ClearView

What ClearView does

ClearView Fiduciary Alliance, LLC is a privately held, membership-based consulting firm founded in 2014 and headquartered in Raleigh, North Carolina. The firm serves small and mid-size foundations, endowments, and nonprofit organizations — primarily educational institutions, private foundations, supporting foundations, and healthcare legacy foundations — with investment assets ranging from $1 million to over $400 million. As of April 2025, ClearView has 100 member organizations across 20 US states plus DC, collectively representing more than $6 billion in investment assets.

ClearView's core technology is the ClearView Peer Reporting Portal, a confidential, password-protected web platform launched in early 2016 that aggregates member portfolio data together with the Confluence Foundation and Endowment Universe of over 1,300 institutions. The portal enables benchmarking by organization size, type, asset allocation, and structure. The firm also operates an online RFP Portal Tool for Investment Adviser and OCIO search projects. Technical infrastructure — including the website and Members Portal — is delivered in partnership with Fairview Investment Services, a Raleigh-based data aggregation and technology provider.

The business model is subscription/membership-based: members pay recurring annual fees to access quarterly peer analysis, board and staff education, the Members Portal, and ClearView Insights publications, with additional project fees for Adviser/OCIO Search consulting and Investment Policy Statement reviews. Distribution is sales-led, primarily through word-of-mouth referrals and member testimonials, supported by direct outreach via a Request Info form and post-sale engagement through quarterly conference calls and annual member meetings. ClearView has completed 58 Adviser/OCIO Search engagements to date, indicating a meaningful project services overlay on top of the recurring membership revenue base. The firm operates with approximately 10 team members led by President and CEO Larry D. Coats, Jr.

Name

ClearView

Legal name

ClearView Fiduciary Alliance, LLC

Website

https://clearviewfiduciary.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

ClearView Fiduciary Alliance is a membership-based consulting firm that provides investment peer analysis, Adviser/OCIO Search consulting, and board education to ~100 foundations, endowments, and nonprofits across 20 US states plus DC, using a proprietary benchmarking portal covering 1,300+ institutions.

Ownership category

akta.pro rank

Product category

Nonprofit Investment Consulting

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Philanthropic & Charitable Trust Services (FSAAANAI)

akta.pro secondary industries

Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Nonprofit investment consulting
• Endowment advisory services
• Foundation peer benchmarking
• OCIO search consulting
• Fiduciary governance education

Headquarters

HQ city

Raleigh

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Membership Fees: ClearView operates as a membership-based organization. Members pay recurring fees to access peer analysis, educational resources, board/staff education, and special projects/research services. Membership provides access to the ClearView Peer Reporting Portal, quarterly conference calls, and annual member meetings.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

ClearView Fiduciary Alliance is a membership-based, research-focused investment consulting firm that helps nonprofits, foundations, and endowments strengthen investment decision-making through peer benchmarking, governance education, and outsourced investment adviser searches. Members subscribe to access the password-protected ClearView Peer Reporting Portal, quarterly peer analysis, and board/staff education, while foundation clients separately engage ClearView on an RFP basis to run outsourced chief investment officer (OCIO) and investment adviser searches.

Product overview

ClearView Fiduciary Alliance is a membership-based, research-focused organization that provides investment advisory search consulting and peer analysis services to foundations, endowments, and nonprofits. The company's core offerings include the ClearView Peer Reporting Portal (a confidential web-based system for investment data analysis), Membership Services (providing quarterly peer analysis and educational content), Adviser/OCIO Search Consulting (guiding organizations through RFP-based selection of investment managers), and ClearView Insights Publications (research papers on fiduciary best practices). These services collectively help nonprofit investment committees make more informed decisions through benchmarking, education, and structured search processes.

Differentiator

Problem solved

Functional benefit

Products and services

• ClearView Peer Reporting Portal Password-protected web-based portal providing member foundations, endowments, and nonprofits with consolidated peer investment reporting, asset allocation data, and governance benchmarking across more than 1,300 investment pools. It is available to subscribing member institutions and supports quarterly peer analysis deliverables.
• ClearView Membership Services Recurring membership offering for nonprofit foundations and endowments that delivers quarterly peer analysis, ongoing board and staff education, and access to the ClearView community of practitioners supporting investment decision-making.
• Adviser/OCIO Search Consulting Project-based consulting service in which ClearView runs an outsourced investment adviser or outsourced chief investment officer (OCIO) search on behalf of foundation and endowment clients, structured as a formal RFP process.
• ClearView Insights Publications Research and educational publications produced by ClearView to inform nonprofit foundation and endowment investment, governance, and fiduciary practices.

Quantifiable outcome

• 100 member organizations with over $6 billion in collective investment assets
• +2 more outcomes

Named customers8 records

Segments8 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• Fairview Investment ServicescoreTechnology or IntegrationFairview Investment Services provides data aggregation, analysis, and technology support services for ClearView. Based in Raleigh, NC, Fairview maintains the ClearView website as well as the ClearView Members Portal, providing the technology infrastructure for ClearView's operations.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Marquette Associates: Marquette Associates is an independent investment consulting firm focused on institutional clients including endowments, foundations, and nonprofits, offering OCIO and manager research — a comparable niche peer in target market and service mix.
• Verus Investments: Verus is an employee-owned investment consulting firm serving institutional clients including nonprofits and foundations with OCIO, manager research, and peer benchmarking services — closely matching ClearView's mid-market foundation/endowment focus.
• DiMeo Schneider & Associates: DiMeo Schneider is an independent investment consulting firm serving foundations, endowments, and family offices with OCIO and investment advisory services; it shares ClearView's employee-owned, client-aligned model and nonprofit-specialist positioning.
• Meketa Investment Group: Meketa is an employee-owned investment consulting firm focused heavily on foundations, endowments, and nonprofits, offering OCIO and investment adviser search, performance benchmarking, and policy reviews — a direct comparison to ClearView's niche targeting and membership-style engagement model.
• NEPC: NEPC is a leading investment consulting firm specializing in OCIO, manager research, and peer benchmarking for endowments, foundations, and nonprofits; its mid-market foundation/endowment practice overlaps closely with ClearView's service portfolio and target buyer.
• Foundation Investment Companies: Foundation Investment Companies is a niche investment advisory firm specialized exclusively in serving religious, charitable, and educational foundations with OCIO services and investment policy work — closely matching ClearView's narrow nonprofit specialization.

Broad incumbents

• Cambridge Associates: Cambridge Associates is a long-standing incumbent serving foundations, endowments, and nonprofits with investment policy development, manager research, OCIO services, and peer benchmarking — overlapping with ClearView across most product lines, but with a much broader resource base and national/international reach.
• Aon (Investment Consulting): Aon's investment practice provides OCIO and investment advisory search consulting for foundations, endowments, and corporate plan sponsors, competing with ClearView on adviser search and benchmarking services but on a vastly larger institutional scale.
• Mercer Investment Consulting: Mercer is one of the largest global investment consulting practices with a dedicated Foundations & Endowments group that performs investment adviser searches, peer benchmarking, and OCIO advisory — directly overlapping ClearView's core services but at vastly greater scale and geographic breadth, including institutional clients ClearView serves.
• Russell Investments (OCIO): Russell Investments is a major OCIO provider serving foundations and endowments with outsourced investment solutions and manager research; it is relevant to ClearView as both a potential search finalist and a competitor for OCIO mandates that ClearView's clients are evaluating.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/clearview-fiduciary-alliance

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

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 ClearView