COMPANY PROFILE

Clade

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Developing solutions to enhance processes in the global investment management industry

New York City, United StatesFounded 2017Fintech

Valuation $50–100M Last recorded · 2024

Revenue <$1M Latest reported FY

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

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About Clade

Clade is a private, digital community designed for the world's wealthiest and most influential investors, innovators, and philanthropists. The company provides an AI-powered investment intelligence system that transforms unstructured and structured data into valuable insights, helping capital allocators to unlock, transform, and harness information.

The platform offers a suite of work tools and a dedicated 'Clade Analyst' to assist with complex multi-step workflows, from sourcing to closing and monitoring investments. This allows users to make better investment decisions by tackling their most complex challenges. Clade's mission is to connect sophisticated investors through a secure AI platform, offering critical insights and tools for smarter investments without training on user data.

Clade operates in the investment industry, targeting sophisticated investors and capital allocators. The business model is likely a subscription-based service for its platform and dedicated analyst support, positioning itself as a vertically-integrated solution built by investors for investors.

MoreLess Source: Dealroom company data

At a glance

Status: Operational
Founded: 2017
Headquarters: New York City, United States
Employees: 15
Open positions: None listed
Dealroom signal: 79.0/100
Industry: Fintech
Sub-industry: Financial Management Solutions, Wealth Management
Sector: Fintech
Business model: SaaS
Client focus: b2b
Links: Website LinkedIn

Knowledge graph

Founder mafia, market maps, research and news connected to this company by Dealroom

Funding history

3 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
LATE VC✓Equity / VC	Jan 2024	$16M	$63M	Undisclosed	↗
LATE VC✓Equity / VC	Feb 2022	$0	—	Five Four Ventures	—

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Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

Year	Revenue	Growth
2026
2025
2024
2023		—

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Growth signals

Clade website traffic

Latest recorded traffic for Clade is 8.8K monthly website visits, down 37.1% over the last three months. Clade's team grew 36.4% over the past year.

Latest monthly visits8.8K 3-month web change-37.1% 1-year team growth+36.4%

Monthly website visitsDec 2020–Jul 2026

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