woman wearing blue denim jacket holding book
woman wearing blue denim jacket holding book

Your wealth, your goals, your life

Your wealth, your goals, your life

Track, plan and grow

Track, plan and grow

Financial awareness starts here

At Klear, the protection of your data is at the heart of everything we do.We believe in transparency and security, to offer you a reliable and serene experience.

man driving straight on pathway during day time
man driving straight on pathway during day time
man driving straight on pathway during day time

Achieve your life goals

Discover which financial products to invest in, align your assets, and maximize the chances of success for your projects.

Achieve your life goals

Discover which financial products to invest in, align your assets, and maximize the chances of success for your projects.

aerial photography of houses across cathedral at daytime
aerial photography of houses across cathedral at daytime
aerial photography of houses across cathedral at daytime

Achieve your life goals

Discover which financial products to invest in, align your assets, and maximize the chances of success for your projects.

Our values

Financial awareness starts here

At Klear, the protection of your data is at the heart of everything we do.We believe in transparency and security, to offer you a reliable and serene experience.

Transparency and reliability

Concrete solutions to financial problems

Today, wealth management looks too much at returns and too little at the real problems of people.


Klear starts from the opposite: we collect asset data and life goals to offer personalized advice that truly helps in buying the first home, paying for the children's university, or building a peaceful retirement.

Goals

Not just numbers

For us, heritage is a means, not an end.

Thanks to a proprietary algorithm and an intuitive UX, we transform the investment approach into a path of Goal Based Investing: concrete projects that provide direction and clarity to financial decisions.

Simplicity and clarity

Pay only for what you really need

In Klear you only pay for what you need, without asset thresholds that exclude you.

You can choose the level of customization that suits you best: from digital autonomy to direct comparison with an expert.

Because we believe that technology, and AI in particular, are tools at the service of human interaction – not a replacement.

Simplicity and clarity

Pay only for what you really need

In Klear you only pay for what you need, without asset thresholds that exclude you.

You can choose the level of customization that suits you best: from digital autonomy to direct comparison with an expert.

Because we believe that technology, and AI in particular, are tools at the service of human interaction – not a replacement.

Testimonials

What they say about us

Over 3,000 users chose us even before launching Klear to the public.
Why?

"Finally I have a place where I can see all my assets, without endless Excel"

Andrea

38. Manager

"In just a few weeks, I recouped the cost of the membership by simply understanding where I was wasting money without realizing it."

Giulia

41. Freelancer

"I thought I had a plan in mind, by talking with the experts at Klear I realized that I was far from achieving my dream home, now I know exactly what to do to get there."

Matteo

35. Senior Consultant

"With Klear, I have a clear vision of my assets and support from professionals at key moments of the year"

Franco

38. Sound Designer

"I had an independent consultant who didn't even know how many children I had. With Klear, I structured a plan for my children's university without any worries."

Vittorio

44. Surgeon

"An independent, transparent, and digital approach: exactly what I was looking for."

Gianluca

35. Marketing Manager

Financial awareness starts here

At Klear, the protection of your data is at the heart of everything we do.We believe in transparency and security, to offer you a reliable and serene experience.

GDPR Ready

Full compliance with European regulations

GDPR Ready

Full compliance with European regulations

GDPR Ready

Full compliance with European regulations

FAQ

Frequently Asked Questions

How do you protect your users' personal data?

How do you protect your users' personal data?

How do you protect your users' personal data?

How does the AI Agent work?

How does the AI Agent work?

How does the AI Agent work?

Klear connects to my bank accounts?

Klear connects to my bank accounts?

Klear connects to my bank accounts?

Is Klear free?

Is Klear free?

Is Klear free?

Can I use Klear even without a high net worth?

Can I use Klear even without a high net worth?

Can I use Klear even without a high net worth?

What is the difference between Core and Premium?

What is the difference between Core and Premium?

What is the difference between Core and Premium?

How do you protect your users' personal data?

How do you protect your users' personal data?

How do you protect your users' personal data?

Not a private bank.

Start your journey towards financial awareness now.

Klear Finance Srl

Sede legale
Via Mario Morgantini 25,


20148 - Milano (MI)
P.iva: 13462040968


Cod. M5UXCR1

Sede operativa
Corso di Porta Romana 61,


20122 - Milano (MI)

Subscribe to our newsletter

We will only write to you when we have something interesting to tell you.
0 spam.

Not a private bank.

Klear Finance Srl

Sede legale
Via Mario Morgantini 25,


20148 - Milano (MI)
P.iva: 13462040968


Cod. M5UXCR1

Sede operativa
Corso di Porta Romana 61,


20122 - Milano (MI)

Subscribe to our newsletter

We will only write to you when we have something interesting to tell you.
0 spam.

Not a
private bank.

Klear Finance Srl

Sede legale
Via Mario Morgantini 25,


20148 - Milano (MI)
P.iva: 13462040968


Cod. M5UXCR1

Sede operativa
Corso di Porta Romana 61,


20122 - Milano (MI)

Subscribe to our newsletter

We will only write to you when we have something interesting to tell you.
0 spam.

Not a private bank.