Clarista Inc. introduced dedicated Command, Model, and Research Centers alongside native data onboarding for First Clearing, Black Diamond, and Tax Status.

𝗧𝘂𝗿𝗻 𝗖𝗼𝗺𝗽𝗹𝗲𝘅𝗶𝘁𝘆 𝗶𝗻𝘁𝗼 𝗖𝗹𝗮𝗿𝗶𝘁𝘆 Clarista is your new team member who works the way you work on data analysis. It sources cross-platform data on demand, lets you understand and analyze information in real time, makes collaboration with your colleagues easier, and supports rapid iterations to get to the unique ideas that collectively drive you and your organization forward. 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗥𝗲𝗰𝗼𝗴𝗻𝗶𝘁𝗶𝗼𝗻 Clarista is a shortlisted startup as part of the MassChallenge FinTech Program and the winner of the Data Governance category at the 2026 WealthBriefing WealthTech Americas Awards. Clarista is also named a finalist for the 2026 Family Wealth Report Awards in the Portfolio Management and Innovative Product or Service categories. 𝗣𝗿𝗼𝘃𝗲𝗻 𝗜𝗺𝗽𝗮𝗰𝘁 By unifying fragmented data into a single intelligence layer, Clarista enables wealth management firms to achieve: • 𝟲𝟱% 𝗥𝗲𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗶𝗻 𝗠𝗲𝗲𝘁𝗶𝗻𝗴 𝗣𝗿𝗲𝗽: Automate manual research and report generation to focus on client service. • 𝟯𝟬% 𝗜𝗻𝗰𝗿𝗲𝗮𝘀𝗲 𝗶𝗻 𝗔𝗱𝘃𝗶𝘀𝗼𝗿 𝗖𝗮𝗽𝗮𝗰𝗶𝘁𝘆: Streamline workflows and manage larger books of business without increasing headcount. • 𝟯𝟬% 𝗟𝗼𝘄𝗲𝗿 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝗢𝘃𝗲𝗿𝗵𝗲𝗮𝗱: Gain full audit-trail visibility and automated oversight to simplify regulatory reporting. 𝗧𝗿𝘂𝘀𝘁𝗲𝗱 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 Clarista is SOC 2 Type II, ISO 27001:2022, GDPR, and HIPAA-certified. Our AI-native architecture ensures your proprietary data stays secure within your infrastructure. 𝗨𝗻𝗯𝗹𝗼𝗰𝗸 𝗞𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲.