Press
Assets and information for journalists, partners, and anyone covering Clareos. For interviews and inquiries, contact [email protected].
About Clareos (short)
Clareos is an AI fiduciary that manages your money before you ask. Always on, always aligned with your interests.
About Clareos (long)
Clareos is an AI fiduciary built for investors with real wealth and real complexity. The platform monitors a client's full financial picture, finds tax and rebalancing opportunities, proposes actions with the reasoning behind them, and executes only after explicit approval. Built on a registered investment adviser structure with assets held at qualified third-party custodians, Clareos is designed to deliver the level of attention typically reserved for ultra-high-net-worth clients to every investor it serves.
Founders
Logos and brand marks
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Quick facts
- Clareos Financial Inc. is incorporated in Delaware.
- Pending registration as an investment adviser with the U.S. Securities and Exchange Commission.
- Client assets are held at qualified third-party custodians, not by Clareos. See disclosures for details.
- Founded by Trent Waskey and Dan Waskey. Read more on the about page.