Insights

Niche Wealth Management The Clarus Group specializes in personalized wealth management solutions for high-net-worth individuals, families, and business owners, indicating an opportunity to offer advanced financial planning software or premium advisory tools tailored for complex financial lives.

Proprietary Process With the unique Clarus C6 Framework, the company emphasizes comprehensive financial planning, suggesting a potential interest in innovative technology integrations such as financial modeling platforms or client engagement solutions that can complement or enhance their existing process.

Technology Stack Utilizing modern tools like Google Cloud and WordPress shows openness to digital platforms, opening opportunities for sales of cloud-based client portals, cybersecurity solutions, or digital communication tools to improve client service and operational efficiency.

Growth Potential Given the company's revenue range of 10M to 25M and its market positioning alongside large firms, there is potential for upselling scalable financial technology solutions or compliance management tools that support growth and regulatory requirements.

Market Differentiation Focusing on a highly personalized, milestone-driven approach positions the firm to benefit from CRM systems, client data analytics, and marketing automation platforms designed to attract and retain affluent clientele and expand their service offerings.

The Clarus Group, Inc. Tech Stack

The Clarus Group, Inc. uses 8 technology products and services including RSS, WordPress, MySQL, and more. Explore The Clarus Group, Inc.'s tech stack below.

  • RSS
    Content Management System
  • WordPress
    Content Management System
  • MySQL
    Database
  • Webpack
    Development
  • Google Cloud
    Infrastructure As A Service
  • Lodash
    Javascript Libraries
  • Priority Hints
    Performance
  • HSTS
    Security

Media & News

The Clarus Group, Inc.'s Email Address Formats

The Clarus Group, Inc. uses at least 1 format(s):
The Clarus Group, Inc. Email FormatsExamplePercentage
First@claruswealthgroup.comJohn@claruswealthgroup.com
72%
FLast@claruswealthgroup.comJDoe@claruswealthgroup.com
17%
First.Last@claruswealthgroup.comJohn.Doe@claruswealthgroup.com
5%
FirstL@claruswealthgroup.comJohnD@claruswealthgroup.com
6%

Frequently Asked Questions

Where is The Clarus Group, Inc.'s headquarters located?

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The Clarus Group, Inc.'s main headquarters is located at 520 Post Oak Blvd, Suite 750 Houston, Texas 77027, US. The company has employees across 1 continents, including North America.

What is The Clarus Group, Inc.'s official website and social media links?

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The Clarus Group, Inc.'s official website is claruswealthgroup.com and has social profiles on LinkedIn.

What is The Clarus Group, Inc.'s NAICS code?

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The Clarus Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does The Clarus Group, Inc. have currently?

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As of October 2025, The Clarus Group, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include President: R. W.Partner: B. T.Director Of Operations: S. P.. Explore The Clarus Group, Inc.'s employee directory with LeadIQ.

What industry does The Clarus Group, Inc. belong to?

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The Clarus Group, Inc. operates in the Financial Services industry.

What technology does The Clarus Group, Inc. use?

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The Clarus Group, Inc.'s tech stack includes RSSWordPressMySQLWebpackGoogle CloudLodashPriority HintsHSTS.

What is The Clarus Group, Inc.'s email format?

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The Clarus Group, Inc.'s email format typically follows the pattern of First@claruswealthgroup.com. Find more The Clarus Group, Inc. email formats with LeadIQ.

The Clarus Group, Inc.

Financial ServicesUnited States11-50 Employees

For over three decades, we've worked side-by-side with individuals, families, and business owners to deliver wealth management solutions that remove the evolving complexity from your financial life.  

Our clients are diverse but share a common thread: their wealth adds complexity to their business, family and financial lives. They have worked hard and desire the confidence to know the best path forward. Our experience and expertise, along with our detailed process refined over the last three decades, can help provide the momentum towards your goals amid the ups and downs of life.  Navigating life’s milestones – such as selling a business, retiring or dealing with newfound independence – becomes easier when you have a trusted advisor by your side to help you handle the twists and turns. Our proprietary process, the Clarus C6 Framework, takes into account all the financial aspects of your life in a way that balances your goals with a plan to help achieve them. The C6 Framework helps ensure we impact your life in a meaningful way and bring clarity to your specific situation.


*Clarus Wealth Group, Inc., is a registered investment advisor*

Section iconCompany Overview

Headquarters
520 Post Oak Blvd, Suite 750 Houston, Texas 77027, US
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    The Clarus Group, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    The Clarus Group, Inc.'s revenue is estimated to be in the range of $10M$25M

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