Fundz

Clerkie Raises $33M Series A Funding From Top Investors To Address The Broken Debt System

PRIVATEApr 18, 2023

Amount Raised

$33 Million

Round Type

Series A

San FranciscoFinancial ServicesArtificial IntelligenceFintechLending

Investors

Tom Proulx, Founder Of IntuitDavid Velez, Founder Of NubankVestigo VenturesCMFG VenturesCiti VenturesFlourish VenturesWellington Management CompanyLeft Lane Capital

Description

Clerkie, the leading AI-powered financial automation platform, today announced its $33M Series A round led by Left Lane Capital with participation from other notable investors including Wellington Management Company, Flourish Ventures, Citi Ventures, CMFG Ventures and Vestigo Ventures. Fintech visionaries David Velez, founder of Nubank, and Tom Proulx, founder of Intuit, also participated in the round. The company previously raised a $6M seed round during the pandemic and has now raised $41M to date. This time around, their impressive financial performance coupled with product differentiation led to an expedited and oversubscribed Series A financing

Quick answer

Clerkie raised $33 Million in a Series A round, dated April 18, 2023. Investors: Tom Proulx, Founder Of Intuit, David Velez, Founder Of Nubank, Vestigo Ventures, CMFG Ventures, Citi Ventures, Flourish Ventures, Wellington Management Company and Left Lane Capital. Clerkie is based in San Francisco, California, United States.

How much did Clerkie raise?
Clerkie raised $33 Million in a Series A round on April 18, 2023.
Who invested in Clerkie?
Tom Proulx, Founder Of Intuit, David Velez, Founder Of Nubank, Vestigo Ventures, CMFG Ventures, Citi Ventures, Flourish Ventures, Wellington Management Company and Left Lane Capital are named as investors in this round.
What does Clerkie do?
Only 24% of Americans are considered financially literate and an estimated 60% of Americans want a financial plan but can't afford it.
Where is Clerkie based and how big is it?
Clerkie is based in San Francisco, California, United States.
Who are the decision-makers at Clerkie?
Fundz holds 1 contact at Clerkie. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Financial Services and Fintech around the same time

Companies in the same sectors as Clerkie that raised within 45 days of this round, from Fundz verified event records.

  • Pagaya Technologies raised $75M on May 24, 2023.
  • Jia raised $4.3M (Seed) on May 17, 2023.
  • Finterest raised $120K (Seed) on May 10, 2023.
  • Hello Alice raised $3.6M (Seed) on May 8, 2023.
  • Setscale raised $70M (Seed) on May 4, 2023.
  • Kapital raised $19M on May 3, 2023.

Who to call at Clerkie, and when

A new round usually means Clerkie is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Clerkie raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Clerkie, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Clerkie. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Clerkie

Location

San Francisco, California, United States

About

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.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Clerkie raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

1 contact
Predictive Intelligence
Strategic

ML-powered predictions for Clerkie's next move

See what Strategic adds

Funding Insights

What this usually means
Typical timeline to Series B
Series A companies typically raise their next round in 10-18 months

Clerkie raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.