Insights

Niche OCIO Opportunity CLEARSHARES operates in investment management with a product-based approach that targets bespoke and multi-client investment solutions, suggesting potential fit for OCIO style services or outsourced investment solutions expansion to broader client segments.

Small Firm Advantage With a lean team of 2-10 employees, CLEARSHARES may be open to scalable OCIO partnerships, white-label solutions, or technology-enabled platforms to amplify capabilities without significant headcount increases.

Tech Stack Leverage Their use of PHP, Apache and analytics tools indicates comfort with customizable tech; there is opportunity to offer integrated OCIO platforms, data analytics dashboards, or multi-client productization enhancements that align with their stack.

Revenue Growth Signals Reported revenue between 1M and 10M and interest from larger asset managers highlighted in recent news suggests appetite for strategic partnerships, distribution collaborations, or scaled product offerings to accelerate growth.

Market Trends Fit The broader OCIO market activity noted in recent industry notices points to ongoing demand for outsourced solutions; CLEARSHARES could benefit from targeted outreach around OCIO services, risk-managed product offerings, and cross-sell opportunities with global asset managers.

CLEARSHARES Tech Stack

CLEARSHARES uses 8 technology products and services including jsDelivr, Microsoft 365, Flot, and more. Explore CLEARSHARES's tech stack below.

  • jsDelivr
    Content Delivery Network
  • Microsoft 365
    Email
  • Flot
    Frameworks And Libraries
  • chroma.js
    Javascript Libraries
  • FancyBox
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • Apache
    Web Servers

Media & News

CLEARSHARES's Email Address Formats

CLEARSHARES uses at least 1 format(s):
CLEARSHARES Email FormatsExamplePercentage
FLast@clear-shares.comJDoe@clear-shares.com
100%

Frequently Asked Questions

What is CLEARSHARES's stock symbol?

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CLEARSHARES is a publicly traded company; the company's stock symbol is OCIO.

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

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CLEARSHARES's official website is clear-shares.com and has social profiles on LinkedIn.

What is CLEARSHARES's NAICS code?

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CLEARSHARES's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does CLEARSHARES have currently?

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As of July 2026, CLEARSHARES has approximately 6 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: A. G.Portfolio Manager: B. L.Portfolio Manager: J. F.. Explore CLEARSHARES's employee directory with LeadIQ.

What industry does CLEARSHARES belong to?

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CLEARSHARES operates in the Investment Management industry.

What technology does CLEARSHARES use?

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CLEARSHARES's tech stack includes jsDelivrMicrosoft 365Flotchroma.jsFancyBoxPHPGoogle Tag ManagerApache.

What is CLEARSHARES's email format?

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CLEARSHARES's email format typically follows the pattern of FLast@clear-shares.com. Find more CLEARSHARES email formats with LeadIQ.

When was CLEARSHARES founded?

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CLEARSHARES was founded in 2017.
CLEARSHARES logo

CLEARSHARES

Investment ManagementNew York, United States2-10 Employees

CLEARSHARES operates in the investment management sector, offering a product-based approach that blends bespoke solutions with customizable multi-client investment products. The aim is to deliver consistency, long-term return potential, and risk mitigation for its clients. Based in New York, the firm appears to serve institutional or professional investors seeking structured OCIO-like capabilities through a tailored product framework. With a small team, CLEARSHARES emphasizes an innovative, client-centric method to integrate discretionary investment solutions across multiple client accounts. A recent development noted in the public domain is ongoing activity within the broader OCIO and investment solutions landscape, reflecting continued engagement in the space.

Section iconCompany Overview

Stock Symbol
OCIO
NAICS Code
5239 - Other Financial Investment Activities
Founded
2017
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    CLEARSHARES's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    CLEARSHARES's revenue is estimated to be in the range of $1M$10M

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