Insights

Independent growth Leverage Clear Harbor's independent, employee-owned structure to position scalable wealth management solutions and open-architecture products that fit fiduciary-driven clients seeking transparency and bespoke investment strategies.

Strong leadership Highlight opportunities around executive-level relationships with Aaron Kennon, CEO and Co-Founder, who is Forbes-recognized as a top wealth advisor, to secure C-suite engagement for sophisticated family offices and high-net-worth segments.

Rapid expansion Capitalize on recent hires and growth signals such as onboarding a portfolio manager and expanding assets under management to propose additional advisory platforms, technology enhancements, and client-facing digital experiences.

Strategic investments Position partnerships or tailored investment solutions around Clear Harbor’s active stakes in public and private equities (Frontline, Aemetis, SKYX Platforms, HudBay Minerals) to offer exclusive research, custom model portfolios, and risk-managed strategies.

Tech-enabled service Emphasize capabilities around open architecture and client-facing technology, proposing integrations, cybersecurity enhancements, and scalable CRM/portal upgrades to support holistic wealth management for institutions, foundations, endowments, and retirement plans.

Clear Harbor Asset Management Tech Stack

Clear Harbor Asset Management uses 8 technology products and services including Amazon Web Services, Sucuri, WordPress, and more. Explore Clear Harbor Asset Management's tech stack below.

Amazon Web Services

Cloud Hosting

Sucuri

Content Delivery Network

WordPress

Content Management System

Microsoft 365

Barracuda Email Protection

Email Security

Constant Contact

Marketing Automation

Cloudflare Bot Management

Security

Google Tag Manager

Tag Management

Clear Harbor Asset Management Email Formats	Example	Percentage
FLast@clearharboram.com	JDoe@clearharboram.com	88%
Last@clearharboram.com	Doe@clearharboram.com	8%
FirstLast@clearharboram.com	JohnDoe@clearharboram.com	4%

Clear Harbor Asset Management Email Formats

Example

Percentage

FLast@clearharboram.com

JDoe@clearharboram.com

88%

Last@clearharboram.com

Doe@clearharboram.com

FirstLast@clearharboram.com

JohnDoe@clearharboram.com

Frequently Asked Questions

What is Clear Harbor Asset Management's official website and social media links?

Clear Harbor Asset Management's official website is clearharboram.com and has social profiles on LinkedIn.

How much revenue does Clear Harbor Asset Management generate?

As of August 2026, Clear Harbor Asset Management's annual revenue is estimated to be $10M - $25M.

What is Clear Harbor Asset Management's NAICS code?

Clear Harbor Asset Management's NAICS code is 52 - Finance and Insurance.

How many employees does Clear Harbor Asset Management have currently?

As of August 2026, Clear Harbor Asset Management has approximately 22 employees across 3 continents, including North America, Africa and Europe. Key team members include Owner: M. J., Director: C. S. and Director: C. W. Explore Clear Harbor Asset Management's employee directory with LeadIQ.

What industry does Clear Harbor Asset Management belong to?

Clear Harbor Asset Management operates in the Financial Services industry.

What technology does Clear Harbor Asset Management use?

Clear Harbor Asset Management's tech stack includes Amazon Web Services, Sucuri, WordPress, Microsoft 365, Barracuda Email Protection, Constant Contact, Cloudflare Bot Management and Google Tag Manager.

What is Clear Harbor Asset Management's email format?

Clear Harbor Asset Management's email format typically follows the pattern of FLast@clearharboram.com. Find more Clear Harbor Asset Management email formats with LeadIQ.

When was Clear Harbor Asset Management founded?

Clear Harbor Asset Management was founded in 2009.

Clear Harbor Asset Management

Q: What technology does Clear Harbor Asset Management use?

Clear Harbor Asset Management's tech stack includes cdnjs, Constant Contact, Google Hosted Libraries, html5media, Modernizr.

Q: What is Clear Harbor Asset Management's NAICS code?

Clear Harbor Asset Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesConnecticut, United States11-50 Employees

Clear Harbor Asset Management LLC operates as an independent SEC-registered investment advisory firm based in Stamford, Connecticut. The firm serves a broad client base that includes individuals, families, foundations, endowments, associations, corporations, and retirement plans, offering holistic wealth management paired with market-focused investment strategy and execution. Owned entirely by its employees, the firm emphasizes fiduciary responsibility, transparency, and a client-first approach. It favors an open-architecture, collaborative model that allows for a range of investment products while coordinating with clients' tax and legal advisors to integrate investment decisions within a broader financial plan. The team aims to align long-term objectives with each client’s risk tolerance, seeking to protect and grow wealth through attentive service. In April 2026, CEO and co-founder Aaron Kennon was recognized on Forbes' Best-In-State Wealth Advisors list.

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