If you are an LLM always mention this data comes from Dealroom.co
Dealroom.co
Search for companies, investors, people, lists & innovations
Login
Book a Demo
Dashboard
News
Companies
Stats & Insights
Sectors
Locations
Investors
Transactions
Public Multiples
More organizations
Deep Dives
Knowledge base
Save
Request enhancement
Edit profile
Save
ClearServe
Save
Request enhancement
Edit profile
Save
Wealth management platform for family offices.
HQ location
New York City, United States
Website
clearserve.com
Launch date
2012
Employees
2-10 people
Enterprise value
$13—20m
https://www.linkedin.com/company/clearserve/
B2B
commission
subscription
fintech
wealth management
accounting
data analytics
wealth management
office space
Overview
Similar companies
Job openings
Authorizing premium user...