Client-Friendly Market and Economic Insights

The Digital Market Insights Solution for Wealth Advisors

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Client-Ready Insights in Seconds

Clearnomics is an easy-to-use platform that arms wealth advisors with market and economic insights that delight clients.

Our technology also empowers investment teams to deliver valuable insights quickly and easily, saving significant time and resources.

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What Leading Advisors Say About Clearnomics

“In wealth management, information is critical. Clearnomics provide easy to understand, visual charts that helps us as investment advisors when communicating with clients. Having up-to-date charts at our fingertips enables us to easily put together customized presentations that address specific client concerns. This mitigates the emotional challenges that can cause investors to make irrational decisions.” 

Carrie Coghill, CFP®, AIF®
CEO, Coghill Investment Strategies
“Clearnomics has helped me expand my capabilities as an advisor. With their intuitive platform, clear and concise market updates, and personalized suite of deliverables, I now feel current, confident and better equipped to truly assist my clients in their journey towards financial independence.”

Brent Sutherland, CFP®
Owner, Financial Planner
“We’ve gotten a lot of use out of the Clearnomics charts. We use them both internally and with clients, as well as blog posts. It’s great to have a visual to back up the data you are presenting. And the Clearnomics chartbooks are super easy to use!”

Mike Minter, CFP®, CFS®
Portfolio Manager
“We use Clearnomics on a daily basis at our firm. We use the insights not just to update our employees on the state of the world and global markets, but also as a tool to easily illustrate to clients what’s happening in the global economy and in their investment accounts. The customization that the platform provides is incomparable to any other technology. It’s become a staple at our company.”

Lester Botkin, CFA®
Chief Investment Officer, Financial Advisor

Getting Started Is Simple and Risk-Free

Are you an individual advisor, an RIA team or an asset/wealth management enterprise?
We have a solution for you.

Wealth Advisors
For RIAs, IMOs, BDs, etc.
Simple Pricing

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 Enhance your practice with polished chartbooks of customized market and economic insights

Automatically white-label all materials with your firm’s brand

 Arm your advisors with clear talking points to frequently asked market questions

 Use our intelligent assistant to get answers quickly

 Create social media charts for your firm with custom disclosures

 Provide your advisors with updated chartbook in their inboxes – automatically

For large RIAs and asset managers
Enterprise Pricing

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 Empower your advisors with market insights that improve prospect and client engagement

 Import your existing insights to unlock their full value with digital tools

 Simple pricing and powerful turn-key technology that scales with your needs

 Customized branding to meet your firm’s needs

 Available anywhere on desktop, mobile and tablet devices

 Custom market and economic training sessions and research support available

We Proudly Participate in These Programs

Clearnomics in the Media

June 26, 2019

Yahoo Finance
March 18, 2019

Our Team

James Liu, CFA
Founder & CEO

James has devoted his career to providing market and economic insights to financial advisors and institutional investors. Having worked with thousands of advisors across the country, he has a deep understanding of the challenges they face in helping clients position for long-term trends.

James is also passionate about the role of technology in financial services. He has designed and built several data-driven, digital capital markets research technologies over the course of his career.

Previously, he was a Global Market Strategist with JPMorgan where he helped to develop the Guide to the Markets. Prior to this, James was a Partner at Copia Capital, a hedge fund in Chicago. He appears regularly on CNBC and in the financial press.

In his spare time, James enjoys all activities involving food. He lives with his wife, kids and golden retriever in New York City.

James is a CFA charterholder. He earned an MBA with honors from the University of Chicago Booth School of Business and holds a BA from the University of California, Berkeley.

John Lee
Director of Product

John is passionate about delivering powerful and intuitive technology platforms that address pain-points in an industry’s workflow. He has a demonstrated history of working with multidisciplinary teams and leading Agile software development processes.

Before joining Clearnomics, he was the Director of Product at Assess+RE where he managed the product pipeline for their real estate valuation software. Prior to this, John worked in design and fabrication at ZGF Architects.

In his spare time, John enjoys visiting new places and eating delicious food with his wife and bernedoodle.

John earned an MS and M.Arch from the Columbia University Graduate School of Architecture, Planning and Preservation and holds a BA from the University of California, Berkeley.

Lisa Brignoni, CFA
Director of Advisor Success

Lisa is passionate about helping financial advisors discuss markets with confidence so they can focus on building their practices. She brings a decade of experience from the management consulting and investment management industries to drive growth and engagement with advisors. She focuses on analyzing industry trends and advisor feedback to steer our content and tools.

Prior to Clearnomics, Lisa served as an investment strategist focused on international markets with Fragasso Financial Advisors. She has also held roles with First Annapolis Consulting in the U.S. and Europe.

In her spare time, Lisa enjoys traveling around the world with her husband and cooking Latin cuisine.

Lisa is a CFA charterholder and earned a BS in Economics from the University of Pennsylvania.

Contact Us

Clearnomics, Inc.
360 West 31st St, Floor 9
New York, NY 10001