Clarista: AI Data Intelligence for Financial Services
Clarista helps financial firms unify fragmented data to generate AI-assisted insights. It is designed for wealth management and insurance teams that require governed data for portfolio briefs and compliance checks.
At a glance
- Category
- Data & Analytics
- Best for
- 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.
- Key use cases
- Wealth Management Data Integration, Private Markets Workflow Automation, Insurance Data Connection
- Official website
- clarista.ai
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
Connects custodians, CRM, and portfolio systems into a single consistent data layer.
Resolves identities and hierarchies to create golden records for data consistency.
Creates summaries of performance, drift, and cash flows with citations.
Includes audit trails, data lineage, and role-based entitlements to manage data access.
Summarizes CIMs to highlight KPIs, risks, and red flags.
Provides access to over 50 sanctions lists with 24-hour update frequencies.
Use Cases
Integrating custodians and fintech apps to unify client data for personalized advice.
Supporting deal screening and investor reconciliations to help reduce manual work.
Linking policy, underwriting, and claims data to support submission and decision cycles.
Best For
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.
FAQ
It is built for financial professionals in wealth management, private markets, and the insurance sector.
It connects custodians, CRMs, portfolio systems, and internal documents into one unified data layer.
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
