Clera

Meet Clera.

Private wealth intelligence.
Now yours.

SEC-registered. Available 24/7. No conflict of interest.

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SEC-registered, fiduciary advisor with zero conflict of interest.

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Available 24/7, ask anything about your portfolio, anytime.

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Private wealth strategies, now accessible to everyone.

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One simple price. No AUM fees. No hidden costs.

Ask anything. Get real answers.

See how Clera provides personalized, actionable guidance, from daily market moves to long-term strategy.

Clera

Clera

Your Investment Advisor

Online
You

My portfolio is down 3% today. What's happening?

Clera

Today's decline is part of a broader market correction driven by rising Treasury yields and tech sector rotation. Here's what's affecting your portfolio: • Technology (-4.2%): Rate sensitivity hitting growth stocks • Healthcare (+0.8%): Defensive rotation providing some offset • Your exposure: 62% in affected sectors Historical context: Similar 3% drops occur ~12 times per year. Since 1950, the market has recovered from every correction within 18 months on average. Your portfolio is designed for this. No action needed—but I can run a stress test if you'd like more clarity.

-3.0%

Today

+847%

Since 1980

Ask Clera anything...

See the difference Clera makes.

Compare your potential returns with Clera's personalized guidance versus the average investor.

years

Allocation

Stocks 60%
Bonds 30%
Other 10%

7-8% expected return

With Clera

$0

Average Investor

$0
Clera advantage:+$235,776(+55%)

Projections are hypothetical and for illustrative purposes only. Past performance does not guarantee future results. Average equity fund investor return: 4.05% over the past 3-year period. Source: DALBAR QAIB, 2023.

Everything you need to invest with confidence

Powerful features designed to help you make smarter financial decisions.

Intelligence That Learns You
Clera analyzes your complete financial picture: income, goals, risk tolerance, tax situation; and continuously adapts as your life changes.
Relevant Information, At Your Fingertips
Intelligent portfolio-aware news stories and in-depth market analysis tailored to your holdings.
δ²/dx²
∑(n=1)
σ²=...
→
+12.4%✓
Complexity, Translated
No jargon. No confusing charts. Just clear explanations and actionable next steps you can actually understand.
Strategies Reserved for the Elite
Access allocation models and rebalancing approaches typically available only to high-net-worth family offices.
Your Data. Locked Down.
Bank-level 256-bit encryption. SEC-registered fiduciary. We don't sell your data, ever. Your financial life stays yours.

Frequently asked questions

Everything you need to know about Clera.

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Important Disclosures

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