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Clerkie offers an AI-powered financial assistant, which takes a holistic view of a person’s finances and automates and manages recommended financial tasks. Its app also integrates with several third-parties in order to perform transactional tasks on behalf of consumers, such as paying a phone bill, updating account information, moving a payment due date to suit income cycles, changing 401K investment options to optimize gains, and more.

HQSan Francisco, CA, US


Clerkie is headquartered in
San Francisco, United States

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Employees (est.) (Sept 2021)12
Cybersecurity ratingAMore

Clerkie Office Locations

Clerkie has an office in San Francisco
San Francisco, CA, US (HQ)
Brannan St & 7th St, San Francisco
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Clerkie Financials and Metrics

Summary Metrics

Founding Date


Clerkie total Funding

$2 m

Clerkie latest funding size

$2 m

Time since last funding

2 years ago

Clerkie investors

Clerkie's latest funding round in May 2019 was reported to be $2 m. In total, Clerkie has raised $2 m
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Clerkie Cybersecurity Score

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Clerkie Online and Social Media Presence

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Clerkie Frequently Asked Questions

  • When was Clerkie founded?

    Clerkie was founded in 2017.

  • How many employees does Clerkie have?

    Clerkie has 12 employees.

  • Who are Clerkie competitors?

    Competitors of Clerkie include XTransfer, SwapIt and MoMo.

  • Where is Clerkie headquarters?

    Clerkie headquarters is located at Brannan St & 7th St, San Francisco, San Francisco.

  • Where are Clerkie offices?

    Clerkie has an office in San Francisco.

  • How many offices does Clerkie have?

    Clerkie has 1 office.