Claro Advisors Revenue and Competitors

Boston, MA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Claro Advisors's estimated annual revenue is currently $3.7M per year.(i)
  • Claro Advisors's estimated revenue per employee is $147,000

Employee Data

  • Claro Advisors has 25 Employees.(i)
  • Claro Advisors grew their employee count by -22% last year.

Claro Advisors's People

NameTitleEmail/Phone
1
Chief Market StrategistReveal Email/Phone
2
VPReveal Email/Phone
3
VP & Financial AdvisorReveal Email/Phone
4
SVPReveal Email/Phone
5
SVP, Financial PlannerReveal Email/Phone
6
SVP, Certified Financial Planner TMReveal Email/Phone
7
VP The High Net Worth TeamReveal Email/Phone
8
SVP, Private Wealth Manager & Alternative Investments DirectorReveal Email/Phone
9
Client Services ManagerReveal Email/Phone
10
Private Wealth ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$38.3M1660%N/AN/A
#2
$121.5M4636%N/AN/A
#3
$4.3M2921%N/AN/A
#4
$13.6M7280%N/AN/A
#5
$7.9M47-27%N/AN/A
#6
$7.2M438%N/AN/A
#7
$48M2088%N/AN/A
#8
$164.9M0N/AN/AN/A
#9
$147M560-5%N/AN/A
#10
$64.7M2803%N/AN/A
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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 mind”. 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.

keywords:N/A

N/A

Total Funding

25

Number of Employees

$3.7M

Revenue (est)

-22%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$1.8M25-22%$50M
#2
$2.5M25-32%$37.7M
#3
$3.7M25N/AN/A
#4
$750M25-63%N/A
#5
$2.9M254%N/A