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Charlie Financial offers banking services tailored for retirees aged 62 and older in the United States. The company allows clients to access Social Security benefits up to four weeks early and provides a competitive 3% earnings rate on deposits. With a focus on security, Charlie Financial includes advanced fraud protection and FDIC insurance coverage, while also ensuring customer support is handled by a U.S.-based team. The goal is to provide a secure and supportive banking experience that addresses the unique financial needs of retirees.
Company Stage
Series A
Employees
11-50
Industries
Fintech, Financial Services
Total Funding
$30.5M
Headquarters
N/A
Founded
2021
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