About ClearChoice
ClearChoice is a company based in Stillorgan (Ireland). It operates as a SaaS (Software-as-a-Service) and Professional Services. ClearChoice has completed 1 acquisition, including Trusted Advisor Group. ClearChoice offers products and services including ClearChoice CRM, ClearChoice Research Tools, MyCharges, Central Bank Auth & Training, and TAG Membership. ClearChoice operates in a competitive market with competitors including Gaodun Online School, Investview, Corporate Finance Institute, Blackbullion and Nearpeer, among others.
- Headquarter Stillorgan, Ireland
- SectorsFinancial Services
- Email••••••••
- Website clearchoice.ie
- Social X
- Legal Name Mertal Ltd
- Investments & Acquisitions
Products & Services of ClearChoice
ClearChoice offers a comprehensive portfolio of products and services, including ClearChoice CRM, ClearChoice Research Tools, MyCharges, Central Bank Auth & Training, and TAG Membership.
A CRM system is provided for financial brokers.
Research tools are offered for financial product comparisons.
A plugin is provided for commission compliance updates.
Support is given for brokerage setup and authorization.
Membership benefits are provided for financial advisory firms.
Investments & Acquisitions by ClearChoice
ClearChoice has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Trusted Advisor Group.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial advisory services are provided to clients. | trustedadvisorgroup.ie | Dublin, Ireland | 2011 | Jan 2019 | •••• |
Complete acquisition details for ClearChoice
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Competitors of ClearChoice
ClearChoice 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 Gaodun Online School, Investview, Corporate Finance Institute, Blackbullion and Nearpeer, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| gaodun.com | 2007 | Shanghai, China | $150.29M | – | Online certification courses in accounting and finance are provided. | |
| investview.com | 2005 | Red Bank, United States | $1.65M | 33 | Online financial management training and resources are provided. | |
| corporatefinanceinstitute.com | 2016 | Vancouver, Canada | – | – | Online finance and banking training and certifications are offered. | |
| blackbullion.com | 2014 | London, United Kingdom | $4.14M | 16 | Financial literacy resources are provided to schools and universities. | |
| nearpeer.com | 2015 | Portland, United States | $2.54M | – | Student engagement solutions are delivered via an online platform. | |
| getwealthylife.com | 2012 | – | $224,999 | – | Financial literacy is delivered via Edtech games and adaptive testing. | |
| fitchlearning.com | 1987 | London, United Kingdom | – | 116 | Online platform providing courses related to financial industry | |
| fundseeder.com | 2014 | Boca Raton, United States | – | – | Educational content and research platform for traders are provided. | |
| proformative.com | 2009 | San Jose, United States | $1.53M | 10 | Online platform for professional development of finance professionals. | |
| learnapp.com | 2014 | Delhi, India | $1.4M | 84 | SaaS-based platform providing video courses for investment and trading |
Detailed competitors of ClearChoice
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Similar companies to ClearChoice
10 companies that operate in the same segment as ClearChoice (Investment Banks), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Asset management, investment banking, and wealth management services are provided. | 1983 | Sao Paulo, Brazil | – | USD 20.91 B | 8,189 | |
Financial services are provided globally by UBS for wealth management. | 1862 | Zurich, Switzerland | – | USD 82.71 B | 108,650 | |
Banking & financial service provider | 1848 | Paris, France | – | USD 172.06 B | 197,580 | |
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | – | USD 42.22 M | – | |
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | – | USD 119.72 B | 80,000 | |
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 100.43 M | USD 116.66 M | 104 | |
M&A advisory, capital markets, and wealth management services are offered. | 1962 | St. Petersburg, Florida, United States | – | USD 15.9 B | 23,960 | |
Investment banking operations are conducted across multiple sectors. | 1996 | Vienna, Austria | – | – | 49,700 | |
Financial advisory and investment banking services are provided to institutions. | 1994 | Chicago, Illinois, United States | USD 44.52 M | – | 350 |
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Frequently Asked Questions about ClearChoice
ClearChoice is headquartered in Stillorgan, Ireland.
Brokerage solutions are delivered by ClearChoice to support financial advisors in Ireland. Services are offered for establishing, growing, and maturing brokerages, including CRM systems, research tools, compliance plugins, and Central Bank authorization support. Guidance is provided for exit strategies, alongside membership programs for advisory firms. The focus is placed on streamlining client engagement and fulfillment processes within the financial services sector.
ClearChoice's top competitors include Corporate Finance Institute, Investview and Fitch Learning.
ClearChoice offers ClearChoice CRM, ClearChoice Research Tools, MyCharges, Central Bank Auth & Training, and TAG Membership.
ClearChoice has made 1 acquisition, including Trusted Advisor Group.
ClearChoice operates through Mertal Ltd.