Insights

Specialized Mortgage Services CLA Bankers Advisory offers expert mortgage file assessments, compliance consulting, and default audits, positioning it as a strategic partner for financial institutions seeking to enhance mortgage quality control and regulatory compliance.

Market Niche Focus The company's focus on banks, thrifts, credit unions, and mortgage bankers across the U.S. presents targeted sales opportunities for technology providers and service vendors aiming to support mortgage origination and servicing processes.

Recognition and Credibility Awards such as being named a top employer and a great place to work strengthen CLA’s reputation, facilitating trust and opening doors for upselling consulting, training, or technology solutions.

Digital Engagement CLA's utilization of modern tools like Allvue, Azure SQL, and webinar platforms indicates openness to innovative technology partnerships and solutions that enhance operational efficiencies.

CLA Bankers Advisory Tech Stack

CLA Bankers Advisory uses 8 technology products and services including QuickBooks, The Trade Desk, Adobe, and more. Explore CLA Bankers Advisory's tech stack below.

  • QuickBooks
    Accounting And Finance
  • The Trade Desk
    Advertising
  • Adobe
    Audio, Video, Graphics
  • GDPR
    Certificates
  • Google BigQuery
    Data Warehousing
  • Viptela
    Network Management (software)
  • Zoom
    Web Conferencing
  • Max Mega Menu
    Widgets

Media & News

CLA Bankers Advisory's Email Address Formats

CLA Bankers Advisory uses at least 2 format(s):
CLA Bankers Advisory Email FormatsExamplePercentage
First@bankersadvisory.comJohn@bankersadvisory.com
48%
First.Last@bankersadvisory.comJohn.Doe@bankersadvisory.com
28%
FLast@bankersadvisory.comJDoe@bankersadvisory.com
19%
FiLast@bankersadvisory.comJoDoe@bankersadvisory.com
5%
First.Last@claconnect.comJohn.Doe@claconnect.com
95%
Last.First@claconnect.comDoe.John@claconnect.com
3%
FirstLast@claconnect.comJohnDoe@claconnect.com
1%
FLast@claconnect.comJDoe@claconnect.com
1%

Frequently Asked Questions

Where is CLA Bankers Advisory's headquarters located?

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CLA Bankers Advisory's main headquarters is located at 131 Hartwell Avenue Suite 300 Lexington, Massachusetts 02421 United States. The company has employees across 1 continents, including North America.

What is CLA Bankers Advisory's phone number?

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You can contact CLA Bankers Advisory's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CLA Bankers Advisory's official website and social media links?

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CLA Bankers Advisory's official website is claconnect.com and has social profiles on LinkedIn.

What is CLA Bankers Advisory's SIC code NAICS code?

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CLA Bankers Advisory's SIC code is 6029 - Commercial Banks, Not Elsewhere Classified NAICS code is 52211 - Commercial Banking.

How many employees does CLA Bankers Advisory have currently?

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As of May 2026, CLA Bankers Advisory has approximately 9 employees across 1 continents, including North America. Key team members include Assistant Vice President: M. E. H.Client Services Manager - Senior Quality Control Underwriting Auditor - Compliance Manager: A. H.Quality Control Processor: R. R.. Explore CLA Bankers Advisory's employee directory with LeadIQ.

What industry does CLA Bankers Advisory belong to?

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CLA Bankers Advisory operates in the Banking industry.

What technology does CLA Bankers Advisory use?

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CLA Bankers Advisory's tech stack includes QuickBooksThe Trade DeskAdobeGDPRGoogle BigQueryViptelaZoomMax Mega Menu.

What is CLA Bankers Advisory's email format?

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CLA Bankers Advisory's email format typically follows the pattern of First@bankersadvisory.com. Find more CLA Bankers Advisory email formats with LeadIQ.

When was CLA Bankers Advisory founded?

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CLA Bankers Advisory was founded in 1986.
CLA Bankers Advisory logo

CLA Bankers Advisory

BankingMassachusetts, United States2-10 Employees

CLA Bankers Advisory, operating as CLA Mortgage Advisory Services, is a Lexington, Massachusetts-based firm in the banking industry that specializes in mortgage file reviews, compliance, and training. Its services cover pre- and post-funding quality control, fair lending, state and federal compliance, MERS and HMDA consulting, servicing and default audits, policy development, and training for banks, thrifts, credit unions, and mortgage bankers across the United States. The company supports financial institutions in maintaining regulatory adherence and improving mortgage operations through assessments and targeted guidance.
Founded in 1986 by Anna Desimone and later acquired by CliftonLarsonAllen LLP in 2014, the business focuses on delivering specialized advisory services to its clients. Its current activities are anchored in its Lexington location, with connections to the broader CliftonLarsonAllen network. A recent development within the broader CLA organization includes expansion initiatives and new office openings in other markets, reflecting ongoing growth within the parent firm." }+0 } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Section iconCompany Overview

Headquarters
131 Hartwell Avenue Suite 300 Lexington, Massachusetts 02421 United States
Phone number
SIC Code
6029 - Commercial Banks, Not Elsewhere Classified
NAICS Code
52211 - Commercial Banking
Founded
1986
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    CLA Bankers Advisory's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    CLA Bankers Advisory's revenue is estimated to be in the range of $1M$10M

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