Clarity AI

AI-native platform for extra-financial intelligence across ESG, climate, and regulatory compliance.

Technology Firm Compliance Data Infrastructure Portfolio Analytics Reporting Automation Research Risk Management 📍 United States of America Est. 2017 100–500 employees SaaS
Visit Website Request Info Last reviewed: April 2026

Overview

ESG and sustainability data have a well-documented quality problem: legacy providers show discrepancies greater than 20% in roughly one in eight direct emissions data points, according to Clarity AI’s own research across 30,000+ data points. Clarity AI addresses this by replacing analyst-driven data collection with a hybrid model that pairs domain experts with machine learning, applied at scale to over 2.3 million private companies, 98,000 issuers, 450,000 funds, and 400 sovereigns. Full source traceability and confidence-level transparency accompany every data point, which matters for family offices facing regulatory scrutiny or managing sustainability-mandated allocations.

For investment teams, the platform consolidates 700 sustainability metrics into a single dashboard and automates regulatory reporting across frameworks including EU Taxonomy, SFDR, MiFID II sustainability preferences, ESMA naming rules, UK SDR, and Pillar 3 ESG risk disclosures. The company claims an 80% reduction in average analysis and reporting time, and up to 90% reduction in time spent on compliance processes. A GenAI assistant draws on over 200,000 corporate reports to support company-level research and portfolio comparisons.

Key capabilities relevant to family offices include:

  • Portfolio climate scenario modeling and Net Zero alignment tracking
  • Automated regulatory compliance reporting across EU, UK, and international frameworks
  • AI-driven company research assistant with conversational portfolio analysis
  • API, datafeed, and MCP integrations for embedding data into existing workflows
  • Custom methodology support for offices with proprietary ESG frameworks

Clarity AI is primarily built for institutional asset managers, banks, and large investment platforms; clients include BlackRock, BNP Paribas, Santander, HSBC, and ING. Family offices are mentioned explicitly as a client type but appear secondary to institutional mandates. Pricing is not disclosed publicly, and the platform’s depth may exceed what smaller family offices need if sustainability reporting requirements are limited.

"Data reliability is core to what we do, and we see huge benefits in using advanced technology to help ensure quality."
Clarity AI

Product & Capabilities

Main Tasks
ESG and sustainability data provision with source traceability Automated regulatory compliance reporting (EU Taxonomy, SFDR, ESMA, UK SDR, Pillar 3) Portfolio climate risk analysis and Net Zero alignment tracking Company and portfolio sustainability research via AI assistant Impact assessment aligned to UN SDGs Extra-financial risk integration into portfolio management workflows
Assets Supported
Public Equities Funds Fixed Income Private Companies Sovereigns
Top Features
Single-screen dashboard consolidating 700 sustainability metrics Machine learning data reliability scoring with source traceability GenAI assistant drawing on 200,000+ corporate reports Climate scenario modeling and Net Zero progress tracking Automated EU Taxonomy, SFDR, and MiFID II reporting tools ESMA fund naming rules and UK SDR compliance tools Pillar 3 ESG risk disclosure automation API, datafeed, and MCP integrations Custom methodology configuration for client-specific ESG frameworks Coverage of 2.3M private companies, 98,000 issuers, 450,000+ funds, 400+ sovereigns
Technology
SaaS
Platform
White-label Available
Integrations
BlackRock BNP Paribas Caceis SimCorp Visa

Company

OwnershipVenture-backed
Total AUM / Assets$70 trillion
Offices
New York London Madrid Paris Berlin Abu Dhabi Riyadh
Top Markets
United States United Kingdom Germany France Spain United Arab Emirates Saudi Arabia Japan Europe
Key People
RM
Rebeca Minguela
Founder and CEO
PP
Patricia Pina
Chief Research Officer
TW
Tom Willman
Regulatory Lead
LS
Lorenzo Saa
Chief Sustainability Officer
SK
Steven Klooster
Chief Financial Officer
Recognition
Forrester Wave: ESG Data & Analytics Leader - Q3 2024

Clients & Focus

Firm Type Technology Firm
AUM / Assets Tracked$70 trillion

Contact

Headquarters
379 West Broadway, 5th Floor, Office 550, New York 10012, USA