C
Clerkie
Fintech · San Francisco, United States · Founded 2017
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 MoreLess
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.
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.
Keywords: debt management, financial assistant, credit building, budget automation, debt negotiation, personal finance, financial wellness, debt reduction, money management, financial advice
Company overview
Clerkie company information
The essential company record, classifications and operating signals in one place.
- Status
- Operational
- Founded
- 2017
- Headquarters
- San Francisco, United States
- Employees
- 33
- Open positions
- 6
- Dealroom signal
- 63.9
Valuation & funding
Clerkie funding history
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 | — |
| SEED✓Equity / VC | May 2019 | $2M | $8M | Undisclosed | — |
| SUPPORT PROGRAM✓Other financing | Dec 2017 | $0 | — | Google for Startups Accelerator | — |
Financials
Revenue and workforce over time
Available revenue and workforce history. Fields without reported data are omitted.
| Year | Revenue | Growth | Employees |
|---|---|---|---|
| 2026 | $3M | 0% | 33 |
| 2025 | $3M | 0% | 33 |
| 2024 | $3M | 0% | 41 |
| 2023 | $3M | +185.7% | 33 |
| 2022 | $1.1M | +7.7% | 19 |
| 2021 | $975K | +95% | 12 |
| 2020 | $500K | — | 9 |
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.
Hiring
Open positions at Clerkie
Current openings linked to this company in Dealroom.
Comparisons
Clerkie compared with similar companies
Dealroom’s weighted taxonomy model identifies the closest operating peers. Company identity and context stay open; selected comparison metrics preview what is available in the platform.
Talent graph
Clerkie's talent
Source: Dealroom Talent Intelligence.
Global footprint
Where Clerkie has talent and traffic
team presence
In the news
Latest news about Clerkie
Recent press, funding announcements, and product moves mentioning Clerkie — open to read from the original sources.
Market sentiment
What the market is saying about Clerkie
An AI-synthesized read of the highest-engagement posts about Clerkie on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
See Clerkie’s full profile on Dealroom
Request a free trial to see the complete deal history, financials, people graph and growth signals.
Takes under a minute. Already use Dealroom? Log in.



















