About Clearsight Advisors
Clearsight Advisors is a Financial Services company based in Mclean (United States) founded in 2011 by Bethany Seidler, Joel Kallett, Gretchen Frary Seay, and Greg Treger, and was acquired by Regions Bank in December 2021. Global investment bank. The company has 25 employees. Its focus areas include Investment Industry, Investment Banks and IBs. Its legal entity is Clearsight Advisors, Inc.
Company details
Clearsight Advisors was established in 2011 as a global investment bank based in McLean, United States. Advisory services for mergers and acquisitions, along with capital raising, are provided to clients. Software services are also extended. More than 100 transactions have been completed, totaling over 12 billion in value. Operations are maintained through offices in Virginia and Dallas.
- Headquarters Mclean, United States
- Employees 25
- Founders Bethany Seidler, Joel Kallett, Gretchen Frary Seay, Greg Treger
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website clearsightadvisors.com
- Social LinkedIn X Facebook
- Acquired by Regions Bank (Dec 2021)
- Legal Name Clearsight Advisors, Inc
- Investors
- Employee Count25
- Acquired byRegions Bank
(Dec 2021)
Investors in Clearsight Advisors
Clearsight Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Regions Bank.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Mortgages, savings, credit, and debit cards are provided. | 1971 | regions.com | Birmingham, United States |
Investor details for Clearsight Advisors
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People of Clearsight Advisors
27 people are tracked at Clearsight Advisors (18 in leadership, 9 in team); the tracked headcount is 25.
| Name | Role | Group |
|---|---|---|
Bethany Seidler | Co-Founder & Director of Operations | Leadership |
Joel Kallett | Co-Founder & Managing Director | Leadership |
Gretchen Frary Seay | Co-Founder & Managing Director | Leadership |
Greg Treger | Co-Founder & Managing Director | Leadership |
Rishabh Mishra | Managing Director | Leadership |
Philo Tran | Managing Director | Leadership |
Stephen Shankman | Investment Banking Managing Director | Leadership |
Jim McCabe | Managing Director | Leadership |
Brendan Curran | Managing Director | Leadership |
John Rakowski | Managing Director | Leadership |
Tory Steel | Managing Director | Leadership |
Justin Loeb | Managing Director | Leadership |
Nas Chobanov | Director Investment Banking | Leadership |
Austin Kuhn | Investment Banking Vice President | Leadership |
Beth Seidler | Co-founder And Director Of Operations | Leadership |
Amanda Morrow | Director Of Business Development And Marketing | Leadership |
Jonathan Holland | Vice President | Leadership |
Phil Loria | Vice President | Leadership |
Abigail Berry | Investment Banking Analyst | Team |
Thomas Foreman | Investment Banking Associate | Team |
7 more people are available in the full profile.
Complete people profiles for Clearsight Advisors
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Timeline of Clearsight Advisors
2 dated milestones of Clearsight Advisors across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Clearsight Advisors is founded.
- Exit Acquired by Regions Bank.
Web traffic of Clearsight Advisors
The website of Clearsight Advisors (clearsightadvisors.com) receives about 6K visits a month.
- Monthly visits6K
▼ 4.1% vs previous month
Websites whose visitors overlap most with Clearsight Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| insightpartners.com | 100% | #260,513 | View details | ||
| conference-board.org | 96% | 209.6K | #257,910 | View details | |
| clearent.com | 76% | 2.9K | #5,718,454 | View details | |
| clearxchange.com | 76% | View details |
Top companies in Investment Banks
3 companies that operate in the same segment as Clearsight Advisors (Investment Banks) in United States, 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 | ||
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 7.55 M | USD 119.72 B | 80,000 |
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Related news about Clearsight Advisors
Complete news archive for Clearsight Advisors
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Frequently Asked Questions about Clearsight Advisors
Clearsight Advisors was founded in 2011.
Clearsight Advisors is headquartered in Mclean, United States. It is registered at Mclean, Virginia, United States.
Clearsight Advisors has 25 employees.
Clearsight Advisors was established in 2011 as a global investment bank based in McLean, United States. Advisory services for mergers and acquisitions, along with capital raising, are provided to clients. Software services are also extended. More than 100 transactions have been completed, totaling over 12 billion in value. Operations are maintained through offices in Virginia and Dallas.
Clearsight Advisors has 1 investor. Key investors include Regions Bank.
Clearsight Advisors operates through Clearsight Advisors, Inc.
Yes. Clearsight Advisors was acquired by Regions Bank in December 2021.