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Insights

Strategic Industry Positioning First Clearing operates within the competitive financial services industry, providing clearing and custody services to broker-dealers and registered investment advisors, indicating opportunities to offer complementary fintech solutions, compliance tools, or client engagement platforms.

Technology Integration The company's tech stack includes advanced tools like Snowplow, Twemoji, and Video.js, suggesting openness to innovative technology partnerships, cybersecurity enhancements, and digital client experience solutions.

Growth and Partnerships Recent collaborations with TradePMR signal a focus on expanding advisor independence and RIAs, creating potential for introducing specialized software platforms, onboarding services, or advisory-focused marketing solutions.

Financial Range With revenue estimates between 25M and 50M, First Clearing demonstrates solid financial stability, providing a foundation for mutual growth initiatives, targeted sales of scalable solutions, or training and onboarding services.

Market Potential Given its affiliation with Wells Fargo and competitive landscape with firms like Charles Schwab and Fidelity, there is significant opportunity to differentiate by offering client acquisition tools, performance analytics, or streamlined operational services tailored to this sector.

First Clearing Tech Stack

First Clearing uses 8 technology products and services including Snowplow, jsDelivr, Section.io, and more. Explore First Clearing's tech stack below.

  • Snowplow
    Analytics
  • jsDelivr
    Content Delivery Network
  • Section.io
    Content Delivery Network
  • Twemoji
    Font Scripts
  • Video.js
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • 6sense
    Marketing Automation
  • reCAPTCHA
    Security

First Clearing's Email Address Formats

First Clearing uses at least 1 format(s):
First Clearing Email FormatsExamplePercentage
First.Last@firstclearing.comJohn.Doe@firstclearing.com
81%
F.Last@firstclearing.comJ.Doe@firstclearing.com
11%
FLast@firstclearing.comJDoe@firstclearing.com
5%
Fir.Last@firstclearing.comJoh.Doe@firstclearing.com
3%

Frequently Asked Questions

Where is First Clearing's headquarters located?

Minus sign iconPlus sign iconFirst Clearing's main headquarters is located at St. Louis, Missouri 63103 United States. The company has employees across 2 continents, including North AmericaAfrica.

What is First Clearing's phone number?

Minus sign iconPlus sign icon You can contact First Clearing's main corporate office by phone at
+1-877-496-****
. 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 First Clearing's official website and social media links?

Minus sign iconPlus sign iconFirst Clearing's official website is firstclearing.com and has social profiles on LinkedIn.

What is First Clearing's NAICS code?

Minus sign iconPlus sign iconFirst Clearing's NAICS code is 52 - Finance and Insurance.

How many employees does First Clearing have currently?

Minus sign iconPlus sign iconAs of February 2026, First Clearing has approximately 52 employees across 2 continents, including North AmericaAfrica. Key team members include Chief Executive Officer: V. W.Vice President - Correspondent Services: B. H.Vice President Compliance Liaison: K. B.. Explore First Clearing's employee directory with LeadIQ.

What industry does First Clearing belong to?

Minus sign iconPlus sign iconFirst Clearing operates in the Financial Services industry.

What technology does First Clearing use?

Minus sign iconPlus sign iconFirst Clearing's tech stack includes SnowplowjsDelivrSection.ioTwemojiVideo.jsModernizr6sensereCAPTCHA.

What is First Clearing's email format?

Minus sign iconPlus sign iconFirst Clearing's email format typically follows the pattern of First.Last@firstclearing.com. Find more First Clearing email formats with LeadIQ.

When was First Clearing founded?

Minus sign iconPlus sign iconFirst Clearing was founded in 1983.

First Clearing

Financial ServicesMissouri, United States51-200 Employees

First Clearing is a clearing and custody services business, serving broker dealers and registered investment advisors nationwide. Driven by a strong and abiding commitment to the power of relationship, our mission is to help our client firms create and grow successful businesses.  

Through our affiliation with Wells Fargo & Company, we provide access to vast resources to help you address all aspects of your business, empowering you to deliver the client experience you desire.

We believe our experience working with quality firms for forty years has not only garnered us a reputation for questioning the status quo, but it also allows us to envision what lies ahead and innovate for the next generation.

It’s your vision, your business, and your legacy. And we’re with you every step of the way.

First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. © 2024 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and registered investment advisors and does not provide services to the general public. PM-01112026-6249585.2.1

Section iconCompany Overview

Headquarters
St. Louis, Missouri 63103 United States
Phone number
+1-877-496-****
Website
firstclearing.com
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    First Clearing's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    First Clearing's revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    V. W.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. H.
    Vice President - Correspondent Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. B.
    Vice President Compliance Liaison
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. B.
    Vice President - Marketing & Communications
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. J.
    Vp Relationship Mgt
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    S. B.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. I.
    Vp
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. P.
    Head Of First Clearing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. B.
    Vice President Compliance Liaison
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. M.
    Head Of First Clearing
    Phone icon
    Mobile Phone

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