Clearstead Revenue and Competitors
Estimated Revenue & Valuation
- Clearstead's estimated annual revenue is currently $36M per year.
- Clearstead's estimated revenue per employee is $231,000
Employee Data
- Clearstead has 156 Employees.
- Clearstead grew their employee count by 7% last year.
Clearstead's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Chief Investment Strategist | Reveal Email/Phone |
2 | Vice Chairman, Head Wealth Strategy | Reveal Email/Phone |
3 | Controller | Reveal Email/Phone |
4 | Senior Managing Director | Reveal Email/Phone |
5 | Senior Managing Director, Private Client Group | Reveal Email/Phone |
6 | Managing Director, Institutional Consulting Group | Reveal Email/Phone |
7 | Senior Managing Director, Partner - Clearstead | Reveal Email/Phone |
8 | Senior Managing Director and Shareholder | Reveal Email/Phone |
9 | Managing Director Information Technology | Reveal Email/Phone |
10 | Senior Managing Director | Reveal Email/Phone |
Clearstead Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $226.5M | 1716 | 27% | $135M | $1.8B |
#2 | $1231.6M | 4189 | N/A | N/A | N/A |
#3 | $0.8M | 19 | N/A | N/A | N/A |
What Is Clearstead?
Clearstead is a leading institutional and private client advisory firm that is relentless in providing superior solutions so our clients can exceed their aspirations, and build stronger legacies for their families, their communities, and themselves. We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we’re here to do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.
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Total Funding
156
Number of Employees
$36M
Revenue (est)
7%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Clearstead News
Clearstead Advisors LLC now owns 339 shares of the company's stock valued at $64,000 after buying an additional 189 shares during the last...
Other Companies in Cleveland
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $24.9M | 156 | 22% | N/A |
#2 | $56.3M | 156 | 5% | N/A |
#3 | $24.9M | 156 | 6% | N/A |
#4 | $28.3M | 158 | 5% | N/A |
#5 | $56.5M | 159 | -1% | N/A |