Clearstead
Financial Services • 
1100 Superior Ave E, Suite 700, United States • 101-200 Employees
Company overview
| Headquarters | 1100 Superior Ave E, Suite 700, Cleveland, Ohio 44114, US |
| Phone number | +12166211090 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Services |
| Founded | 1989 |
| Employees | 101-200 |
| Socials |
Key Contacts at Clearstead
Alex Shannon
Director, Business Development
Grant Guyuron
Senior Managing Director, Institutional Consulting
David Rubis
Senior Managing Director, Private Client Group
Cindy Steeb
Senior Managing Director - Trust Administration Services
Daniel Meges
Senior Managing Director, Research & Chief Economist
Allen Dengler
Senior Managing Director, Head Of Investment Solutions
Joseph Boushelle
Senior Managing Director
Michael Mclelland
Director, Private Markets
David Wohlabaugh
Senior Managing Director
Tracy Jemison
Senior Managing Director
Clearstead Email Formats
Clearstead uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@clearstead.com), used 82.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@clearstead.com | 82.7% |
{first initial}{last name} | jdoe@clearstead.com | 15.5% |
About Clearstead
Clearstead is a financial advisory firm serving wealthy families and leading institutions. We address every aspect of wealth management and investment consulting in personalized ways, helping you meet your current needs and ensuring long-term prosperity for your family, institutions, and community. DISCLOSURE - The information provided is for informational purposes only and should not be considered as investment advice nor as a recommendation. Clearstead disclaims any liability for any direct or incidental loss incurred by applying any of the information. All decisions must be evaluated as to whether it is consistent with your financial situation. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts. Information is gathered from sources believed to be reliable, but there is no warranty regarding that information. There is no requirement to update to information presented herein, unless otherwise required by applicable law. The information provided should not be considered as a solicitation for services. See Clearstead Advisors’ Form ADV 2A for more information about the firm.
Clearstead revenue & valuation
| Annual revenue | $14,000,000 |
| Revenue per employee | $79,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $44,800,000 |
| Total funding | $7,300,000 |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Clearstead has 90 employees across 9 departments.
Departments
Number of employees
Clearstead Tech Stack
Discover the technologies and tools that power Clearstead's digital infrastructure, from frameworks to analytics platforms.
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JavaScript libraries
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Analytics
Miscellaneous
Programming languages
Italy
Ukraine
AustraliaFrequently asked questions
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