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Clerkie
AI financial planner
- 21-100 employees
- B2C
- Artificial Intelligence
- Personal finance
- Financial Services
- Showplace Square, San Francisco, CA
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Company mission
To democratize financial health and provide all individuals with an actionable path to financial security.
Few candidates hear
back within 2 weeks
Our take
In today's economic climate, a significant proportion of the American population is facing mounting debt rates. This unfortunate reality creates a lose-lose situation for both borrowers and financial institutions, who are experiencing billions of dollars in losses.
Clerkie is a financial automation platform designed specifically to assist Americans in managing their debt obligations and reducing their debt burden. By leveraging cutting-edge technology, the platform analyzes users' financial data such as income, expenses, debts and investments, to generate a tailored financial plan for their needs and goals.
Through this personalized approach, Clerkie enables users to take control of their finances, make informed decisions and manage their debt in a responsible and sustainable manner. By providing users with the tools they need to succeed, Clerkie is helping to promote financial well-being and create a brighter future for all Americans.
Steph
Company Specialist at Welcome to the Jungle
Benefits
- Equity options
- Top-notch medical, dental, and vision
- 401k & retirement benefits
- Fully remote working
- Annual destination company retreat
Funding (last 2 of 3 rounds)
Apr 2023
$33m
SERIES A
Dec 2020
$6m
SEED
Total funding: $41m
This company has top investors
Leadership
Guy Assad
(CEO)Graduated from Stanford University with an MBA in General Management, Finance and Entrepreneurship. Previously a Manager at McKinsey & Company as well as a Director of Constellation R&D at Alcon.
Sebastian Wigström
(CTO)Graduated from Stanford University with a Bachelor's degree in Mechanical Engineering. Previously worked as a Business Analyst at McKinsey & Company.
Jobs (2)
Software Engineering
Sales & Account Management