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ClairAlpha Advisors LLC

EST. AUM
$3,736,654

CONTACTS

CLIENT ACCOUNTS
21

Firm Details

Metro area Dallas
CRD Number 342087
Website clairalpha.com
Client types

Overview

ClairAlpha Advisors LLC is an SEC-registered investment adviser based in Dallas, Texas and serves as the investment advisory subsidiary of ClairFi Technologies. The firm was established to provide fiduciary wealth management services to accredited investors, high-income professionals, business owners, and affluent households, with a focus on integrating investment management, tax intelligence, and advisor coordination. Through its Clair360 framework, ClairAlpha seeks to bridge the gap between financial advisors, CPAs, and attorneys by delivering coordinated wealth strategies and access to curated investment opportunities. The firm became SEC-registered in 2026 and operates under the fiduciary standards of the Investment Advisers Act of 1940.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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