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Clearstead

ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 HighHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals.
Cleveland, Ohio, United States Founded 1989 101-250 employees For Profit

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

Clearstead was acquired by Flexpoint Ford in 2021.
Total Funding
Available in Pro
Last Funding
Available in Pro
Acquisitions
5
Monthly Visits
Available in Pro
Contacts
134
Patents
0
5 trademarks

Company Details

Funding & Financials

Pro
Total funding
Funding rounds
Last funding
Last funding type
Last funding date
Funding status
Total equity funding
Revenue range

IPO & Stock

IPO status
Private

Web Traffic

Pro
Monthly visits
Global traffic rank
6-mo avg visits
Visit duration (s)
Pages / visit
Bounce rate
Rank change (mo)

Technology & IP

Active technologies
10
Mobile apps
1
Active products
22
Patents granted
0
Trademarks
5
IT spend
$8M

Company Info

Founded
1989
Employees
101-250
Operating status
Active
Company type
For Profit
Org types
company
Founders
1
Sub-organizations
1
News articles
56
HQ
Cleveland, Ohio, United States
Region
Great Lakes, Midwestern US
Exit date
Oct 8, 2021

Signals & Scores

Heat score
High
Growth score
Low
Trend (7d)
-0.3
Trend (30d)
7.1
Trend (90d)
8.3
Last leadership hire
Apr 22, 2026

Acquisitions by Clearstead

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Key People at Clearstead

CEO
Executive Managing Director, Mergers and Acquisitions
President & CEO
134
professional contacts at Clearstead
Contact execs at Clearstead

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Clearstead - Company Profile, Full Acquisitions List, Funding and Investments