Crowdfund Capital Advisors
Crowdfund Capital Advisors is a Denver-based advisory and data services firm founded in 2012 by the architects of the JOBS Act crowdfunding framework. It operates CCLEAR, a transaction-level Reg CF database, alongside advisory, compliance (GUARDD), and policy services for governments, investors, and issuers across 45+ countries.
- Company typePrivate
- Founded2012
- HeadquartersMiami, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Crowdfund Capital Advisors does
Crowdfund Capital Advisors (CCA, Inc.) is a privately held advisory and data-services firm founded in 2012 by Sherwood Neiss, Jason Best, and Zak Cassady-Dorion, the architects of the crowdfunding legislation that became the JOBS Act. Headquartered in Denver, Colorado, the firm operates a horizontal B2B model targeting governments, multilateral organizations, institutional and family-office investors, venture and private equity firms, and crowdfunding issuers across 45+ countries. Its principal product is CCLEAR, a proprietary transaction-level database positioned as the only 100% complete and continuously updated dataset on Regulation Crowdfunding offerings, capturing 125+ data points per company across roughly 8,800 issuers, 10,200 funding rounds, 2.2M investors, and $3.2B in tracked capital formation.
Underlying CCA's services is the CCLEAR data platform with a live API feed, an NLP/keyword search layer, and automated ingestion of offerings from 80+ crowdfunding platforms and broker-dealers. Around this data core, CCA has built an ecosystem including the CCLEAR CrowdFinance 50 Index (a daily-updated index of the top 50 private U.S. companies by capital commitments), the Crowdfunding Genome benchmarking tool, an annual Investment Crowdfunding Ecosystem Report, and a sister-company compliance platform, GUARDD, which publishes disclosure documents through Mergent's National Securities Manual and has secured Manual Exemption recognition in 43 states for secondary trading of exempt securities. The firm also operates a co-investment vehicle, Crowd Capital Ventures.
The revenue model combines subscription data licensing (annual recurring revenue for partial or full API access and curated datasets), professional services (consulting and advisory for governments and multilateral organizations, plus policy and regulation work), transaction-based compliance support (Form C-AR filings at $450 per filing, plus ongoing due diligence), and content/research sales (paid ecosystem and city-level reports). Pricing is largely quote-based with demos gated through a 'Schedule Demo' flow, and GTM relies on direct enterprise sales, content-led thought leadership, speaking engagements (White House, TEDx, SXSW, World Bank), and earned media in outlets such as Forbes, Wall Street Journal, and Bloomberg rather than self-serve SMB funnels.
Crowdfund Capital Advisors firmographics
Firmographics- Name
- Crowdfund Capital Advisors
- Legal name
- CCA, Inc.
- Website
- https://crowdfundcapitaladvisors.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Crowdfund Capital Advisors is a Denver-based advisory and data services firm founded in 2012 by the architects of the JOBS Act crowdfunding framework. It operates CCLEAR, a transaction-level Reg CF database, alongside advisory, compliance (GUARDD), and policy services for governments, investors, and issuers across 45+ countries.
- Ownership category
- akta.pro rank
Crowdfund Capital Advisors industry classification
Industry- Product category
- Investment Crowdfunding Data & Advisory
- NAICS
- Credit Bureaus (561450), Other Activities Related to Credit Intermediation (522390), Nondepository Credit Intermediation (5222)
- SIC
- Investment Advice (6282), Finance Services (6199), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Crowdfunding & Fan-Financing (MPADAAAN)
- akta.pro secondary industries
- P2P Loan Syndication & Participation Platforms (FSAKAHAL), Captive CVC Fund (Dedicated corporate fund structure) (FSANAHAB)
Keywords
Where Crowdfund Capital Advisors is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Crowdfund Capital Advisors business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Data Licensing: License proprietary Regulation Crowdfunding data including valuations across industries, curated lists of female/minority-founded companies, entire API live feeds, and custom data packages. Flexible licensing options for different data aspects.
- Consulting & Advisory Services: Comprehensive advisory services for governments, multilateral organizations, individuals, investors, and family offices including ecosystem analysis, regulatory recommendations, and implementation support.
- Due Diligence and Compliance Services: Compliance assistance for Regulation Crowdfunding issuers including annual reporting requirements (Form C-AR filing), disclosure requirements, and ongoing regulatory compliance.
- Research & Analytics Reports: Annual Investment Crowdfunding Ecosystem Reports, state and city rankings, market analysis publications, and data-driven insights sold to clients for research and decision-making.
- Form C-AR Filing Service: Step-by-step filing guides and professional filing services for annual reports at $450 per filing.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Form C-AR Filing Service |
| Subscription | Annual | Data Licensing - Custom |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels8 records
Crowdfund Capital Advisors product offering
Product offeringCore offering
Crowdfund Capital Advisors operates CCLEAR, a proprietary Regulation Crowdfunding data platform that covers 100% of Reg CF offerings with more than 125 data points per issuer, sold via subscriptions, API access, and a no-code interface. Around this data core, the firm sells complementary recurring research products (the CCLEAR CrowdFinance 50 Index, the Crowdfunding Genome, and the annual Investment Crowdfunding Ecosystem Report) and a portfolio of professional services spanning consulting, due diligence, compliance, policy, strategy, and training.
Product overview
Crowdfund Capital Advisors operates CCLEAR (Crowdfund Capital Advisors) as its core unified data platform — a comprehensive database of Regulation Crowdfunding offerings — supplemented by research reports (Investment Crowdfunding Ecosystem Report), indices (CCLEAR CrowdFinance 50 Index), and an analytics tool (Investment Analytics). All data-driven offerings are powered by the CCLEAR dataset covering 6,000+ companies and 125+ data points per company. On top of the data platform, CCA bundles professional services including Research & Analytics, Consulting & Advisory, Due Diligence & Compliance, Policy & Regulation, Speaking/Education & Training, and Strategy & Implementation. The company also publishes the Crowdfunding Genome benchmarking tool and the annual Ecosystem Report. CCLEAR data is accessible via licensing (partial data, full API live feed) or through direct client engagements.
Differentiator
Problem solved
Functional benefit
Products and services
- CCLEAR Regulation Crowdfunding Data Platform Proprietary Regulation Crowdfunding database covering 100% of Reg CF offerings with more than 125 data points per issuer, accessible through an API and a no-code interface, licensed to governments, investors, and researchers.
- CCLEAR CrowdFinance 50 Index
Quantifiable outcome
- 8,800+ issuers tracked with $3.2B+ capital formation
- +5 more outcomes
Companies that use Crowdfund Capital Advisors
Customer profileNamed customers14 records
Segments6 records
Ideal customer profiles5 records
Crowdfund Capital Advisors technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability4 records
Feature4 records
Crowdfund Capital Advisors partnerships and signals
Strategic signalPartnerships
13 partnerships are on record, tiered major, core and minor.
- InvestmentXmajorStrategic partnership announced October 2024 to empower investors with unmatched crowdfunding insights through CCLEAR data. InvestmentX gains access to CCA's comprehensive Regulation Crowdfunding data for investor use.
- GUARDDcoreGUARDD is a sister company of Crowdfund Capital Advisors that enables secondary trading compliance for exempt securities. It was launched by several architects of the original JOBS Act crowdfunding framework and processes disclosures for over 560 securities across Regulation A+, Regulation Crowdfunding, and Regulation D offerings. GUARDD publishes disclosures through Mergent's National Securities Manual, recognized in 43 states.
- World BankmajorCollaborated with World Bank to promote investment crowdfunding globally. Report 'Crowdfunding's Potential for the Developing World' became cornerstone reference for legislative frameworks. Presented findings at embassies worldwide.
- Inter-American Development Bank (IDB)majorPartnership with IDB focused on leveraging crowdfunding to promote economic prosperity in Latin America. Played pivotal role in launching Mexican Crowdfunding Association through IDB project.
- Saudi Arabian GovernmentmajorServed as advisors to Saudi Arabian government to create entire crowdfunding ecosystem including SWOT analysis, best practices globally, and comprehensive policy recommendations.
- Securities Commission of MalaysiamajorProvided valuable input identifying areas of weakness in Malaysia's crowdfunding policy and suggesting improvements to shape their regulatory framework.
- GE HealthcareminorDistribution partner for Koios Medical, a crowdfunding portfolio company. GE Healthcare collaborates with Koios as industry leader in healthcare distribution.
- PhilipsminorDistribution partner for Koios Medical, a crowdfunding portfolio company. Philips collaborates as industry leader in healthcare technology distribution.
- StartEngineminorLeading equity crowdfunding platform with 20 token-based Reg CF offerings tracked by CCA. One of 7 platforms supporting tokenized securities.
- RepublicminorMajor equity crowdfunding platform with 10 token-based Reg CF offerings tracked by CCA. Supports digital asset offerings.
- WefunderminorLeading equity crowdfunding platform tracked in CCLEAR database. Supports numerous offerings in the healthcare, technology, and consumer sectors.
- MergentcoreNational Securities Manual publisher through which GUARDD publishes issuer disclosures. Mergent's platform is recognized for Manual Exemption purposes in 43 states, enabling compliant secondary trading.
- US Congress and House Financial Services CommitteemajorCCA submitted letter to House Financial Services Committee in March 2025 advocating for legislation including Reg CF cap increase, ACCESS Act, SEED Act, and tax incentives. Active policy engagement with legislators.
Scale indicators16 records
Recent moves6 records
Expansion highlights6 records
Crowdfund Capital Advisors competitors and assessment
Company assessmentDirect peers
- Kingscrowd: Kingscrowd is the closest direct peer — an independent research and analytics platform focused on equity crowdfunding and Reg CF deal evaluation, ratings, and investor education, competing head-on with CCLEAR's research and data licensing business.
- Crowdfund Insider: Crowdfund Insider is a leading news, data, and research publication covering the global crowdfunding and alternative finance industry, overlapping with CCA's research reports, indices, and ecosystem analysis offerings.
- SeedInvest: SeedInvest is a leading equity crowdfunding platform supporting Reg CF, Reg D 506(c), and Reg A+ offerings — a direct comparable to many of the issuers CCA tracks and a potential partner or competitor in compliance and secondary trading.
Broad incumbents
- Republic: Republic is a major multi-asset crowdfunding and tokenization platform tracked by CCLEAR, with significant capital and resources to launch its own data, analytics, and compliance products.
- StartEngine: StartEngine is the largest US Reg CF platform by capital raised and a key data source for CCLEAR, with the scale and incentive to build competing indices and compliance services.
- CB Insights: CB Insights is a market intelligence platform for private companies and emerging tech, with adjacent data and analytics products that overlap with CCLEAR's enterprise research and analytics services.
- Wefunder: Wefunder is one of the largest US equity crowdfunding platforms and a major source of CCLEAR data; it is both a tracked platform and a potential competitor in data products and secondary trading.
- PitchBook: PitchBook is the dominant private-capital data and research platform and competes with CCLEAR for institutional customers seeking private-market data, particularly VCs and family offices.
- Crunchbase: Crunchbase is a broad private-company data platform that increasingly covers crowdfunding and alternative finance, making it a competitive incumbent for enterprise data licensing.
Others
- Freeman Law: Freeman Law is a securities and fintech law firm explicitly featured on CCA's website as a 'Private Data Market' partner, providing ML/AI data services alongside CCLEAR — an adjacent ecosystem participant rather than a direct competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
Crowdfund Capital Advisors social profiles
Digital presenceCrowdfund Capital Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Crowdfund Capital Advisors leadership team
Management profileNumber of profiles
Profiles2 records
Crowdfund Capital Advisors subsidiaries and ownership
Company hierarchySubsidiaries3 records
Crowdfund Capital Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Crowdfund Capital Advisors M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Crowdfund Capital Advisors
What does Crowdfund Capital Advisors do?
Crowdfund Capital Advisors operates CCLEAR, a proprietary Regulation Crowdfunding data platform that covers 100% of Reg CF offerings with more than 125 data points per issuer, sold via subscriptions, API access, and a no-code interface. Around this data core, the firm sells complementary recurring research products (the CCLEAR CrowdFinance 50 Index, the Crowdfunding Genome, and the annual Investment Crowdfunding Ecosystem Report) and a portfolio of professional services spanning consulting, due diligence, compliance, policy, strategy, and training.
Is Crowdfund Capital Advisors a public or private company?
Crowdfund Capital Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Crowdfund Capital Advisors founded?
Crowdfund Capital Advisors was founded in 2012. It employs 1 to 10 people.
Where is Crowdfund Capital Advisors based?
Crowdfund Capital Advisors is headquartered in Miami, United States, in the North America region.
How does Crowdfund Capital Advisors make money?
Five revenue lines are on record. Data Licensing is the primary driver. The others are consulting & Advisory Services, due Diligence and Compliance Services, research & Analytics Reports and form C-AR Filing Service.
Who are Crowdfund Capital Advisors's main competitors?
Direct peers on record are Kingscrowd, Crowdfund Insider and SeedInvest. Broad incumbents are Republic, StartEngine, CB Insights, Wefunder, PitchBook and Crunchbase. Freeman Law is listed as an others.
Does Crowdfund Capital Advisors have an API?
Yes. CCA offers live feed API access to its CCLEAR Regulation Crowdfunding database as part of its licensing options. The API enables licensees to retrieve data on private companies raising funds online, covering company background, industry details, valuations over time, prior and current financials, ongoing financial updates, women and minority founder data, email addresses, daily transactional funding information, and more — over 125 data points per company.
What industry is Crowdfund Capital Advisors in?
Crowdfund Capital Advisors's product category is Investment Crowdfunding Data & Advisory. Its primary akta.pro industry code is MPADAAAN, Crowdfunding & Fan-Financing, with a secondary code of FSAKAHAL, P2P Loan Syndication & Participation Platforms. Its NAICS code is 561450 and its SIC code is 6282.