ClearServe

wealthtech-retailother investments platform

FOUNDING YEAR: 2012
LOCATION: United States
Last Update: 17/07/2020

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About

ClearServe is a wealth management technology platform which helps family offices and other investors make better finance, investment and management decisions.

Focus

PRODUCTS & SERVICES

Provide services such as data aggregation, multi-assest class accounting & analytics for wealth management to the family offices, private investors and multi-managers. Aims at simplifying the complex data into accurate data providing better insights to the clients.

MAIN CLIENTS

Banks

wealth managers and high-net worth private investors

People

FOUNDERS

Howard Yen

Hugh Nguyen

BOARD MEMBERS AND ADVISORS

Dana Spiegel

David Eisner

Eric Frank

Jim Li

Stanley Goldstein

Todd Bradley

R. Todd Ruppert

Victoria Vysotina

NUMBER OF EMPLOYEES

11-50

INVESTORS:

Benjamin Pofcher

Bradley C. Harrison

David Eisner

David Kressel

Flatiron Investors

Gillian Sandler

Green Visor Capital

Hugh Nguyen

John Ryu

Michael Walsh

Peter Secor

Rahul Doshi

Scout Ventures

SenaHill Partners

Sergei Kovalenko

Simon Yoo

SixThirty

Social Leverage

Stephen Rodriguez

Steven Lau

Thayer Street Partners

Victoria Vysotina

WorldQuant Ventures LLC

Momentum

FUNDED

YES

TOTAL FUNDING

$3.31 M

DATE OF LAST FUNDING

Jul 2017

TOTAL FUNDING COMMENT

An undisclosed amount was funded in Series A round.

FUNDING SERIES

OTHERS  · $3.31 M · Jul 2017

LISTED

NO

Innovation Programs

BASICS

FOUNDING YEAR:

2012

LOCATION:

United States

Views:

139 VISITORS | 243 VIEWS
LATEST FUNDING ROUND

$3.31 M

TOTAL EMPLOYEES
11-50

About

ClearServe is a wealth management technology platform which helps family offices and other investors make better finance, investment and management decisions.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

Focus+
Momentum+
People+
Other+

Innovation Programs

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