ClearChoice

Stillorgan, Ireland
Brokerage solutions are provided by ClearChoice for financial advisors.
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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
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Mertal Ltd
Operational Areas
Financial Services → Capital Markets & Trading
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
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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. 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

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.

Funding Insights of ClearChoice

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 ClearChoice

ClearChoice has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Trusted Advisor Group. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

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
Acquisitions
Company Name Description Domain Location Founded Year Amount
Financial advisory services are provided to clients.
2011
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - ClearChoice

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

Clearchoice Comparisons

Employees
+
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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. 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
Online certification courses in accounting and finance are provided.
domain founded_year HQ Location
Online financial management training and resources are provided.
domain founded_year HQ Location
Online finance and banking training and certifications are offered.
domain founded_year HQ Location
Financial literacy resources are provided to schools and universities.
domain founded_year HQ Location
Student engagement solutions are delivered via an online platform.
domain founded_year HQ Location
Financial literacy is delivered via Edtech games and adaptive testing.
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 Clearchoice

Frequently Asked Questions about ClearChoice

Where is ClearChoice located?

ClearChoice is headquartered in Stillorgan, Ireland.

What does ClearChoice do?

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.

Who are the top competitors of ClearChoice?

ClearChoice's top competitors include Corporate Finance Institute, Investview and Fitch Learning.

What products or services does ClearChoice offer?

ClearChoice offers ClearChoice CRM, ClearChoice Research Tools, MyCharges, Central Bank Auth & Training, and TAG Membership.

How many acquisitions has ClearChoice made?

ClearChoice has made 1 acquisition, including Trusted Advisor Group.

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