Clearstead
Highly Engaged Employees
Highly Engaged EmployeesFinance · Ohio, United States · 201-500 Employees
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Overview
Headquarters
1100 Superior Ave E Ste 700, Cleveland, ...Phone Number
(216) 621-1090Website
www.clearstead.comRevenue
$123.7 MillionIndustry
ZI Rank: 3
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
3
3
4
4
4
3
About Clearstead
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country, as a fiduciary. It provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.Explore more
Clearstead Org Chart
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Number of Employees
Type
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Company Profile Activity
Activity Insights
Clearstead is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Clearstead is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Clearstead.
Clearstead financials insights
Gather financial insights about Clearstead, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$2M
Clearstead Tech Stack
A closer look at the technologies used by Clearstead
Most Recent Scoops
Hiring Plans
Clearstead has more open roles in Operations than it has had at any time in the past 12 months with an increased focus that include Operation Maintenance, and Transaction Processing Systems, and experience with Planned Maintenance.
Hiring Plans
Person-Based
Person-Based
Partnership, Facilities Relocation/Expansion, Corporate Strategy
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Open Position
Clearstead News & Media
Clearstead Appoints New Executive Chairman and Chairman of the Board of Directors
CLEVELAND, March 13, 2025 /PRNewswire/ -- Clearstead Advisors, LLC ("Clearstead") has elected Robert "Bob" Thornton to lead the Clearstead board as Executive Chairman and Chairman of the Board, adding more than 30 years of experience in wealth management, mergers and acquisitions, advisor...CLEARSTEAD ADVISORS ANNOUNCES ACQUISITION OF WAVELAND FAMILY OFFICE
CLEVELAND, Feb. 4, 2025 /PRNewswire/ -- Clearstead Advisors, LLC ("Clearstead"), a rapidly growing registered financial advisor ("RIA"), has acquired the assets of Waveland Family Office LLC, a wealth management firm based in northern suburban Chicago, Illinois with approximately $420...Clearstead Announces Bradley Knapp will become President and Chief Executive Officer
CLEVELAND, Dec. 12, 2024 /PRNewswire/ -- Clearstead Advisors, LLC ("Clearstead") today announced that Bradley D. Knapp, CFA, CAIA will become President and Chief Executive Officer on January 1, 2025. Mr. Knapp succeeds David C. Fulton, Jr., CFA, Chief Executive since 2014, who will...Norfolk-based wealth and investment management firm acquired - The Virginian-Pilot
With all 45 employees still on board following the acquisition, Wayne Wilbanks assured clients they will see little change, except for the company’s name.
Read more news
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Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country, as a fiduciary. It provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.... Read More
