Certified by Founder Lodge
Clerkie
United States - San Francisco, California
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1 Disclosed Funding Rounds $33,000,000
0 Participating Investments
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Founded date
2017
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Operating Status
Active
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Last Funding Type
Seed
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Company Type
For Profit
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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 und
| Date | Round | Raised | Participating Investors |
|---|---|---|---|
| April, 19 ,2023 | Series A | $33,000,000 |
Citi
CMFG Ventures
Left Lane Capital
Vestigo Ventures
Flourish Ventures
Wellington Management
Grai (YC S22)
Kennect Inc.
Equalum
Shopic
PixieBrix
PaleBlueDot AI | $150,000,000 | (Jan 30, 2026)
WealthAi | $1,000,000 | (Jan 30, 2026)
Datalinx AI | $4,200,000 | (Jan 30, 2026)
Ressio Software | Undisclosed Amount | (Jan 30, 2026)
Checkbox | $23,000,000 | (Jan 30, 2026)
