Clientwell

United States
San Diego, California, United States, 92037

Company profile

Clientwell company profile

Clientwell is a digital growth and lead generation platform for wealthtech, SaaS, and financial service companies. The company'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.

Business identity

Contact email
[email protected]
Operating status
Active
Company type
For Profit
Employee range
1-10 employees
Founded
2020-01-01, Year

Headquarters

Postal code
92037
Country code
US
Continent
North America

Capital profile

Funding and company signals

Funding rounds
1
Last funding
Debt Financing / $312,500 / 2021-01-22
Founders
1

Founders and investors

Founders

Phillip Flakes