Clearstead
1 known investors
Clearstead is a financial advisory firm providing private wealth management, institutional investment consulting, tax preparation, financial planning, trust services, and family office support. It serves wealthy families, institutions, and other advisors, including through its ClearAccess platform for investing in illiquid alternatives.
Fintech
Investors · 1
Frequently asked questions
- What does Clearstead do?
- Clearstead is a financial advisory firm providing private wealth management, institutional investment consulting, tax preparation, financial planning, trust services, and family office support. It serves wealthy families, institutions, and other advisors, including through its ClearAccess platform for investing in illiquid alternatives.
- Who are Clearstead's investors?
- Clearstead's investors include Flexpoint Ford.