Fundraising FoxCharlie Finance
AcquiredSan Francisco, US · Founded 2016 · Delaware corporation · 2 known investors
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Acquired by Chime August 2021 · terms undisclosed · source ↗
Charlie Finance was an SMS/chat-based personal finance assistant that helped consumers track spending, cut bills, and pay down credit card debt.
Founders & leadership
Charlie Finance was founded in 2016 by Ilian Georgiev and Ivo Parashkevov.
IG
Ilian GeorgievCo-founder
IP
Ivo ParashkevovCo-founder
RL
Robert LuedemanNamed on SEC filing
Board
RG
Ryan GilbertBoard director
Investors · 2
Peterson Ventureslisted by Peterson VenturesSalt Lake City · $250K – $2.5M
How we know: Peterson Ventures's portfolio page · a partner's Signal profile · Not right? Tell us
Reported raises · per SEC filings
Form D private placements$12.9M disclosed across 1 round · 2018
▶$12.9MraisedNov 2018 · 20 investors · OtherRule 506(b)
▶$12.9MraisedNov 2018 · 20 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Ryan GilbertDirector
- Robert LuedemanDirector
- Ilian GeorgievExecutive Officer, Director
- Ivo ParashkevovExecutive Officer, Director
- Offering amount
- $12.9M
- Amount sold
- $12.9M
- First sale
- Nov 2018
- Incorporated
- Corporation, Delaware, 2016
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Frequently asked questions
- What does Charlie Finance do?
- Charlie Finance was an SMS/chat-based personal finance assistant that helped consumers track spending, cut bills, and pay down credit card debt.
- Who founded Charlie Finance?
- Charlie Finance was founded by Ilian Georgiev, Ivo Parashkevov in 2016.
- Who are Charlie Finance's investors?
- Charlie Finance's investors include Peterson Ventures, Uncork Capital.
- How much funding has Charlie Finance raised?
- Charlie Finance has disclosed $12.9M raised across 1 round.
- Where is Charlie Finance headquartered?
- Charlie Finance is headquartered in San Francisco, US.