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Clerkie logo — Democratizing financial wellness using AI. Giving you the fi...

Clerkie

Democratizing financial wellness using AI. Giving you the financial answers you need anywhere, anytime, for free

Founded 2018 United States San Francisco, United States 33 employees Series A Total: $41.00M AI, Finance +2

General Information

Company Name Clerkie
Founded Year 2018
Location United States San Francisco, United States
Employees 33
Industries AI, Finance, Fintech +1
Funding Stage Series A
Business Model B2B, SaaS, B2B2C
Revenue Model Subscription, Performance Based, Marketplace Fee
Social

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About Clerkie

Clerkie, founded in 2017, is at the forefront of leveraging AI to transform financial wellness. With its compelling slogan, "Democratizing financial wellness using AI. Giving you the financial answers you need anywhere, anytime, for free", the company aims to address a critical gap: only 24% of Americans are financially literate, and 60% desire affordable financial planning.

The startup's core innovation is an AI Financial Planner that serves 123M underserved Americans by delivering personalized financial guidance through conversational AI. By constructing in-depth financial knowledge graphs, Clerkie empowers users to tackle debt and secure their financial futures via actionable plans.

Strategically positioned within the AI, Finance, Fintech, and Machine Learning industries, Clerkie is headquartered in the United States. It recently secured a significant $33.00M Series A funding in April 2023, attracting investments from backers like Left Lane Capital, Citi Ventures, Wellington Management, among others, underscoring investor confidence in its mission and growth potential.

Business keywords: AI financial planner, financial literacy, debt management, financial wellness, financial security, conversational AI, democratizing finance, financial inclusion, middle-class families, financial knowledge, actionable plans, underserved Americans, data analyst, financial goals

Services & Products

Loan portfolio management
Payment optimization
AI-driven collection strategies
Fast and easy platform integration
Real-time data access

Target Customers

Lenders Financial institutions Loan servicers

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Series A $33.00M 9
Left Lane Capital Citi Ventures Wellington Management
Left Lane Capital, Citi Ventures +7
18 Apr 2023
Seed Round $6.00M -
15 Dec 2020
Pre Seed Round $2.00M 1
Flourish Ventures
Flourish Ventures
21 May 2019

Clerkie Alternatives & Competitors

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Clerkie vs
Arbor Fintech
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Clerkie vs
Healthy Wallet
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Clerkie vs
Salary Finance
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FAQ About Clerkie

Democratizing financial wellness using AI. Giving you the financial answers you need anywhere, anytime, for free
Clerkie was founded in 2018.
Clerkie is headquartered in San Francisco, United States.
Clerkie operates in AI, Finance, Fintech and Machine Learning. Its work centres on AI financial planner, financial literacy, debt management and financial wellness. Its customers include Lenders, Financial institutions and Loan servicers.
Clerkie has a B2B, SaaS and B2B2C business model. Its revenue comes from Subscription, Performance Based and Marketplace Fee.
Clerkie has approximately 33 employees.
Clerkie has completed 3 funding rounds, raising a total of $41.00M. The latest funding stage is Series A.
Clerkie offers: Loan portfolio management, Payment optimization, AI-driven collection strategies, Fast and easy platform integration, Real-time data access.
Top alternatives and competitors to Clerkie include Arbor Fintech, Healthy Wallet, Salary Finance, FLOW- Ethical Credit Management , Kaleidofin Private Limited. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Clerkie and Arbor Fintech 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 Clerkie, https://bouncewatch.com/company/clerkie, updated 21 July 2026. When citing, please name BounceWatch and link this page.

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