InteliClear
InteliClear provides real-time, client-hosted Post Trade Solutions software for front, middle, and back-office operations of broker-dealers, digital asset securities operators, and alternative asset managers, licensed on a per-firm flat-fee basis with a proprietary RDBMS architecture running on Microsoft SQL Server.
- Company typePrivate
- Founded2004
- HeadquartersEdison, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What InteliClear does
InteliClear is a privately held securities industry software company founded in 2004 and headquartered in North Brunswick, New Jersey. The company provides a Post Trade Solutions (PTS) platform — a real-time, fully integrated software suite for front, middle, and back office operations supporting equities, options, fixed income, mutual funds, money market products, and digital/crypto assets within a multicurrency clearance and settlement network. The platform is built on a proprietary RDBMS architecture running on Microsoft SQL Server on Windows, with all data elements updated concurrently at transaction entry to enable real-time risk monitoring and straight-through processing. Modular offerings include Transaction Processing, Cost Basis Accounting, Margin (Reg T, portfolio, option optimization), Custody Processing, Corporate Actions, Regulatory Reporting, and Year-End Tax Reporting.
The platform is licensed on a per-firm, flat-fee basis as a client-hosted solution, with each client maintaining a separate database instance on its own hardware. Revenue is generated through fixed-fee site licenses, monthly maintenance fees covering regulatory updates, and time-and-materials professional services for custom development. InteliClear targets broker-dealers, digital asset securities operators, correspondent/introducing brokers, and alternative asset managers. Distribution is direct enterprise sales, supported by industry conference presence (SIFMA OPS) and trade publication coverage. In September 2025, InteliClear was acquired by AltaVestAI, which secured internal-use versions of the platform to unify traditional and digital asset management infrastructure. InteliClear maintains a growing integration ecosystem with partners including Raptor Trading Systems, North Investments, VOTR, Sharegain, SIDE, Templum, Say, Prometheum, and Futu.
InteliClear firmographics
Firmographics- Name
- InteliClear
- Legal name
- InteliClear LLC
- Website
- https://inteliclear.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- InteliClear provides real-time, client-hosted Post Trade Solutions software for front, middle, and back-office operations of broker-dealers, digital asset securities operators, and alternative asset managers, licensed on a per-firm flat-fee basis with a proprietary RDBMS architecture running on Microsoft SQL Server.
- Ownership category
- akta.pro rank
InteliClear industry classification
Industry- Product category
- Post-Trade Processing Software
- NAICS
- Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320), Financial Transactions Processing, Reserve, and Clearinghouse Activities (52232), Computer Systems Design and Related Services (54151)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Processing & Data Preparation (7374), Finance Services (6199)
- akta.pro primary industry
- Tokenization, Network Vaults & Credential Management (FSAGABAF)
Keywords
Where InteliClear is headquartered
LocationHeadquarters
- HQ city
- Edison
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
InteliClear business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Software Licensing (Per-Firm Site License): InteliClear is licensed on a 'per firm' basis with flat/fixed fees based on the system functionality being provided. The software is installed on the client's own site and equipment, operated by the client's own personnel. This is the primary recurring revenue stream from enterprise financial institution clients.
- Monthly Maintenance Fee: A monthly maintenance fee ensures clients receive all regulatory updates automatically. This provides ongoing recurring revenue and ensures compliance with changing regulatory requirements without requiring client development personnel.
- Custom Application Development: For customized applications beyond core functionality, InteliClear provides additional development on a time-and-materials or per-project basis.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Per-firm flat-fee site license with modular functionality tiers |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
InteliClear product offering
Product offeringCore offering
InteliClear provides its Post Trade Solutions (PTS) platform, a real-time, client-hosted software built on a Microsoft SQL Server RDBMS for front, middle, and back office operations of securities firms. It supports full clearance and settlement for equities, options, fixed income, mutual funds, money market products, and digital/crypto assets within a multicurrency network, with modular subsets covering transaction processing, cost basis accounting, margin, custody, corporate actions, regulatory reporting, and year-end tax reporting.
Product overview
InteliClear offers a unified platform-plus-modules architecture centered on its Post Trade Solutions (PTS) platform. PTS is a real-time, turn-key customized software solution for front, middle, and back office operations supporting equities, options, fixed income, mutual funds, money market products, and digital/crypto assets. The platform provides modular offerings including Transaction Processing, Cost Basis Accounting (with P&L and ACAT/CBRS integration), Margin (Reg T, day trader, portfolio, option optimization), Custody Processing, Corporate Actions, Regulatory Reporting, and Year-End Tax Reporting modules. The system is offered as a client-hosted solution with each client having a separate database instance. InteliClear 2.0 represents the major version release of the flagship platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Post Trade Solutions (PTS) Real-time, turn-key customized software for front, middle, and back office operations within a single, fully integrated system, supporting equities, options, fixed income, mutual funds, money market products, and digital/crypto assets within a multicurrency clearance and settlement network. Offered on a client-hosted, per-firm licensed basis to broker-dealers, proprietary trading firms, digital asset securities operators, and other securities firms.
- InteliClear 2.0 Significant version update to the flagship Post Trade Solutions platform, representing the next generation of InteliClear's real-time, integrated post-trade processing system for broker-dealers and digital asset securities operators.
Quantifiable outcome
- System is scalable from low-end equipment for modest volumes to processing millions of trades per day
- +4 more outcomes
Companies that use InteliClear
Customer profileSegments4 records
Ideal customer profiles4 records
InteliClear technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
Feature8 records
InteliClear partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and major.
- VOTRcoreVOTR and InteliClear partnered to streamline proxy voting and shareholder communications for the digital world. The collaboration replaces outdated proxy systems with modern shareholder infrastructure through the integration of modern APIs into InteliClear's post-trade platform.
- North Investment Company LLCcoreNorth Investment Company LLC partnered with InteliClear to leverage its institutional-grade back-office and books-and-records software platform for North's regulated digital asset securities operations. InteliClear supports North's customer accounts, security records, and trade transaction data management, enabling compliant recordkeeping and reconciliation aligned with regulatory requirements.
- Raptor Trading SystemscoreRaptor Trading Systems integrated with InteliClear to connect their trading and post-trade processing platforms, enabling real-time trade comparison, tokenization, and regulatory compliance. The integration supports conversion of trades to digital tokens and automates post-execution reallocations for digital settlement environments.
- AltaVestAImajorAltaVestAI acquired internal-use versions of InteliClear and AUG AI to enhance its AI-driven investment banking capabilities and to secure core technology to unify traditional and digital asset management infrastructure. The acquisition positions AltaVestAI to leverage InteliClear's post-trade processing capabilities internally.
- SharegaincoreSharegain partnered with InteliClear to integrate fully paid securities lending into U.S. broker-dealer operations. The partnership brings built-in lending capabilities to U.S. broker-dealers through seamless post-trade processing integration.
- SIDE (Securities Industry Data Exchange Inc.)coreSIDE and InteliClear entered a strategic technology agreement to enhance global post-trade capabilities and innovation. The partnership focuses on expanding the depth and reach of post-trade processing across the securities industry.
- TemplumcoreTemplum integrated with InteliClear to extend clearing and settlement services to private market alternative investments. This partnership represented InteliClear's expansion into the alternative assets market, enabling Templum's private market platform to leverage InteliClear's post-trade infrastructure.
- SaycoreSay, a technology platform reshaping shareholder communications, partnered with InteliClear to integrate Say's shareholder communications platform with InteliClear's back-office brokerage operations technology, enabling seamless shareholder communication workflows within the post-trade environment.
- PrometheummajorPrometheum, a platform for creating and trading cryptosecurities, acquired a version of InteliClear's post-trade solution technology in connection with its Regulation A+ refiling. The InteliClear technology was described as a 'major leap forward' supporting Prometheum's goal to become the first compliant end-to-end cryptosecurities trading platform in the U.S.
- FutumajorFutu partnered with InteliClear by licensing InteliClear's Post Trade Solutions technology. Through this licensing agreement, Futu's proprietary systems were able to provide clearing, settlement, and asset custody services to customers.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
InteliClear competitors and assessment
Company assessmentDirect peers
- Murex: Murex provides capital markets and post-trade processing software for trading, clearing, settlement, and risk across asset classes including fixed income, derivatives, and increasingly digital assets. Directly comparable to InteliClear as a multi-asset post-trade platform for securities firms.
- Adenza (Calypso Technology): Calypso, now part of Adenza (Thoma Bravo), provides cross-asset capital markets software for trading, clearing, settlement, and collateral management. Directly comparable to InteliClear as a multi-asset post-trade platform competing for similar regulated securities and treasury workloads.
- State Street (Charles River Development): Charles River Development provides front-to-back investment management and trading software, including order management, post-trade processing, and compliance for buy-side and broker-dealer clients. Directly comparable to InteliClear as an integrated post-trade and compliance platform for regulated securities firms.
- Imagine Software: Provides real-time portfolio and risk management, accounting, and back-office software to broker-dealers and hedge funds. Directly comparable to InteliClear as a smaller, real-time post-trade and accounting platform targeting similar broker-dealer and trading-firm clients.
- Enfusion (Clearwater Analytics): Provides integrated front-to-middle-to-back-office investment management software, including post-trade processing, accounting, and reporting for asset managers and hedge funds. Comparable to InteliClear as a real-time, integrated post-trade platform for buy-side and securities firms.
Broad incumbents
- Finastra: Provides capital markets, securities processing, and banking software including post-trade and reconciliation solutions (e.g., through the former Misys and Summit heritage). Comparable to InteliClear as a broad incumbent serving broker-dealers and capital markets participants.
- SS&C Technologies: Through Advent, Eze, and DST, SS&C delivers broker-dealer back-office, fund administration, and post-trade processing software to financial institutions. Comparable to InteliClear as a multi-asset, enterprise-grade back-office platform targeting broker-dealers and asset managers.
- FIS (Fidelity National Information Services): Provides capital markets and securities processing infrastructure, including legacy SunGard solutions for clearance, settlement, and custody. Comparable to InteliClear as a large incumbent in post-trade processing serving broker-dealers and global financial institutions.
- Broadridge Financial Solutions: Large incumbent providing post-trade securities processing, investor communications, and regulatory reporting for broker-dealers and asset managers. Directly comparable as a higher-end, broader alternative to InteliClear's Post Trade Solutions, especially for regulated processing and proxy workflows.
Emerging players
- LexiFi: Provides technology solutions for structured products and securities lifecycle management, including modeling, pricing, and post-trade workflows. Comparable to InteliClear as a niche, technology-led post-trade and securities processing provider serving regulated financial institutions.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
InteliClear social profiles
Digital presenceInteliClear compliance and trust
Trust signalCompliance1 record
InteliClear financial estimates
Financial estimateRevenue estimate
Valuation estimate
InteliClear leadership team
Management profileNumber of profiles
Profiles1 record
InteliClear funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
InteliClear M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about InteliClear
What does InteliClear do?
InteliClear provides its Post Trade Solutions (PTS) platform, a real-time, client-hosted software built on a Microsoft SQL Server RDBMS for front, middle, and back office operations of securities firms. It supports full clearance and settlement for equities, options, fixed income, mutual funds, money market products, and digital/crypto assets within a multicurrency network, with modular subsets covering transaction processing, cost basis accounting, margin, custody, corporate actions, regulatory reporting, and year-end tax reporting.
Is InteliClear a public or private company?
InteliClear is a private company. It is classified as corporate owned and is currently operating.
When was InteliClear founded?
InteliClear was founded in 2004. It employs 1 to 10 people.
Where is InteliClear based?
InteliClear is headquartered in Edison, United States, in the North America region.
How does InteliClear make money?
Three revenue lines are on record. Software Licensing (Per-Firm Site License) is the primary driver. The others are monthly Maintenance Fee and custom Application Development.
Who are InteliClear's main competitors?
Direct peers on record are Murex, Adenza (Calypso Technology), State Street (Charles River Development), Imagine Software and Enfusion (Clearwater Analytics). Broad incumbents are Finastra, SS&C Technologies, FIS (Fidelity National Information Services) and Broadridge Financial Solutions. LexiFi is listed as an emerging player.
Does InteliClear have an API?
Yes. InteliClear provides APIs that allow client staff to create ad hoc reports and queries. The system offers data export functionality enabling integration with trading applications for seamless data passage between systems. APIs also support shareholder communications and proxy voting through VOTR integration.
What industry is InteliClear in?
InteliClear's product category is Post-Trade Processing Software. Its primary akta.pro industry code is FSAGABAF, Tokenization, Network Vaults & Credential Management. Its NAICS code is 522320 and its SIC code is 7370.