Insights

Boutique scale Crystal Clear Finances is a small, independent financial services firm with 2-10 employees and revenue of 10M-25M, presenting a client-focused opportunity for tailored digital marketing, content automation, and client onboarding optimization services to scale without losing personal touch.

Outsourced advisory Investment advisory services are provided through Alphastar Capital Management, LLC, a SEC Registered Investment Adviser, indicating a channel for partnership opportunities in co-branded marketing, compliance-aligned CRM enhancements, and secure client data workflows.

Tech stack leverage Current tech usage includes WordPress, Shopify, Microsoft 365, and various frontend tools, suggesting upsell potential for unified marketing automation, secure data integration, CRM/DSI enhancements, and website performance optimization.

Growth readiness Revenue demonstrates scalable potential, with a mid-market revenue profile comparable to advisory peers; this signals receptivity to digital client acquisition programs, lead nurturing, and conversion optimization services.

Compliance aware The disclosure about SEC registration and independent entities highlights a need for compliant information governance, secure communications, and training-enabled solutions for client education, risk management, and data privacy.

Crystal Clear Finances, Inc. Tech Stack

Crystal Clear Finances, Inc. uses 8 technology products and services including WordPress, oEmbed, Shopify, and more. Explore Crystal Clear Finances, Inc.'s tech stack below.

WordPress

Content Management System

oEmbed

Dev Tools

Shopify

E-commerce

Microsoft 365

Isotope

Javascript Libraries

PHP

Programming Languages

KnowBe4

Security

FitVids.js

Web Tools And Plugins

Crystal Clear Finances, Inc. Email Formats	Example	Percentage
First@crystalclearfinances.com	John@crystalclearfinances.com	71%
FirstL@crystalclearfinances.com	JohnD@crystalclearfinances.com	29%

Crystal Clear Finances, Inc. Email Formats

Example

Percentage

First@crystalclearfinances.com

John@crystalclearfinances.com

71%

FirstL@crystalclearfinances.com

JohnD@crystalclearfinances.com

29%

Frequently Asked Questions

What is Crystal Clear Finances, Inc.'s phone number?

You can contact Crystal Clear Finances, Inc.'s main corporate office by phone at

+1-518-433-****

. 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 Crystal Clear Finances, Inc.'s official website and social media links?

Crystal Clear Finances, Inc.'s official website is crystalclearfinances.com and has social profiles on LinkedIn.

How much revenue does Crystal Clear Finances, Inc. generate?

As of September 2026, Crystal Clear Finances, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Crystal Clear Finances, Inc.'s NAICS code?

Crystal Clear Finances, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Crystal Clear Finances, Inc. have currently?

As of September 2026, Crystal Clear Finances, Inc. has approximately 9 employees across 2 continents, including North America and Europe. Key team members include Finance Director: A. M. and Director: S. M. Explore Crystal Clear Finances, Inc.'s employee directory with LeadIQ.

What industry does Crystal Clear Finances, Inc. belong to?

Crystal Clear Finances, Inc. operates in the Financial Services industry.

What technology does Crystal Clear Finances, Inc. use?

Crystal Clear Finances, Inc.'s tech stack includes WordPress, oEmbed, Shopify, Microsoft 365, Isotope, PHP, KnowBe4 and FitVids.js.

What is Crystal Clear Finances, Inc.'s email format?

Crystal Clear Finances, Inc.'s email format typically follows the pattern of First@crystalclearfinances.com. Find more Crystal Clear Finances, Inc. email formats with LeadIQ.

When was Crystal Clear Finances, Inc. founded?

Crystal Clear Finances, Inc. was founded in 2000.

Crystal Clear Finances, Inc.

Q: How many employees does Crystal Clear Finances, Inc. have currently?

Crystal Clear Finances, Inc. has approximately 9 employees.

Q: What technology does Crystal Clear Finances, Inc. use?

Crystal Clear Finances, Inc.'s tech stack includes Office 365, PHP, WordPress, Gravity Forms, jQuery.

Q: What is Crystal Clear Finances, Inc.'s NAICS code?

Crystal Clear Finances, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States2-10 Employees

Crystal Clear Finances, Inc. is a small financial services firm based in Latham, New York. For more than twenty years, it has helped individuals build confidence in their financial decisions by expanding their knowledge about options and trade-offs. The company emphasizes a client-centered approach that starts with understanding a client's goals and financial landscape before outlining a plan.

Its process unfolds in three stages: an initial conversation to grasp aspirations and constraints, a comprehensive, tailored strategy that maps out actionable steps, and ongoing guidance to support progress toward the goals. Investment advisory services are provided through Alphastar Capital Management, LLC, a SEC Registered Investment Adviser; this registration does not constitute endorsement by the Commission or indicate a particular level of skill. Crystal Clear Finances and Alphastar Capital Management, LLC operate as separate and independent entities.

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