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About Clerkie
Industries
Data & Analytics
Consumer Software
Fintech
Financial Services
Company Size
11-50
Company Stage
Series A
Total Funding
$41M
Headquarters
San Francisco, California
Founded
2017
Overview
Clerkie is an AI-powered personal finance assistant that helps users manage debt, automate budgets, and lower monthly bills. It includes a debt negotiation feature that can reduce debt, along with 24/7 financial advice and real-time support. The platform also offers tools to build credit and guide budgeting and borrowing decisions. Its goal is to be a single financial wellness platform that combines debt relief, budgeting, credit-building, and borrowing guidance in one place.
Simplify's Take
What believers are saying
- Raised $33M Series A in 2023 led by Left Lane Capital.
- Funds expand engineering team and scale debt workout solutions.
- Free core app features drive user adoption with premium upsells.
What critics are saying
- Intuit's Credit Karma AI tools capture users via 100M base.
- CFPB sues Clerkie for false 70% debt reduction claims.
- OpenAI partners YNAB, stealing Clerkie's beta users immediately.
What makes Clerkie unique
- Clerkie's Fiber platform launched in 2021 connects debt operations for lenders.
- AI identifies at-risk borrowers pre-default using multiple data points.
- Proactive debt negotiation reduces debt up to 70% for consumers.
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Funding
Total Funding
$41M
Above
Industry Average
Funded Over
3 Rounds
Industry standards
Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
401(k) Company Match
Paid Vacation
Paid Holidays
Annual company retreat
Professional Development Budget
Growth & Insights and Company News
6 month growth
↓ -5%1 year growth
↑ 0%2 year growth
↑ 2%Clerkie, a San Francisco, CA-based AI-powered financial automation platform, raised $33M in Series A funding. The round was led by Left Lane Capital with participation from other notable investors including Wellington Management Company, Flourish Ventures, Citi Ventures, CMFG Ventures and Vestigo Ventures. David Velez, founder of Nubank, and Tom Proulx, founder of Intuit, also participated in the round. The company, which has raised $41M to date, intends to use the funds to grow the engineering team and rapidly scale its debt workout solutions.Co-founded by Guy Assad, Sebastian Wigstrom and Gray Hoffman, Clerkie is an AI-powered financial automation platform purpose-built to enable over 100 million Americans ease their debt burden. Its systems help borrowers by providing personalized debt guidance and workout options to avoid delinquency and build their credit scores. The platform uses a number of data points to identify and help potentially delinquent borrowers avoid default
/PRNewswire/ -- Clerkie, the leading AI-powered financial automation platform, today announced its $33M Series A round led by Left Lane Capital with...
Clerkie is Hiring for 4 Jobs on Simplify!
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About Clerkie
Industries
Data & Analytics
Consumer Software
Fintech
Financial Services
Company Size
11-50
Company Stage
Series A
Total Funding
$41M
Headquarters
San Francisco, California
Founded
2017
Clerkie is Hiring for 4 Jobs on Simplify!
Find jobs on Simplify and start your career today