Clerkie
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.
Clerkie
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.
TL;DR
What they do: AI-driven financial planner focused on debt repayment, negotiation and collections for consumers and lenders
Founded: 2018
Headquarters: San Francisco, CA
Founders / leadership: Guy Assad (CEO, Co‑founder); Sebastian Wigström (CTO, Co‑founder)
Recent funding: Series A (Apr 18, 2023)
Company Overview
Problem Domain
Consumer financial planning, debt repayment, collections automation for lenders
Founded
2018
Industry
Software Development
Funding Track Record
Investor Signal
“Backed by venture investors including Left Lane Capital, Ironwood Ventures and TruStage Ventures”