Charlie

About Charlie

Charlie Financial is a financial services company focused on providing banking solutions tailored for Americans aged 62 and older. Their mission is to offer secure, accessible financial services with a focus on early Social Security payments, fraud protection, and personalized customer support, ensuring peace of mind for seniors.

Products & Services

Charlie Demand Deposit Account:A banking account designed for people 62+, offering early access to Social Security payments (3-5 days early), no monthly fees, and FDIC insurance up to $250,000 through Sutton Bank.

Charlie Visa Debit Card:A debit card with customizable features like family photo personalization, access to 55,000 fee-free ATMs nationwide, and Visa's Zero Liability Policy for security.

FraudShield:Advanced fraud protection with customizable settings, real-time transaction monitoring, and 24/7 security to protect seniors from scams and unauthorized transactions.

Early Social Security Payments:Access to Social Security payments 3-5 days early with no fees or interest, facilitating better financial planning for seniors.

High-Yield Savings:Earn 3% APY on savings, offered at Charlie's discretion, to help seniors make their money go further.

Human Support:Real human customer support available 7 days a week via email, phone, and text for assistance with account management and inquiries.

Specialties

Senior Banking (62+ demographic) Fraud Protection Early Social Security Payment Access FDIC-Insured Deposits Personalized Debit Cards

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Series A T: - FT: Series A	A: 23000000 MR: - FA: 23M FAN: 23000000	D: 2023-10-31 FD: 2023-10-31	3 investors

Series A Latest

2023-10-31

$23.0M

3 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

N

Nick Shutwell

SVP of Growth & Distribution

M

Marty Martin

President

T

Tim Turmelle

Former SVP, Sutton Bank

K

Kevin Potts

Former COO

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Recent News

Charlie Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised