Company Directory / Financial Services
PrivateFor profitFinancial ServicesNew York, NY, United States
ClearServe
ClearServe, a wealth management platform, helps family offices and other investors make better finance, investment and management decisions.
- Founded
- 2012 14 years ago
- Staff
- 11-50 2 on LinkedIn
- Followers
- 115 on LinkedIn
- Funding
- $3.3M as listed, USD
We strive to deliver transparency to your portfolio. We combine robust Alternatives technology with superior usability and design elements to help Family Offices and other Private Investors make better Finance, Investment, and Management decisions. Powered by our Alternatives Tracking System TM, ClearServe's normalization engine enables family offices and alternative asset investors to efficiently aggregate disparate data sources and to normalize them into a usable and robust portfolio and partnership… Read all
We strive to deliver transparency to your portfolio. We combine robust Alternatives technology with superior usability and design elements to help Family Offices and other Private Investors make better Finance, Investment, and Management decisions. Powered by our Alternatives Tracking System TM, ClearServe's normalization engine enables family offices and alternative asset investors to efficiently aggregate disparate data sources and to normalize them into a usable and robust portfolio and partnership accounting, analytics, and reporting system. An end-to-end solution from operations / back-office to front-office has never been so easy to manage.
Set against six million companies
Size
11-50 people: larger than 33% of companies with a size listed. 2 people list it on LinkedIn.
Age
14 years old.
Reach
No web traffic ranking listed. 115 followers on LinkedIn.
What it does
Financial ServicesManagement Information SystemsSoftwareFinancial ServicesSoftware DevelopmentAccountingFinancial Analytics and Report GenerationData AggregationAlternatives Tracking System
Funding, as listed
$3.3M raised in total
- Rounds7
- LatestSeries unknown, Jul 2017
- Latest amountUSD 3,310,543
- Investors10, 1 leading
What the source datasets report. We have not watched these rounds ourselves.
Every detail we hold
Everything the source datasets list about ClearServe, field by field. Contact details are held but never shown.
The company
- Name
- ClearServe
- Type
- For profit
- Status
- Private
- Founded
- 2012
- Founders
- Howard Yen, Hugh Nguyen
- Industry
- Financial Services
- Categories
- Financial Services, Management Information Systems, Software
- Specialities
- Financial Services, Software Development, Accounting, Financial Analytics and Report Generation, Data Aggregation, Alternatives Tracking System
Where
- City
- New York
- Region
- NY
- Country
- United States
- Markets
- Greater New York Area, East Coast, Northeastern US
Size and reach
- Staff band
- 11-50
- People on LinkedIn
- 2
- LinkedIn followers
- 115
Funding, as listed
- Total
- $3,310,543 USD
- Rounds
- 7
- Latest round
- Series unknown
- Latest round date
- Jul 2017
- Latest amount
- 3,310,543 USD
- Investors
- 10
- Lead investors
- 1
- Listing status
- private
About this record
- Sources
- Crunchbase, LinkedIn
- Last imported
- Sept 2026
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GenerateSan Francisco · 101-250 peopleFrom the company datasets we hold (Crunchbase, LinkedIn and Apollo listings), as listed there; 1,637,054 companies in United States and 5,926,251 in all. We hold no contact details for public display. Correct this, or ask for it to be removed.