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Multi Family OfficePuts its own capital into companiesLAST VERIFIED Jul 2026 · 1 SOURCES

Clearstead Advisors

Multi family office in Cleveland, United States, founded 1989; focus on climate, healthtech and fintech.

USEFUL FOR Co-investors

Identity

HEADQUARTERS
Cleveland, United States
OFFICES
Portland, ME · Santa Fe, NM · Norfolk, VA · Seattle, WA · Chicago, IL
FOUNDED
1989

Investment approach

ROUTES
Companies (own capital)

Overview

This multi family office is based in Cleveland, United States; it was founded in 1989. Listed sector interests include climate, healthtech and fintech. Other offices: Portland, ME; Santa Fe, NM; Norfolk, VA; it invests directly in companies; 3 people are named on its team.

People

  • Aneet Deshpande
    Chief Investment Officer · source
  • Brad Knapp
    CEO and President · source
  • Wayne Wilbanks
    Partner · source

Frequently asked questions

Clearstead Advisors is a multi family office based in Cleveland, the United States, founded in 1989.

Clearstead Advisors invests its own capital into companies.

Clearstead Advisors invests in Climate & Energy, HealthTech and Fintech.

Key people at Clearstead Advisors include Brad Knapp (CEO and President), Aneet Deshpande (Chief Investment Officer) and Wayne Wilbanks (Partner).