Artificial Intelligence | Machine Learning | Natural Language Processing Clerkie | Debt & Money Simplified


Consumer, Financial Services, Personal Finance, Debt & Money, Bills, FinTech San Francisco, CA, United States

Clerkie

Artificial Intelligence | Machine Learning | Natural Language Processing


Clerkie | Debt & Money Simplified

Clerkie

Financial Services, Personal Finance, Debt & Money, Bills, FinTech


San Francisco, CA, United States

Democratizing financial help with AI. Giving you the financial answers you need anywhere, anytime, for free.

Only 24% of Americans are considered financially literate and an estimated 60% of Americans want a financial plan but can't afford it. Clerkie is an AI Financial Planner for the 123M underserved Americans looking for answers. After spending years helping struggling middle-class families, it became clear that users needed more help with their debt and their finances. They needed answers. Clerkie uses conversational AI to build in-depth financial knowledge graphs that provide personalized answers and actionable plans for everyday Americans trying to achieve their financial goals. Our mission is to democratize financial health and provide all individuals with an actionable path to financial security. Email us at talent@clerkie.io if you'd like to be considered for current or future opportunities to join our team.

 
 

   Total Funding: $2,000,000

   Funding Stage: Seed

   Business Stage: Scaling Up

   Market: B2C

   Company Size: 1 to 25

   Founded: 2017

 
 

Date

Round

$ Raised

Investors

04/18/2023

Series A

$33M

Left Lane Capital, Wellington Management Company, Flourish Ventures, Citi Ventures, CMFG Ventures, Vestigo Ventures

Date : 04/18/2023

Round: Series A

$ Raised: $33M

Investors: Left Lane Capital, Wellington Management Company, Flourish Ventures, Citi Ventures, CMFG Ventures, Vestigo Ventures

 

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Gray Hoffman


Gray Hoffman
COO

Sebastian Wigström


Sebastian Wigström
CTO

Guy Assad


Guy Assad
CEO

 
 

Clerkie is growing. Want to work at Clerkie? Clerkie is hiring. Join team at Clerkie

 
 
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