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ClearVest Advisers Logo
ClearVest Advisers CB Rank
352882
Heat Score
66
ClearVest services independent wealth managers seeking opportunities in the private investment space.
Founded
obfuscation
Private New York, New York, United States www.clearvestllc.com/
Financial Services
Overview

ClearVest Advisers
Heat Score
66

Growth Score
pts
in past quarter
Heat Score 66
-14 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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About ClearVest Advisers

CB Rank
352882
ClearVest services independent wealth managers seeking opportunities in the private investment space.
Founded
obfuscation
Private New York, New York, United States www.clearvestllc.com/
Financial Services

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Peter Murrugarra, Sara Malak
About the Company
ClearVest services independent wealth managers seeking opportunities in the private investment space. Their unified technology platform streamlines the process from research to execution. They operate as a fiduciary, providing you with a true partnership.
Phone Number (646) 558-3570
Contact Email info@clearvestllc.com
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Unified Technology Platform
A platform that streamlines the process from research to execution for independent wealth managers in private investments.
Client Management
A service to manage clients with complex households of investments.

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Financials
Market Intelligence
People
View Profiles & Contacts
Employee Profiles 2

Employee Profiles

News
Technology
View Tech Report

IT Spend

$82.8KThis year, ClearVest Advisers is projected to spend $82.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Internet Service Logo
Internet Service
74
Apple (AAPL) Logo
Apple (AAPL)
74
Internet Access Logo
Internet Access
73

Actively Used Products

14ClearVest Advisers uses 14 technology products and services including HTML5, Microsoft Outlook, and  Amazon Route 53, according to G2 Stack.

Active Website Tech Count

15ClearVest Advisers is actively using 15 technologies for its website, according to BuiltWith. These include Google Tag Manager, US Privacy User Signal Mechanism, and  DoubleClick.Net.
Sub-Organizations
Frequently Asked Questions

Where is ClearVest Advisers's headquarters? ClearVest Advisers is located in New York, New York, United States.Who are ClearVest Advisers's competitors? Alternatives and possible competitors to ClearVest Advisers may include Allocate, CAIS, and  iCapital.
Who We Are
What We Do
Helpful Links
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