Cleo stock
Private-market facts for current and former Cleo employees researching their stock.
Overview
Cleo is an AI-powered personal finance assistant that helps users budget, save, and manage debt through a conversational chat interface, offering features like salary advances and credit building.
Selling Cleo shares
Why shareholders consider selling
Shareholders in Cleo may explore liquidity for a number of reasons — diversifying a concentrated position, funding a personal financial goal, or simply reducing exposure to a single private holding. As a private company, Cleo does not trade on a public exchange, meaning employees and early shareholders cannot simply sell through a brokerage. Extended private timelines can leave shareholders waiting years for an exit event, which is why some choose to explore secondary-market options.
Can you sell Cleo stock?
Whether a shareholder can sell typically depends on what they hold and how it was acquired. Vested and exercised shares are generally more straightforward than unexercised options or unvested RSUs. Most private companies, including those in the Fintech sector, impose transfer restrictions such as rights of first refusal or board approval requirements. The specific terms governing Cleo shares would be outlined in the holder's equity agreement or the company's governing documents.
What affects the value of Cleo shares?
The price a buyer is willing to pay for private shares is shaped by several factors: overall demand for the stock, the company's financial performance, broader Fintech market conditions, and any recent private-market transaction activity. Data points such as the company's Series C round can help frame expectations, though they do not guarantee a transaction price.
What should holders check before selling
- The type of security held (common shares, preferred, options, RSUs)
- Whether the equity is fully vested and, for options, whether it has been exercised
- Any transfer restrictions, lock-up provisions, or company approval requirements
- Estimated net proceeds after applicable taxes and transaction fees
- Whether partial liquidity — selling a portion rather than the full position — may be a better fit
Tools for Cleo shareholders
Exploring equity in Cleo often raises questions about taxes, exercise timing, valuation, and exit outcomes. These tools can help you model different decisions using your own assumptions.
Latest funding round
Cleo most recently raised a Series C round in June 2023. Total funding raised to date is approximately $310M.
Lead investors in this round include SoftBank Vision Fund and EQT Ventures.
Founders & company background
Cleo was founded in 2016 by Barney Hussey-Yeo and is headquartered in London, United Kingdom.
Investors
Industry
Similar private companies
Latest Cleo news
Frequently asked questions
- Is Cleo still a private company?
- Yes, Cleo is currently a private company.
- What is Cleo's latest funding round?
- Cleo's most recent known round is Series C, raised in June 2023.
- What is Cleo's valuation?
- Cleo's valuation has not been publicly disclosed.
- Who are the investors in Cleo?
- Notable investors include SoftBank Vision Fund, EQT Ventures, Balderton Capital.
- Can I sell my Cleo stock?
- Private company shares can sometimes be sold on secondary markets. Speaking with a specialist who understands Cleo stock can help you evaluate your options.
Related pages
Last verified: 2026-04-13 · Cleo data compiled from funding disclosures, investor announcements, corporate filings, and public records.
Information on this page is compiled from publicly available sources and may be outdated or incomplete. This is not investment advice. Consult a qualified advisor before making financial decisions.