Clerkie is an AI financial planner that provides financial knowledge, personalized answers, and actionable plans.
Clerkie has raised $33.0M in total funding. The most recent round was Series A. The last funding was announced in April 2023.
Clerkie's investors include Wellington Management, Flourish Ventures, Left Lane Capital, Citi Ventures, Vestigo Ventures.
Clerkie is headquartered in San Francisco, United States.
Clerkie is an AI financial planner that provides financial knowledge, personalized answers, and actionable plans.
Clerkie is at the Series A stage.
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"Clerkie — Funding & Investors." VCBacked, April 18, 2023, https://www.vcbacked.co/company/clerkie. Accessed July 22, 2026.
VCBacked. (2023). Clerkie — Funding & Investors. Retrieved July 22, 2026, from https://www.vcbacked.co/company/clerkie
{{cite web |title=Clerkie — Funding & Investors |url=https://www.vcbacked.co/company/clerkie |website=VCBacked |access-date=July 22, 2026}}Profile data sourced and verified per the VCbacked methodology · Last funding round dated