Funded Tech Companies
Clerkie
Based in San Francisco, Clerkie has funding from CMFG Ventures, Citi Ventures and Left Lane Capital.
Company Overview
Company Name
Clerkie
Company Status
Private & Independent
Industry
Funding Rounds
Total Funding
Contact Information
Mailing Address
7th St. & Brannan St.
San Francisco, CA 94103
USA
San Francisco, CA 94103
USA
Phone
Undisclosed
Website
Email Address
Company Background Information
Overview
Clerkie is an AI Financial Planner for the 123M underserved Americans looking for answers. After a year of product testing and validation with thousands of struggling middle-class individuals, it became clear that users needed more than fancy charts and dashboards. They needed answers.
Last Transaction
4/18/2023
Financing History
Management Team
Title
Name
Email & Social
Company Investors
- CMFG Ventures
- Citi Ventures
- Left Lane Capital
- Flourish Ventures
- Wellington Management Company
- Vestigo Ventures
- Private Investors (David Velez)
- Private Investors (Tom Proulx)
Browse more funded tech companies:
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