Solutions
For individual investors
Centralize your alternative investments and better measure investment performance.
For family offices & groups
Elevate your private investment operations with a modern secure solution.
For advisors and intermediaries
Impress asset owners with streamlined private investment management and reporting.
Company
PricingBlogSolutions
For individual investors
Centralize your alternative investments and better measure investment performance.
For family offices & groups
Elevate your private investment operations with a modern secure solution.
For advisors and intermediaries
Impress asset owners with streamlined private investment management and reporting.
Company
Charlottesville | NYC | Mexico City | Montevideo
Clerkie
7th St & Brannan St, San Francisco, California 94103, USA
Founded January 2017
Consumer Finance
Description
Clerkie is an AI Financial Planner for the 123M underserved Americans looking for answers. After spending years helping struggling middle-class families, it became clear that users needed more help with their debt and their finances. They needed answers. Clerkie uses conversational AI to build in-depth financial knowledge graphs that provide personalized answers and actionable plans for everyday Americans trying to achieve their financial goals. Our mission is to democratize financial health and provide all individuals with an actionable path to financial security.
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