What departments does Claro Advisors have?

Claro Advisors has employees across 3 departments including Finance, Marketing, Banking.

What is the largest department at Claro Advisors?

The largest department at Claro Advisors is Finance with 1 employees.

Where are Claro Advisors employees located globally?

Claro Advisors has employees across 2 continents and 2 countries including Hungary, United States Of America.

How has Claro Advisors's team size changed over time?

Claro Advisors's team has grown from approximately 20 to 34 employees based on available data.

Claro Advisors Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Claro Advisors, Inc. is a financial services firm based in Boston, Massachusetts, that operates as a registered investment adviser with the U.S. Securities and Exchange Commission. It combines goals-based financial planning with technology designed to support its advisors in generating deeper insights and tailored strategies. The firm emphasizes simplifying clients’ finances to help them pursue a wealthier life, rather than presenting complex products.

The firm serves individuals seeking structured, personalized financial planning and advice, obtaining necessary background information from clients before offering individualized recommendations. Positioned as a small- to mid-sized player in the financial services industry, Claro operates from its Boston base. In February 2026, the firm announced the launch of an AI-native wealth management platform aimed at boosting advisor efficiency and improving service to clients.

Claro Advisors Global Highlights

North America
61

United States Of America
61

Europe
2

Hungary
2

Claro Advisors's Leadership

R. B. C.
Managing Principal And Founder
Mobile Phone
Email
K. B.
Senior Vice President, Financial Planner
Mobile Phone
Email
K. T.
Marketing Manager
Mobile Phone
Email
M. K.
Financial Advisor
Mobile Phone
Email

Claro Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Finance
Business Development
Community & Social Services

Contact profiles from Claro Advisors

Name

Title

Contact

Location

Last Update

R. B. C.
Managing Principal And Founder
Mobile Phone
Email
May 12, 2026
K. B.
Senior Vice President, Financial Planner
Mobile Phone
Email
Jun 08, 2026
K. T.
Marketing Manager
Mobile Phone
Email
Jun 26, 2026
M. K.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Claro Advisors known for?

Claro Advisors was founded in 2012 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-617-379-****

. Explore Claro Advisors's company overview page for more information.

What is Claro Advisors's most common email format?

Claro Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Claro Advisors email formats with LeadIQ.

How many employees does Claro Advisors have currently?

Claro Advisors has approximately 43 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Claro Advisors's key employees and leadership?

As of July 2026, Claro Advisors's key employees include:

Managing Principal And Founder: R. B. C.
Senior Vice President, Financial Planner: K. B.
Marketing Manager: K. T.
Financial Advisor: M. K.

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Claro Advisors Employee Directory

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