CleverAlpha Asset Management - Crunchbase Company Profile & Funding

Overview

CleverAlpha Asset Management

Heat Score

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About CleverAlpha Asset Management

CB Rank

1200353

CleverAlpha offers SEC-registered investment advisory services focusing on low-fee solutions via a digital platform.

Private

Manhattan Beach, California, United States

1-10

www.cleveralpha.com/

Advice

Asset Management

Finance

Impact Investing

Details

Legal Name

CleverAlpha Asset Management, LLC.

Operating Status

Active

Company Type

For Profit

About the Company

CleverAlpha is an investment advisory firm registered with the Securities and Exchange Commission (SEC), specializing in providing low-fee investment management solutions. The company offers a range of services aimed at helping clients manage their investments efficiently, emphasizing the importance of minimizing fees to enhance investment returns.

CleverAlpha utilizes a digital platform to deliver its services, catering to clients who value a tech-savvy approach to investment management. The firm's offerings include a white-labeled Robo solution designed to help institutions retain customer deposits by offering in-house investment management services. CleverAlpha's philosophy centers on the belief that low-cost investing is crucial for achieving favorable investment outcomes.