# Clerkie Money

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/clerkie-money

- Industry: Financial Services
- Headquarters: San Francisco, US
- Website: www.clerkie.io
- Total disclosed funding: $35M
- Latest round: Series A (Apr 18, 2023)
- Investors on record: 6

## About

Based in California, US, and founded in 2017, Clerkie Money LLC operates as a fintech company that provides an artificial intelligence (AI) based personal finance management app. In April 2023, the firm raised USD 33 million in series A funding led by investor Left Lane Capital, with participation from other investors Citi Ventures, CMFG Ventures, Vestigo Ventures, Wellington Management, and Flourish Ventures.

The company through its financial automation platform assists its users to pay off their debts. The company partners with employers, financial institutions, and unions and provides borrowers with personalized, data-driven repayment options, and supports them in recovering their loans. The company’s application integrates with users' bank accounts and credit cards to provide personalized insights and recommendations based on AI and machine learning algorithms to analyze users' spending patterns and provide tailored advice for saving money, reducing debt, building a credit score, and investing wisely.

## Funding rounds

- Series A, Apr 18, 2023, $33M — Wellington Management, Citi Ventures, Vestigo Ventures, CMFG Ventures, Flourish Ventures, Left Lane Capital
- Seed, May 21, 2019, $2M — Flourish Ventures

## Investors

- Flourish Ventures (https://capitalatlas.ai/funds/flourish-ventures) — Seed, Series A
- Wellington Management (https://capitalatlas.ai/funds/wellington-management) — Series A
- Citi Ventures (https://capitalatlas.ai/funds/citi-ventures) — Series A
- Vestigo Ventures (https://capitalatlas.ai/funds/vestigo-ventures) — Series A
- CMFG Ventures — Series A
- Left Lane Capital (https://capitalatlas.ai/funds/left-lane-capital) — Series A