FinTech
NAPAFIRMPARTNERS
Catonsville, MD • clearsageadvisorygroup.com
Jersey City, NJ • drivewealth.com
ClearSage Advisory Group
DriveWealth
Key Contact(s)
Key Contact(s)
Michael Geist 443.834.6850 • Michael.Geist@ClearSageAdvisoryGroup.com Brian Shannon 410.790.5957 • Brian.Shannon@ClearSageAdvisoryGroup.com
Stan L. Smith 914.643.6899 • stan@drivewealth.com Paul Havens 732.610.2983 • phavens@drivewealth.com
Firm Profile
Firm Profile
In Business Since: 2018 ClearSage Advisory Group is an objective, independent, retirement and health plan industry consulting firm leveraging scalable technology to provide strategic consulting and fiduciary oversight services to the Retirement and Health Plan industries.
In Business Since: 2012 DriveWealth, Brokerage infrastructure as a Service (BiaS), provides solutions that transform the investing landscape. Our award-winning APIs power investing for 100+ digital wallets, neo banks, Broker Dealers, national Credit Unions, HSA providers and Advisors worldwide. DriveWealth is one of the only Broker Dealers to go back to 8 decimal points and invest as well as $1.
Product / Service Category • Consulting/Plan Design • Software • Banking/finance • Other
Product / Service Description ClearSage provides deep data analysis and automated data solutions, including benchmarking, prospecting, and fiduciary analysis services. ClearSage provides automated data delivery and batch processing analytics for clients with several custom applications including competitive RFP/RFI search processes, benchmarking, prospecting, and book-of-business fee analysis to support client retention.
NAPABLACKBOOK2023
Product / Service Category • Asset Allocation • Advice/Guidance • Administrative Services • Software • Advisor dashboard
Product / Service Description DriveWealth is a modern Broker Dealer offering everything in real time and 100% API based. We have a Fracker technology that democratizes investing to as low as $1. Proprietary portfolio management system, called AutoPilot with administrative capabilities via DriveHUB.
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