Clerkie logo

Clerkie

Brand · Software Development

5.0

Company overview

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.
Founded in 2018
San Francisco, California, USA
35 employees (1 in marketing)
100% recommend to a friend
100% positive business outlook

Salaries

Typical salary range

$25 – $30

HOUR

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People

Hiring activity

Open marketing jobs over time

1 open now

Headcount trend

Company growth over the last 12 months

Headcount 0% year over year

Funding

Total funding

$41M

Last raise

$33M

Series A, 3 years ago

Funding history

Apr 2023

Series A Clerkie · $33M

Dec 2020

Seed Round Clerkie · $6M

May 2019

Pre Seed Round Clerkie · $2M

Audience

Monthly website visitors
13.1K
Month over month-43.9%
Quarter over quarter+6.9%
Top sourceDirect (55.4%)
Ad budget per month$0.0
Average search rank27
Traffic source mix
Direct
55.4%
Search
29.5%
Referral
7.2%
Social
6.5%
Paid referral
1.3%

LinkedIn followers

Follower count and growth

Total followers

8.7K

12-mo growth

+18.9%

Monthly growth

+2.5%

News

Links