When was ClearServe founded?

ClearServe was founded in 2012 and raised its 1st funding round within a year of its incorporation.

Where is ClearServe located?

ClearServe is headquartered in New York City, United States.

Is ClearServe a funded company?

ClearServe is a funded company, having raised a total of $3.31M across 5 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on 2012.

When was the latest funding round of ClearServe?

ClearServe's latest funding was a $***** Series A round on Jun 30, 2017, with participation from 0 investor. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $4.94B in funding in 2026 to date.

Where does ClearServe rank among its competitors?

ClearServe ranks 55th amongst 242 active competitors, of which 27 are funded. It stands 7th in terms of total funding among its competitors. The most recent competitor to raise funding was Oxane Partners, which secured an undisclosed amount in Jul, 2026.

Who are the top competitors of ClearServe?

ClearServe's top competitors include CMG, Oxane Partners and Chronograph. Among them, Oxane Partners secured the most recent funding round in July, 2026.

ClearServe - 2026 Company Profile, Team, Funding & Competitors

Company Details

ClearServe is a cloud based portfolio accounting and consolidated reporting solution for private banks, wealth managers, and high-net worth private investors. ClearServe's normalization engine enables family offices and alternative asset investors to efficiently aggregate disparate data sources and to normalize them into a usable and robust portfolio and partnership accounting, analytics, and reporting system. It is an end-to-end solution from operations / back-office to front-office has never been so easy to manage.

Website: www.clearserve.com
Social

Key Metrics

Founded Year

2012

Location

New York City, United States

Stage

Deadpooled

Total Funding

$3.31M in 5 rounds

Latest Funding Round

Series A, Jun 30, 2017, $*****

Investors

SenaHill Partners & 8 more

Ranked

55^th among 242 active competitors

Similar Companies

CMG & 286 more

View ClearServe's full profile

ClearServe has raised a total funding of $3.31M over 5 rounds. Its first funding round was on 2012. ClearServe has 9 institutional investors.

Here is the list of recent funding rounds of ClearServe:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jun 30, 2017	2935753	Series A	3135861	2603371	8190461	2080039
Jun 2015	8338876	Series A	3232214	9259546	4894395	5058401
Dec 2013	7028969	Seed	3561003	5377968	Green Visor Capital & 2 more	1371840

Access funding benchmarks and valuations. Sign up today!

View details of ClearServe's funding rounds and investors

The founders of ClearServe is Hugh Nguyen.

Here are the details of ClearServe's key team members:

Hugh Nguyen: Founder of ClearServe. They are also an angel investor in 1 startup.

View details of ClearServe's Founder profiles and Board Members

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of ClearServe include CMG, Oxane Partners and Chronograph. Here is the list of Top 10 competitors of ClearServe, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	CMG 2015, Chicago (United States), Series C	Platform offering asset management solutions	$62.5M	StageDotO, Goldman Sachs & 15 others	60/100
2nd	Oxane Partners 2014, London (United Kingdom), Seed	Provider of tech-driven solutions for private credit portfolio management	$321K	TA Associates	57/100
3rd	Chronograph 2016, Brooklyn (United States), Series A	Cloud-based portfolio management solutions for private market investors	-	Summit Partners, AlpInvest Partners & 5 others	56/100
4th	Maybern 2021, New York City (United States), Series B	Portfolio management solution for private funds	$75.9M	Battery Ventures, Friends & Family Capital ... & 6 others	55/100
5th	Cognitive Credit 2017, London (United Kingdom), Series B	Provider of credit market data and analytics for investors	$18.1M	ETFS Capital, Fitch Group & 2 others	54/100
6th	Portfolio BI 2017, New York City (United States), Series A	Portfolio management solutions for private investors & asset managers	$6M	UBS, Decathlon Capital Partners	52/100
7th	Nirvana Financial Solutions 2006, New York City (United States), Acquired	Portfolio Management solution	$2.02M	Concentric Equity Partners, Mosaix Ventures ... & 1 others	50/100
8th	Asseta 2023, New York City (United States), Seed	Asseta: Family Office General Ledger, Bill Pay, Investments Data, Reconciliations and Reporting	$4.2M	Nyca Partners, Motive Partners	49/100
9th	Preqin Solutions 2005, London (United Kingdom), Acquired	Portfolio Management solution for Private Equity firms	-	-	49/100
10th	Atomic Insights 2023, San Diego (United States), Seed	Provider of payment workflow automation software for registered investment advisors	$10M	Aquiline Capital Partners, Northwestern Mutual	47/100
55th	ClearServe 2012, New York City (United States), Deadpooled	Portfolio analytics software for family offices and private investors	$3.31M	WorldQuant Ventures, Thayer Street Partners ... & 7 others	29/100