Customers
Built for people with complicated financial lives
We're an independent product without ads or data sales. Here's who uses Clarity, what they connect, and the workflows they replace.
Who uses Clarity
Investors managing their own portfolios across multiple brokerages, retirement accounts, and crypto exchanges. They've outgrown one-account tools and need real cost basis, true allocation, and tax-ready exports.
Jobs to do
- See real net worth and allocation across every account in one view
- Track true cost basis — FIFO, lot-level — across brokerages and exchanges
- Export Form 8949 and Schedule D data at tax time without rebuilding spreadsheets
- Catch concentration risk, fee drag, and idle cash across the full portfolio
What they typically connect
- Fidelity, Vanguard, Schwab, E*TRADE, Robinhood
- 401(k) and IRA plans across 12,000+ custodians
- Coinbase, Kraken, Binance.US, and 130+ exchanges
- On-chain wallets across 40+ blockchains
Couples, families, and small operating units with checking accounts at multiple banks, overlapping credit cards, shared subscriptions, and at least one person with their own business or side income. The accounting is real, not a hobby.
Jobs to do
- Track spending across every checking account and credit card without manual entry
- Catch recurring charges and subscriptions before renewal
- See cash flow across joint and personal accounts in one view
- Categorize transactions in ways that hold across banks, not per-account
What they typically connect
- Chase, Bank of America, Wells Fargo, Capital One, and 12,000+ institutions
- Credit cards across every major issuer
- Shared accounts and joint cards
- Bill-pay providers and utility accounts
People who hold meaningful crypto across exchanges, hardware wallets, and DeFi positions — and also have banks, brokerages, and retirement accounts. They need a single net-worth picture that doesn't break when the on-chain side gets complicated.
Jobs to do
- Track holdings across CEXes, hot wallets, hardware wallets, and DeFi protocols
- Maintain real cost basis for tax reporting — including wash-trade nuance and bridges
- See unrealized P&L by lot, by venue, and across the full position
- Reconcile 1099-DA broker forms against on-chain reality
What they typically connect
- 130+ exchanges via API
- 40+ blockchains by wallet address
- DeFi positions: liquidity pools, lending, staking, yield
- Traditional banks and brokerages alongside crypto
Real-world setups
Composite scenarios drawn from common Clarity setups. Individual users vary; these are typical shapes of what people connect and what they use Clarity to do.