Insights

Strategic partnership First Clearing operates as a Wells Fargo affiliate offering clearing and custody services, presenting a potential cross-sell opportunity to Wells Fargo advisor channels and affiliated broker-dealers seeking enhanced custody, technology, and back-office support.

RIA expansion leverage The firm supports independent advisors and RIA growth, creating sales potential with independent practice builders who may seek scalable custody, technology integrations, and trade processing as they transition to independence or scale their firms.

Technology stack Existing tech integrations (Hotjar, Snowplow, Sucuri, WordPress, Shopify, 6sense, Cisco, Slack) indicate a focus on analytics, security, and collaboration; there is an opportunity to position enhanced data insights, cybersecurity services, and client experience enhancements to current and prospective clients.

Growth and messaging Historical growth through partnerships (Trade-PMR collaboration) signals a receptivity to strategic alliances; target advisory firms exploring rapid expansion, independence, or hybrid model transitions with turnkey clearing, custody, and advisory-support solutions.

Financial profile Revenue estimated at 50–100 million with a mid-sized employee base suggests mid-market financial services firms as a primary ICP for scalable custody and clearing services, presenting upsell opportunities for technology-enabled efficiency and enhanced client experience.

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First Clearing Tech Stack

First Clearing uses 8 technology products and services including Hotjar, Snowplow, Sucuri, and more. Explore First Clearing's tech stack below.

Hotjar
Analytics
Snowplow
Analytics
Sucuri
Content Delivery Network
WordPress
Content Management System
Shopify
E-commerce
6sense
Marketing Automation
Cisco
Network Hardware
Slack
Software Framework

Media & News

Trade-PMR, Inc. partnered with First Clearing, LLC on May 15th '19.
Ilkaev joins the company in the midst of a rapid growth phase following an announcement earlier this year that TradePMR would partner with First Clearing to help certain Wells Fargo advisors interested in pursuing independence start their own RIA firms.
May 15, 2019 | tradepmr.com

First Clearing's Email Address Formats

First Clearing uses at least 4 email formats:

First Clearing Email Formats	Example	Percentage
First.Last@firstclearing.com	John.Doe@firstclearing.com	81%
F.Last@firstclearing.com	J.Doe@firstclearing.com	11%
FLast@firstclearing.com	JDoe@firstclearing.com	5%
Fir.Last@firstclearing.com	Joh.Doe@firstclearing.com	3%

Frequently Asked Questions

What is First Clearing's phone number?

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?

First Clearing's official website is firstclearing.com and has social profiles on LinkedIn.

How much revenue does First Clearing generate?

As of August 2026, First Clearing's annual revenue is estimated to be $50M - $100M.

What is First Clearing's NAICS code?

First Clearing's NAICS code is 52 - Finance and Insurance.

How many employees does First Clearing have currently?

As of August 2026, First Clearing has approximately 53 employees across 2 continents, including North America and Africa. Key team members include Vice President Compliance Liaison: K. B., Head Of First Clearing: J. P. and Vice President: J. H. Explore First Clearing's employee directory with LeadIQ.

What industry does First Clearing belong to?

First Clearing operates in the Financial Services industry.

What technology does First Clearing use?

First Clearing's tech stack includes Hotjar, Snowplow, Sucuri, WordPress, Shopify, 6sense, Cisco and Slack.

What is First Clearing's email format?

First 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?

First Clearing was founded in 1983.

First Clearing

Q: What is First Clearing's official website and social media links?

First Clearing's official website is firstclearing.com. First Clearing has social profiles on LinkedIn.

Q: How many employees does First Clearing have currently?

First Clearing has approximately 53 employees.

Q: What technology does First Clearing use?

First Clearing's tech stack includes oEmbed, Google Tag Manager, jsDelivr, jQuery, Google Analytics.

Q: What is First Clearing's NAICS code?

First Clearing's NAICS code is 52 (Finance and Insurance).

Financial ServicesMissouri, United States51-200 Employees

First Clearing is a clearing and custody services provider serving broker-dealers and registered investment advisors nationwide, headquartered in St. Louis, Missouri. The entity operates as a trade name of Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. It offers correspondent services to broker-dealers and registered investment advisors and does not provide services to the general public. With a workforce of 51-200 employees and revenue in the range of $50 million to $100 million, the company emphasizes relationship-based service and, through its Wells Fargo affiliation, provides access to resources to support client firms in managing their businesses. In 2019, First Clearing partnered with TradePMR, Inc. to assist Wells Fargo advisors pursuing independence start their own RIA firms, reflecting strategic growth activity.