Our story
Building the investment platform we always wanted
Wealth-building has always been accessible to people who already had wealth. We built Clearhold to change that.
Join us early
Mission
Every person willing to invest thoughtfully deserves access to the full menu — not just the scraps left after institutions take their cut.
ClearHold was founded by a team that spent years watching smart, motivated people leave money on the table. Not because they didn't care, but because the existing platforms made investing unnecessarily difficult, expensive, and opaque.
We cover stocks, ETFs, cryptocurrency, and alternative assets including real estate funds and private equity. All in one place, with an AI advisor that explains its reasoning in plain language.
Where we operate
Early access. Full regulatory compliance roadmap for each market.
Our principles
Transparency
No hidden fees. No fine print that changes what you thought you were paying. We publish our fee structure plainly.
Accessibility
Plain language. No finance degree required. Our AI guidance is written to be understood, not to impress.
Access
Real estate, private equity, and alternative assets should be available to anyone with capital to invest.
Trust
Segregated accounts. Regulated infrastructure. We'll always be transparent about where we are in our compliance journey.
Compliance roadmap
United States
Clearhold Free, Plus, and Pro. Operating under applicable US financial regulations with full broker-dealer roadmap.
European Union
All tiers available. MiFID II-aligned compliance roadmap. EUR-native accounts with ESMA-compliant disclosures.
United Kingdom
All tiers available. FCA compliance roadmap. GBP accounts with UK regulatory framework alignment.