Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
ClearView Wealth Management Logo
ClearView Wealth Management CB Rank
1172367
Heat Score
60
ClearView Wealth Management is a financial service company that specializes in investment management and planning.
Founded
obfuscation
Private Charlotte, North Carolina, United States1-10 www.clearviewwealthmgmt.com/
Consulting
Financial Services
Wealth Management
Overview

ClearView Wealth Management
Heat Score
60

Growth Score
pts
in past quarter
Heat Score 60
-16 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
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About ClearView Wealth Management

CB Rank
1172367
ClearView Wealth Management is a financial service company that specializes in investment management and planning.
Founded
obfuscation
Private Charlotte, North Carolina, United States1-10 www.clearviewwealthmgmt.com/
Consulting
Financial Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Eric Clark
Phone Number +1 704-837-4317
Contact Email clearview@cvwmgmt.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
Active management of client investment portfolios aligned with their goals and risk tolerance.
Financial Planning
Comprehensive analysis and creation of dynamic financial plans tailored to clients' evolving financial situations and goals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 5

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

36

IT Spend

$228.3KThis year, ClearView Wealth Management is projected to spend $228.3K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
PayPal Holdings, Inc (PYPL) Logo
PayPal Holdings, Inc (PYPL)
88
Computer Science Logo
Computer Science
78
Redfin Logo
Redfin
76

Actively Used Products

17ClearView Wealth Management uses 17 technology products and services including HTML5, Modernizr, and  Google Analytics, according to G2 Stack.

Active Website Tech Count

3ClearView Wealth Management is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, Euro, and  CommonCrawl Top 10m.
Sub-Organizations
Frequently Asked Questions

Where is ClearView Wealth Management's headquarters? ClearView Wealth Management is located in Charlotte, North Carolina, United States.Who are ClearView Wealth Management's competitors? Alternatives and possible competitors to ClearView Wealth Management may include HighTower Advisors, Mesirow, and  CAPTRUST.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(5eb04bf 1)
|