Clearstead enables wealthy families and leading institutions to meet their financial objectives and achieve their aspirations, building stronger futures for their families, their communities, and themselves.
| Website | http://www.clearstead.com |
| Revenue | $123.7 million |
| Employees | 189 (189 on RocketReach) |
| Founded | 1989 |
| Address | 1100 Superior Ave E, Cleveland, Ohio 44114, US |
| Technologies |
JavaScript
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HTML
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PHP
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| Industry | Financial Services, Other Financial Services, Consulting Services (B2B) |
| Keywords | Asset Allocation, Wealth Management, Risk Management, Financial Planning, Estate Planning, Financial Solutions, Investment Management, Family Office, Portfolio Management, Financial Advisory, Wealth Preservation, Legacy Planning, Retirement Planning, Philanthropy, Tax Planning, Trust Services, Multigenerational Planning, Impact Investing, Alternative Investments, Financial Consulting |
| Competitors | Mercer, Aon, Baird, Neuberger, Cambridge Associates, VWG Wealth Management, Stonehage Fleming, Aspiriant, Wilshire, AdvicePeriod +31 more (view full list) |
Looking for a particular Clearstead employee's phone or email?
Clearstead Questions
The Clearstead annual revenue was $123.7 million in 2026.
Alex Shannon is the Managing Director, Business Development of Clearstead.
189 people are employed at Clearstead.
Clearstead is based in Cleveland, Ohio.
Top Clearstead Employees
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Alex Shannon
Managing Director, Business Development at Clearstead
Cleveland, OH, US14 -
Carolyn Raden
Chief Financial Officer at Clearstead
Chicago, IL, US25+ -
Don Hess
Managing Director, Daily Investment Operations at Clearstead
Cleveland, OH, US34 -
Michael McLelland
Managing Director, Private Markets at Clearstead
Cleveland, OH, US23 -
34
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Chelsea Luzier
Managing Director at Clearstead
Seattle, WA, US14 -
25+
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Risë Flenner
Managing Director- Tax at Clearstead
Norfolk, VA, US2
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