Insights

Financial Performance ClearEstate generates substantial revenue between 25 million and 50 million dollars, indicating a healthy market presence and potential for upselling advanced financial and operational integration solutions.

Strategic Investments Recent investment from IGM Financial and a $13.3 million Series A funding from OMERS Ventures showcase strong investor confidence, creating opportunities to offer scalable technology partnerships or advanced estate settlement tools.

Rapid Expansion The company's ongoing expansion efforts be supported by partnerships with major financial advisors and trust companies, paving the way for targeted sales of estate planning and administrative automation solutions.

Tech-Driven Approach Utilizing cloud and analytics tools like Google BigQuery and Amazon S3, ClearEstate is positioned to integrate cutting-edge technology and data management services, which can be packaged as premium offerings to enhance client efficiency.

Market Positioning Operating in a niche but expanding sector with similar companies earning up to 50 million dollars in revenue, ClearEstate can leverage its innovative, tech-enabled estate settlement platform to differentiate and capture larger market share through strategic partnerships and tailored solutions.

ClearEstate Tech Stack

ClearEstate uses 8 technology products and services including Facebook Pixel, Amazon S3, Google BigQuery, and more. Explore ClearEstate's tech stack below.

  • Facebook Pixel
    Analytics
  • Amazon S3
    Content Delivery Network
  • Google BigQuery
    Data Warehousing
  • Microsoft Excel
    Editors
  • Slick
    Javascript Libraries
  • Salesloft
    Sales Enablement
  • Google
    Search Engines
  • Yii
    Web Frameworks

Media & News

ClearEstate's Email Address Formats

ClearEstate uses at least 1 format(s):
ClearEstate Email FormatsExamplePercentage
First@clearestate.comJohn@clearestate.com
45%
First.Last@clearestate.comJohn.Doe@clearestate.com
5%
First@clearestate.comJohn@clearestate.com
45%
First.Last@clearestate.comJohn.Doe@clearestate.com
5%

Frequently Asked Questions

What is ClearEstate's official website and social media links?

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ClearEstate's official website is clearestate.com and has social profiles on LinkedInCrunchbase.

What is ClearEstate's NAICS code?

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ClearEstate's NAICS code is 52 - Finance and Insurance.

How many employees does ClearEstate have currently?

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As of January 2026, ClearEstate has approximately 81 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Product Officer: J. D.Chief Operations & Experience Officer: B. B.Chief Experience Officer: B. B.. Explore ClearEstate's employee directory with LeadIQ.

What industry does ClearEstate belong to?

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ClearEstate operates in the Financial Services industry.

What technology does ClearEstate use?

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ClearEstate's tech stack includes Facebook PixelAmazon S3Google BigQueryMicrosoft ExcelSlickSalesloftGoogleYii.

What is ClearEstate's email format?

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ClearEstate's email format typically follows the pattern of First@clearestate.com. Find more ClearEstate email formats with LeadIQ.

When was ClearEstate founded?

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ClearEstate was founded in 2020.

ClearEstate

Financial ServicesQuebec, Canada51-200 Employees

ClearEstate wants to change the way estates are settled. Settling an estate can take months and cost thousands of dollars, thereby making an emotionally taxing process even more difficult for estate executors. To make matters worse, executors are often left to their own devices and forced to figure it out as they go. We know there’s a better way. By creating a tech-enabled, end-to-end solution for estate settlements, we want to disrupt the inefficient status-quo and empower independent executors by automating administrative tasks, reduce the unnecessary involvement of licensed professionals in order to save costs, and educate executors and beneficiaries in order to create more transparency throughout the whole process.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2020
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    ClearEstate's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    ClearEstate's revenue is estimated to be in the range of $25M$50M

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