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Clearwell Group is a A family office investment advisory business focused on building a lasting legacy of significance and stewardship.
We facilitate strong family culture through investment management, estate planning, philanthropic advisory and family business consulting. Clearwell Group invests in public securities and private businesses.
We facilitate strong family culture through investment management, estate planning, philanthropic advisory and family business consulting. Clearwell Group invests in public securities and private businesses.
Overview
Location
United States, Florida, Tampa
Employees
51-200
Phone
+1 813-435-5600
Founded date
2009
Mentions in press and media 6
| Date | Title | Description |
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| Jan 22, 2025 | Clearwell Group Completes Successful Recapitalization of Steadfast Alliance | Steadfast Alliance Clearwell Group announces its recapitalization of Steadfast Alliance, a leading provider of commercial landscape and related environmental services in Florida. Steadfast’s emphasis on service and its commitment to excelle... |
| Jul 9, 2024 | Clearwell Group Successfully Exits Investment in Valor Environmental | The strategic investment by Clearwell Group was instrumental in accelerating our growth and service capabilities. Their support enabled us to provide top-tier environmental solutions to our clients.” — Kirk Foster, President, Valor Environm... |
| Oct 22, 2014 | CareSync Raises $4.25M in Series A Funding | CareSync, a Tampa, FL-based provider of patient-centered care coordination platform, secured $4.25m in Series A financing. The round was led by Tullis Health Investors, Clearwell Group, CDH Solutions, and CareSync Founder and CEO Travis Bon... |
| Oct 22, 2014 | Personal Health Record provider CareSync raises $4.25 million for national expansion | It has more than 10,000 users, mainly on the consumer side, who can access their history and other services such as appointments and prescriptions, through a mobile device or laptop. The consumer side also has a wider geographic footprint. ... |
| Feb 11, 2014 | First Aid Shot Therapy Completes Series B Financing Round | First Aid Shot Therapy (F.A.S.T.), a Burlingame, California-based consumer healthcare company, completed its Series B financing round. The round – of undisclosed amount – was co-led by Sofinnova Ventures and Redmile Group with participation... |
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FAQ about Clearwell Group
When was Clearwell Group founded?
Clearwell Group was founded in 2009.
What has the press written about Clearwell Group?
Parsers VC has collected 6 articles mentioning Clearwell Group, among them “Clearwell Group Completes Successful Recapitalization of Steadfast Alliance” (Jan 22, 2025) and “Clearwell Group Successfully Exits Investment in Valor Environmental” (Jul 9, 2024).
Is Clearwell Group still active?
Yes, Clearwell Group is active; its latest activity on Parsers VC dates from Jan 22, 2026.