Each Tuesday, we reverse-engineer a real SaaS company's revenue, profit, CAC, funnels, and its top growth tactic.
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New York, New York, United States
Valuation
$795.6K
Developer of a cloud-based portfolio and wealth management platform designed to deliver transparency to portfolio investments. The company's portfolio and wealth management platform combines Alternatives Tracking System with usability and design elements, enabling family offices and other private investors to make better finance, investment and management decisions.
Last updated
In 2021, ClearServe's revenue reached $265.2K. Since its launch in 2012, ClearServe has shown consistent revenue growth.
ClearServe reached a $795.6K valuation in 2025, set during its M&A Offer round.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2025 | M&A Offer | - | $795.6K | - |
| Question | Answer |
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| What's your age? | - |
| Favorite online tool? | - |
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| Advice for 20 year old self | - |
We do not have customer count information for ClearServe yet.
ClearServe employs approximately 4 people as of 2026, including 2 sales reps that carry a quota.
ClearServe generates $265.2K in revenue.
ClearServe was founded by David Eisner.
The CEO of ClearServe is David Eisner.
ClearServe raised $0.
ClearServe has 4 employees.
ClearServe is headquartered in New York, New York, United States.
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
Claim this profile2021 Revenue
$265.2K
Funding
$0
Team
4
Founded
2012
| Year | Milestone | Source |
|---|---|---|
| 2021 | ClearServe Hit $265.2k revenue in April 2021 | |
| 2012 | Launched with $0 revenue |
| Year | Milestone | Source |
|---|---|---|
| 2021 | Reached 4 employees (April 2021) |
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