Charlie is the new standard for 62+ banking* services. Charlie helps retirees make the most of their limited resources with features including faster access to their Social Security check, competitive earnings on deposits and no monthly fees or minimums, as well as US-based customer service, and a simple, transparent digital experience designed for their needs. Charlie is transforming financial services for the 62+ community and providing peace of mind around their financial present and future. Charlie is not a bank, banking services provided by Sutton Bank; Member FDIC.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 10/31/23 | $23,000,000 | Series A |
Better Tomorrow Ventures FPV Ventures TTV Capital  | undisclosed |
