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Clarity Wealth Advisors

Clarity Wealth Advisors

Investment ManagementFlag of USSan Jose, California, United States1-10 Employees

Company overview

Headquarters2160 The Alameda, Suite A, San Jose, CA 95126, US
Phone number+14085603220
Websites
NAICS5231
SIC628
Keywords
Wealth Management, Financial Planning, Investment Management
Founded2011
Employees1-10
Socials

Key Contacts at Clarity Wealth Advisors

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Jordan Cohne

Founder, Managing Partner, Financial Planner

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Megan O'Neal

Director Of Operations

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Milind Dalal

Managing Director

Clarity Wealth Advisors Email Formats

Clarity Wealth Advisors uses 1 email format. The most common is {first name} (e.g., john@claritywa.com), used 100% of the time.

FormatExamplePercentage
{first name}
john@claritywa.com
100%

About Clarity Wealth Advisors

Clarity Wealth Advisors is dedicated to providing clients with an experience which enables them to reach and maintain financial independence. As an independent wealth advisory firm, we offer a holistic approach to investment management and financial planning. We strive to educate our clients on an ongoing basis and to ensure that there is always clarity between their goals and the steps to achieve them.

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Clarity Wealth Advisors revenue & valuation

Annual revenue$684,440
Revenue per employee$86,000
Estimated valuation?$2,200,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
C-Suite
Director

Employees by Department

Clarity Wealth Advisors has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Clarity Wealth Advisors has never raised funding before.

Clarity Wealth Advisors Tech Stack

Discover the technologies and tools that power Clarity Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

Adobe Fonts

Font scripts

Modernizr

Modernizr

JavaScript libraries

Lodash

Lodash

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

Squarespace Commerce

Squarespace Commerce

Ecommerce

GoDaddy

GoDaddy

Hosting

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

core-js

core-js

JavaScript libraries

lit-element

lit-element

JavaScript libraries

YUI

YUI

JavaScript libraries

Google Maps

Google Maps

Maps

Frequently asked questions

Clarity Wealth Advisors is located in San Jose, California, US.
You can reach Clarity Wealth Advisors at +14085603220.
Clarity Wealth Advisors was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.
Clarity Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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