Clerkie
Company

Last deal

$33M

Amount

Series A

Stage

18.04.2023

Date

3

all rounds

$41M

Total amount

date founded

Financing round

General

About Company
Clerkie is an AI Financial Planner that helps underserved Americans solve hard financial problems with real-time automated solutions.

Industry

Sector :

Subsector :

founded date

01.01.2018

Number of employees

Company Type

For Profit

Last funding type

Series A

IPO status

Private

Description

The company's proprietary financial automation platform uses conversational AI to build in-depth financial knowledge graphs that allow management of loan losses and combine expert financial advice with one-click automation. Clerkie aims to democratize financial health by providing personalized answers and actionable plans for everyday Americans trying to achieve their financial goals. With only 24% of Americans considered financially literate and an estimated 60% of Americans wanting a financial plan but unable to afford it, Clerkie's mission is to provide all individuals with an actionable path to financial security. If interested in joining their team, email [email protected].
Contacts

Social url

Similar Companies
999
Tranqui

Tranqui

Tranqui is a digital financial advisor that uses technology to help people make better financial decisions.

Sector

Investment Banking and Brokerage Services

Subsector

Diversified Financial Services

Keywords

Financial Services, FinTech, Finance

Location

Cali, Valle del Cauca, Colombia

total rounds

4

total raised

$150K
Otomo

Otomo

Otomo offers self-driving finance as-a-service.

Sector

Investment Banking and Brokerage Services

Subsector

Diversified Financial Services

Keywords

Financial Services, Banking, FinTech

Location

Austin, TX, USA

total rounds

4

total raised

$512K
dimply

dimply

Dimply is a financial technology company that connects large financial businesses and their customers.

Sector

Investment Banking and Brokerage Services

Subsector

Diversified Financial Services

Keywords

Financial Services, Software, SaaS

Location

Dublin, Ireland

total rounds

5

total raised

$6.55M
Wych Limited

Wych Limited

This company offers an AI-based financial planning and savings management platform.

Sector

Investment Banking and Brokerage Services

Subsector

Diversified Financial Services

Keywords

Banking, Machine Learning, Artificial Intelligence

Location

Auckland, New Zealand

total rounds

1

Financials

Funding Rounds
3
3

Number of Funding Rounds

$41M

Money Raised

Their latest funding was raised on 18.04.2023. Their latest investor David Vélez. Their latest round Series A

Date 
Funding Round 
Investors 
Money Raised 
Lead 
21.05.2019
2
$2M
21.05.2019
$6M
Left Lane Capital

Left Lane Capital

Left Lane is a global venture capital firm investing in high-growth internet and consumer technology companies.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Keywords

Venture Capital, Financial Services, Finance

Location

Herkimer St, Brooklyn, NY, USA

count Of Investments

102

count Of Exists

1
Co-Investors
Investors
8
1

Number of lead investors

8

Number of investors

Investor 
Lead 
Round 
Partners 
No
Series A
No
Series A
David Vélez

David Vélez

David Vélez is the Founder and CEO of Nubank, a Brazilian financial technology company. Before founding Nubank in 2013, David was a Partner at Sequoia Capital in charge of the firm’s Latin American investments. Before Sequoia, David worked in investment banking and growth equity at Goldman Sachs, Morgan Stanley and General Atlantic. David has a BS in Management Science and Engineering from Stanford University and an MBA from the Stanford Graduate School of Business.

current job

Nubank
Nubank

count Of Investments

19
CMFG Ventures

CMFG Ventures

CMFG Ventures is a venture capital firm that advances financial and insurance solutions through investments and innovation.

Sector

Investment Banking and Brokerage Services

Subsector

Diversified Financial Services

Keywords

Financial Services, Finance, Venture Capital

Location

Madison, WI, USA

count Of Investments

33

count Of Exists

4
Flourish Ventures

Flourish Ventures

Flourish Ventures invests in entrepreneurs who advance financial health and prosperity for individuals and small businesses.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Keywords

Financial Services, Venture Capital, Finance

Location

Redwood City, CA, USA

count Of Investments

127

count Of Exists

7
Emmalyn Shaw

Emmalyn Shaw

Emmalyn Shaw serves as the Managing Partner at Flourish Ventures.

current job

Flourish Ventures
Flourish Ventures

People

Founders
3
Sebastian Wigstrom
Sebastian Wigstrom

Sebastian Wigstrom

current job

Clerkie
Clerkie

organization founded

1

Sebastian Wigstrom

Gray Hoffman
Gray Hoffman

Gray Hoffman

current job

Clerkie
Clerkie

organization founded

1

Gray Hoffman

Guy Assad
Guy Assad

Guy Assad

Guy Assad is a CEO at Clerkie. He Attended Stanford University Graduate School of Business.

current job

Clerkie
Clerkie

organization founded

1

Guy Assad

Employee Profiles
3
Sebastian Wigstrom

Sebastian Wigstrom

CTO and Co-Founder

Gray Hoffman

Gray Hoffman

COO & Co-Founder

Guy Assad

Guy Assad

CEO and Co-Founder

Activity

Recent News
0