2. Cleo

Company: Cleo

Founder: Barnaby Hussey-Yeo

Website: https://web.meetcleo.com/

Business: Finance App that helps customers control and plan their spending better.


About Cleo

Cleo launched in 2016 because banking is boring and broken. Cleo’s not a bank – she’s got your back. Their mission is to fight for the world’s financial health.

Using simplicity and humour, Cleo has helped 4 million people improve their relationship with money and financial health. It is a platform for the 99% – an AI assistant defining a new category, one that goes beyond saving and budgets to actually changing how we feel about our finances.

Through chat, Cleo provides the customer with deep insight about your money, while suggesting personalised financial products that increase your ability to save. That said, it’s really the tone of voice that makes Cleo special.



Cleo is a product for the next generation. Meeting our users where they are and building the type of relationship they expect.

In the past year or so they have grown the Cleo team from 45 to over 100, closed a $44m Series B led by EQT Ventures and helped over 4 million people on their journey towards financial health.

Cleo has so many features that you can use including:

  • Looping all your accounts and financial providers into one place.
  • Immediate responses for everything from “can I afford a pizza” to “where can I cut back this month?
  • Hit up monthly breakdowns, category comparisons, your most expensive merchants and more by chatting with Cleo
  • Cleo backtracks 3 months of historic spending transactions to land you a tailor made budget. 5 minutes after you’ve signed up
  • Notifications, quizzes, updates, insights and challenges to help you look at money from a different angle
  • Cleo figures out how much you can afford to save each week and puts it aside
  • Round ups, smart saving and fines. Spend at Uber/McDonalds/whatever your weakness is and Cleo will move up to $5 into your savings
  • Seeing your spending is very helpful but predicting them so you’re ahead of your bad habits? Cleo is able to do this.


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