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Charlie Financial Inc.

Los Angeles, CA · Founded 2021
LAST FUNDING
$23.5M
Series A

Access to Social Security 3-5 days early.

Funding history

RoundAmount
Series A$23.5M
SEC Form D filed
Oct 31, 2023

About Charlie Financial Inc.

How much funding has Charlie Financial Inc. raised?

Charlie Financial Inc. has raised $23.5M in total funding. The most recent round was Series A.

Where is Charlie Financial Inc. headquartered?

Charlie Financial Inc. is headquartered in Los Angeles, CA.

What does Charlie Financial Inc. do?

Access to Social Security 3-5 days early.

What problem does Charlie Financial Inc. solve?

Americans 62+ are underserved by mainstream banking and face heightened risk of fraud and scams.

What's Charlie Financial Inc.'s solution?

Charlie offers banking built specifically for the 62+ community, with a debit card, no monthly fees or minimums, and real human support seven days a week (the page notes the service was discontinued as of January 22, 2026).

What makes Charlie Financial Inc. different?

They point to FraudShield, a customizable, personalized fraud protection feature built exclusively for this age group, plus Social Security direct deposits made available 3-5 days early and access to 55,000 fee-free ATMs nationwide.

Leadership

Ibrahim El Tatawy
Executive Officer, Director
Ivan Nausieda
Executive Officer, Director
Kevin Nazemi
Executive Officer, Director
Gardiner Garrard
Director
Industry
B2B
Founded
2021
HQ
Los Angeles, CA
Raised
$23.5M
Stage
Series A

Related terms

❝ Cite this page

Free to use in articles, research, and reference works. Stable URL, will not change. Data on this page last updated September 3, 2026.

MLA
"Charlie Financial Inc.: Funding & Investors." SoCal.Startups, September 3, 2026, https://socalstartups.io/companies/charlie-financial-inc. Accessed September 29, 2026.
APA
SoCal.Startups. (2026). Charlie Financial Inc.: Funding & Investors. Retrieved September 29, 2026, from https://socalstartups.io/companies/charlie-financial-inc
WIKIPEDIA (CITE WEB)
{{cite web |title=Charlie Financial Inc.: Funding & Investors |url=https://socalstartups.io/companies/charlie-financial-inc |website=SoCal.Startups |access-date=September 29, 2026}}
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