Clearstead: Detailed Company Information & Corporate Profile
Summary
Clearstead is a Cleveland‑based financial services firm founded in 1989 that delivers investment solutions, tax strategies, and enterprise integration to clients across the United States. With an employee base of 200‑500 and annual revenue between $100 million and $500 million, the company focuses on high‑quality service for institutional and affluent markets.
The leadership team brings deep industry expertise: Allen Dengler leads Investment Solutions; Adam Martinson heads Tax; Michael Moss drives Enterprise Integration; David Rubis serves as Regional Liaison in Philadelphia and Senior Managing Director of Private Client Group; Maria Siwek, Andres Arsuaga, John Curle and others oversee senior management functions. Operational support comes from Lauren Hughes (Controller), Jack Glending (Portfolio Management), Brittney Garrett (Chief Transformation & Client Experience Officer), and a dedicated team of analysts, managers and advisors who manage onboarding, transitions, operations, and client relationships.
| Clearstead Website | clearstead.com |
| Social Links |    |
| Phone Number | (216) 621 - 1090 |
| Industries | |
| Clearstead Headquarters Address | 1100 Superior Ave E, Cleveland, Ohio, 44114 US |
| Company Size | 200-500 employees |
| Specialities & Services | Financial Services |
| Founded | 1989 |
| Estimated Annual Revenue | $100M - 500M |
| Updated: | 2026-09-14 |
Clearstead Org Chart
Chief Executive Officer
C-Level
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 2016 | Sole Proprietorship | 1-10 | |
| 2010 | - | 100-200 |
Estimated Website Traffic
The chart shows a decline in traffic to the clearstead.com website. In September, traffic decreased to 1144, compared to 1178 in the previous month. The highest traffic in 2026 was recorded in August, reaching 1178 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Clearstead's workforce includes employees across a wide range of tenure levels.
6% have been with the company for less than 1 year11% have been with the company for 1 to 2 years17% have been with the company for 3 to 4 years22% have been with the company for 5 to 7 years44% have been with the company for more than 11 years
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Clearstead Corporate Information: FAQ
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