Claro Advisors
Highly Engaged Employees
Highly Engaged EmployeesFinance · Massachusetts, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
100 High St Ste 950, Boston, Massachuset...Phone Number
(617) 379-3270Website
www.claroadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 3
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
1
2
1
3
About Claro Advisors
Claro Advisors, LLC is an independent financial advisory firm based in Boston, specializing in personalized financial planning and investment management. They prioritize their clients' interests by adhering to a fiduciary standard and do not sell proprietary products or accept fees from investment managers. Their services cater to individuals and families navigating various life events, including retirement, business sales, and inheritance, ensuring tailored strategies that align with clients' goals. Claro's dedicated team focuses on providing clarity and expertise to help clients manage their financial lives effectively.Explore more
Claro Advisors Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Claro Advisors your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Congratulate Masked Content for being promoted to Masked Content at Claro Advisors
Website visits: Recent activity has been detected on your website
Check out if Claro Advisors is spiking on competitors!
Claro Advisors, which may be a good buyer, showed buying intent in Masked Content Topic
Earning: See what the market has to say on Claro Advisors recently announced quarterly report
Click to see if Claro Advisors had a recent Job posting/layoffs
Check if Claro Advisors has recently received funding, and reach out quickly before it becomes old news!
Product Launch: Get notified when Claro Advisors launches new products
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Funding: Get notified immidiatlly once Claro Advisors has new funding data
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 2 more new buyers
Compare Similar Companies to Claro Advisors
Compare insights from companies similar to Claro Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
$5.6M
11-50
Private
-
2015
GF
Gregory FeeseWealth Management For Business Owners, Athletes & Retirees Advisor
Company Profile Activity
Activity Insights
Claro Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Claro Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Claro Advisors.
Claro Advisors Tech Stack
A closer look at the technologies used by Claro Advisors
Claro Advisors News & Media
Claro Advisors Launches TaxSavingStrategies.com - A New AI-Powered Resource to Help High-Earners, Investors, and Small Business Owners Reduce Tax Liabilities
BOSTON, May 19, 2025 /PRNewswire/ -- Claro Advisors, a Registered Investment Advisor based in Boston, is proud to announce the official launch of TaxSavingStrategies.com, a new website designed to help high-income individuals, investors and small business owners identify overlooked tax...Patrick McNamara, MBA, Boston Financial Planner and Wealth Manager Launches www.structurednotes.com
BOSTON, June 7, 2022 /PRNewswire/ -- Patrick McNamara, a Certified Financial Planner™ and Senior Vice President of Boston's Claro Advisors, has launched a new website, www.structurednotes.com, to help investors protect and enhance their investment portfolio returns, especially during...
Read more news
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Claro Advisors
Sign Up For FreeTo access detailed company insights
Claro Advisors, LLC is an independent financial advisory firm based in Boston, specializing in personalized financial planning and investment management. They prioritize their clients' interests by adhering to a fiduciary standard and do not sell proprietary products or accept fees from investment managers. Their services cater to individuals and f... Read More
