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Clerkie
AI financial planner
- 21-100 employees
- B2C
- Artificial Intelligence
- Financial Services
- Showplace Square, San Francisco, CA
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Company mission
To democratize financial health and provide all individuals with and 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, including their income, expenses, debts, and investments, to generate a tailored financial plan that is customized to their needs and goals.
Through this personalized approach, Clerkie enables users to take control of their finances, make informed decisions, and effectively manage their debt in a responsible & 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.
Gray Hoffman
(COO)Previously served as the VP of Business Operations at Grovo and as a Business Analyst at McKinsey & Company.
Jobs (2)
Software Engineering
Sales & Account Management