Institutional AI for capital decisions. Clade is the AI platform built for institutional investment teams — endowments, pensions, RIAs, OCIOs, insurance companies, family offices, the consultants who serve them, and the fund managers they back. Most institutional investment workflows still run on email, shared drives, and tribal memory. Clade unifies documents, data, and relationships into a single investment workspace, then applies purpose-built AI on top — turning fragmented materials into structured insight, bespoke reports, and faster decisions. Purpose-built for the workflows horizontal AI tools weren't designed to handle: unlimited context windows for institutional-scale document sets, continuous agents that work across vintages and entities, and strategy-aware ontologies with entity resolution across managers and vehicles. Built on an enterprise trust layer with SOC 2 Type II, granular permissions, full auditability, and no training on client data. Built by investors, for investors. See the platform: clade.co We're hiring. If you want to help build the operating system for institutional investing, careers at clade.co/careers — or DM the team here.
| Website | http://www.clade.co |
| Employees | 14 (10 on RocketReach) |
| Founded | 2017 |
| Address | 300 Park Avenue, New York, New York 10022, US |
| Technologies |
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| Industry | Software Development, Communities, Community and Lifestyle, Crowdfunding, Financial Services, FinTech, Venture Capital, Lending and Investments |
| Keywords | Fintech Platform, Investment Management, Investors, Fundraisers, Data Sharing, Financial Technology, Portfolio Management, Asset Management, Investment Technology, Alternative Investments, Wealth Management, Collaboration Tools, Deal Management, Fundraising Platform, Investment Operations, Capital Raising, Due Diligence |
| Competitors | Fidelity Investments, Vanguard, Merrill Edge, E*TRADE Bank c/o E*TRADE Financial, LLC, Robinhood, TD Ameritrade, Betterment, Wealthfront, Acorns, Schwab Advisor Services +38 more (view full list) |
Looking for a particular Clade employee's phone or email?
Jonathan Lipton is the CEO and Co-Founder of Clade.
10 people are employed at Clade.
Clade is based in New York, New York.