Clearwell Group

Financial ServicesFlorida, United States11-50 Employees

Clearwell Group is a Tampa-based family office and investment advisory firm operating in the financial services sector. It supports families in preserving a long-term legacy by offering investment management, estate planning, philanthropic advisory, and family business consulting. The group invests in public securities and private businesses, with a concentration in the southeastern United States, particularly Florida, seeking both financial return and positive significance.

Clearwell pursues control and meaningful minority investments and collaborates with high-integrity entrepreneurs by applying its experience and network to create value over the appropriate amount of capital and time. Its areas of interest include manufacturing, business services, healthcare, software, and financial services. In February 2026, Clearwell Group completed the acquisition of Flash Rite, Inc.

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