Insights

Niche Market Focus CLEARSHARES specializes in bespoke multi-client investment products with an emphasis on consistency, long-term returns, and risk mitigation. This targeted approach presents opportunities to engage with institutional investors and asset managers seeking customized investment solutions.

Technological Integration The company's use of diverse technologies including PHP, jQuery, and Google Tag Manager indicates a modern infrastructure, suggesting potential for cross-sell opportunities in fintech solutions, digital analytics, and platform enhancements tailored to investment management needs.

Growth in OCIO Market Recent industry news highlights expanding investments in outsourced CIO services by major firms like Bank of America and Northern Trust. CLEARSHARES can position itself as a strategic partner to asset managers and consulting firms looking to enhance their OCIO offerings.

Investor Relations Expansion With recent hires like Rich Nuzum leading OCIO development and strategic relationship building, there is a clear focus on strengthening investor engagement and asset growth, signaling opportunities to collaborate on investment consulting and client acquisition initiatives.

Market Size and Revenue Potential Operating within the $1M-$10M revenue range and serving a relatively small team, CLEARSHARES presents growth potential through targeted B2B sales to larger firms with substantial assets under management, especially those interested in innovative, customizable investment products.

CLEARSHARES Tech Stack

CLEARSHARES uses 8 technology products and services including jsDelivr, Microsoft 365, jQuery, and more. Explore CLEARSHARES's tech stack below.

  • jsDelivr
    Content Delivery Network
  • Microsoft 365
    Email
  • jQuery
    Javascript Libraries
  • chroma.js
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • Apache
    Web Servers

Media & News

CLEARSHARES's Email Address Formats

CLEARSHARES uses at least 1 format(s):
CLEARSHARES Email FormatsExamplePercentage
FLast@clear-shares.comJDoe@clear-shares.com
100%

Frequently Asked Questions

Where is CLEARSHARES's headquarters located?

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CLEARSHARES's main headquarters is located at 420 Lexington Avenue Suite 428 New York, New York 10170 United States. The company has employees across 1 continents, including North America.

What is CLEARSHARES's stock symbol?

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CLEARSHARES is a publicly traded company; the company's stock symbol is OCIO.

What is CLEARSHARES's official website and social media links?

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CLEARSHARES's official website is clear-shares.com and has social profiles on LinkedIn.

What is CLEARSHARES's NAICS code?

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CLEARSHARES's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does CLEARSHARES have currently?

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As of May 2026, CLEARSHARES has approximately 6 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: A. G.Founder & Chief Executive Officer: T. E. D.Senior Portfolio Manager: B. L.. Explore CLEARSHARES's employee directory with LeadIQ.

What industry does CLEARSHARES belong to?

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CLEARSHARES operates in the Investment Management industry.

What technology does CLEARSHARES use?

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CLEARSHARES's tech stack includes jsDelivrMicrosoft 365jQuerychroma.jsPHPGoogle Tag ManagerBootstrapApache.

What is CLEARSHARES's email format?

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CLEARSHARES's email format typically follows the pattern of FLast@clear-shares.com. Find more CLEARSHARES email formats with LeadIQ.

When was CLEARSHARES founded?

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CLEARSHARES was founded in 2017.
CLEARSHARES logo

CLEARSHARES

Investment ManagementNew York, United States2-10 Employees

CLEARSHARES operates in the investment management sector, offering a product-based approach that blends bespoke solutions with customizable multi-client investment products. The aim is to deliver consistency, long-term return potential, and risk mitigation for its clients. Based in New York, the firm appears to serve institutional or professional investors seeking structured OCIO-like capabilities through a tailored product framework. With a small team, CLEARSHARES emphasizes an innovative, client-centric method to integrate discretionary investment solutions across multiple client accounts. A recent development noted in the public domain is ongoing activity within the broader OCIO and investment solutions landscape, reflecting continued engagement in the space.

Section iconCompany Overview

Headquarters
420 Lexington Avenue Suite 428 New York, New York 10170 United States
Stock Symbol
OCIO
NAICS Code
5239 - Other Financial Investment Activities
Founded
2017
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    CLEARSHARES's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    CLEARSHARES's revenue is estimated to be in the range of $1M$10M

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