ClearPlan Financial
ClearPlan Financial is a multi-family office headquartered in Orchard Park, United States. Founded in 2007, it stems from independent advisors who integrate investment research, macroeconomic analysis and tax expertise to steward more than $400 million for...
ClearPlan Financial
ClearPlan Financial is a multi-family office headquartered in Orchard Park, United States. Founded in 2007, it stems from independent advisors who integrate investment research, macroeconomic analysis and tax expertise to steward more than $400 million for entrepreneurial families. The firm oversees portfolio management, retirement, estate and insurance planning, coordinating with external specialists to align complex personal and business finances—delivers holistic, fee-based wealth management.
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Williamsville
Corporate office
6500 Sheridan Drive, Suite 200, Williamsville, NY 14221
Frequently asked questions
What is ClearPlan Financial?
ClearPlan Financial is a multi family office headquartered in Williamsville.
Where is ClearPlan Financial headquartered?
ClearPlan Financial is headquartered in Williamsville, in the North America region.
What does Altss track for ClearPlan Financial?
Altss maintains an OSINT-verified profile of ClearPlan Financial covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is ClearPlan Financial's website?
ClearPlan Financial's public website is www.clearplanfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is ClearPlan Financial?
ClearPlan Financial is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on ClearPlan Financial?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for ClearPlan Financial?
ClearPlan Financial's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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