Clearwell Group

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

610 W De Leon St, Tampa, Florida, 33606,...

Phone Number

(813) 435-5600

Revenue

<$5 Million

Industry

Finance Venture Capital & Private Equity
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
2
2
2
2

About Clearwell Group

Clearwell Group is a family office that specializes in investment management, estate planning, philanthropic advisory, and family business consulting. They focus on fostering strong family culture and maximizing the impact of their client families across generations. Their integrated approach emphasizes understanding the values and challenges of their clients to help them achieve their goals and support meaningful causes. Clearwell Group aims to empower both businesses and individuals to create a lasting legacy of significance and stewardship.Explore more
Clearwell Group's Social MediaPopular SearchesClearwell Group LLCClearwell GroupClearwell Gha Fayetteville LLCClearwell Gha North Lake LLCClearwell Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Clearwell Group Org Chart

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Managing Member Clearwell Group, LLC

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Controller

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Daniel Capozzo, Chief Compliance Officer & Vice President, Operations & Senior Investment Analyst at Clearwell Group
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Chief Compliance Officer & Vice President, Op...

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Senior Associate

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Bookkeeper

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Clearwell Group

<$5M
1-10
Private
-
2009
DF
Douglas FreeManaging Member Clearwell Group, LLC
$5.7M
11-50
Private
-
2015
N/A
<$5M
1-10
Private
-
2010
MA
Mike AllenFounder & Principal
<$5M
1-10
Private
-
2020
<$5M
1-10
Private
-
2013
DC
Derek CunninghamManaging Principal and CEO
<$5M
1-10
Private
-
2015
TD
Thomas DunnVice President, Financial Advisor
<$5M
1-10
Private
-
2016
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Clearwell Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Clearwell Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Clearwell Group.

Clearwell Group Tech Stack

A closer look at the technologies used by Clearwell Group

Clearwell Group News & Media

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Frequently Asked Questions Regarding Clearwell Group

What is Clearwell Group's official website?
Clearwell Group's official website is www.clearwellgroup.com
What is Clearwell Group's Revenue?
Clearwell Group's revenue is <$5 Million
What is Clearwell Group's SIC code?
Clearwell Group's SIC: 62,628
What is Clearwell Group's NAICS code?
Clearwell Group's NAICS: 52,523
How many employees does Clearwell Group have?
Clearwell Group has 1-10 employees
What industry does Clearwell Group belong to?
Clearwell Group is in the industry of: Finance, Venture Capital & Private Equity
What is Clearwell Group competition?
Clearwell Group top competitors include: US Strategic Capital, pH Partners, Luminary Partners, PPAC Advisors
What technology does Clearwell Group use?
Some of the popular technologies that Clearwell Group uses are: WordPress.org, PHP, Microsoft 365, Google Tag Manager
How do I contact Clearwell Group?
Clearwell Group contact info: Phone number: (813) 435-5600 Website: www.clearwellgroup.com
What does Clearwell Group do?

Clearwell Group is a family office that specializes in investment management, estate planning, philanthropic advisory, and family business consulting. They focus on fostering strong family culture and maximizing the impact of their client families across generations. Their integrated approach emphasizes understanding the values and challenges of th... eir clients to help them achieve their goals and support meaningful causes. Clearwell Group aims to empower both businesses and individuals to create a lasting legacy of significance and stewardship.Read More

What are Clearwell Group social media links?
Clearwell Group Linkedin page Clearwell Group Twitter page Clearwell Group Facebook page
Is Clearwell Group a public company?
Clearwell Group is private company therefore does not currently have an official ticker symbol
See more information about Clearwell Group

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