Clarity AI

Clarity AI aims at contributing to a more socially efficient capital allocation by providing decision-makers with the most reliable and comprehensive tools to understand and optimise social and environmental impact, leveraging scientific research and the latest technologies.

Clarity AI uses machine learning and artificial intelligence to provide investors and advisors with insights to make sustainably informed decisions.

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How soon would you ideally like a solution in place?

What type of family office are you?

What is your total AUM?

Where are you based?

What sets Clarity AI apart?

"Clarity AI is extremely grateful for the clients that have helped us bring societal impact to the markets. As we look to grow our ecosystem, Clarity AI clients serve as pioneers for helping investors."
Kimberly Venable

Product

Get an overview of what this software does.

Main tasks

  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio management
  • Impact/ESG reporting

Top features

  • Reliable data, proprietary ratings for impact and risk, technology platform to visualise and customise the analyses.
  • Data: large database of environmental and social impact information by aggregating and cleaning structured and unstructured data.
  • Research and methodologies: various societal and environmental impact/sustainability modules seamlessly integrated into our tech platform, including ESG risk, ESG impact, UN SDGs and climate, impact of products and services. Additionally, our software tool also allows score/rating customisation and reporting.
  • Technology: Unique tech capacity enables seamless sustainability analysis and reporting of investment portfolios.

Assets supported

  • Bankable assets

Compliance

  • Dedicated modules for EU regulation (SFDR and EU Taxonomy), offering one solution to cover regulatory disclosure needs.
  • Principal adverse impacts and EU Taxonomy alignment for over 30.000 companies.
  • TCFD score, which measures the alignment of organisations and portfolios with these recommendations.

Whitelabel

  • Yes

Type Of Software

  • SaaS
  • Fully standalone

Security

  • Encryption at rest and in transit for all services. Role based access to the SaaS and the internal platform. Periodic security penetration testing for our SaaS and cloud infrastructure.

Ecosystem

  • AWS
  • Mongo DB Atlas

Integrations

  • WebApp
  • API
  • Widget
  • Datafeed integrations

Mobile App

  • No

Accuracy

  • Validation and reliability of sustainability data, leveraging machine learning.
  • Own proprietary reliability algorithms that integrate triangulation of data sources.

Custodians

  • Partnering with some of the largest custodians in the US and Europe, to integrate the technology solutions in their platforms and services to institutional investors.

Time to new custodian

  • 2–3 weeks

Multi-currency

  • Users can set multiple base currencies

Cost structure

  • AUM based
  • Seat based (per named user)
  • Feature based

Average cost p.a.

  • Please contact us to determine the use for your organization.

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Employees

  • 100–500

Founded

  • 2017

Ownership

  • Owned by management
  • External investors

Incorporated

  • United States of America

Locations

  • New York
  • London
  • Madrid

Top markets

  • United States of America
  • United Kingdom
  • Spain
  • France
  • Germany

Total AUM

  • $10 trillion

Focus

  • Independent financial advisors
  • Registered investment advisors

Serves also

  • Individual wealth owners
  • Single-family offices
  • Multi-family offices
  • Fund managers
  • Banks

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Support & Services

Learn what support and services you can expect

Support options

Dedicated contact

Pricing of support

Free support

Onboarding

Immediate, as our solutions are ready-to-use for custodian analysts.

Customisation

Customisation of methodologies, to allow clients to reflect their sustainable investing policies.
API/widget integrations also provide for customisation.

Added services

Corporate solutions allow corporates to compare their own ESG performance against a customisable sets of peers’ for benchmarking purposes.

Wondering how Clarity AI compares to other companies?

We also reviewed some other Impact & ESG Providers

FAQs

FAQs about Clarity AI

Q
What is Clarity AI?
A
Clarity AI is an ESG and impact reporting solution.
Q
What does Clarity AI do?
A
Clarity is an AI-powered platform that covers all aspects of ESG and Impact reporting. This includes data reliability and coverage, proprietary risk and impact ratings, and a user-friendly technology platform with flexible integration.
Q
How does Clarity AI work?
A
The Clarity engine simplifies sustainability reporting through:
1. Tools, including sustainability analysis, portfolio monitoring, performance screening, and unlimited reporting.
2. Proprietary impact and risk scoring including customisable methodologies.
3. Data reliability and coverage using big data and machine learning.
Simple solutions for complex times.