Insights

Targeted Investment Focus Clearwell Group specializes in control and minority investments in sectors such as manufacturing, healthcare, software, and financial services within the southeastern United States, particularly Florida. This targeted approach indicates opportunities for financial service providers, management consultants, and industry-specific technology vendors to offer tailored solutions.

Family Office Network As a family office with a focus on legacy building, stewardship, and strong family culture, Clearwell Group may require bespoke estate planning, wealth management, and philanthropic advisory services. Building relationships in these areas could lead to long-term engagement and tailored high-net-worth individual solutions.

Growth and Expansion Recent leadership appointments and strategic partnerships, such as the collaboration with HydroSpec to create large environmental services companies, highlight potential opportunities in environmental, compliance, and operational consulting services that align with their growth initiatives.

Investment Management Needs With assets under management estimated between 10 to 25 million dollars, Clearwell Group may seek specialized financial products, asset management software, and investment analytics tools to optimize portfolio performance and support their focus on generating both positive returns and positive significance.

Technology Stack Compatibility The use of contemporary tools like Squarespace Commerce and jQuery suggests openness to digital solutions and modernization efforts, providing an avenue for tech providers offering website development, digital marketing, or security enhancements to engage with their evolving online presence.

Clearwell Group Tech Stack

Clearwell Group uses 8 technology products and services including Squarespace Commerce, Underscore.js, AOS, and more. Explore Clearwell Group's tech stack below.

  • Squarespace Commerce
    E-commerce
  • Underscore.js
    Javascript Libraries
  • AOS
    Javascript Libraries
  • Choices
    Javascript Libraries
  • Clipboard.js
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • HSTS
    Security
  • Email Encoder for Wordpress
    Widgets

Media & News

Clearwell Group's Email Address Formats

Clearwell Group uses at least 1 format(s):
Clearwell Group Email FormatsExamplePercentage
First@clearwellgroup.comJohn@clearwellgroup.com
50%
First@clearwellgroup.comJohn@clearwellgroup.com
50%

Frequently Asked Questions

Where is Clearwell Group's headquarters located?

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Clearwell Group's main headquarters is located at 610 West de Leon Street Tampa, Florida 33606 United States. The company has employees across 1 continents, including North America.

What is Clearwell Group's phone number?

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You can contact Clearwell Group's main corporate office by phone at . 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 Clearwell Group's official website and social media links?

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Clearwell Group's official website is clearwellgroup.com and has social profiles on LinkedIn.

What is Clearwell Group's SIC code NAICS code?

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Clearwell Group's SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Clearwell Group have currently?

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As of February 2026, Clearwell Group has approximately 12 employees across 1 continents, including North America. Key team members include Founder: D. F.Vice President: E. E.Office Manager: M. B.. Explore Clearwell Group's employee directory with LeadIQ.

What industry does Clearwell Group belong to?

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Clearwell Group operates in the Financial Services industry.

What technology does Clearwell Group use?

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Clearwell Group's tech stack includes Squarespace CommerceUnderscore.jsAOSChoicesClipboard.jsjQuery MigrateHSTSEmail Encoder for Wordpress.

What is Clearwell Group's email format?

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Clearwell Group's email format typically follows the pattern of First@clearwellgroup.com. Find more Clearwell Group email formats with LeadIQ.

When was Clearwell Group founded?

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Clearwell Group was founded in 2009.

Clearwell Group

Financial ServicesFlorida, United States11-50 Employees

A family office investment business focused on building a lasting legacy of significance and stewardship.

We facilitate strong family culture through investment management, estate planning, philanthropic advisory and family business consulting. Clearwell Group invests in public securities and private businesses.

Clearwell Group makes control and meaningful minority investments in companies located in the southeastern United States, with a focus on the state of Florida. We invest with the belief that businesses should generate positive investment return in addition to positive significance. Clearwell Group supports high-integrity entrepreneurs with a collaborative approach to creating value that leverages experience and network. This approach aligns the interests of Clearwell Group with management to achieve the best possible outcome with the right amount of capital over the right period of time. Industries of particular interest include manufacturing, business services, healthcare, software, and financial services. Read more about our investment criteria at https://clearwellgroup.com/portfolio/

Section iconCompany Overview

Headquarters
610 West de Leon Street Tampa, Florida 33606 United States
Phone number
SIC Code
6799 - Investors, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Clearwell Group's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Clearwell Group's revenue is estimated to be in the range of $10M$25M

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