Trusted By Leading Professionals
Stop Trying to Build Wealth with Disconnected Tools
The real problem isn’t your income, it’s the system you’re forced to use.
Tax Drain
Your earnings bleed into taxes.
Gated Access
Retail-only access, no private deals.
Wealth Leakage
Every misstep costs years of growth.
Why We Built ClairFi
Watch how our seamless, AI-powered tax & wealth system works.
Sreenivasa Seelam
CEO, ClairFi
Who We Serve, and How ClairFi Helps You Win
One platform for builders, advisors, and investors to move smarter.
For High-Earning Professionals & Business Owners
Making $300K-$1M+ and paying $75K-$150K+ in taxes?
ClairFI is built for you.
What you get:
- Clair360 — End-to-end tax strategy, planning, and filing
- ClairAlpha — Curated alternative investment portal
- Estate, entity, and protection guidance
- A coordinated team of CPAs, attorneys, and strategists
- AI insights that keep your plan aligned and optimized
How we help:
We unify your tax, legal, and investment decisions so your wealth grows with clarity and confidence—not guesswork.
Tax Professionals & Advisory Teams
Increase client retention and lifetime value while unlocking new advisory revenue with tax-smart alternative investment strategies.
What you get:
- ClairAlpha access for your firm and your clients
- Tax-advantaged investment strategy support
- New advisory revenue aligned with your existing services
- A team to help you serve complex clients more deeply
- Education-first tools to strengthen client retention
How we help:
We help you deliver vetted private deals and tax strategies to clients, without adding staff.
Broker-Dealers & Sponsors for Private-Market Issuers and Distribution Partners
A compliant platform to expand your reach and connect with motivated, accredited investors guided by tax-aligned strategy.
What you get:
- Ability to list your offerings on ClairAlpha
- Access to a pool of informed accredited investors
- Higher investor fit through tax-strategy matching
- Education-first positioning to build long-term trust
- Automated, AI-driven workflows for onboarding, documentation, and funding, so your reps spend less time on paperwork
How we help:
We bring together motivated investors, aligned strategies, and curated offerings, creating a better experience for both issuers and investors.
Tax-Advantaged Investment Calculator
Calculate your tax liability and discover strategies to reduce your effective rate to 18% or lower.
Backed by Experts. Powered by Clarity.
Top ClairFi experts help you cut taxes, protect income, and grow wealth.
Ryan Munoz
Strategic Tax Partner
Todd Gottel
Investment Strategy Officer
Steven Horn
Senior Investment Advisor
John Cosenza
Attorney
Partner with ClairFi
ClairAlpha by ClariFi enables CPA and tax firms to deliver tax-aligned investment and wealth strategies under their brand.
Insights & Articles
Discover expert insights that help you make smarter financial moves.
Unlock the Tax-Smart Wealth Playbook
See how high earners move beyond compliance by aligning tax strategy, investment access, and expert execution into one plan.
