AI TOOL PROFILE
Clarista: AI Data Intelligence for Financial Services
- Data and Analytics
- Business Intelligence
- Wealth management firms
- Private equity and private market teams
- Insurance companies
- Financial operations managers
Pricing
Plans start at $99/month (billed annually). Tiers include Essentials ($99), Advanced ($349), and Complete ($899), with a 20% discount applied to annual billing.
At a glance
- Best for
- Wealth management firms, Private equity and private market teams, Insurance companies, Financial operations managers
- Key use cases
- Wealth Management Data Integration, Private Markets Workflow Automation, Insurance Data Connection
- Official website
- Visit Clarista official website
How AI is used
Clarista is a data intelligence platform designed for financial services, including wealth management, private markets, and insurance firms. It connects various data sources—such as custodians, CRMs, and internal documents—into a single, governed data layer to help reduce fragmentation.
For operations and management, the tool provides data governance and AI-assisted intelligence. This supports the generation of outputs like portfolio briefs and deal screenings based on the user's business context.
Buyers should confirm their specific compliance needs, as different pricing tiers cover different regulatory gaps. It is also important to verify how the seat limits in the tiered plans align with the size of the team requiring access.
Key Features
Unified Data Foundation
Connects custodians, CRM, and portfolio systems into a single consistent data layer.
Entity Mastering
Resolves identities and hierarchies to create golden records for data consistency.
AI-Generated Portfolio Briefs
Creates summaries of performance, drift, and cash flows with citations.
Governance Tools
Includes audit trails, data lineage, and role-based entitlements to manage data access.
Deal Screening Snapshots
Summarizes CIMs to highlight KPIs, risks, and red flags.
Compliance Monitoring
Provides access to over 50 sanctions lists with 24-hour update frequencies.
Use Cases
Wealth Management Data Integration
Integrating custodians and fintech apps to unify client data for personalized advice.
Private Markets Workflow Automation
Supporting deal screening and investor reconciliations to help reduce manual work.
Insurance Data Connection
Linking policy, underwriting, and claims data to support submission and decision cycles.
FAQ
Who is Clarista designed for?
- It is built for financial professionals in wealth management, private markets, and the insurance sector.
How does Clarista handle data fragmentation?
- It connects custodians, CRMs, portfolio systems, and internal documents into one unified data layer.
What are the pricing options?
- There are three annual tiers: Essentials at $99/month, Advanced at $349/month, and Complete at $899/month.
Source category: Data & Analytics
Source subcategory: Business Intelligence
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