C
ClickSWITCH
A digital account switching solution for financial institutions and challenger banks that simplifies the process of bringing new account holders onboard
About ClickSWITCH
ClickSWITCH is a Minneapolis-based company that provides an API-driven platform designed to capture direct deposits and recurring payments for financial institutions and Fintech companies. The platform supports a wide range of employers, from large traditional corporations to small local businesses, enabling seamless transitions of direct deposits and recurring payments. ClickSWITCH operates in the financial services market, primarily serving banks, credit unions, and other financial institutions. The business model revolves around offering its API as a service, allowing clients to integrate it into their systems at their own pace and within their user experience. ClickSWITCH generates revenue through subscription fees and service charges for using its platform. The company adheres to the highest security standards, including SSAE 16 SOC Type II certification, ensuring the safeguarding of confidential customer information. ClickSWITCH's mission is to empower consumer choice while enabling competitive and profitable financial institutions.
Source: Dealroom company dataAt a glance
- Status
- Acquired
- Founded
- 2014
- Headquarters
- Minneapolis, United States
- Employees
- 3
- Open positions
- None listed
- Dealroom signal
- 43.1/100
- Industry
- Fintech
- Sub-industry
- Payments
- Sector
- Fintech, SaaS, Banking, Automated Process, Financial Service, Automated Technology
- Business model
- SaaS
- Client focus
- b2b
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| ACQUISITION✓Exit | Apr 2021 | $0 | — | Q2 | — |
| SERIES B✓Equity / VC | Sep 2020 | $2M | $65M | USAA | — |
Growth signals
Latest recorded traffic for ClickSWITCH is 30K monthly website visits, up 42.9% over the last three months. ClickSWITCH's team declined 62.5% over the past year.
Similar companies
Company identity and context are open; selected comparison metrics preview what is available on the platform.
Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series A5 investors entered at this stage
Betsy Cohen
Peter Kight
Commerce Ventures
Point72 Ventures
USAA
Other known investors3 additional known investors
Q2
NM Capital
Plug and Play
Source: Dealroom Talent Intelligence.
Global footprint
Market sentiment
An AI-synthesised read of the highest-engagement posts about ClickSWITCH on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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