Clade: Detailed Company Information & Corporate Profile
Summary
Clade is a software development and finance firm headquartered in New York, NY, established in 2017. With a team of 10‑50 professionals, the company generates revenues between $1 million and $10 million.
Specializing in investment management, fintech, alternative investments, wealth management, investech, institutional investing, AI, due diligence, portfolio monitoring, endowments, pensions, OCIOs, RIAs, family offices, fund managers, investment intelligence, compliance, and SOC 2, Clade delivers technology‑driven solutions that streamline investment operations.
Jan Oliver Koelble serves as COO, overseeing AI & product initiatives, while Jonathan Lipton leads as CEO. The team also includes Angela, Senior Director of Investor Relations; Julio Lavalle, AI Product Manager; Dharun Suryaa Nagarajan, Machine Learning Engineer; Priscilla Mungai, Product Manager; Miguel Neto, Software Engineer; and Fernando Belotto, Senior Software Engineer.
| Clade Website | clade.co |
| Social Links |    |
| Industries | |
| Clade Headquarters Address | 300 Park Avenue, New York, 10022 US |
| Company Size | 10-50 employees |
| Specialities & Services | Investment Management, Fintech, Alternative Investments, Wealth Management, Investech, Institutional Investing, AI, Due Diligence, Portfolio Monitoring, Endowments, Pensions, OCIOS, RIAs, Family Offices, Fund Managers, Investment Intelligence, Compliance, SOC2 |
| Founded | 2017 |
| Estimated Annual Revenue | $1 - 10M |
| Updated: | 2026-10-13 |
Estimated Website Traffic
The chart shows a growth in traffic to the clade.co website. In September, traffic increased to 5598, compared to 3368 in the previous month. The highest traffic in 2026 was recorded in September, reaching 5598 visits.
Workforce Turnover
Length of Employment
Clade's workforce includes employees across a wide range of tenure levels.
25% have been with the company for 1 to 2 years25% have been with the company for 5 to 7 years50% have been with the company for 8 to 10 years
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Clade Corporate Information: FAQ
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