Clariata: Detailed Company Information & Corporate Profile
Summary
Clariata delivers wealth activation and client engagement, targeting greater AUM for family offices with multigenerational wealth. Their services include legacy development, succession planning, family transitions, asset management, conflict resolution, and family alignment. They focus on G2 and G3 engagement to ensure smooth stewardship.
Founded in 2020, Clariata is a small practice of 1–10 professionals headquartered in Cincinnati, Ohio. Under President Elizabeth Maier and Director Katie Plunkett, the firm has generated revenue between $1 million and $10 million. They provide tailored solutions for finance clients seeking advanced wealth management and legacy planning.
| Clariata Website | clariata.com |
| Phone Number | 513-479-9033 |
| Industries | |
| Clariata Headquarters Address | 1101 St. Gregory Street, Cincinnati, Ohio, 45202 US |
| Company Size | 1-10 employees |
| Specialities & Services | wealth activation, client engagement, greater AUM, advanced wealth management, legacy development, legacy planning, family office, multigenerational wealth, G2 engagement, G3 engagement, succession, family transitions, family asset management, family conflict resolution, family alignment |
| Founded | 2020 |
| Estimated Annual Revenue | $1 - 10M |
| Updated: | 2026-10-30 |
Workforce Turnover
Length of Employment
Clariata's workforce includes employees across a wide range of tenure levels.
50% have been with the company for 3 to 4 years50% have been with the company for 5 to 7 years
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Clariata Corporate Information: FAQ
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