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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

Valuation $100–500M
Revenue $1–10M
Headcount <100
Total funding $10–50M
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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
client focusb2btechnologyArtificial Intelligenceclient focusb2ctechnologyMachine LearningtechnologyComputer Visionsub industryMortgages & Lendingsub industryFinancial Management Solutionsbusiness modelSaaSindustryFintechsectorPersonal FinancesectorCore AIsectorCredit ScoringsectorDebt CollectionsectorAI Applications

Valuation & funding

Clerkie funding history

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
SERIES AEquity / VC Apr 2023 $33M $132M Tom Proulx · TruStage Ventures · Flourish Ventures · Citi Ventures
SEEDEquity / VC Dec 2020 $6M $24M Undisclosed
SEEDEquity / VC May 2019 $2M $8M Undisclosed
SUPPORT PROGRAMOther financing Dec 2017 $0 Google for Startups Accelerator
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Financials

Revenue and workforce over time

Available revenue and workforce history. Fields without reported data are omitted.

YearRevenueGrowthEmployees
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
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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 visits98 observations · Jun 2018–Jul 2026
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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.

Showing 8 of the closest matchesCompare every metric →

Talent graph

Clerkie's talent

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Team profiled 8 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 1 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Investors

12 investors on Clerkie's cap table

Sourced from Dealroom's funding and investor records. Investor profile links are shown where available.

Series A 8 investors entered at this stage
Left Lane Capital
Tom Proulx
TruStage Ventures
Flourish Ventures
Citi Ventures
Wellington Management
Vestigo Ventures
David Velez
Other known 4 additional known investors
Google for Startups Accelerator
Ian Proulx
SaxeCap
Trustage

Global footprint

Where Clerkie has talent and traffic

Workforce by country
1 countries with
team presence
🇺🇸 United States100%
1 country shown

In the news

Latest news about Clerkie

Recent press, funding announcements, and product moves mentioning Clerkie — open to read from the original sources.

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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

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