Clarity Capital

What Clarity Capital does

Clarity Capital is a global investment firm founded in 2006, operating through its subsidiary Sigma Clarity Investment House, with headquarters in Ramat Gan (Israel) and a US office at 445 Park Avenue, New York. The firm delivers wealth management, investment solutions, structured products, and private banking services to high-net-worth individuals, corporate clients, and qualified clients across 12+ countries, leveraging a partner-bank network spanning Europe, North America, the Middle East, and Asia Pacific. It operates under dual regulatory oversight from the Israel Securities Authority and US regulators.

Sigma Clarity's product architecture spans core investment solutions (mutual funds, local and global portfolio management, hedge fund in trust vehicles, SC Premium, and Elite Solutions), holistic wealth management (strategic planning, tax optimization, intergenerational wealth transfer, executive stock options), structured products (capital protection, yield enhancement, participation), and private banking access. The firm employs AI-powered real-time market analysis as a stated analytical capability and claims over 250 years of collective team experience across its multidisciplinary leadership.

The business model is anchored in recurring asset-based management fees on NIS 20 billion+ of AUM, supplemented by transaction-based fees from structured products, private banking services, and a newly established underwriting, advisory, and distribution company targeting an anticipated Israeli IPO wave. Distribution is conducted through direct wealth advisors, a global partner-bank network, and digital channels, with go-to-market focused on relationship-led engagement and thought-leadership content such as the Sigma Clarity Weekly Review.

Name

Clarity Capital

Legal name

Sigma Clarity Investment House

Website

https://claritycap.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282), Investors, Nec (6799)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industries

Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG), Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Wealth management
• Investment solutions
• Private banking
• Structured products
• Portfolio management

Headquarters

HQ city

Tel Aviv

HQ country

Israel

HQ region

Middle East

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Fees: Holistic wealth management services including strategic financial planning, asset optimization, and global tax solutions, generating fees based on assets under management
2. Investment Solutions Management: Management of personalized investment solutions including mutual funds, local and global portfolio management, and structured products
3. Private Banking Services: Access to exclusive private banking services at leading global financial institutions with personalized guidance and foreign brokerage account management
4. Underwriting and Advisory: Underwriting, advisory, and distribution services for IPOs and corporate transactions

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Clarity Capital, operating as Sigma Clarity Investment House, is a global investment firm providing wealth management, investment solutions, structured products, and private banking services. The firm manages mutual funds, hedge funds, local and global portfolios, and offers tailored strategies for high-net-worth individuals, qualified clients, and corporate customers, with services delivered through direct advisors and a partner bank network spanning 12+ countries.

Product overview

Sigma Clarity is an investment house offering a platform-plus-modules architecture with integrated investment solutions, wealth management, structured products, and private banking services. The core Investment Solutions platform includes mutual funds, local and global portfolio management, and hedge fund offerings, which feed into the holistic Wealth Management suite covering strategic management, tax solutions, and intergenerational wealth transfer. The product line also includes specialized sub-brands: SC Premium for global investment portfolios targeting private investors, Elite Solutions for qualified clients with alternative investments, and Hedge Fund in Trust for accessing hedge fund strategies. The Structured Products module offers capital protection, yield enhancement, and participation products, while Private Banking provides exclusive services at global financial institutions. The company recently expanded by establishing an underwriting company for IPO operations, and operates under dual regulatory oversight in Israel and the United States.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Solutions Comprehensive investment solutions platform including mutual funds, hosting services, local and global portfolio management, hedge funds, structured products, customized investment offerings, and services tailored for U.S. and Canadian citizens and corporations.
• Wealth Management Holistic wealth management service aimed at preserving and growing fortune across generations, providing strategic financial planning, asset optimization, integration of global tax solutions, alternative investments, intergenerational wealth transfer, executive stock options, and corporate solutions.
• Structured Products Investment products including Capital Protection, Yield Enhancement, Participation, Leverage Products, and Unique structured offerings, plus distributor services.
• Private Banking Exclusive private banking services including account opening in Israel and abroad, worldwide private banking, management in Israel and abroad, and strategic credit solutions.
• SC Premium Global investment portfolio empowering private investors and corporations to benefit from sophisticated strategies previously reserved for accredited investors, under supervision of the Securities Authority with full transparency and tax efficiencies.
• Elite Solutions Tailored wealth management for qualified clients with access to carefully selected alternative investment opportunities, upheld by a rigorous, industry-unique due diligence process.
• Hedge Fund in Trust Investment vehicle allowing private investors and companies to benefit from sophisticated hedge fund strategies previously exclusive to qualified investors, while maintaining strict regulation, transparency, and tax benefits.
• Sigma Clarity Weekly Review Weekly market insights delivering focused review analyzing developments in global markets and the world economy for understanding trends, identifying opportunities, and making data-driven decisions.

Quantifiable outcome

• Assets under management grew to over NIS 20 billion

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature1 record

Partnerships

One partnership is on record.

• Partner Banks NetworkcoreChannel Partner/ Reseller/ DistributorGlobal network of partner banks across Switzerland, Luxembourg, Germany, France, UK, Andorra, Spain, US, Singapore, Israel, Miami, and Canada providing private banking services, account opening, and global asset management access

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• ANDBANK: Andorran private banking group that co-owns Sigma Clarity. Operates a multi-jurisdictional private banking and wealth management franchise across Europe, the Americas, and Israel, directly comparable as a cross-border HNW/private banking operator and as the parent/counterparty bank for Sigma Clarity's distribution model.
• Bank Leumi Private Banking: Large Israeli bank with a significant private banking and wealth management arm serving HNW and corporate clients domestically and abroad. Comparable target customer base, with broader balance-sheet-driven capabilities and an international footprint.
• Edmond de Rothschild: European private banking and asset management group serving HNW, family office, and institutional clients across multiple jurisdictions. Comparable in cross-border private banking, discretionary portfolio management, and alternative/structured product offerings.
• Investec Wealth & Investment: International wealth and investment manager with private banking, portfolio management, and structured solutions for HNW clients in the UK, Europe, and select international markets. Comparable in cross-border HNW private banking and discretionary mandates.
• Rathbones Group: UK-listed wealth manager providing discretionary investment management, financial planning, and private banking-like services to HNW individuals, trusts, and charities. Comparable in discretionary portfolio management and HNW wealth advisory scope.

Direct peers

• Meitav Dash: One of Israel's largest investment houses, offering mutual funds, portfolio management, structured products, and wealth management to institutional, corporate, and HNW clients. Closest domestic peer in product mix, regulatory setting, and target segments.
• Psagot Investment House: Israeli investment house providing mutual funds, managed portfolios, alternative investments, and wealth advisory to HNW and institutional clients. Directly comparable in product scope, Israeli regulatory framework, and client segmentation.
• Excellence Nessuah Investment House: Israeli investment house offering brokerage, portfolio management, structured products, and wealth management services. Comparable as a domestic competitor targeting the same HNW, corporate, and qualified-client segments under ISA oversight.
• IBI Investment House: Israel-based investment house providing wealth management, mutual funds, and institutional asset management. Comparable as a similarly sized ISA-regulated investment house with overlapping wealth and portfolio management offerings.

Emerging players

• Addepar: US-based technology platform providing data, analytics, and reporting for wealth managers, family offices, and advisors. Comparable in the use of AI/data-driven analytics to power investment and wealth management decisions, though Addepar is a software provider rather than an investment manager.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/claritycap
• LinkedInlinkedin.com/company/3317415

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Clarity Capital