For people with $1M–$10M in investable assets
Real estate. Stocks. Fixed income. Cash. Private markets. Most platforms show you one bucket. Claros shows you everything — in one place, updated in real time.
The gap Claros fills
Private wealth managers serve clients with $30M+. Robo-advisors serve younger, accumulation-phase retail investors. But the mass affluent — people with $1M to $10M, diversified across real estate, equities, and fixed income — fall through the cracks. No tool shows them their complete picture. Claros was built to close that gap.
Add your properties with addresses. Get automated market estimates, local price trend charts, and news intelligence relevant to your locations — updated weekly.
Connect your brokerage accounts or enter positions manually. See your equity portfolio aggregated across accounts with performance, allocation, and dividend tracking.
Track deposits, TDs, bonds, and FDIs with maturity schedules, projected returns, and rollover alerts. Know exactly when your fixed-income positions mature.
A running history of your total net worth, updated as you update your assets. Track your wealth trajectory across months and years — not just today's snapshot.
The Claros difference
Claros never recommends an investment. Never suggests rebalancing. Never pitches a fund. We give you the complete picture — your data, your assets, your decisions. Nothing else.
That's not a limitation. That's the product.
No licenses. No conflicts. No advice. Just data.
Traditional platforms
Claros
Built for the silent majority who are wealthy enough to need a complete picture, but too often left managing it across a dozen spreadsheets and bank portals.