The Market Insights Platform for Wealth Advisors

Technology that empowers advisors to discuss markets with confidence

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Create Client-Ready Market Insights in Seconds.
For Less Than the Cost of a Coffee a Day.

Clearnomics is not like other advisor technology. Delivering polished market insights to clients and prospects takes seconds, not hours or days. Create client value and differentiate your practice for less than the cost of a coffee a day.

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Getting Started Is Simple and Risk-Free

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

Solo Advisors
For individual practitioners

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 Easily create client-friendly chartbooks with market and economic insights

 Create social media charts with your own custom disclosures

White-label your chartbooks with your own logo and profile to deepen your brand

 Access clear talking points to commonly asked market questions or add your own insights

 Receive automatic chartbook updates right in your inbox – on your schedule, on any device

Advisor Teams
For RIA teams
Simple Team Pricing

Start Your Free Trial

 Empower your team 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 or add your team’s insights

 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 larger wealth managers
Enterprise Pricing

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

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

 White-label all materials with your firm’s branding

 Available anywhere on desktop, mobile and tablet devices

 Custom market and economic training sessions and research support available

Clearnomics in the Media

April 11, 2018

March 22, 2018

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Our Team

James Liu, CFA

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 wealth management. 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.

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.
120 E 23rd St, Fl 5
New York, NY 10010