Claro Leadership
Decades of wealth management expertise united with a visionary technology team.
Managing Partner & Founder
Executive Chairman
Chief Operating & Compliance Officer
Wealth Advisor
Head of Quant Research
VP of Business Development
VP of Engineering
Head of People
Wealth Advisor
We believe that true wealth comes from clarity, not complexity. By combining goals-based planning with proprietary technology that empowers our advisors, we deliver deeper insights and strategies tailored to your exact needs. We simplify your finances to help you live a wealthier life.
What does your simpler, wealthier life look like?