50+ years of institutional reliability—re-engineered for real-time, tokenized, and AI-native markets. ClearOS unifies traditional, digital, and tokenized assets in a single intelligent framework.
Engineered for continuous performance. Designed for excellence. Confidence in the future.
Intelligent. Modular. Sovereign by design.
ClearOS defines the future of market infrastructure for real-time, AI-native, tokenized economies.
Tax Lot Accounting
Automated Cost-Basis Tax Reporting
Automated tax lot tracking and cost-basis reporting wash sale, corporate action, and multi-jurisdiction compliance that meets SEC, FINRA, and IRS requirements.
Post-Trade OS
Modern Post Trade Processing
Cloud-native, embedded agentic AI, enterprise post-trade processing infrastructure in a single platform. Unifying traditional securities and digital assets clearance and settlement.
Settlement Processing
Settlement at the Speed of the Market
Real-time multi-asset settlement, automated exception handling, and reconciliation processing ready for instant settlement.
Collateralization
Intelligent Collateral Optimization
Maximize financing and collateral efficiency with intelligent pledging, real-time tracking, and automated rebalancing.
Reg Compliance
Compliance Without Compromise
End-to-end regulatory reporting automation across global jurisdictions with 50+ built-in regulations and full audit trails.
Risk & Marging
Risk, Margin & Capital Intelligence
Real-time risk, margin, counterparty tracking, scenario analysis, and stress testing, CPM, RBH and capital optimization.
Expanding possibilities with ClearOS.
A next-generation stack built natively on ClearOS that integrates AI, automation, and tokenization into a single, intelligent platform. Institutions operate more quickly, safely, and intelligently under a unified standard of trust.
The future of market infrastructure is intelligent, modular, and sovereign by design.
ClearOS is the institutional foundation for real-time, AI-native, tokenized markets.
Professional services for a real-time market.
Six disciplines that help institutions think, build, run, and govern.
Advisory & Strategy
Leadership • Operating Models • Modernization
Target-state design and execution roadmaps that hold under real conditions.
AI, Data & Intelligence
Data Foundations • Analytics • Responsible AI
Operational data to strategic foresight with explainable AI.
Change Leadership & Enablement
Change • Performance • Design
Leading change through behavioral insight and strategic design.
Engineering & Modernization
Cloud-Native • Integration • Reliability
Re-platforming, integrations, and performance engineering to SLAs.
Managed Operations
24/7 Support • Run-Ops • Controls
Always-on operations with transparent KPIs and exception management.
Program Governance
Portfolio • Risk • Compliance
Prioritization, funding, risk, and benefits realization.
The Sun Never Sets on ClearOne
United States: Northeast headquarters, leadership, SMEs, regulatory alignment, and US client partnerships.
United Kingdom: European headquarters, SMEs, regulatory alignment, and UK and EU client partnerships.
Vietnam: ASEAN headquarters, development, operations, R&D, and 24/7 support.
From Davidsohn to ClearOne
Chosen by institutions that measure reliability in decades, not quarters.
What began as the first computerized post-trade system now operates as a cloud-native, AI-driven platform connecting traditional, digital, and tokenized finance.
