Fundraising Fox
Clearstead
Cleveland, US · 1 known investors
Find your way into Clearstead
Sign up to see every warm intro you have to Clearstead
- Paths you didn't know you had: your email and LinkedIn already hold routes to the Clearstead team. We find them
- 2nd- and 3rd-degree connections: the friend-of-a-friend routes you can't see from your own inbox or LinkedIn
- Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone
Days of research, done the moment you sign in, with every route ranked by how warm it is.
Clearstead is a financial advisory firm that manages approximately $68 billion in assets for private clients, institutions, and trust companies, offering integrated financial planning, tax planning, family office services, and investment management. The firm also serves institutional clients including endowments, foundations, and healthcare organizations with investment policy development and asset allocation services.
Founders & leadership
Investors · 1
In the news
Frequently asked questions
- What does Clearstead do?
- Clearstead is a financial advisory firm that manages approximately $68 billion in assets for private clients, institutions, and trust companies, offering integrated financial planning, tax planning, family office services, and investment management. The firm also serves institutional clients including endowments, foundations, and healthcare organizations with investment policy development and asset allocation services.
- Who are Clearstead's investors?
- Clearstead's investors include Flexpoint Ford.
- Where is Clearstead headquartered?
- Clearstead is headquartered in Cleveland, US.