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Clearstead

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations, and build stronger legacies for their families, their communities, and themselves. We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.

Free account • No credit card • 5 profiles/day

Financial Services 222 Employees Found Founded 1989 126197 Similar Companies
222 Employees Found
92% Email Coverage
$37.1M Est Revenue
3 Office HQ
126197 Similar Companies
Jul '26 Last Verified

Clearstead Technology Stack

Hello Bar

Hello Bar is a customizable website notification tool that helps increase conversions by displaying targeted messages, offers, or calls-to-action at the top of your site to engage visitors and boost engagement.

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Mimecast

Mimecast is a cloud-based cybersecurity and email management platform that offers secure email continuity, archiving, and threat protection to safeguard organizations from cyber threats and ensure reliable email communication.

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Constant Contact Mail

Constant Contact Mail is an easy-to-use email marketing platform that helps businesses create, send, and track professional email campaigns to engage customers and grow their audience effectively.

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KnowBe4

KnowBe4 is a cybersecurity platform that provides security awareness training and simulated phishing tests to help organizations educate employees and prevent cyber threats.

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Yoast SEO Premium

Yoast SEO Premium is a powerful WordPress plugin that enhances your website's search engine rankings with advanced SEO tools, keyword optimization, internal linking suggestions, and content insights to boost visibility and traffic.

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Slack

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Frequently asked questions about Clearstead

Who are the decision makers in Clearstead?

The decision makers in Clearstead are Alex Shannon, Mario Mastroianni, Aneet Deshpande, etc. Click to Find Clearstead decision makers emails.

What types of clients does Clearstead serve?

Clearstead serves a diverse range of clients, including institutional investors, private clients, family offices, and foundations. Our tailored advisory services are designed to meet the unique needs of each client, ensuring that we provide solutions that align with their specific financial goals and aspirations.

What services does Clearstead offer to institutional clients?

Clearstead offers a comprehensive suite of services for institutional clients, including investment management, strategic asset allocation, risk management, and performance reporting. We work closely with organizations such as endowments, foundations, and pension plans to develop customized investment strategies that help them achieve their long-term financial objectives.

How does Clearstead approach financial planning for private clients?

For private clients, Clearstead takes a holistic approach to financial planning. We assess each client's unique financial situation, goals, and values to create a personalized financial plan. Our services include investment management, estate planning, tax optimization, and retirement planning, all aimed at helping clients build and preserve their wealth for future generations.

What industries does Clearstead specialize in?

Clearstead specializes in a variety of industries, including education, healthcare, arts and culture, and philanthropy. Our expertise in these sectors allows us to provide informed and relevant advice to our clients, ensuring that their investments and financial strategies are aligned with the specific challenges and opportunities within their industry.

Can Clearstead assist with philanthropic endeavors?

Yes, Clearstead has extensive experience in advising clients on philanthropic strategies. We help clients identify their charitable goals, structure their giving, and manage their philanthropic assets effectively. Our team can assist with establishing foundations, donor-advised funds, and other vehicles to ensure that clients can make a meaningful impact with their charitable contributions.

What is Clearstead's investment philosophy?

Clearstead's investment philosophy is centered around a disciplined, research-driven approach that emphasizes long-term growth and risk management. We believe in building diversified portfolios tailored to each client's risk tolerance and financial goals. Our team continuously monitors market trends and economic conditions to make informed investment decisions that align with our clients' aspirations.