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Clerkie
Clerkie
clerkie.io

Locations

San Francisco, CA, USA

industry

Data and Analytics · DeepTech · Finance · Software

Size

11-50 employees

Stage

Series A

founded in

2017

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.

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