How We Bridge the Gap
Sponsors have deals. Advisors have clients. Nobody built the compliant network connecting them, until now.
- CPAs and advisors refer qualifying clients to curated private placements, compliantly, without an investment advisory license.
- Sponsors list 506(b) and 506(c) deals and reach a vetted, RIA-backed accredited investor network, no advertising required.
- One platform replaces cold outreach, manual coordination, and fragmented compliance across both sides.
The ClairAlpha Platform
Three Products. One Infrastructure.
Connect
The deal network. CPAs and advisors access curated private offerings. Sponsors reach verified accredited investors. All within a compliant, RIA-backed infrastructure.
Flow
The subscription engine. Accreditation, documentation, and investor onboarding, handled automatically, signed in minutes, not weeks.
Portal
The compliance layer. LP communications, IRS material participation tracking, and investor relations, managed in one place, under your brand.
Two Audiences. One Platform.
ClairAlpha serves both sides of the private capital market within one unified architecture.
CPA, Independent Advisory Firms & Family Offices
CPA, Independent Advisory Firms & Family Offices
Your high-earning clients need more than tax strategy. ClairAlpha gives you a co-branded wealth add-on — curated private placements, compliant referrals, and zero additional licensing. You stay in the relationship. We do the heavy lifting. New revenue for your practice, starting day one.
Fund Sponsors & Broker-Dealers
Fund Sponsors & Broker-Dealers
506(b) deals can’t be advertised — but they can be distributed through the right network. ClairAlpha gives sponsors and broker-dealers compliant access to a vetted, RIA-backed community of accredited investors who are pre-qualified, tax-aware, and actively looking for private placement opportunities.
Built for How Advisors Actually Operate
CPA and advisory firms can participate without an investment advisory license.
Referral-Based Structure
You refer. We advise. CPAs and advisors connect clients to private offerings without crossing into investment advice, ever.
No Extra Licensing
Participate fully without an RIA license. ClairAlpha holds the regulatory relationship so you don’t have to.
Compliance Protected
Every referral is documented, every step is auditable. Your professional position is protected and your client’s trust is preserved.
A Network Built For Scale
The vetted network sponsors have been looking for. The deal access advisors didn’t know existed.
- A pre-qualified accredited investor base, vetted, RIA-backed, and tax-aware.
- Compliant 506(b) and 506(c) distribution without public advertising.
- A growing national network of CPA firms, advisors, and broker-dealers built for private capital at scale.
Your Brand. Your Client. Your Relationship
ClairAlpha runs invisibly behind your practice. Your clients see your name. You control every touchpoint. We power everything underneath.
- Clients experience your brand at every step while ClairAlpha runs in the background.
- Connect, Flow, and Portal are fully white-label under your brand.
- You control client relationships and communication.
- ClairAlpha powers the infrastructure behind the scenes.
Part of the ClairFi Family
ClairAlpha is the B2B infrastructure arm of ClairFi, the virtual family office platform for high-earning professionals.
