Insights

Niche Market Focus Claro Advisors specializes in goals-based wealth management leveraging modern technology, which suggests an opportunity to offer advanced financial planning tools and software solutions tailored for tech-savvy advisory firms.

Growth Potential With a modest employee count and revenue between 25 to 50 million dollars, Claro is positioned for expansion, making it an ideal prospect for scalable financial technologies, CRM systems, and compliance tools aimed at growing advisory practices.

Active Portfolio Management The firm’s recent substantial investments in equities like Newell Brands, Algonquin Power, and Iron Mountain indicate a focus on asset management, presenting opportunities to introduce investment analysis platforms or data analytics tools.

Modern Tech Stack Utilizing cloud-based and web optimization technologies signals an openness to sophisticated digital solutions, creating a prime opportunity to promote cybersecurity services, cloud hosting, and client engagement platforms.

Market Positioning As a younger, innovative firm with a global client base, Claro Advisors could benefit from marketing automation, client onboarding solutions, and content management systems to enhance their outreach and client experience.

Similar companies to Claro Advisors

Claro Advisors Tech Stack

Claro Advisors uses 8 technology products and services including Cloudflare Web Optimizations, Font Awesome, Lodash, and more. Explore Claro Advisors's tech stack below.

Cloudflare Web Optimizations
Analytics
Font Awesome
Font Scripts
Lodash
Javascript Libraries
Google Maps
Maps
DocuSign
Miscellaneous
HSTS
Security
HTTP/3
Web & Portal Technology
Google Analytics
Web Analytics

Media & News

Claro Advisors's Email Address Formats

Claro Advisors uses at least 1 format(s):

Claro Advisors Email Formats	Example	Percentage
FLast@claroadvisors.com	JDoe@claroadvisors.com	42%
Last@claroadvisors.com	Doe@claroadvisors.com	12%
First.Last@claroadvisors.com	John.Doe@claroadvisors.com	4%
FLast@claroadvisors.com	JDoe@claroadvisors.com	42%

Frequently Asked Questions

Where is Claro Advisors's headquarters located?

Claro Advisors's main headquarters is located at 100 High Street, Suite 950. The company has employees across 1 continents, including North America.

What is Claro Advisors's phone number?

You can contact Claro Advisors's main corporate office by phone at

+1-617-379-****

. 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 Claro Advisors's stock symbol?

Claro Advisors is a publicly traded company; the company's stock symbol is N/A.

What is Claro Advisors's official website and social media links?

Claro Advisors's official website is claroadvisors.com and has social profiles on LinkedIn.

What is Claro Advisors's SIC code NAICS code?

Claro Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Claro Advisors have currently?

As of December 2025, Claro Advisors has approximately 25 employees across 1 continents, including North America. Key team members include Coo/Cco: J. S.Chief Market Strategist: M. M.Vice President & Financial Advisor: J. A.. Explore Claro Advisors's employee directory with LeadIQ.

What industry does Claro Advisors belong to?

Claro Advisors operates in the Financial Services industry.

What technology does Claro Advisors use?

Claro Advisors's tech stack includes Cloudflare Web OptimizationsFont AwesomeLodashGoogle MapsDocuSignHSTSHTTP/3Google Analytics.

What is Claro Advisors's email format?

Claro Advisors's email format typically follows the pattern of FLast@claroadvisors.com. Find more Claro Advisors email formats with LeadIQ.

When was Claro Advisors founded?

Claro Advisors was founded in 2012.

Claro Advisors

Q: What is Claro Advisors's official website and social media links?

Claro Advisors's official website is claroadvisors.com. Claro Advisors has social profiles on LinkedIn.

Q: How many employees does Claro Advisors have currently?

Claro Advisors has approximately 25 employees.

Q: What technology does Claro Advisors use?

Claro Advisors's tech stack includes Loadable-Components, Apache, Element UI, Java, Microsoft 365.

Financial ServicesMassachusetts, United States11-50 Employees

Claro Advisors, LLC. ("Claro") is an independent, fee-only, Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in Boston, Massachusetts serving clients globally.

As a younger generation of financial advisors, (the average Claro Advisor is about 40 years old), Claro provides a fresh perspective and unique approach that embraces goals-based planning with modern technology, allowing us to be more efficient so that we have more time to focus on our clients.  

The name “Claro” was inspired by the latin translation “to make clear in the mind”.  We work with clients to implement and monitor the strategies needed to simplify the management, preservation and growth of wealth.

Please visit our website for important disclosures and to learn more about who we are and what we do.