Clearstead
As of 5 November 2026, Clearstead has 13 open roles (10 new in 30 days), its finance & accounting team is hiring most, and its postings name Salesforce Financial Services Cloud, Databricks and Delta Lake as the tools the team works in.
As of 5 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- Cleveland, Ohio, United States
- Employees
- 51-200 employees (linkedin)
- Sells to
- wealthy families, institutions, financial intermediaries
- Certifications on site
- Site languages
- EN
- Career system
- Paylocity
Clearstead in one screen
Read from clearstead.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
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.
Named on the site: wealthy families, institutions, financial intermediaries.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 590 scored.
What Clearstead says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
• Oversee all institutional data structures and hierarchies within Salesforce Financial Services Cloud (FSC).Clearstead Advisors is seeking an experienced Databricks Solution Architect to lead the design, development, and ongoing management of our enterprise data and AI platform.• Lead the architecture and development of our Azure Databricks platform, including Delta Lake, Unity Catalog, and medallion architecture.• Design, build, and maintain production data pipelines using PySpark, SQL, and Databricks Workflows.• Integrate information from Salesforce, Orion, Addepar, PARis, and other enterprise systems.• Lead the architecture and development of our Azure Databricks platform, including Delta Lake, Unity Catalog, and medallion architecture.• Proficiency with CRM systems and Microsoft Office Suite; willingness to learn new technologies.• Experience with Orion, Addepar, and/or Arch.• Design, build, and maintain production data pipelines using PySpark, SQL, and Databricks Workflows.• Design, build, and maintain production data pipelines using PySpark, SQL, and Databricks Workflows.
• Primary systems/tools: CRM platforms (Athena and Salesforce); custodial platforms (Schwab, Fidelity, and others); Microsoft Office• High level of proficiency with wealth management technology platforms, CRM systems, custodial platforms, and electronic workflow tools, including DocuSign and related technologies.• Primary systems/tools: Firm-approved financial planning, client relationship management, document management, and Microsoft 365 tools• 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 policiesVendors whose code loads on clearstead.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
13 open roles, 13 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →
| open · new 30 d | |
|---|---|
| Finance & accounting | 5 · 3 |
| Customer service & success | 3 · 2 |
| Data & AI | 2 · 2 |
| Product, program & project management | 1 · 1 |
| Sales | 1 · 1 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
eeo_statement practice (eeo) appeared in this company's postingsSales, marketing and IT leaders by function. Add Clearstead to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Clearstead
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 590 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Clearstead (Cleveland, United States, 51-200 employees) has 13 open roles, 10 new in 30 days, and names 14 tools in its postings. (Breaknorm, 5 November 2026, https://breaknorm.co/company/clearstead.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from clearstead.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Paylocity career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Clearstead: questions
Does Clearstead use Salesforce Financial Services Cloud?
Yes, by the company's own words: 3 postings name it, first seen 2026-10-13, in the customer service & success team.
Is Clearstead hiring?
13 open roles as of 5 November 2026, 10 opened in the last 30 days and 0 closed. The largest team hiring is finance & accounting.
Where does this profile come from?
From clearstead.com itself: we crawled it on 2026-09-09, built the profile on 2026-09-12, and read its career site (Paylocity) hourly since. Headcount is from LinkedIn.
Who should I write to at Clearstead?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
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