About Clarius
Clarius is a Financial Services company based in Seattle (United States) founded in 2010, and was acquired by Clearstead in February 2026. Clarius is operated as a family office providing financial services. It operates on a Professional Services model. The company has 33 employees. Clarius offers products and services including Investment Management, Family Office Services, and Personal Accounting. Its focus areas include Financials, Investment Management and Wealth Management. Its legal entity is The Clarius Group. Its competitors include Raymond James, Focus Financial Partners and Alera Group; 2 of its 3 listed competitors have raised funding.
Company details
Clarius is managed as a shared family office dedicated to serving client families with comprehensive financial solutions. Services are provided in areas such as investment management, tax and estate planning, philanthropy, and personal accounting. Operations are focused on the Northwest region and beyond, with an emphasis on transparency, security, and loyalty. Customized approaches are developed to align with each familys unique goals, ensuring time and peace of mind are delivered through professional stewardship.
- Headquarters Seattle, United States
- Employees 33
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website clariusgroup.com
- Acquired by Clearstead (Feb 2026)
- Legal Name The Clarius Group
- InvestorsClearstead
& 3 more
- Employee Count33
- Acquired byClearstead
(Feb 2026)
Products & Services of Clarius
Clarius offers a comprehensive portfolio of products and services, including Investment Management, Family Office Services, and Personal Accounting.
Tailored portfolio design and management are provided comprehensively.
Customized financial coordination and planning are offered expertly.
Bill payment and financial reconciliation are managed efficiently.
Funding Insights of Clarius
- Total Rounds 1
- Investors Count 3
All 1 funding rounds of Clarius with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2018 | Seed | – | – |
4 investors in total: 4 institutional.
Investors in Clarius
Clarius has secured backing from 4 investors, including venture fund and institutional investors. Prominent investors backing the company include Clearstead, PH Auto Glass and Uniban.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Mid-market companies are invested in by this private equity firm. | ridgemontep.com | Charlotte, United States | ||
Provider of car repair services | 2012 | ph.ca | Sainte Perpetue, Canada | |
Automotive vehicle glass is distributed throughout Canada. | 1998 | unibancanada.ca | Laval, Canada | |
Wealth management firm | 2018 | clearstead.com | Cleveland, United States |
Investor details for Clarius
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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Timeline of Clarius
3 dated milestones of Clarius across 16 years, from founding to its latest funding, stage changes and deals.
- Founded Clarius is founded.
- Funding First funding round.
- Exit Acquired by Clearstead.
Competitors of Clarius
Clarius has 3 listed competitors in our database, 2 of them funded. They include Raymond James, Focus Financial Partners and Alera Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. |
Detailed competitors of Clarius
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Top companies in Asset Management
3 companies that operate in the same segment as Clarius (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Clarius
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Frequently Asked Questions about Clarius
Clarius was founded in 2010 and raised its 1st funding round 8 years after it was founded.
Clarius is headquartered in Seattle, United States. It is registered at Seattle, Washington, United States.
Clarius has 33 employees.
Clarius is managed as a shared family office dedicated to serving client families with comprehensive financial solutions. Services are provided in areas such as investment management, tax and estate planning, philanthropy, and personal accounting. Operations are focused on the Northwest region and beyond, with an emphasis on transparency, security, and loyalty. Customized approaches are developed to align with each familys unique goals, ensuring time and peace of mind are delivered through professional stewardship.
Clarius's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Clarius offers Investment Management, Family Office Services, and Personal Accounting.
Clarius has 4 investors. Key investors include Clearstead, PH Auto Glass, Uniban, and Ridgemont Equity partners.
Clarius operates through The Clarius Group.
Yes. Clarius was acquired by Clearstead in February 2026.