ClairInvest let us evolve from tax preparers to wealth advisors—without adding headcount. Our top clients are thrilled, and we’ve added a significant revenue stream.
Your Top Clients Want More Than Compliance.
Deliver private investment access and wealth strategy under your brand.
Your Best Clients Are Outgrowing You
You built your practice on compliance. Your top clients now want more.
How do I access private real estate deals not available on public markets?
Can you help me proactively reduce a $150K annual tax bill?
Where should I invest to achieve tax-advantaged, long-term growth?
ClairAlpha
Co-Branded Wealth Strategy Platform
Co-Branded Platform
Operate under your brand. Clients see your firm while we power everything behind the scenes.
Advanced Tax & Wealth Strategies
Deliver multi-year tax planning, entity structuring, and proven strategies that significantly reduce tax exposure.
Curated Private Investments
Offer vetted, tax-advantaged private deals while we manage sourcing, compliance, and ongoing support.
What Your Firm Gets
Co-Branded Platform
Branded access under your firm
Proactive Tax Strategy
Multi-year planning and optimization tools
Curated Investments
Vetted private deals with tax advantages
Compliance & Operations
Legal, regulatory, and investor support handled
Team Enablement
Training, resources, and expert guidance
Revenue Growth
New income beyond traditional tax services
Simple Implementation, Powerful Results
01
Discovery Call
Align on fit, goals, and structure.
02
Setup & Training
Brand the platform and train your team.
03
Client Rollout
Introduce ClairAlpha with guided onboarding.
04
Ongoing Support
Quarterly deal flow, compliance, and partner support.
What Your Clients Get Through ClairAlpha
When you offer ClairAlpha, your clients receive
Proactive Tax Optimization
Move beyond reactive filing to multi-year strategies that save $50K–$150K+ annually.
Access to Private Investments
Curated real estate, energy, and alternative assets with tax-efficient benefits.
Coordinated Wealth Strategy
Tax planning, investment allocation, and entity structuring that work together—not in silos.
Trust & Confidence in You
Positioned as a full-scope wealth advisor, not just a tax preparer.
Is ClairAlpha 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 co-branded solutions that protect relationships
Want to grow revenue through differentiated services
You value co-branded solutions that protect your client relationships
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 white-label model was key. Our clients see our brand, we maintain the relationship, and ClairInvest handles the complexity behind the scenes.
Frequently Asked Questions
How is ClairAlpha different from referring clients to a wealth manager?
When you refer out, you lose the relationship and the revenue. ClairAlpha is co-branded under your brand—your clients stay with you, and you maintain control.
Do we need to become a Registered Investment Advisor (RIA)?
No. ClairAlpha operates within the appropriate regulatory framework. Your firm continues doing what it does best—tax advisory—while we handle investment access and compliance.
What if we don’t have expertise in alternative investments?
That’s why we built ClairAlpha. We curate, vet, and present opportunities. You simply introduce them to your clients with our guidance and support.
How much time does this require from our team?
Minimal. After initial setup (2–4 weeks), ClairAlpha runs in the background. You introduce clients, we handle onboarding, deal flow, and ongoing service.
What’s the revenue opportunity?
That depends on your client base and engagement model. We’ll discuss revenue structure, pricing, and projections during your partnership call.
How do we get started?
Schedule a discovery call with our partnership team. We’ll assess fit, answer questions, and outline next steps—no obligation.
Traditional CPA Model vs. With ClairAlpha
| Traditional CPA | CPA + ClairAlpha | |
|---|---|---|
| Service Offering | Tax compliance & filing | Full wealth strategy & investment access |
| Client Perception | Tax preparer | Trusted wealth advisor |
| Revenue Model | Hourly or fixed tax fees | Tax fees + wealth service revenue |
| Client Retention | Vulnerable to competition | Sticky, long-term relationships |
| Competitive Position | Commoditized | Differentiated & premium |
| Investment Access | None—refer out | Curated private deals under your brand |
Stop Losing Your Best Clients to Wealth Managers
Firms that evolve beyond compliance will win.