Clearbrook

Stamford, United States Founded: 2010 • Age: 16 yrs
Investment solutions are provided by Clearbrook for diverse clients.
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About Clearbrook

Clearbrook is a company based in Stamford (United States) founded in 2010. It operates as a Professional Services. Clearbrook offers products and services including Advisory Solutions, Outsourced Chief Investment Officer, ESG Solutions, Innovative Return Solutions, and Capital Opportunities. Clearbrook operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.

  • Headquarter Stamford, United States
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Legal Name Clearbrook, Llc
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Clearbrook

Clearbrook offers a comprehensive portfolio of products and services, including Advisory Solutions, Outsourced Chief Investment Officer, ESG Solutions, Innovative Return Solutions, and Capital Opportunities. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Customized investment solutions are provided for client portfolios.

Investment management services are offered as an extension.

Sustainable investment strategies are developed for client needs.

Non-traditional investment strategies are crafted for better returns.

Unique capital solutions are identified for client diversification.

People of Clearbrook
Headcount 10-50
Employee Profiles 12
Board Members and Advisors 2
Employee Profiles
People
Elliott Wislar
CEO
People
Michael J. Huxley
Managing Director, Portfolio Management Strategy
People
Al Gilmore
Chief Compliance Officer
People
Mark N. Hong
Clearimpact Ventures | Partner

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Board Members and Advisors
people
Gregg Sibert
Senior Marketing Advisor
people
Natasha Koprivica
Senior Advisor

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Funding Insights of Clearbrook

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Clearbrook

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Clearbrook

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Clearbrook Comparisons

Employees
+
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Competitors of Clearbrook

Clearbrook operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Retirement, investment, and insurance products and services are provided.
domain founded_year HQ Location
Asset management and investment advisory services are provided to clients.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Clearbrook

Frequently Asked Questions about Clearbrook

When was Clearbrook founded?

Clearbrook was founded in 2010.

Where is Clearbrook located?

Clearbrook is headquartered in Stamford, United States. It is registered at Stamford, Connecticut, United States.

What does Clearbrook do?

Investment solutions are tailored by Clearbrook for clients seeking performance in traditional and alternative markets. Services are offered across advisory solutions, outsourced chief investment officer roles, ESG-focused strategies, innovative return solutions, and capital opportunities. Operations are conducted globally with a focus on long-term performance and risk management. Clients are connected with unique opportunities through a best ideas investment process. Sectors served include financial advisory and asset management, ensuring customized and forward-thinking approaches.

Who are the top competitors of Clearbrook?

Clearbrook's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does Clearbrook offer?

Clearbrook offers Advisory Solutions, Outsourced Chief Investment Officer, ESG Solutions, Innovative Return Solutions, and Capital Opportunities.

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