ClickSWITCH

Eagan, United States Founded: 2013 • Age: 13 yrs Acquired By Q2 Software
Platform offering account switching solution
Annual revenue - Latest available
Total funding $18.5M 3 rounds
Employees 55 Tracked headcount
Investors 7 Known backers
Products 4 Services tracked
Competitors 10 Brand Intelligence

About ClickSWITCH

ClickSWITCH is a company based in Eagan (United States) founded in 2013 by Cale Johnston was acquired by Q2 Software in April 2021. ClickSWITCH has raised $18.5 million across 3 funding rounds from investors including Q2, USAA Corporate Development and Point72 Ventures. The company has 55 employees as of December 31, 2022. ClickSWITCH offers products and services including Digital Banking, Digital Onboarding, Risk & Fraud Management, and Relationship Pricing. ClickSWITCH operates in a competitive market with competitors including Zafin, PureFacts, Shift Technology, Glia and Eltropy, among others.

  • Headquarter Eagan, United States
  • Employees 55 as on 31 Dec, 2022
  • Founders Cale Johnston
  • Sectors
    Financial Services
    Technology
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Clickswitch, Llc
Operational Areas
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Technology → Enterprise Software & Productivity Solutions Unlock Sub-Sector Unlock Segment
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $18.5 M (USD)

    in 3 rounds

  • Latest Funding Round
    $2 M (USD), Series B

    Sep 16, 2020

  • Investors
    Q2

    & 6 more

  • Employee Count
    55

    as on Dec 31, 2022

  • Acquired by
    Q2 Software

    (Apr 01, 2021)

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Products & Services of ClickSWITCH

ClickSWITCH offers a comprehensive portfolio of products and services, including Digital Banking, Digital Onboarding, Risk & Fraud Management, and Relationship Pricing.

Product name locked
Category locked
Primary

Platform for managing commercial and consumer banking services.

Product name locked
Category locked
Locked

Tools for streamlined account opening and user onboarding.

Product name locked
Category locked
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Automates fraud detection and risk monitoring for transactions.

Product name locked
Category locked
Locked

Optimizes deals and profitability for banking relationships.

People of ClickSWITCH

Headcount 1000-5000
Employee Profiles 674
Board Members and Advisors 6
Employee Profiles
People
Mark Hess
Senior Customer Success Manager
People
Mark McElroy
Senior Client Experience Manager
People
David Buggeln
Senior Client Experience Manager, Helix
People
Christopher Merced
Customer Support Manager - Centrix

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Board Members and Advisors
people
Jeffrey T. Diehl
Board Member
people
Lynn Antipas Tyson
Board Member

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Funding Insights of ClickSWITCH

ClickSWITCH has successfully raised a total of $18.5M across 3 strategic funding rounds. The most recent funding activity was a Series B round of $2 million completed in September 2020. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in ClickSWITCH

ClickSWITCH has secured backing from 7 investors, including venture fund and angel investors. Prominent investors backing the company include Q2, USAA Corporate Development and Point72 Ventures.

All
Venture Fund
Angel
Investor Description Founded Year Domain Location
Early-stage investments are directed toward fintech, insurtech, and AI startups.
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Venture capital fund focused on seed to growth stage fintech, deep tech, and enterprise tech companies
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Investment in retail and financial services technologies.
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Investor details for ClickSWITCH

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Investments & Acquisitions by ClickSWITCH

Investments
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Investment portfolio details for ClickSWITCH

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Financial Statements - ClickSWITCH

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Detailed financials for ClickSWITCH

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Clickswitch Comparisons

ClickSWITCH Primary company
Description
Platform offering account switching solution
Location
Eagan, United States
Founded Year
2013
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
55
As of 2022
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Peer comparison for ClickSWITCH

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Competitors of ClickSWITCH

ClickSWITCH operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Zafin, PureFacts, Shift Technology, Glia and Eltropy, among others.

Company Name Domain Founded year HQ Location Description
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Software solutions for relationship banking in financial services are delivered.
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CRM solutions for wealth managers
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Provider of AI solutions for insurance underwriting, claims, and risk
Locked Locked Locked
Cloud-based omnichannel platform is provided for financial customer service.
Locked Locked Locked
Reputation management software is provided for solar industry sales.
Locked Locked Locked
Customer engagement solutions are provided to banks and related sectors.
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Detailed competitors of ClickSWITCH

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Latest news on Clickswitch

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Complete news archive for ClickSWITCH

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Frequently Asked Questions about ClickSWITCH

ClickSWITCH was founded in 2013 and raised its 1st funding round 5 years after it was founded.

ClickSWITCH is headquartered in Eagan, United States. It is registered at Eagan, Minnesota, United States.

Cale Johnston is the current CEO of ClickSWITCH. They have also founded this company.

ClickSWITCH is a funded company, having raised a total of $18.5M across 3 funding rounds to date.

As of Dec 31, 2022, the latest employee count at ClickSWITCH is 55.

ClickSWITCH was founded in 2013 in Eagan, United States, and operates in the financial technology sector. An account switching solution is provided to financial institutions, allowing users to transfer recurring payments, direct deposits, and electronic payments from old bank accounts to new or existing ones. The platform supports seamless switches across various financial entities without direct user intervention in payment systems.

ClickSWITCH's top competitors include Glia, Shift Technology and PureFacts.

ClickSWITCH offers Digital Banking, Digital Onboarding, Risk & Fraud Management, and Relationship Pricing.

ClickSWITCH has 7 investors. Key investors include Q2, USAA Corporate Development, Point72 Ventures, Commerce Ventures, and Betsy Cohen.

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