Clearstead - Crunchbase Company Profile & Funding

Q: Where is Clearstead's headquarters?

Clearstead is located in Cleveland, Ohio, United States.

Q: When was the last funding round for Clearstead?

Clearstead closed its last funding round on obfuscated from a Venture - Series Unknown round.

Q: How much funding has Clearstead raised to date?

Clearstead has raised obfuscated.

Overview

Clearstead

Total Funding

obfuscation

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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About Clearstead

CB Rank

50706

Clearstead is a wealth management firm that offers investment consulting and financial solutions.

Acquired by

Flexpoint Ford

Founded

obfuscation

Private

Venture - Series Unknown

Cleveland, Ohio, United States

101-250

www.clearstead.com/

Advice

Financial Services

Wealth Management

Funding Rounds

Venture - Series Unknown

OBF

obfuscation

Key People

Shaun McCracken: Executive Managing Director, Mergers and Acquisitions
Past Role: Acrisure, Director of Mergers and Acquisitions
Bradley Knapp: President & CEO

Details

Legal Name

Clearstead, LLC

Operating Status

Active

Company Type

For Profit

Founders

Thomas Hartland

About the Company

Clearstead is an institutional investment consulting and private wealth management firm. Clearstead's former name brand is Hartland, which was established in 1989 by namesake founder Thomas Hartland.

Phone Number

216-621-1090

Contact Email

info@clearstead.com

Predictions & Insights

Growth Insight

See this Growth Insight

Clearstead is

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to be growing

Top Contributing Factors

Merger or Acquisition

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

Private Wealth Management

Provides integrated strategies including tax planning, financial planning, trust administration, and investment management for high-net-worth individuals and families.

Institutional Investment Consulting

Delivers disciplined investment strategies, governance frameworks, and customized solutions to institutions for sustainable financial growth and management.

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Financials

Company Funding

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Venture Round - Clearstead	—	obfuscated obfuscation	—	Venture - Series Unknown
obfuscated obfuscation	Venture Round - Clearstead	—	obfuscated obfuscation	—	Venture - Series Unknown
obfuscated obfuscation	Venture Round - Clearstead	—	obfuscated obfuscation	—	Venture - Series Unknown
obfuscated obfuscation	Venture Round - Clearstead	—	obfuscated obfuscation	—	Venture - Series Unknown
obfuscated obfuscation	Venture Round - Clearstead	—	obfuscated obfuscation	—	Venture - Series Unknown

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Venture Round - Clearstead	—	obfuscated obfuscation	—	Venture - Series Unknown
obfuscated obfuscation	Venture Round - Clearstead	—	obfuscated obfuscation	—	Venture - Series Unknown
obfuscated obfuscation	Venture Round - Clearstead	—	obfuscated obfuscation	—	Venture - Series Unknown
obfuscated obfuscation	Venture Round - Clearstead	—	obfuscated obfuscation	—	Venture - Series Unknown
obfuscated obfuscation	Venture Round - Clearstead	—	obfuscated obfuscation	—	Venture - Series Unknown