Ryan Belanger Joins The Diamond Podcast for Financial Advisors

When Ryan Belanger left Morgan Stanley in 2012 to start Claro, the idea was simple: give advisors their time back, and they’ll give clients better advice.

Thirteen years and $1.5 billion in AUM later, that idea led to an unconventional move. Instead of layering another AI tool on top of Claro’s systems, we acquired a fintech company and built our own platform, Claire, from the ground up. The result: advisors getting 20-30 hours a week back to spend where it matters, with clients.

It’s a bet that the firms that stand out won’t be the ones with the most technology. They’ll be the ones who rethought how the business runs in the first place.

Ryan sat down with Louis Diamond on The Diamond Podcast for Financial Advisors to talk through that decision: from why we bought instead of built-and-bolted, to how Claire is meant to make advisors better, not replace them.

“The firms that win won’t necessarily be the ones using the most technology.”

— Ryan Belanger, Founder & CEO, Claro Advisors