ClickSWITCH logo — Simplify and automate your account holders’ process of movin...

ClickSWITCH

Simplify and automate your account holders’ process of moving their financial accounts to your financial institution.

Founded 2014 United States Minneapolis, United States 3 employees Series B Total: $19.08M B2B, Financial Services +3

General Information

Company Name ClickSWITCH
Founded Year 2014
Location United States Minneapolis, United States
Employees 3
Industries B2B, Financial Services, Fintech +2
Funding Stage Series B
Business Model B2B, SaaS, API
Revenue Model Subscription, Usage Based, Tiered Pricing
Social

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About ClickSWITCH

ClickSWITCH is at the forefront of transforming the banking industry with its pioneering digital account switching service. This fintech B2B solution, founded in 2014, offers a seamless transition of financial accounts for accountholders moving to new financial institutions, making it an essential tool for both traditional banks and challenger banks.

ClickSWITCH not only simplifies onboarding but also accelerates the gains for financial institutions by capturing more deposits and enhancing their position as the primary financial institution—arguably boosting profitability. These features align well with its slogan: Simplify and automate your account holders’ process of moving their financial accounts to your financial institution.

Headquartered in the United States, ClickSWITCH secured a $2.00M Series B investment from USAA at the close of September 2020. Investors intrigued by rapid fintech innovations and growth opportunities will find ClickSWITCH a valuable prospect in the Fintech, SaaS, and Banking industries.

Business keywords: Automated Account Holder Acquisition, Digital Account Switching, Direct Deposit Switch, Digital Onboarding, Financial Technology, Banking Technology, Account Transfers, Bill Pay, Engagement Solutions, Customer Onboarding, Profitability Solutions, Financial Institution Solutions

Services & Products

Digital Banking Platform
Risk and Fraud Management Solutions
Data-Driven Marketing
Relationship Pricing & Profitability
Embedded Finance Products
AI-based Customer Interaction Tools

Target Customers

Financial Institutions Consumer Bank Customers Small Businesses Commercial Clients Credit Unions

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Series B $2.00M 1
USAA
30 Sep 2020
Series B $13.00M 4
Commerce Ventures, Industry Ventures +2
14 May 2019
Series A $3.50M 4
Commerce Ventures, Daniel Cohen +2
08 Aug 2018
Convertible Note $575.00K -
21 Jun 2017

ClickSWITCH Alternatives & Competitors

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FAQ About ClickSWITCH

Simplify and automate your account holders’ process of moving their financial accounts to your financial institution.
ClickSWITCH was founded in 2014.
ClickSWITCH is headquartered in Minneapolis, United States.
ClickSWITCH operates in B2B, Financial Services, Fintech, SaaS and Banking. Its work centres on Automated Account Holder Acquisition, Digital Account Switching, Direct Deposit Switch and Digital Onboarding. Its customers include Financial Institutions, Consumer Bank Customers and Small Businesses.
ClickSWITCH has a B2B, SaaS and API business model. Its revenue comes from Subscription, Usage Based and Tiered Pricing.
ClickSWITCH has approximately 3 employees.
ClickSWITCH has completed 4 funding rounds, raising a total of $19.08M. The latest funding stage is Series B.
ClickSWITCH offers: Digital Banking Platform, Risk and Fraud Management Solutions, Data-Driven Marketing, Relationship Pricing & Profitability, Embedded Finance Products, AI-based Customer Interaction Tools.
Top alternatives and competitors to ClickSWITCH include Grow Technologies (Acquired), KimlikBasit, Gro Solutions, Digital Onboarding, Inc., Prelim. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
ClickSWITCH and Grow Technologies (Acquired) are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for ClickSWITCH, https://bouncewatch.com/company/clickswitch, updated 21 July 2026. When citing, please name BounceWatch and link this page.

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