ClearServe is a wealth management technology platform which helps family offices and other investors make better finance, investment and management decisions.
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.
Banks, wealth managers and high-net worth private investors
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:
Bradley C. Harrison, Flatiron Investors, Green Visor Capital, Scout Ventures, SenaHill Partners, Thayer Street Partners, John Ryu, Simon Yoo, Peter Secor, Bradley C. Harrison, Steven Lau, Benjamin Pofcher, Michael Walsh, Sergei Kovalenko, Stephen Rodriguez, David Kressel, Hugh Nguyen, Gillian Sandler, David Eisner, Rahul Doshi, Victoria Vysotina
Insufficient information for accurate analysis
DATE OF LAST FUNDING:
TOTAL FUNDING COMMENT:
An undisclosed amount was funded in Series A round.