Claro Leadership
Decades of wealth management expertise united with a visionary technology team.
Chief Executive Officer & Founder
Executive Chairman & Founder
Head of Wealth Operations
Head of Platform
Head of Quant Research
VP of Business Development
VP of Engineering
Head of People
VP of Wealth Strategy
We believe that true wealth comes from clarity, not complexity. By combining goals-based planning with proprietary technology that supports our advisors, we provide thoughtful insights and strategies tailored to your individual needs. Our goal is to simplify your financial life and help you pursue a wealthier life.*
What does your simpler, wealthier life look like?