COMPANY PROFILE

Clerkie

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

San Francisco, United StatesFounded 2017Fintech

Valuation $100–250M Last recorded · 2023

Revenue $1–10M Latest reported FY

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

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About Clerkie

Clerkie is an AI-powered financial assistant designed to help users manage their debt, automate their budgets, and lower their monthly bills. The platform offers a suite of tools to guide users through their financial journey, from getting out of debt to building credit and borrowing money.

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The core of Clerkie's service is its debt negotiation feature, which can help users reduce their debt by up to 70%. The platform also provides 24/7 financial advice and real-time assistance to help users make informed financial decisions. By automating budget management and providing tools for building credit, Clerkie aims to be a comprehensive financial wellness platform for its users.

Source: Dealroom company data

At a glance

Status: Operational
Founded: 2017
Headquarters: San Francisco, United States
Employees: 33
Open positions: 6
Dealroom signal: 63.9/100
Industry: Fintech
Sub-industry: Mortgages & Lending, Financial Management Solutions
Sector: Fintech, Personal Finance, Core AI, Credit Scoring, Debt Collection, AI Applications
Technology: Artificial Intelligence, Machine Learning, Computer Vision
Business model: SaaS
Client focus: b2b, b2c
Links: Website LinkedIn X

Knowledge graph

News, research, reports and resources connected to this company by Dealroom

Funding history

4 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
SERIES A✓Equity / VC	Apr 2023	$33M	$132M	Tom Proulx · TruStage Ventures · Flourish Ventures · Citi Ventures	↗
SEED✓Equity / VC	Dec 2020	$6M	$24M	Undisclosed	—

Showing the latest 2 of 4 recorded eventsBook a demo for the full funding history →

Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

Year	Revenue	Growth
2026
2025
2024
2023
2022
2021
2020		—

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Growth signals

Clerkie website traffic

Latest recorded traffic for Clerkie is 17K monthly website visits, up 54.5% over the last three months. Clerkie's team grew 0% over the past year.

Latest monthly visits17K 3-month web change+54.5% 1-year team growth0%

Monthly website visitsJun 2018–Jul 2026

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Summary metrics are public; monthly history is available with a demoCompare with peers →

Open positions

Openings linked to this company in Dealroom

Product ManagerSeattle, WA · Business Development · Sep 1, 2026 Software Engineer InternshipSeattle, WA · Backend Development · Aug 28, 2026 Backend EngineerSan Francisco, CA · Backend Development · Jul 21, 2026 Full-Stack EngineerSan Francisco, CA · Full-Stack Development · Jul 21, 2026 Product ManagerSan Francisco, CA · Business Development · Jul 5, 2026 Associate Product ManagerSan Francisco, CA · Business Development · Jul 2, 2026 Software Engineer InternshipSan Francisco, CA · Backend Development · Jun 11, 2026

7 distinct openings shownExplore hiring signals →

Similar companies

Closest operating peers by Dealroom taxonomy

Company identity and context are open; selected comparison metrics preview what is available on the platform.

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MOMonedoUses machine-learning technologies to provide access to better credit for the underbanked	Hamburg, Germany	Closed	59	$311M	—
FAfaire.aiEnabling banks and financial institutions to provide instant lending services through open banking and AI	Milan, Italy	Operational
OROrienteUsing AI, machine learning, and big-data analytics to provide real-time credit scoring, on-demand lending, POS financing and other tailored financial solutions	Taipei, Taiwan	Operational
PAPayZenProvides AI-powered patient financing solutions that help healthcare providers increase collections and improve patient affordability	San Francisco, United States	Operational
COColendiDecentralized credit scoring platform using Blockchain technology	London, United Kingdom	Operational
GFGFI FintechData analytics company that uses AI and ML to create alternative credit scoring systems helping financial institutions assess creditworthiness, especially for borrowers with limited credit history	Sepang, Malaysia	Operational
OPOphelosSupporting customers and businesses to improve their financial health is a long-term mission	Nottingham, United Kingdom	Acquired
TTTally TechnologiesA consumer tech company pioneering full-service financial automation	San Francisco, United States	Acquired