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Founded Year

2016

Stage

Series A | Alive

Total Raised

$10.5M

Last Raised

$9M | 5 yrs ago

Revenue

$0000 

About Charlie

Charlie is a personal financial management tool/chatbot that offers information on ways to save and how to avoid recurring fees and penalties.

Headquarters Location

360 Ritch Street Suite 205

San Francisco, California, 94107,

United States

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Research containing Charlie

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned Charlie in 1 CB Insights research brief, most recently on Feb 23, 2022.

Expert Collections containing Charlie

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Charlie is included in 3 Expert Collections, including Wealth Tech.

W

Wealth Tech

2,051 items

Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.

F

Financial Wellness

245 items

Track startups and capture company information and workflow.

F

Fintech

8,086 items

Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.

Latest Charlie News

‘He was on the brink of death’: B.C. dog survives fentanyl overdose

Sep 20, 2023

dog survives fentanyl overdose linkedin Close Press Add Back Posted September 19, 2023 9:29 pm Hide message bar Family dog almost dies from drug overdose in Surrey A Surrey family is warning pet owners after their dog almost died from a drug overdose. As Janet Brown reports, a routine bathroom break before bed turned into a terrifying rush to save his life. Leave a comment linkedin Increase article font size A South Surrey man is hoping his story can help save four-legged lives, after his dog narrowly escaped a fatal opioid overdose. The close call came earlier this month, after Derek Thornton took his eight-year-0ld chocolate lab Charlie for a walk near 160 Street and 26 Avenue. About half an hour after they got home, Thornton’s 10-year-old son came and told him Charlie was acting strangely. 1:36 Dog recovering after drug overdose at Surrey park “His eyes were open but he was lying still like he was sleeping. His eyes were cloudy, kind of flickering, not quite right, he wasn’t responding to his name, I lifted his head and his head just kind of flopped down, kind of lifeless. I lifted his paws, same thing — he was quite unresponsive,” he said. Story continues below advertisement The family quickly called a local veterinarian that was open late and rushed Charlie for help. When he arrived at the vet, his pulse was extremely low and the dog was taking just three breaths per minute. Staff intubated Charlie and stabilized him, before calling ahead to a pet emergency hospital in Langley, who suggested they try Naloxone on the the pup. After one dose, Charlie’s breath rate climbed to 20 per minute, and after a second dose, he stood up, Thornton said. “The doctor in Langley effectively confirmed opioids at that point which was kind of a shock to us,” he said. “The vet there said most likely fentanyl. They said he probably just sniffed it on the ground somewhere, because he didn’t get into anything in particular that night, but it’s happening more and more.” Thornton believes his family was lucky because they were able to get to a vet that was open in under 15 minutes, and Charlie was treated quickly. 1:58 The incident left the entire family rattled. Story continues below advertisement “He’s 80 pounds. My 10-year-old son is 80 pounds. Yeah, it’s scary — I mean he was on the brink of death. Anyone or any pet smaller than him maybe wouldn’t have made it,” he said. “We were pretty panicked carrying Charlie out down to the car; our kids were crying their eyes out and screaming. We really didn’t know what we were dealing with.” Dr. Hanna Weitzenfeld, senior manager of animal health for the B.C. SPCA said drug poisoning in dogs is not uncommon in British Columbia, amid the province’s opioid public health crisis. While she said there isn’t data to show it is a growing problem this year, it is something that happens often enough that pet owners should be prepared for the possibility. “Some of the signs you could look for might be drowsiness, not responding to his name if the dog normally does, wobbliness, or seeming like they are out of it or uncomfortable, whining, weakness, droopiness,” she said. 1:49 Story continues below advertisement Weitzenfeld said given the potential risk, it may be a good idea for pet owners to speak with their veterinarian about obtaining a Naloxone kit. She added that owners should always keep a close eye on their furry friends, and that no part of the region is immune from possible dangerous accidents. “It really could be anywhere,” she said. “I could walk out my front door and have this happen with my dog.” Back in South Surrey, Thornton said he’s hoping his family’s experience can be an important lesson for others. He said many people have asked him where the incident happened, but his message is that it could happen anywhere and it’s more important for people to know the signs and to be prepared to deal with an overdose. 2:01 Pot and pets: B.C. veterinarian seeing spike in THC toxicity cases since legalization “Raising awareness I think is a better use of our time and energy than being angry about it, because being angry about it doesn’t do anything,” he said. Story continues below advertisement Charlie has since fully recovered, but in the wake of the incident the family went out and picked up a Naloxone kit for their own home. What’s more, the incident has been a frightening life lesson for his own family — including his 13-year-old son who just started high school. “I think it helped hammer the point home when we said, ‘You know when we talked about drugs being mixed with things? The thing they’re mixing the drugs with is what Charlie overdoes on and that could very well be you, and we don’t want that obviously,'” he said. “Not to make light of it, but we were giving him the drug talk — we didn’t think we needed to give our dog the drug talk.” More on Health

Charlie Frequently Asked Questions (FAQ)

  • When was Charlie founded?

    Charlie was founded in 2016.

  • Where is Charlie's headquarters?

    Charlie's headquarters is located at 360 Ritch Street, San Francisco.

  • What is Charlie's latest funding round?

    Charlie's latest funding round is Series A.

  • How much did Charlie raise?

    Charlie raised a total of $10.5M.

  • Who are the investors of Charlie?

    Investors of Charlie include Propel Venture Partners and Norwest Venture Partners.

  • Who are Charlie's competitors?

    Competitors of Charlie include SmartAsset, Finn AI, Cleo, Even, Digit and 9 more.

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Looking for a leg up on competitive, customer and technology insights?
CB Insights puts confidence and clarity into your most strategic decisions.
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Trusted by the world's smartest companies to:
  • Predict emerging trends
  • See competitors' playbooks
  • Stalk the smart money
  • Identify tomorrow's challengers
  • Spot growing industries
  • Kill analyst data work
Let's see how we can help you!
MicrosoftWalmartWells Fargo

Compare Charlie to Competitors

E
Empower Finance

Empower is a mobile banking app that offers a full suite of personal finance solutions, including automated savings, interest checking and cash advance, easy budgeting and spend tracking, bill negotiation and subscription management, and personalized recommendations.

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Albert

Albert operates as a financial technology company. It offers human guidance and technology-based service for finance-related insights to the customers enabling proper utilization of their finances. The company was founded in 2015 and is based in Los Angeles, California.

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Qapital

Qapital offers a personal finance app that encourages users to save for things they want (like a vacation, wedding, or down payment on a home) by making behavior changes to achieve results. The app allows users to set a goal and accumulate savings triggered by everyday behaviors, such as grabbing a morning coffee or ordering take-out. It employs IFTTT (If This Then That) technology, allowing users save money by using their favorite apps, such as posting a photo to Instagram or reaching a target on Fitbit.

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Frich

Frich develops social finance applications designed to make money social by introducing savings challenges with friends. The company's application creates social spending challenges with friends, tracks social spending, sets savings goals, and provides rewards for winning savings challenges and goals. It was founded in 2021 and is based in New York, New York.

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Varo

Varo provides mobile-based banking solutions. It offers a variety of banking services, including checking accounts, savings accounts, and credit cards. It was formerly known as Ascendit Holdings. It was founded in 2015 and is based in San Francisco, California.

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Brigit

Brigit operates as a financial health analyzing application facilitating analysis of expenditure, budgeting tools, and offering micro-credits. The company provides various products such as instant cash, credit builder, and more. It offers individuals with financial security measures, opportunities for obtaining funds, and opportunities for personal finance education. It was founded in 2017 and is based in New York, New York.

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