Total Funding
4
55
Total FundingVenture - Series Unknown raised
Growth Score 4 in past quarter
-1 pts
Heat Score 55 in past quarter
-3 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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134971
ClearServe, a wealth management platform, helps family offices and other investors make better finance, investment and management decisions.
Hugh Nguyen: CEO + Co-Founder- Howard Yen: Co-Founder
About the Company
ClearServe is disrupting a cottage industry of manual Excel spreadsheets and legacy software used by Family Offices, Multi-Managers, and Private Investors. They are building an elegant solution to empower users, to create data transparency, and to solve real pain-points in the industry.
