C
CurrentClient
Founded in 2022 by Dustin Belliston, alongside Andrew Clark and Jeff Hutchins, CurrentClient provides a modern, compliance-first communication platform for financial advisors. The company offers a compliant phone and messaging system designed to help registered investment advisors (RIAs) and financial planners meet regulatory requirements while improving client engagement. Headquartered in Provo, Utah, its platform integrates communication tools to mitigate compliance risks associated with off-channel interactions.
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