Insights

Boutique Finance Clarity Services Group is a small, NYC-based boutique financial services consultancy founded by experienced former investment bank executives, indicating a specialized, high-touch service model that could be complemented with scalable solutions for mid-market clients seeking risk, regulatory, and operations expertise.

Capital Markets Focus Their practice areas include Data Management, Expense/Vendor Management, Regulatory Compliance, Risk Management, and Finance & Operations, presenting opportunities to cross-sell governance, data governance platforms, spend analytics, and compliance automation to firms needing stronger controls and efficiency.

Recent Acquisition A notable event is Experian Health’s acquisition of Clarity Services Group, which could create parallel or integration projects around data enrichment, identity verification, and health/financial data interoperability that can be pursued with analytics or provider network solutions.

Tech Stack Leverage Utilizes Wix, WordPress, Microsoft 365, Google Cloud, Sentry and HTTP/3, suggesting openness to cloud-based collaboration, security tooling, and website/digital experience enhancements—opportunities to propose modern CMS, security monitoring, or cloud optimization services.

Growth Potential Revenue is in the $1M–$10M range with a lean employee base (2–10 employees), indicating a potential for scalable, repeatable services (automation, outsourcing, managed services) to help them expand efficiently while maintaining a boutique service level.

Similar companies to Clarity Services Group

Clarity Services Group Tech Stack

Clarity Services Group uses 8 technology products and services including Wix, WordPress, Wix eCommerce, and more. Explore Clarity Services Group's tech stack below.

Clarity Services Group's Email Address Formats

Clarity Services Group uses at least 1 email format:
Clarity Services Group Email FormatsExamplePercentage
First.Last@claritysgi.comJohn.Doe@claritysgi.com
100%

Frequently Asked Questions

What is Clarity Services Group's official website and social media links?

Minus sign iconPlus sign icon
Clarity Services Group's official website is claritysgi.com and has social profiles on LinkedIn.

How much revenue does Clarity Services Group generate?

Minus sign iconPlus sign icon
As of August 2026, Clarity Services Group's annual revenue is estimated to be $1M - $10M.

What is Clarity Services Group's NAICS code?

Minus sign iconPlus sign icon
Clarity Services Group's NAICS code is 52 - Finance and Insurance.

How many employees does Clarity Services Group have currently?

Minus sign iconPlus sign icon
As of August 2026, Clarity Services Group has approximately 6 employees across 1 continents, including North America. Key team members include Co-Founder And Managing Principal: S. G., Business Owner: K. S. and Managing Principal: S. G. Explore Clarity Services Group's employee directory with LeadIQ.

What industry does Clarity Services Group belong to?

Minus sign iconPlus sign icon
Clarity Services Group operates in the Financial Services industry.

What technology does Clarity Services Group use?

Minus sign iconPlus sign icon
Clarity Services Group's tech stack includes Wix, WordPress, Wix eCommerce, Microsoft 365, Google Fonts API, Google Cloud, Sentry and HTTP/3.

What is Clarity Services Group's email format?

Minus sign iconPlus sign icon
Clarity Services Group's email format typically follows the pattern of First.Last@claritysgi.com. Find more Clarity Services Group email formats with LeadIQ.

When was Clarity Services Group founded?

Minus sign iconPlus sign icon
Clarity Services Group was founded in 2016.
Clarity Services Group logo

Clarity Services Group

Financial ServicesNew York, United States2-10 Employees

Clarity Services Group is a boutique financial services consulting firm based in New York City. Founded in 2016 by former banking executives Steven Geosits and Bill McDermott, the firm draws on leadership experience from major investment banks to guide client work. The firm provides advisory services across capital markets data management, expense and vendor management, regulatory compliance, risk management, and finance and operations. 

Located in Manhattan near Grand Central Station, Clarity serves client organizations seeking guidance for complex financial services operations. In 2018, Experian Health acquired Clarity Services Group, reflecting a notable development in its corporate history.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Clarity Services Group's revenue is estimated to be in the range of $1M - $10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.