Cleo is an AI-native consumer fintech app with a mission to make financial wellness accessible, engaging, and transparent.
Investment highlights
2016
Year of establishment
United Kingdom
Country
2022
Year of entry
11.11%
Shareholding percentage *
Digital transformation
Sector
* Sofina is represented in the decision-making bodies of the company.
Cleo provides radically personalised advice and products which help its clients in ways their bank never could. Seeking to positively impact the lives of millions of young people with limited financial literacy, who face increased pressure on their finances as the cost-of-living crisis escalates. From their first paycheck to their first mortgage, Cleo grows with its clients to become the only relationship they need with their money.
Founded in 2016 by its current CEO Barnaby Hussey-Yeo, Cleo is based in London and operates around the world with a particular focus on the US market.