clario
signal from the noise.
Introduction
Boutique equity research firms face an impossible choice. Enterprise financial data platforms cost $12,000-32,000 annually per user—prohibitively expensive for small teams. Meanwhile, consumer platforms lack the professional capabilities these analysts require. Caught between unaffordable enterprise solutions and inadequate consumer tools, analysts at boutique firms waste hours daily gathering information from fragmented sources. They process hundreds of emails, earnings transcripts, and news alerts manually while competing against larger institutions with armies of junior analysts and premium technology. This information overload prevents boutique firms from focusing on their core value: producing differentiated, high-quality investment insights.
Problem
Clario delivers AI-powered research tools specifically designed for boutique equity analysts. Our platform uses specialized AI to extract actionable insights from earnings calls, SEC filings, and news, automatically identifying patterns, contradictions, and emerging trends. Clario integrates seamlessly with existing analyst workflows, from Excel models to morning briefings. It transforms hours of manual data gathering into minutes of high-value analysis time. Rather than replacing analysts, Clario amplifies their capabilities, allowing boutique firms to compete effectively against larger institutions by focusing on what matters: developing unique investment perspectives.
Opportunity
Clario fills the gap between expensive enterprise platforms and underpowered consumer tools by giving boutique equity analysts access to professional-grade insights without the cost or complexity.
Clario acts as an AI-powered research partner. It is an intelligent agent that reads, filters, and synthesizes information while partnering with analysts.