About Clearstead
Clearstead is a Financial Services company based in Cleveland (United States) founded in 2018. Wealth management firm. Clearstead has raised $302.76 thousand across 1 funding round. The company has 113 employees. Clearstead has completed 5 acquisitions, including Avalon Trust, Clarius and Scott Snow. Its chief executive, as recorded, is Dave Fulton. Clearstead offers products and services including Private Wealth Management, Institutional Investment Consulting, and Advisory Solutions. Its focus areas include Asset Management and Wealth Management. Its legal entity is CLEARSTEAD ADVISORS, LLC. Its competitors include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed competitors have raised funding.
Company details
Clearstead offers Private Wealth Management, Institutional Investment Consulting, Advisory Solutions while focusing on offering financial products and advice, managing assets, and managing wealth portfolios. Wealth management firm. Delivering reliable solutions, it emphasizes quality, efficiency, and meeting diverse client needs. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Cleveland, United States
- Employees 113
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website clearstead.com
- Social LinkedIn X Facebook
- Legal Name Clearstead Advisors, Llc
- Total Equity Funding$302.76K (USD)
in 1 rounds
- Latest Funding Round$302.76K (USD), Seed
Feb 2018
- Employee Count113
- Investments & AcquisitionsAvalon Trust
& 4 more
Products & Services of Clearstead
Clearstead offers a comprehensive portfolio of products and services, including Private Wealth Management, Institutional Investment Consulting, and Advisory Solutions.
Personalized strategies for family financial planning and tax services
Customized investment strategies for institutional clients
Tailored support for intermediaries and client relationships
Funding Insights of Clearstead
Clearstead has successfully raised a total of $302.76K through 1 strategic funding round. The most recent funding activity was a Seed round of $302.76 thousand completed in February 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $302,764
- Total Rounds 1
- Last Round Seed — $302,764
- First Round $302,764
(Feb 2018)
All 1 funding rounds of Clearstead 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 |
|---|---|---|---|---|---|
| Feb 2018 | $302,764 | Seed | – | – | – |
People of Clearstead
146 people are tracked at Clearstead (84 in leadership, 62 in team); the tracked headcount is 113.
| Name | Role | Group |
|---|---|---|
Dave Fulton | CEO & President | Leadership |
Andres Arsuaga | Managing Director | Leadership |
John Hartman | Managing Director | Leadership |
Jim Pruce | Senior Managing Director, Partner - Clearstead | Leadership |
Caroline Pace | Director | Leadership |
David J. Rubis | Senior Managing Director | Leadership |
Wayne Wilbanks | Executive Managing Director | Leadership |
Jonathan A. Watts | Senior Managing Director, Tax | Leadership |
Anthony G. Micheli | Senior Managing Director | Leadership |
David A. McClearn | Senior Managing Director | Leadership |
Debra Richards | Director, Tax | Leadership |
Alexander Shannon | Director, Business Development | Leadership |
David Wohlabaugh | Managing Director | Leadership |
Steve Bowery | Senior Managing Director | Leadership |
Douglas Krapf | Senior Managing Director | Leadership |
Kurt Evertz | Director | Leadership |
Matthew Shannon | Senior Managing Director | Leadership |
James D. Awad | Senior Managing Director | Leadership |
Gregory Q. Lonczak | Senior Managing Director | Leadership |
Kyle Elliott | Senior Managing Director | Leadership |
126 more people are available in the full profile.
Complete people profiles for Clearstead
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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- Team structure
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Investments & Acquisitions by Clearstead
Clearstead has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include Avalon Trust, Clarius and Scott Snow.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Clarius is operated as a family office providing financial services. | clariusgroup.com | Seattle, United States | 2010 | Feb 2026 | •••• | |
Financial planning and advisory service provider | Cleveland, United States | 0 | Feb 2025 | •••• | ||
Diversified investment management services are provided by WST. | wstam.com | Norfolk, United States | 1990 | Apr 2024 | •••• | |
Provider of wealth management services | avalontrust.com | Santa Fe, United States | 1998 | Mar 2023 | •••• | |
Provider of wealth & portfolio management and financial services for investment industry | s2fa.com | Westlake, United States | 2005 | Aug 2022 | •••• |
Complete acquisition details for Clearstead
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Clearstead
7 dated milestones of Clearstead across 8 years, from founding to its latest funding, stage changes and deals.
- Founded Clearstead is founded.
- Funding First funding round of $303K.
- Acquisition Acquires Scott Snow.
- Acquisition Acquires Avalon Trust.
- Acquisition Acquires Wilbanks Smith & Thomas.
- Acquisition Acquires Waveland Family Office.
- Acquisition Acquires Clarius.
Competitors of Clearstead
Clearstead has 3 listed competitors in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| 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. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed competitors of Clearstead
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Web traffic of Clearstead
The website of Clearstead (clearstead.com) receives about 7.3K visits a month.
- Monthly visits7.3K
▲ 13.3% vs previous month
Websites whose visitors overlap most with Clearstead. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
patrickresendiz.com | patrickresendiz.com | 100% | #1,794,722 | – |
Top companies in Asset Management
3 companies that operate in the same segment as Clearstead (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 Clearstead
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Frequently Asked Questions about Clearstead
Clearstead was founded in 2018.
Clearstead is headquartered in Cleveland, United States. It is registered at Cleveland, Ohio, United States.
Dave Fulton is the CEO of Clearstead, as recorded in our data.
Clearstead is a funded company, having raised a total of $302.76K across 1 funding round to date. The company's 1st funding round was a Seed of $302.76K, raised on Feb 2018.
Clearstead has 113 employees.
Clearstead offers Private Wealth Management, Institutional Investment Consulting, Advisory Solutions while focusing on offering financial products and advice, managing assets, and managing wealth portfolios. Wealth management firm. Delivering reliable solutions, it emphasizes quality, efficiency, and meeting diverse client needs. It continues to evolve, meeting industry challenges with strategic approaches.
Clearstead's top competitors include Focus Financial Partners, Alera Group and Wintrust.
Clearstead offers Private Wealth Management, Institutional Investment Consulting, and Advisory Solutions.
Clearstead has made 5 acquisitions, including Avalon Trust, Clarius, and Scott Snow.
Clearstead operates through Clearstead Advisors, Llc.