Clerkie Secures $50M to Democratize Financial Health and Empower 123M Americans with AI-Driven Financial Planning

Clerkie is proud to announce a successful funding round in which it raised $50 million, marking a momentous step forward in our mission to democratize financial health in America. With only 24% of Americans considered financially literate and around 60% seeking a financial plan they can’t afford, there’s a clear and pressing need for accessible, actionable guidance. Clerkie was built to address this gap for the 123 million underserved Americans struggling to find reliable financial answers. After years of assisting middle-class families in managing debt and financial challenges, our team recognized that users needed more than just advice—they needed a comprehensive, data-driven solution tailored to their unique situations. Leveraging advanced conversational AI, Clerkie creates in-depth financial knowledge graphs that deliver personalized insights and strategic plans to help individuals navigate their financial journeys. This fresh injection of $50 million will drive innovation, enhance our machine learning platforms, and expand our reach to more households in need of expert financial planning. As we invest in product expansion and market outreach, our goal remains steadfast: to empower every individual with a clear, actionable roadmap to financial security. This funding milestone not only validates our approach but also propels us toward creating a future where every American has the tools to achieve lasting financial well-being. For those passionate about transforming financial literacy and eager to be part of our journey, please get in touch at talent@clerkie.io for current and future opportunities.