September 19, 2017 9:04 PM ET

Internet Software and Services

Company Overview of ClearServe Holdings, LLC

Company Overview

ClearServe Holdings, LLC provides a wealth management platform. It offers Platform Normalization Engine that handles and aggregates information across a variety of disparate data sources; Alternatives Tracking System that handles various asset classes, such as hedge funds, private equity, and real estate; and investor-level statements. It serves family offices, multi-managers, and private investors. The company was incorporated in 2011 and is based in New York, New York.

452 Fifth Avenue

14th Floor

New York, NY 10018

United States

Founded in 2011


917 426 4810

Key Executives for ClearServe Holdings, LLC

Co-Founder and Chief Executive Officer
Head of Engineering
Head of User Experience/ User Interface
Compensation as of Fiscal Year 2017.

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Private Placement
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