Clearstead Overview

  • Founded
  • 1989

Founded

  • Status
  • Private

  • Employees
  • 130

Employees

  • Latest Deal Type
  • Debt

  • Financing Rounds
  • 8

  • Investments
  • 6

Clearstead General Information

Description

Provider of private wealth management and institutional investment consulting services dedicated to helping investors to exceed their aspirations and build stronger legacies for their families, organizations, communities and themselves. The company tackles complex investment, financial, tax and governance needs, enabling clients to benefit from competitive results over time and through market cycles.

Contact Information

Website
www.clearstead.com
Formerly Known As
Hartland & Company, Hartland Advisors, Hartland & Co.
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 1100 Superior Avenue East
  • Suite 700
  • Cleveland, OH 44114
  • United States
+1 (216) 000-0000

Clearstead Timeline

2020202120222023
Financing RoundCaptured Employee CountEstimated Employee Growth

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Clearstead Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Clearstead Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of private wealth management and institutional investment consulting services dedicated to helping investors to
Asset Management
Cleveland, OH
130 As of 2023
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00000 0000000000
Overland Park, KS
0000 As of 0000
00000
000000000 00000

0000 0

exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute
00000 000000000 0000
Austin, TX
00 As of 0000
000000000000
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Clearstead Competitors (16)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Creative Planning Private Equity-Backed Overland Park, KS 0000 00000 000000000 00000
0000 000000000 000 Corporate Backed or Acquired Austin, TX 00 000000000000
00 000000 00000000 Private Equity-Backed Torrance, CA 000 000 000000000 000
000000 00000000 Private Equity-Backed Denver, CO 000 00000 0000000 0000 00000
0000000 000000000 Corporate Backed or Acquired Greensboro, NC 00 000000&0
You’re viewing 5 of 16 competitors. Get the full list »

Clearstead Executive Team (33)

Name Title Board Seat Contact Info
David Fulton Jr. Chairman & Chief Executive Officer
Carl Tippit Senior Managing Director, Board Member & President
Trent Meyerhoefer Chief Financial Officer & Senior Managing Director
Bradley Turner Chief Operating Officer
Michael Moss Senior Managing Director, Integration and Special Projects & Partner
You’re viewing 5 of 33 executive team members. Get the full list »

Clearstead Board Members (5)

Name Representing Role Since
00000 000000 00. Clearstead Chairman & Chief Executive Officer 000 0000
00000000 0000000 Clearstead External Board Member 000 0000
0000 0000000 Self Board Member 000 0000
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Clearstead Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Clearstead Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Clearstead Investments & Acquisitions (6)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 00000 28-Feb-2023 0000000000 Asset Management 00000 000
00000 0000 (0 31-Jul-2022 0000000000 Other Financial Services 00000 000
0000000000 00 01-Jul-2021 0000000000 Other Financial Services 0000 0000
000000000 000 01-Jan-2016 0000000000 Specialized Finance
Plimsoll Mark Capital 31-Dec-2014 Merger/Acquisition Consulting Services (B2B)
You’re viewing 5 of 6 investments and acquisitions. Get the full list »

Clearstead Subsidiaries (2)

Company Name Industry Location Founded
Avalon Trust Wealth Management Firm Santa Fe, NM 1998
0000000000 00000 Other Financial Services Portland, ME
To view Clearstead’s complete subsidiaries history, request access »

Clearstead Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000000 0000000 01-Jan-2016 000000000000000000 Completed
  • 0000000000
To view Clearstead’s complete exits history, request access »