Claro Advisors Revenue

Financial Services • Boston, Massachusetts, United States • 21-50 Employees

Claro Advisors revenue & valuation

Annual revenue	$25,800,000
Revenue per employee	$1,031,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$82,500,000
Total funding	No funding

Key Contacts at Claro Advisors

Michael Cooney

Senior Vice President, Private Wealth Manager & Alternative Investments Director

Ryan Belanger

Founder

Company overview

Headquarters	100 High Street, Suite 950, Boston, Massachusetts 02110, US
Phone number	+18005081983
Website	claroadvisors.com
NAICS	52
SIC	628
Keywords	Personal Cfo, Education Planning, Retirement Planning, Financial Planning, Alternative Investments, Investment Management, Divorce Planning, Donor Advised Funds, High Net Worth, Social Security Planning, Private Funds, Equity Compensation Planning, Insurance And Estate Planning, Corporate Retirement Plans, Liquidity Event Planning, Goals-Based Wealth Management, Complete Wealth Management, Ultra High Net Worth, 401Ks And 403Bs, Post M&A Transactions
Founded	2012
Employees	21-50
Socials

Claro Advisors Email Formats

Claro Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@claroadvisors.com), used 68.2% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@claroadvisors.com	68.2%
{first name}{last name}	johndoe@claroadvisors.com	27.3%
{last name}{last name}	doedoe@claroadvisors.com	4.5%

About Claro Advisors

Claro Advisors, LLC. ("Claro") is an independent, fee-only, Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in Boston, Massachusetts serving clients globally. As a younger generation of financial advisors, (the average Claro Advisor is about 40 years old), Claro provides a fresh perspective and unique approach that embraces goals-based planning with modern technology, allowing us to be more efficient so that we have more time to focus on our clients. The name “Claro” was inspired by the latin translation “to make clear in the mind”. We work with clients to implement and monitor the strategies needed to simplify the management, preservation and growth of wealth. Please visit our website for important disclosures and to learn more about who we are and what we do.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Intern

Vice President

Employees by Department

Claro Advisors has 18 employees across 5 departments.

Departments

Number of employees

Funding Data

Claro Advisors has never raised funding before.

Claro Advisors Tech Stack

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

Joomla

CMS

reCAPTCHA

Security

Dropbox

Digital asset management

BDOW

Marketing automation

Google Maps

Maps

Cloudinary

CDN

Microsoft 365

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

UIKit

UI frameworks

jQuery

JavaScript libraries

PHP

Programming languages

Frequently asked questions

Claro Advisors is located in Boston, Massachusetts, US.

You can reach Claro Advisors at +18005081983.

Claro Advisors generates an estimated annual revenue of $25,752,279. This revenue figure reflects the company's market position and business performance in its industry.

Claro Advisors has an estimated valuation of $82,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Claro Advisors was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

Claro Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Claro Advisors

Michael Cooney

Senior Vice President, Private Wealth Manager & Alternative Investments Director

Ryan Belanger

Founder

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