Clerkie

Clerkie

Software Development

San Francisco, California 4,798 followers

Democratizing financial wellness using AI. Giving you the financial answers you need anywhere, anytime, for free

About us

Only 24% of Americans are considered financially literate and an estimated 60% of Americans want a financial plan but can't afford it. Clerkie is an AI Financial Planner for the 123M underserved Americans looking for answers. After spending years helping struggling middle-class families, it became clear that users needed more help with their debt and their finances. They needed answers. Clerkie uses 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. Our mission is to democratize financial health and provide all individuals with an actionable path to financial security. Email us at talent@clerkie.io if you'd like to be considered for current or future opportunities to join our team.

Website
https://www.clerkie.io
Industry
Software Development
Company size
11-50 employees
Headquarters
San Francisco, California
Type
Privately Held
Founded
2017
Specialties
fintech, artificial intelligence, and personal finance

Locations

  • Primary

    7th St & Brannan St

    San Francisco, California 94103, US

    Get directions

Employees at Clerkie

Updates

  • Clerkie reposted this

    View profile for Guy A., graphic

    CEO at Clerkie - We’re Hiring!

    Inc Magazine!!! 🥹 I’m at a loss for words… Yet another moment of gratitude 😔 2024 has been a year filled with excitement and humility as I look back and reflect on the journey... Candidly, I don't feel like I deserve to be written about, as I stand on the shoulders of an incredible team, incredible co-founders and countless mentors, family and friends that took the time to mold me into the person I am today. So BIG thank you to everyone that's contributed to our success at Clerkie 🙏 I am mostly so proud of our team who's worked so hard to build a great company, forever driven by a common mission to help struggling families and to overhaul the debt ecosystem. Great businesses with big visions get funded but none of that exists without you 🫶 I’m but a small cog in the wheel and I couldn't be more excited to be on the journey with you! We're still in the early innings, a lot more exciting things to come! 🙌 As I look back, I'm very much looking forward to paying it forward to other disenfranchised founders out there building great businesses. You’ve come so far but there's still so much work and change yet to be done. The word "NO" never stopped us before, don't let that stop you now! Keep Building! 🧪🧬💻💡 Special thanks to our friends and partners at Flourish Ventures Left Lane Capital Wellington Management Citi JPMorgan Chase & Co. Vestigo Ventures TruStage Google Stanford University Harvard University Howard University Gray Hoffman and our brilliant CTO Sebastian Wigström for helping make Clerkie a reality!

    This Black Founder Is Bringing Top VC Investors With Him as He Tackles the Broken Consumer Debt Market

    This Black Founder Is Bringing Top VC Investors With Him as He Tackles the Broken Consumer Debt Market

    inc.com

  • Clerkie reposted this

    View profile for Guy A., graphic

    CEO at Clerkie - We’re Hiring!

    Davos!?! As a youngster, I never in my wildest dreams imagined that me - the little shy boy from Haiti - would ever be invited to Davos… let alone invited to speak during the World Economic Forum 🥹 Yet, here we are! Hard work pays off but none of this is possible without the incredible work from our team at Clerkie and our wonderful partners. Big thank you for all you do 🫶 Hope to make you proud! Very much looking forward to speaking at Davos next week about the exceptional work you do and the future of AI + Finance! And super excited to see some friendly faces from Massachusetts Institute of Technology, Stanford University, Harvard University, JPMorgan Chase & Co., Citi, Vestigo Ventures to name a few… See you next week 🎿🎤

    • No alternative text description for this image
  • Clerkie reposted this

    View profile for 🌻 Anna Miller, graphic

    Founder | Career Mentor for Software Engineers @ Code Career Mastery 🚀 Apply for Mentorship on Networking + Branding, DM me 'Mentor'

    🚨 Companies #hiring for #careerchangers in #softwareengineering #uxui 📮 Get the full job drop in your email: https://bit.ly/3UQ5r4V 🔔 Hit the bell in my profile to get alerts EVERY MONDAY Multiple roles at Empower (Fintech) Empower is a high-growth financial technology company on a mission to expand access to fair credit to give anyone in the world the opportunity to improve their financial security and mobility. Customer Success Engineer at Diagrid (Remote, US + Canada) As a Customer Success Engineer at Diagrid, your goal is to quickly understand the customer's needs and pain points to design and implement solutions using open source and Diagrid technologies. Frontend Developer at UpLift (Healthtech, $100K+) At UpLift, we believe mental health is just as important as physical health. Backend Engineer at Clerkie (Fintech) Hi 👋 we’re Clerkie, a fintech startup based in SF. We’re a team of nearly 30 spread across the county, and we’re on a mission to help Americans get out of debt. Product Designer at TimelyCare ($85K, Healthtech, Edtech) This role is responsible for building high-quality, user-focused solutions for our telehealth platforms. Colleges and universities trust TimelyCare to provide complete clinical care to improve student physical and mental health. --- 📌 I am NOT affiliated with these companies. I am a Career Coach helping career changers get hired faster. 💜 Found this post valuable... Repost or tag others who are also looking for #jobs in #tech 👏👏👏

  • Clerkie reposted this

    View profile for Andrea You, graphic

    VC @ Cathay Innovation

    FinTech is back this year, baby! While the renewed focus on fundamentals and push towards profitable business models continues to reset FinTech markets from 2021 highs, we’re beginning to see promising early signs that both FinTech builders and investors alike are ready to play ball. Areas that we're digging into this year below 👇👇👇   💰 WealthTech 3.0: the next generation of personal financial management tools driven by aging Baby Boomers, and the associated impending generational wealth transfer, along with Millennials’ and Gen Z’s growing debt. Add to this Gen Z entering the workforce, continued macroeconomic instability and the advent of generative AI, we believe that 2024 will be the launchpad for a brand new wave of wealth management tools that are personalized, empathetic and collaborative (companies like Alix, Carefull, Clerkie). 📊 Financial Management Tools: generative AI-powered back office tools and automation that supercharge knowledge work. Customer-specific models are changing what “understand your data” means with business-specific insights and the demand for secure financial services. We see significant opportunity across use case-specific tools (e.g. accounting and compliance) and first-principles builders that deliver the power of modern apps with the familiarity of traditional spreadsheet interfaces (companies like Parcha, Basis, Aleph, Runway) ↕ Vertical FinTech: new models that are solving for the second-order effects of Vertical SaaS — a model that continues to prove its value but doing the thing is hard! We're excited about solutions that are purpose-built for specific business models and are working to unlock data siloes across the embedding workflow (companies like Rainforest and Preczn Inc). 💳 Payments: empowering the long tail of businesses and individuals with low-friction, lower-cost, money movement solutions. As pandemic-induced tailwinds continue to accelerate the digitization of how we work and transact, we’re eager to lean into payments solutions for the long tail that remains underserved. Whether it be for merchants or individual employees, global money movement and payment optionality remain a key driver of friction (companies like Tandym and Higlobe). If you're building in the space, we'd love to hear from you! Cathay Innovation #fintech #fintechinnovation #2024outlook

    View organization page for Cathay Innovation, graphic

    13,486 followers

    Reflecting on the whirlwind that was 2023 in the tech and venture capital spheres! It was a challenging year for fundraising, but AI startups proved the exception, securing substantial investments in a tough market. Looking ahead to 2024, it's not just a rebound but the dawn of a new AI-led tech cycle. The focus is vertical AI, crafting tailor-made solutions for industries—a potential game-changer. Amidst the AI fervor, there's a return to VC fundamentals, emphasizing prudent cash management and sustainable growth. At Cathay Innovation, our eyes are fixed on AI developments in key sectors: consumer/commerce, fintech, mobility & and energy, and digital health. Here's a peek into our US investment outlook for 2024: 🛒 In Consumer/Commerce, AI's poised to revolutionize personalized experiences and post-purchase logistics, while amplifying marketplaces' efficiency and consumer satisfaction. 🏦  In Fintech, the focus is on WealthTech 3.0, innovative financial management tools, and empowering vertical integrations for personalized, low-friction payments. ⚡Mobility & Energy is undergoing a clean energy revolution, with startups innovating in retail energy markets, grid operations, autocommerce, and AI-assisted industrial operations. 🏥 Digital Health is set to transform healthcare through AI tools aiding providers, improving chronic care, advancing oncology diagnostics/therapeutics, and innovating in mental healthcare delivery models. Anticipating seismic shifts in 2024, AI's role will be pivotal in reshaping commerce, fintech, energy, and healthcare. If you're a founder shaping these sectors with AI, let's connect! cc: Cathay Capital, Simon Wu, Brian Schwarzbach, Andrea You, Jonathan Healy, Elijah Yi #TechTrends #VentureCapital #FutureOfTech #InvestmentOutlook #StartupFounders #AIRevolution #CathayInnovation Read more here 👇

    Cathay Innovation US: 2024 VC Outlook

    Cathay Innovation US: 2024 VC Outlook

    medium.com

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Funding

Clerkie 3 total rounds

Last Round

Series A

US$ 33.0M

See more info on crunchbase