Clerkie

San Francisco, United States

Clerkie is an AI financial planner that provides financial knowledge, personalized answers, and actionable plans.

$33.0M raised

Apr 2023

Series A

Top Investors

Wellington ManagementFlourish VenturesLeft Lane CapitalCiti VenturesVestigo Ventures

19,000+ verified contacts

Emails, phones & LinkedIn profiles

How much funding has Clerkie raised?

Clerkie has raised $33.0M in total funding. The most recent round was Series A. The last funding was announced in April 2023.

Who are Clerkie's investors?

Clerkie's investors include Wellington Management, Flourish Ventures, Left Lane Capital, Citi Ventures, Vestigo Ventures.

Where is Clerkie headquartered?

Clerkie is headquartered in San Francisco, United States.

What does Clerkie do?

Clerkie is an AI financial planner that provides financial knowledge, personalized answers, and actionable plans.

What stage is Clerkie at?

Clerkie is at the Series A stage.

Cite this page

Free to use in articles, research, and reference works. Stable URL — will not change. Data on this page last updated April 18, 2023.

MLA

"Clerkie — Funding & Investors." VCBacked, April 18, 2023, https://www.vcbacked.co/company/clerkie. Accessed June 4, 2026.

APA

VCBacked. (2023). Clerkie — Funding & Investors. Retrieved June 4, 2026, from https://www.vcbacked.co/company/clerkie

Wikipedia (cite web)

{{cite web |title=Clerkie — Funding & Investors |url=https://www.vcbacked.co/company/clerkie |website=VCBacked |access-date=June 4, 2026}}

Profile data sourced and verified per the VCBacked methodology. Last funding round dated April 18, 2023.