Clearstead
Highly Engaged Employees
Highly Engaged EmployeesFinance · Ohio, United States · 201-500 Employees
View Company Info for Free
Overview
Headquarters
1100 Superior Ave Ste 700, Cleveland, Oh...Phone Number
(216) 621-1090Website
www.clearstead.comRevenue
$167.6 MillionIndustry
ZI Rank: 4
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
3
4
4
4
3
4
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
BC
Managing Director, Wealth Strategy
TL
Managing Director
SS
Senior Managing Director and Partner
TG
Managing Director
AD
Head Senior Managing Director, Investment Sol...
JA
Managing Director, Institutional Investment C...
AA
Managing Director
JC
Managing Director
GG
Managing Director
Get the full picture
Sign in to uncover key details.
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 Clearstead your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Check out if Clearstead is spiking on competitors!
Website visits: Recent activity has been detected on your website
Funding: Get notified immidiatlly once Clearstead has new funding data
Earning: See what the market has to say on Clearstead recently announced quarterly report
Check if Clearstead has recently received funding, and reach out quickly before it becomes old news!
Clearstead, which may be a good buyer, showed buying intent in Masked Content Topic
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Click to see if Clearstead had a recent Job posting/layoffs
Congratulate Masked Content for being promoted to Masked Content at Clearstead
Product Launch: Get notified when Clearstead launches new products
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 3 more new buyers
Compare Similar Companies to Clearstead
Compare insights from companies similar to Clearstead, 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
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
myCIO Sells Advisory Team to Clearstead Advisors
PHILADELPHIA, July 1, 2026 /PRNewswire/ -- myCIO Wealth Partners, LLC ("myCIO"), one of Philadelphia's largest independent registered investment advisors ("RIA"), today announced the sale of an advisory team to private equity backed Clearstead Advisors, LLC ("Clearstead") which is...CLEARSTEAD NAMES SHAUN MCCRACKEN EXECUTIVE MANAGING DIRECTOR, MERGERS AND ACQUISITIONS
CLEVELAND, April 22, 2026 /PRNewswire/ -- Clearstead Advisors, LLC ("Clearstead") today announced that Shaun McCracken has joined Clearstead as Executive Managing Director, Mergers & Acquisitions, effective immediately. Shaun brings a strong track record of advising on and executing...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...
Read more news
Top Finance Companies
Top companies in Canada by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Clearstead
Sign Up For FreeTo access detailed company insights
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
