CurrentClient

CurrentClient makes a business phone and text messaging app for financial advisors and their staff. It runs on iOS, Android, macOS, Windows and the web, and every call and message is archived and logged to the firm's CRM.

The texting side handles one-to-one and group threads, scheduled messages, out-of-office replies and a text widget for an advisor's website, with carrier registration and opt-in and unsubscribe tracking built in. The phone side gives each advisor a local or toll-free number, a dialer that searches CRM contacts, call menus and routing, ring groups and spam screening. Records are kept for five years and fed to compliance archives such as Hadrius, Greenboard and Archive Intel, and to CRMs including Wealthbox, Redtail, Salesforce, HubSpot and Practifi. Add-ons cover AI call transcription and summaries, an AI receptionist that answers and screens calls, and mass texting with date-based automations.

Pricing is published per user per month on annual billing: Text at $24, Text + Forwarding at $34 and Text + Phone at $44, with no contract. The company says it holds a SOC 2 Type 2 report. Thicket Ventures led its $1.25 million seed financing in March 2026, and in August 2026 XY Planning Network added it to its partner program with an XY Archive integration.