Claro Advisors Revenue and Competitors
Estimated Revenue & Valuation
- Claro Advisors's estimated annual revenue is currently $3.7M per year.
- Claro Advisors's estimated revenue per employee is $147,000
Employee Data
- Claro Advisors has 25 Employees.
- Claro Advisors grew their employee count by -22% last year.
Claro Advisors's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Chief Market Strategist | Reveal Email/Phone |
2 | VP | Reveal Email/Phone |
3 | SVP | Reveal Email/Phone |
4 | SVP, Financial Planner | Reveal Email/Phone |
5 | SVP, Certified Financial Planner TM | Reveal Email/Phone |
6 | VP The High Net Worth Team | Reveal Email/Phone |
7 | SVP, Private Wealth Manager & Alternative Investments Director | Reveal Email/Phone |
8 | Client Services Manager | Reveal Email/Phone |
9 | Private Wealth Manager | Reveal Email/Phone |
10 | Client Service Manager | Reveal Email/Phone |
Claro Advisors Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $38.3M | 166 | 0% | N/A | N/A |
#2 | $121.5M | 463 | 6% | N/A | N/A |
#3 | $4.3M | 29 | 21% | N/A | N/A |
#4 | $13.6M | 72 | 80% | N/A | N/A |
#5 | $7.9M | 47 | -27% | N/A | N/A |
#6 | $7.2M | 43 | 8% | N/A | N/A |
#7 | $48M | 208 | 8% | N/A | N/A |
#8 | $164.9M | 0 | N/A | N/A | N/A |
#9 | $147M | 560 | -5% | N/A | N/A |
#10 | $64.7M | 280 | 3% | N/A | N/A |
What Is Claro Advisors?
Claro Advisors is an independent wealth management firm based in Boston, Massachusetts. Claro has a diverse team of 11 financial advisors and 2 dedicated support staff members who work together to manage over $300 million in client assets. As a younger generation of financial advisors, (the average Claro Advisor is about 40 years old), Claro provides a fresh perspective and unique approach that embraces goals-based planning with modern technology, allowing us to be more efficient so that we have more time to focus on our clients. The name “Claro†was inspired by the latin translation “to make clear in the mindâ€. We work with clients to implement and monitor the strategies needed to simplify the management, preservation and growth of wealth. Please visit our website for important disclosures and to learn more about who we are and what we do.
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Total Funding
25
Number of Employees
$3.7M
Revenue (est)
-22%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Boston
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $1.8M | 25 | -22% | $50M |
#2 | $2.5M | 25 | -32% | $37.7M |
#3 | $3.7M | 25 | N/A | N/A |
#4 | $750M | 25 | -63% | N/A |
#5 | $2.9M | 25 | 4% | N/A |