Founded in 2015 by James Liu, Clearnomics was created with the mission to help financial advisors better explain complex economic and market topics to their clients in a simple, visual, and compliant manner. The company provides a SaaS platform featuring client-friendly charts, commentary, and presentations that advisors can brand as their own to build trust and grow their business. In November 2020, Clearnomics was acquired by Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, and now operates as part of Envestnet's broader suite of tools for financial professionals.

Founded in

United States