Invest with Clarity

ClearVest services independent wealth managers seeking opportunities in the private investment space.
Our unified technology platform streamlines the process from research to execution.  
We operate as a fiduciary, providing you with a true partnership.

Bridging Opportunity and Growth

We help our clients meet the challenges of today to embrace future opportunities.


Creating opportunity through diversification, connection and education.

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Creating opportunity through professional research and flexibility in investment products.

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Creating opportunity by streamlining and digitizing the process.

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Risk Analysis

Creating opportunity through validated and differentiated product.

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Utilizing Technology to Simplify Process

Research to Allocation

Identify and manage risk, streamline the management of complex client accounts, follow the products you want

 Client Management

Manage clients with a complex household of investments.


Review investment products by quantitative and qualitative measures.


We offer digitized execution which simplifies process and reduces repetition.


Security of clients' information is a top priority at ClearVest.

there's a way to do it better


  • 90 Park Avenue, 5th Floor New York, NY, 10016 United States