Clerkie Raises $33M Series A Funding From Top Investors To Address The Broken Debt System
Amount Raised
$33 Million
Round Type
Series A
Investors
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.
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Funding Insights
What this usually meansClerkie raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
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