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.
- Headquarters Danbury, United States
- Employees 40
- Stage Acquired
- SectorsTechnology
- Website clearstructure.com
- Social LinkedIn X Facebook
- Acquired by Broadridge (Nov 2019)
- Legal Name Clearstructure Financial Technology, Llc
- Investors
- Employee Count40
- Acquired byBroadridge
(Nov 2019)
Investors in ClearStructure
ClearStructure has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Broadridge.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Cloud-based accounting and financial management solutions are offered to businesses. | 2007 | broadridge.com | New York, United States |
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.
| Name | Role | Group |
|---|---|---|
Scott Turley | CEO | Leadership |
Michael Dignam | President, Broadridge Canada | Leadership |
Edmund Reese | CFO | Leadership |
Frieda Lewis | Chief Commercial Diversity Officer | Leadership |
Naadia Y. Burrows | Chief Diversity Officer | Leadership |
Bill Quinn | Global Chief Sales Officer | Leadership |
Rich Stingi | Chief Human Resources Officer | Leadership |
Keir D. Gumbs | Corporate VP & Chief Legal Officer | Leadership |
Bob Santangelo | President, International Sales | Leadership |
Martin Koopman | Chief Product Officer | Leadership |
Michael Alexander | President, Wealth Management | Leadership |
Dipti Kachru | Global Chief Marketing Officer | Leadership |
Dorothy J. Flynn | President, Corporate Issuer Solutions | Leadership |
Tyler Derr | CTO | Leadership |
Michael Tae | President, Mutual Funds, Retirement, Issuer & Data & Analytics | Leadership |
Vincent G. Roux | SVP & Global Head, Corporate Development | Leadership |
Laura Matlin | Corporate VP, Deputy General Counsel, Chief Governance Officer & Chief Compliance Officer | Leadership |
John Hogan | Senior Managing Director | Leadership |
Vijay Mayadas | Corporate VP, Capital Markets | Leadership |
Chris Perry | President | Leadership |
32 more people are available in the full profile.
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.
- Founded ClearStructure is founded.
- 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 Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| keyedin.com | 2011 | Minneapolis, United States | $52.27M | 47 | Project portfolio management platform | |
| ca.com | 1976 | New York, United States | 14 | IT infrastructure and identity management solutions are delivered for enterprises. |
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.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Collaborative platform for design prototyping and feedback is provided. | 2012 | San Francisco, California, United States | USD 748.62 M | 2,877 | ||
Provider of AI and cloud-based writing assistance platform for improving writing and communication | 2009 | San Francisco, California, United States | USD 545.37 M | 4,208 | ||
AI-powered platform manages marketing creatives and customer journeys. | 1982 | San Jose, California, United States | USD 23.77 B | 30,710 |
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Related news about Clearstructure
Complete news archive for 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.

