SEC-Registered Investment Advisor

Your AI
Financial Advisor

Ask a question. Place a trade. Build wealth.

Personalized to youAvailable 24/7$10/month
Clera - AI Financial Advisor Dashboard

I just executed a trade by typing in a chat. That's insane.

Beta user

The weekly stock picks alone are worth 10x the subscription.

Early access member

I cancelled 3 newsletter subscriptions after switching to Clera.

Beta user

What Clera actually does

Not hypotheticals. Real features you use every day.

Trade Execution

Say "buy Apple." Clera does the rest.

No app switching. No order forms. Just tell Clera what you want in plain English and watch it execute. Your SEC-registered advisor handles the trade while you keep the conversation going.*

Clera executing a stock trade through chat
Weekly Stock Picks

Your stock picks. Refreshed every week.

Every Monday, Clera analyzes your portfolio, your goals, and current market conditions to surface personalized stock recommendations with detailed rationale. No generic lists — every pick is unique to you.

Clera's personalized stock pick with AI rationale
Daily News Digest

Your morning briefing. Zero noise.

Clera reads thousands of sources overnight and surfaces only what impacts your portfolio. Personalized market recaps, earnings alerts, and sector analysis — all tied to your actual holdings.

Clera's personalized financial news and analysis

*Trade execution is currently supported for select brokerages including Alpaca, Webull, Tradier, Questrade, and Wealthsimple. Additional brokerages support read-only portfolio tracking. More trading integrations coming soon.

Ask anything. Get real answers.

From executing trades to tax strategy, see how Clera delivers personalized, actionable guidance.

Clera

Clera

Your Investment Advisor

Online
You

I want to buy $200 worth of NVDA. Can you do that for me?

Clera

Absolutely. Before I execute, here's what you should know: NVIDIA is currently trading at $847.20. With $200, you'll get approximately 0.236 shares. Given your portfolio, this would increase your tech allocation from 42% to 44%. That's still within your aggressive risk profile, but I want to flag that you're already concentrated in semiconductors through your existing AMD position. My recommendation: go ahead with the purchase — NVDA adds strong AI infrastructure exposure that complements your AMD holdings. Ready to execute the $200 NVDA buy?

$847.20

Current Price

0.236

Shares

Up and running in minutes

Three steps to a smarter portfolio.

01

Tell Clera about you

Answer a few questions about your goals, risk tolerance, income, and financial situation. This takes about 3 minutes.

02

Connect your portfolio

Securely link your brokerage accounts so Clera can see your full picture. We use bank-level encryption.

03

Get personalized guidance

Stock picks, news digests, trade execution, and strategy — all tailored to your unique situation, every single day.

What smarter investing looks like

Compare your potential growth 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.

Built for confident investing

Every feature designed around your unique financial situation.

Adapts To Your Life
Clera analyzes your income, goals, risk tolerance, and tax situation — then continuously adapts as your life changes. Every recommendation is unique to you.
Portfolio-Aware Everything
News, stock picks, and market analysis — all filtered through your actual holdings. No noise, only what matters to your money.
10-K Filing
P/E: 34.2x
β: 1.38
Buy AAPL
Complexity, Translated
Roth conversions, tax-loss harvesting, sector rotation — explained in plain English with clear next steps you can act on.
Institutional Strategies, Retail Price
Access the same allocation models and rebalancing approaches used by family offices and wealth managers — for $10/month.
Your Data. Locked Down.
AES-256 encryption. SEC-registered fiduciary. We never sell your data. Your credentials are never stored — only secure OAuth connections.

Wall Street guidance. Not Wall Street prices.

Traditional advisors charge 1-2% of your assets every year. Clera charges one flat fee.

Traditional Advisor

$2,000+*/year
  • 1-2% of your assets, every year
  • Limited to business hours
  • Often requires $50k+ minimum
  • May push commission products
  • Generic model portfolios

*Based on a $100k portfolio at 1-2% AUM fees

Clera

$10/month
  • No AUM fees — price never changes
  • Available 24/7, instant responses
  • No minimum balance required
  • SEC-registered fiduciary — your interests first
  • Execute trades directly in chat
  • Personalized stock picks & news daily

Common questions

Everything you need to know about Clera.

Your next trade is one message away

Start investing with Clera

Personalized stock picks, daily news, trade execution, and 24/7 guidance — all for $10/month.

Important Disclosures

Please review the following information carefully.

Ask Clera | Your Personal AI Financial Advisor