Complementary Services

Our continuous investment in infrastructure and talent amplifies everything we do. Through corporate access, equity research and more, we focus on turning data and connectivity into client advantage.

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1,000+

Clear Street institutional clients

180+

corporate access touchpoints since Apr '25

400+

research reports & notes published YTD

A More Connected Platform

The capital markets have never been more complex. Participants need transparency, efficiency and alignment across every part of their trading and financing ecosystem, but siloed, legacy technology and workflows stand in the way. Clear Street’s investment in modern infrastructure enables value-added services that go beyond execution, connecting issuers and investors while improving insight and platform economics.

The Clear Street Difference

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Corporate Access

Introduce your leadership to a broad allocator network through targeted meetings, investor days and bespoke outreach programs.

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Equity Research

Gain actionable insights from veteran analysts covering disruptive technology, energy transition, healthcare and beyond.

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Platform Alignment

Transparent fee structures, locate access and paid-to-locate programs align incentives and return efficiency to the client.

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Integrated Advantage

Every Clear Street offering draws on shared technology, data and relationships, ensuring our services work together to drive results.

Explore Our Complementary Services

Value-added services, without the friction. Gain investor connectivity and independent insight via the same proven infrastructure that powers our trading, financing and clearing.

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Corporate Access

Connect directly with allocators and investors through high-touch, insight-driven engagement.

  • Targeted outreach to institutional investors through roadshows, investor days and bespoke one-on-one meetings
  • Allocator introductions leveraging Clear Street’s network of hedge funds, family offices and institutional allocators at every stage of growth
  • Full-lifecycle support from pre-event preparation to post-meeting feedback, with continuous market intelligence to guide next steps
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Equity Research

Independent analysis from our experts for a clearer view of emerging opportunities.

  • Thematic coverage across disruptive technology, energy transition and healthcare, focused on small- and mid-cap innovators
  • Veteran analysts with deep sector experience producing actionable, fundamentals-driven reports
  • Strategic integration with Clear Street’s trading and investment banking platform, ensuring insights reach clients where they drive the most value

Clear Perspectives

On-Demand Webinar

Disruption in Motion: AI, Financial Infrastructure and What's Next

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Media

Clear Street's Commitment to Corporate Access and the “Power of Prime”

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Press Release

Clear Street Hires Owen Lau in Continued Build-Out Across Technology Sector

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Clear Street Launches Specialty Finance Franchise with the Addition of Mickey Schleien

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Frequently Asked Questions

Find answers here to some of the most frequently asked questions about our offering.

 

Have more specific questions? Contact us today.

How do I open an account with Clear Street?

Prospective clients can get in touch with our sales and onboarding team via our Contact page. A representative will reach out to discuss your needs. 

What makes Clear Street different?

Clear Street’s mission is to modernize capital markets and make them accessible to every sophisticated investor worldwide. We provide the technology, tools and service once reserved for Wall Street’s largest institutions, unifying client activity on a single, real-time end-to-end platform. Our infrastructure powers investors to scale today and will be the foundation on which markets will trade tomorrow.

What is corporate access and who is it for?

Corporate access is a tailored investor relations service. We work with public and private issuers (especially growth-oriented companies) seeking to broaden their shareholder base or meet new institutional investors. Companies benefit most when they want structured investor introductions beyond the usual sell-side channels, while our investor clients gain access to unique and innovative firms in significant verticals.

What sectors does Clear Street’s equity research cover?

Currently, our team specializes in Disruptive Technology, Blockchain/Digital Assets, Energy Transition, Specialty Finance and Healthcare/Biotech. We focus on sub-sectors like internet infrastructure, renewable energy, specialty biotech, AI themes and more. Coverage is expanding, and our strength is in SMID-cap names (roughly $100M–$5B market cap) within these themes.

How do these services integrate with Clear Street’s platform?

All services sit within the context of Clear Street’s unified platform. This means financing, trading and research share the same real-time data and support team, ensuring a coherent experience.

Get in touch with our team

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Products and services are offered by Clear Street LLC as a Broker Dealer member FINRA and SIPC and a Futures Commission Merchant registered with the CFTC and member of NFA. Clear Street UK Limited is authorised and regulated in the United Kingdom by the Financial Conduct Authority and is a Category 1 member of the London Metals Exchange. Additional information about Clear Street is available on FINRA BrokerCheck, including its Customer Relationship Summary and NFA BASIC | NFA (futures.org).