads. Developed by engineers, the algorithm combines process, digital strategy, and content to engage clients for financial professionals. Clientwell was founded in 2020 and is headquartered in La Jolla, CA.
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Announced Date | Company | Transaction | Money Raised |
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Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 1/2021 | Debt Financing | $312.5k |
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