{"source":"Breaknorm","page":"https://breaknorm.co/company/clearstead.com","license":"https://breaknorm.co/terms","domain":"clearstead.com","name":"Clearstead","legal_name":"Clearstead","country":"US","country_second":"CA","city":"Cleveland","admin1":"Ohio","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"wealth_management_general","summary":"Clearstead is a financial advisory firm that provides private wealth management, institutional investment consulting, and advisory solutions for wealthy families, institutions, and financial intermediaries. Its offerings include tax planning, financial planning, trust administration, family office capabilities, the ClearSight analysis, and the ClearAccess platform for private investments. The firm manages over $68 billion in assets under advisement and operates nationally.","offerings":["clearsight analysis","clearaccess platform","clearstead trust","clearstead avalon trust","ocio and retirement advisory"],"target_customers":["wealthy families","institutions","financial 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(Schwab, Fidelity, and others); Microsoft Office","title":"Senior Client Manager"},{"slug":"docusign","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-10-13","function":"customer_service_and_success","quote":"• High level of proficiency with wealth management technology platforms, CRM systems, custodial platforms, and electronic workflow tools, including DocuSign and related technologies.","title":"Client Service Lead"},{"slug":"microsoft-365","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-10-28","function":"finance_and_accounting","quote":"• Primary systems/tools: Firm-approved financial planning, client relationship management, document management, and Microsoft 365 tools","title":"Sr. Financial Planning Associate"},{"slug":"microsoft-365-copilot","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-11-02","function":"","quote":"• Primary systems/tools: Arch (alternative investment data platform), portfolio accounting and reporting systems, Microsoft Excel, Microsoft 365 Copilot, and other AI tools used in accordance with firm data security and compliance policies","title":"Sr. Operations Analyst – Private Markets Reporting"}],"intents":[{"predicate":"practice_changed","function":"","posting_id":0,"title":"","date":"2026-11-03","quote":"eeo_statement practice (eeo) appeared in this company's postings"}],"recent_postings":[{"id":12000965,"title":"Sr. Operations Analyst – Private Markets Reporting","city":"Cleveland","function":"finance_and_accounting","family":null,"seniority":"senior","posted":"2026-11-02","url":"https://recruiting.paylocity.com/Recruiting/Jobs/Details/4631988","tech":["microsoft-excel","microsoft-365-copilot"]},{"id":12000966,"title":"Director, Project & Change 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