ClearStructure

Danbury, United States Founded: 1999 • Age: 27 yrs Acquired By Broadridge
Institutional portfolio management software is provided for financial operations.

About ClearStructure

ClearStructure is a Technology company based in Danbury (United States) founded in 1999, and was acquired by Broadridge in November 2019. Institutional portfolio management software is provided for financial operations. The company has 40 employees. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Portfolio Management. Its legal entity is CLEARSTRUCTURE FINANCIAL TECHNOLOGY, LLC. Its competitors include Altruist, KeyedIn and CA Technologies; 2 of its 3 listed competitors have raised funding.

Company details

ClearStructure was founded in 1999 and is headquartered in Danbury, United States. Software solutions in the financial technology sector are offered, including the Sentry platform as a front-to-back office tool. Investment management processes are automated and operations are streamlined for buy-side and sell-side institutions. The platform supports institutional users in handling portfolios and related activities across various financial workflows.

Key Metrics

Investors in ClearStructure

ClearStructure has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Broadridge.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
Cloud-based accounting and financial management solutions are offered to businesses.
2007broadridge.comNew York, United States
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Investor details for ClearStructure

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People of ClearStructure

52 people are tracked at ClearStructure (37 in leadership, 12 in board & advisors, 3 in team); the tracked headcount is 40.

NameRoleGroup
Scott Turley
CEOLeadership
Michael Dignam
President, Broadridge CanadaLeadership
Edmund Reese
CFOLeadership
Frieda Lewis
Chief Commercial Diversity OfficerLeadership
Naadia Y. Burrows
Chief Diversity OfficerLeadership
Bill Quinn
Global Chief Sales OfficerLeadership
Rich Stingi
Chief Human Resources OfficerLeadership
Keir D. Gumbs
Corporate VP & Chief Legal OfficerLeadership
Bob Santangelo
President, International SalesLeadership
Martin Koopman
Chief Product OfficerLeadership
Michael Alexander
President, Wealth ManagementLeadership
Dipti Kachru
Global Chief Marketing OfficerLeadership
Dorothy J. Flynn
President, Corporate Issuer SolutionsLeadership
Tyler Derr
CTOLeadership
Michael Tae
President, Mutual Funds, Retirement, Issuer & Data & AnalyticsLeadership
Vincent G. Roux
SVP & Global Head, Corporate DevelopmentLeadership
Laura Matlin
Corporate VP, Deputy General Counsel, Chief Governance Officer & Chief Compliance OfficerLeadership
John Hogan
Senior Managing DirectorLeadership
Vijay Mayadas
Corporate VP, Capital MarketsLeadership
Chris Perry
PresidentLeadership

32 more people are available in the full profile.

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Complete people profiles for ClearStructure

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Timeline of ClearStructure

2 dated milestones of ClearStructure across 20 years, from founding to its latest funding, stage changes and deals.

  1. Founded ClearStructure is founded.
  2. Exit Acquired by Broadridge.

Competitors of ClearStructure

ClearStructure has 3 listed competitors in our database, 2 of them funded. They include Altruist, KeyedIn and CA Technologies.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
altruist.com2018Los Angeles, United States$601.5M169
Portfolio management software for financial advisors
keyedin.com2011Minneapolis, United States$52.27M47
Project portfolio management platform
ca.com1976New York, United States14
IT infrastructure and identity management solutions are delivered for enterprises.
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Detailed competitors of ClearStructure

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Top companies in Productivity & Collaboration Tools

3 companies that operate in the same segment as ClearStructure (Productivity & Collaboration Tools) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Collaborative platform for design prototyping and feedback is provided.
2012San Francisco, California, United StatesUSD 748.62 M2,877
Provider of AI and cloud-based writing assistance platform for improving writing and communication
2009San Francisco, California, United StatesUSD 545.37 M4,208
AI-powered platform manages marketing creatives and customer journeys.
1982San Jose, California, United StatesUSD 23.77 B30,710
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Related news about Clearstructure

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Frequently Asked Questions about ClearStructure

ClearStructure was founded in 1999.

ClearStructure is headquartered in Danbury, United States. It is registered at Danbury, Connecticut, United States.

ClearStructure has 40 employees.

ClearStructure was founded in 1999 and is headquartered in Danbury, United States. Software solutions in the financial technology sector are offered, including the Sentry platform as a front-to-back office tool. Investment management processes are automated and operations are streamlined for buy-side and sell-side institutions. The platform supports institutional users in handling portfolios and related activities across various financial workflows.

ClearStructure's top competitors include Altruist, CA Technologies and KeyedIn.

ClearStructure has 1 investor. Key investors include Broadridge.

ClearStructure operates through Clearstructure Financial Technology, Llc.

Yes. ClearStructure was acquired by Broadridge in November 2019.

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