Insights

AI Financial Growth Cleo operates as an AI-driven financial assistant with a large user base and substantial revenue, indicating a scalable platform and potential for enterprise partnerships or white-label integrations that leverage AI capabilities for budgeting, insights, and personalized financial coaching.

Sponsible Partnerships With a Series C and a valuation around several hundreds of millions, Cleo is likely open to strategic collaborations, fintech brand integrations, and co-marketing initiatives that expand user reach and deepen product capabilities.

Mid-market Focus Headcount and funding suggest Cleo is past startup phase but still growing; targeting mid-market banks, fintechs, and payment providers could yield partner opportunities for API integrations, data analytics services, and customer engagement tools.

Tech Stack Fit Cleo already leverages a modern tech stack including AI (Claude by Anthropic), PostgreSQL, GitLab, Prometheus, and Sentry; this signals receptiveness to scalable, secure integrations and performance monitoring solutions tailored for fintech environments.

Engagement & Outreach A large user base focused on daily money management and personalized insights presents a clear opportunity for financial wellness content, upsell of premium features, and cross-sell of complementary financial services to increase lifetime value.

Similar companies to Cleo

Cleo Tech Stack

Cleo uses 8 technology products and services including Calendly, Adobe Creative Cloud, Prometheus, and more. Explore Cleo's tech stack below.

Cleo's Email Address Formats

Cleo uses at least 4 email formats:
Cleo Email FormatsExamplePercentage
First@meetcleo.comJohn@meetcleo.com
59%
First.L@meetcleo.comJohn.D@meetcleo.com
29%
Last@meetcleo.comDoe@meetcleo.com
9%
First.Last@meetcleo.comJohn.Doe@meetcleo.com
3%

Frequently Asked Questions

What is Cleo's stock symbol?

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Cleo is a publicly traded company; the company's stock symbol is CLEO.JK.

What is Cleo's official website and social media links?

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Cleo's official website is meetcleo.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does Cleo generate?

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As of August 2026, Cleo's annual revenue is estimated to be $100M - $250M.

What is Cleo's SIC code and NAICS code?

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Cleo's SIC code is 7372 - Prepackaged Software and NAICS code is 52 - Finance and Insurance.

How many employees does Cleo have currently?

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As of August 2026, Cleo has approximately 701 employees across 6 continents, including Europe, North America and Asia. Key team members include Chief Economics Officer: C. H., Chief Credit Officer: P. R. and Chief Of Staff: D. M. Explore Cleo's employee directory with LeadIQ.

What industry does Cleo belong to?

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Cleo operates in the Financial Services industry.

What technology does Cleo use?

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Cleo's tech stack includes Calendly, Adobe Creative Cloud, Prometheus, PostgreSQL, Claude by Anthropic, GitLab, Sentry and Cisco.

What is Cleo's email format?

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Cleo's email format typically follows the pattern of First@meetcleo.com. Find more Cleo email formats with LeadIQ.

How much funding has Cleo raised to date?

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As of August 2026, Cleo has raised $138M in funding. The last funding round occurred on Jun 16, 2022 for $81M.

When was Cleo founded?

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Cleo was founded in 2016.
Cleo logo

Cleo

Financial ServicesEngland, United Kingdom501-1000 Employees

Cleo provides a financial services platform anchored by an AI-powered personal finance assistant that helps users manage money. Through a personalized chat, the assistant offers insights and tailored tools to improve saving and overall financial well-being. The service targets a broad consumer audience and aims to reshape how people relate to their finances, going beyond budgeting. Its approach emphasizes accessibility and inclusivity in financial growth.

The company is based in London, England, and was founded in 2016 by individuals seeking to address frustrations with the traditional banking system. Positioned in the financial services space, Cleo blends technology with consumer finance to offer an AI-assisted approach to everyday money management.

Section iconCompany Overview

SIC Code
7372 - Prepackaged Software
Stock Symbol
CLEO.JK
NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
501-1000

Section iconFunding & Financials

  • $138M

    Cleo has raised a total of $138M of funding over 7 rounds. Their latest funding round was raised on Jun 16, 2022 in the amount of $81M as a Series C.

  • $100M - $250M

    Cleo's revenue is estimated to be in the range of $100M - $250M

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