CleverCX

Investment conversations
should be easier.

Planning, portfolios, and data unified into a platform that empowers advisors and the firms behind them.

Explore

We are integrating planning and product in a way that empowers and engages advisors, while providing essential data to our customers — data only the largest firms could access in the past.

Our Ecosystem

Three products. One vision.

Level
Proposal generation that unifies portfolio construction with financial planning.
Eve
Conversational AI that understands wealth and the people who manage it.
OnTrajectory
Financial planning intelligence that keeps clients on the path forward.
About CleverCX

The complexity of wealth should never stand between an advisor and their client.

CleverCX was founded on a simple observation: the technology running wealth management is fragmented, outdated, and built for systems rather than people. We set out to change that.

We integrate planning, portfolios, and data into a unified platform — giving advisors the tools to have better conversations, and giving firms the intelligence to grow with confidence.

Based in Charlotte, NC, we work alongside asset managers, wealth managers, and financial planning firms who believe the future of this industry belongs to the ones willing to build it differently.

The Team

People who've lived the problem.

We're practitioners, builders, and industry veterans — united by a shared belief that wealth technology can do better.

LB
Linda Bready
President
A seasoned financial services executive, Linda brings deep industry relationships and strategic vision to CleverCX's leadership. She's spent her career helping firms transform how they serve advisors and clients.
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Andrew Weiler
Head of Growth & Engagement
Andrew connects CleverCX's technology to the humans who use it — driving adoption, building relationships, and making sure every client conversation leads somewhere meaningful.
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Kevin Delo
Chief Information Officer
Kevin architects the infrastructure that makes CleverCX's products run — reliable, scalable, and built to evolve. He ensures the platform earns trust through every interaction.
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Josh Pace
CFO
Josh manages CleverCX's financial operations and ensures the company scales with the same discipline it asks of its clients. He brings rigor to growth without sacrificing the mission.
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Robbie Cannon
Co-Founder
One of the original architects of the CleverCX vision, Robbie helped shape the company's foundational belief that the best technology should feel invisible — leaving only a better conversation in its place.
Investors
"Building the future of wealth technology demands more than capital — it requires conviction."

CleverCX is backed by investors who understand that financial services is long overdue for meaningful reinvention. We're not building incremental improvements — we're rethinking the operating layer that connects firms, advisors, and clients.

We partner with investors who bring strategic perspective alongside capital: people who've built, operated, or transformed financial services businesses and recognize what's at stake in getting this right.

Insights

Latest Thinking

Perspectives on the future of wealth management, advisor technology, and what it means to build better conversations.

All articles
Strategy
Why the Proposal Is the Most Important Conversation in Wealth Management
The moment an advisor presents a recommendation is when trust is built or lost. Yet most technology treats proposals as afterthoughts — documents rather than dialogues. We believe that's the gap worth fixing.
Andrew Weiler Read
Product
Planning and Portfolio Construction Are the Same Conversation
For too long, planning tools and investment platforms have operated in separate silos. The advisors winning new business are the ones who've figured out how to bridge them. Level was built to make that bridge native.
Kevin Delo Read
Data
The Data Advantage That Used to Belong Only to the Largest Firms
Historically, enterprise-scale analytics on advisor engagement and product usage were reserved for the biggest players. We're changing that — giving every firm the kind of intelligence that used to require a dedicated data science team.
Linda Bready Read