The 30-day trial showed me exactly how much clarity I was missing. actionable strategy, Worth every bit.
Partner with ClairFi to Expand Your Firm’s Value
ClairInvest by ClairFi enables CPA and tax firms to deliver tax-aligned investment and wealth strategies under their brand.
Is ClairInvest Right for Your Firm?
Built for CPA and tax advisory firms ready to move beyond compliance.
Serve high-income clients ($300K–$2M+)
See growing demand for investment guidance
Want to retain clients without in-house teams
Prefer white-label solutions that protect relationships
Want to grow revenue through differentiated services
What Your Firm Gets
Everything you need to operate like a modern family office.
- White-label platform branded to your firm
- Tax strategy tools and multi-year planning
- Curated, tax-advantaged private investments
- Compliance, onboarding, and partner support
- Training, ongoing deal flow, and new revenue streams
What CPA Partners Say
We were losing $500K+ earners to wealth managers. ClairInvest gave us the tools to compete, and win. Now our clients come to us for everything.
The level of expertise I received was far beyond what I expected. My Client Relationship Manager handled everything.
The white-label model was key. Our clients see our brand, we maintain the relationship, and ClairInvest handles the complexity behind the scenes.
Build Better Outcomes With ClairFi
Complete the form below and let’s discuss how we can deliver better outcomes.
Unlock the Tax-Smart Wealth Playbook
See how high earners move beyond compliance by aligning tax strategy, investment access, and expert execution into one plan.
