Clerkie
San Francisco, California, United States
How Clerkie hit $3.6M revenue with a 33 person team in 2023.
Only 24% of Americans are considered financially literate, and approximately 60% of Americans desire a financial plan but are unable to afford one. Clerkie is an AI Financial Planner designed for the 123 million underserved Americans seeking financial guidance. Having assisted struggling middle-class families for years, it became evident that users required additional assistance with managing their debt and finances, and they sought answers. Clerkie utilizes conversational AI technology to create detailed financial knowledge graphs that offer personalized solutions and actionable plans for everyday Americans aiming to reach their financial objectives. Our objective is to make financial well-being accessible to all and present individuals with a tangible route to financial stability. If you are interested in exploring current or future opportunities to join our team, please reach out to us at [email protected].
2017
Founded
$3.6M
2023 Revenue
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YOY
$0
Funding
Clerkie Revenue
In 2023, Clerkie revenue run rate hit $3.6M in revenue.
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2023
Clerkie hit $3.6M in revenue in 2023
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2017
Clerkie launched in 2017 with $0 revenue
Clerkie Funding History
No funding has been reported for Clerkie yet.
Team
Clerkie has 33 total employees.
| DISTRIBUTION | QTY |
|---|---|
| Total team size | 33 |
Founder / CEO
Guy Assad
Q&A
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What's your age?
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Favorite online tool?
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Favorite book?
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Favorite CEO?
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Advice for 20 year old self
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Customers
Churn
Clerkie Executives
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Guy Assad | CEO | - | - |
Clerkie Employees
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Guy Assad | CEO | - | - |
Frequently Asked Questions about Clerkie
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When was Clerkie founded?
Clerkie was founded in 2017.
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How much revenue does Clerkie generate?
Clerkie generates $3.6M in revenue.
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Who is the CEO of Clerkie
The CEO of Clerkie is Guy Assad.
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How much funding does Clerkie have?
Clerkie raised $0.
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How many employees does Clerkie have?
Clerkie has 33 employees.
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Where is Clerkie headquarters?
Clerkie is headquartered at San Francisco, California, United States
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