Insights

Strategic AI momentum CLA Bankers Advisory sits within the broader CliftonLarsonAllen ecosystem and is actively connected to AI initiatives, including proprietary AI model development with Digits and AI-native platform ambitions. This presents a sales opportunity to offer AI-powered compliance, mortgage risk analytics, and automation tools that align with CLA's technology roadmap.

Growth and acquisitions Recent CLA expansion activities, new Charlotte office, and acquisitions such as Perkins Group signal a growth trajectory and a need for integrated risk, training, and technology services across expanded markets, suggesting cross-sell possibilities in consulting, regulatory compliance, and workflow automation.

Mortgage compliance focus CLA Mortgage Advisory Services emphasizes pre- and post-funding quality control, fair lending, HMDA/MERS consulting, and training. This highlights opportunities to offer data governance, reporting dashboards, and AI-assisted compliance solutions to enhance efficiency and accuracy for banks, thrifts, and credit unions.

Tech stack alignment Utilizing Azure Databricks, OpenAI, Terraform, and other modern tools indicates receptiveness to tech-enabled partnerships. Propose scalable data analytics, cloud automation, and AI-driven auditing solutions that integrate with their existing stack for improved mortgage quality control and regulatory reporting.

Growth-ready segment With revenue in the low single-digit millions, a lean but expanding organization in banking advisory, CLA is likely pursuing scalable solutions for process automation, training services, and compliance audits that can be packaged as repeatable offerings for mid-market lenders across the United States.

Similar companies to CLA Bankers Advisory

CLA Bankers Advisory Tech Stack

CLA Bankers Advisory uses 8 technology products and services including Azure Databricks, Twitter Ads, LinkedIn Recruiter, and more. Explore CLA Bankers Advisory's tech stack below.

Media & News

CLA Bankers Advisory's Email Address Formats

CLA Bankers Advisory uses at least 8 email formats:
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

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.

How much revenue does CLA Bankers Advisory generate?

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As of August 2026, CLA Bankers Advisory's annual revenue is estimated to be $1M - $10M.

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

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

How many employees does CLA Bankers Advisory have currently?

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As of August 2026, CLA Bankers Advisory has approximately 9 employees across 1 continents, including North America. Key team members include Bill And Exchange Manager: M. H. and Processing Supervisor At Cla: B. B. 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 Azure Databricks, Twitter Ads, LinkedIn Recruiter, Microsoft Power Automate, HashiCorp Terraform, OpenAI, Tealium and Atlassian Confluence.

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

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

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