Our Story

The idea for AdvisorClarity was born when we noticed advisory firms weren't getting the information needed to run their businesses frequently enough and they were unnecessarily spending resources to track internal metrics, monitor compliance, and audit the quality of their data.

After consulting with noted industry leaders and trusted advisors, AdvisorClarity made its debut with selected firms in 2017.

Our Core Values

foster business discipline

Business leaders must know their business to be successful. AdvisorClarity gives leaders the metrics needed to run their business professionally and the insights needed to lead with confidence.

elevate operations

AdvisorClarity includes data quality checks to ensure accuracy. No more wondering if your numbers are right. Instead, we tell you when something needs your attention. and you can quickly investigate issues.

Mitigate risk

Regulatory and compliance requirements aren't getting any easier. AdvisorClarity provides deep insights across all your firm's systems. We proactively notify you when something isn't right so that you can stay in front of potential issues.

Empower employees

AdvisorClarity provides the toolkit for your firm to do more. Our proactive Pulse alerts eliminate the need to manually look for issues retroactively so you spend less time unwinding their fallout and spend more time on higher value activities.


Who We Are

Nick is responsible for AdvisorClarity’s strategic direction, product development, sales, marketing, and day-to-day operations.

Nick is a father of four, an entrepreneur, and an avid traveler who feels fortunate to have spent his career helping advisors help their clients.

Nick discovered his passion for helping advisors while working at Charles Schwab Advisor Services, spending over a decade with the Technology and Business Operations group in both New York City and Dallas. He recognized Tamarac’s potential to become a market-leading platform and joined Tamarac to help them grow their client base.

Shortly after they were acquired by Envestnet, Nick left Tamarac to spend a year traveling Southeast Asia with his family. At that time, his children were 5, 3, and 6 months. It was a life changing experience for the entire family.

During their travels, Nick and his wife started their entrepreneurial journey with a family travel blog and expanded into other location-independent businesses. Upon their return to the United States, Nick began consulting directly with advisory firms. where the idea for AdvisorClarity was born.

Nick is passionate about the independent advisor industry and is personally committed to the success of each of our clients. We only succeed if our our clients succeed.

Prior to AdvisorClarity, Ido was an early employee at Sisense, assuming responsibilities ranging from implementation, project management, support, training & community development and management, providing Proof of Concepts, Professional Services implementation, advanced technical problem diagnosis & resolution, while fully collaborating with R&D, Product, Sales and Marketing teams.

A native of Israel, Ido is a creative, outgoing and curious challenge seeker looking for more data puzzles to solve, while influencing product needs by investigation and personal & team management.


We're hiring!

If you're passionate about helping advisors grow, compete, and succeed (or know someone who is), let's talk. We are currently interviewing for operations and development positions. Please send resumes to Hello@AdvisorClarity.com.