Founded in 2009, Clearserve is a technology company that provides a comprehensive, web-based platform for the wealth management industry. Its mission is to deliver a modern, integrated solution that simplifies complex data aggregation, portfolio management, and client reporting for family offices, wealth advisors, and foundations. The platform automates data collection from various custodians and financial institutions, offering tools for performance reporting, client billing, and a secure client portal, aiming to enhance operational efficiency and transparency for its clients.

Founded in

United States