Clearstead: Funding, Investors & Team (Sep 2026)
Clearstead is an institutional investment consulting and private wealth management firm. Clearstead's former name brand is Hartland, which was established in 1989 by namesake founder Thomas Hartland.
Clearstead has raised $7.3M across 1 funding round on record, the most recent an undisclosed round of $7.3M announced in Aug 2022.
That round is below the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Clearstead Company Profile and Key Stats
Latest funding round on record: Aug 2022.
Clearstead Funding Rounds
Clearstead Founders and Leadership Team
No contact details are on record for this team yet.
Clearstead Funding Compared to Other Financial Services Startups
Clearstead's latest round of $7.3M is below the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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Clearstead Funding FAQs
What does Clearstead do?
Clearstead is an institutional investment consulting and private wealth management firm. Clearstead's former name brand is Hartland, which was established in 1989 by namesake founder Thomas Hartland.
How much funding has Clearstead raised?
Clearstead has raised $7.3M across 1 round on record. The most recent is an undisclosed round of $7.3M announced in Aug 2022.
When did Clearstead last raise funding?
Clearstead's most recent funding round on record is an undisclosed round of $7.3M, announced in Aug 2022.
Who is the CEO of Clearstead?
David Fulton is listed as CEO at Clearstead.
Where is Clearstead headquartered?
Clearstead is based in Cleveland, Ohio, United States.
How many employees does Clearstead have?
Clearstead is in the 101-250 employee band.
How does Clearstead's funding compare to other Financial Services startups?
Clearstead's latest round of $7.3M is below the $14M median round size for Financial Services companies on FundedIQ across 5,745 tracked companies over the last two years.
About FundedIQ's Clearstead Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Clearstead is left off this page rather than filled in.
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