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Clarity AI

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

Founded 2017United States of AmericaSaaS
$70 trillionAssets on platform / AUM
100–500Employees
2017Founded
01 — Overview

What Clarity AI does

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.

The assessment

Strengths. Reliable data, proprietary ratings for impact and risk, technology platform to visualise and customise the analyses.; Data: large database of environmental and social impact information by aggregating and cleaning structured and unstructured data.; Research and methodologies: various societal and environmental impact/sustainability modules seamlessly integrated into our tech platform, including ESG risk, ESG impact, UN SDGs and climate, impact of products and services. Additionally, our software tool also allows score/rating customisation and reporting.; Technology: Unique tech capacity enables seamless sustainability analysis and reporting of investment portfolios.; Bankable assets; Dedicated modules for EU regulation (SFDR and EU Taxonomy), offering one solution to cover regulatory disclosure needs.; Principal adverse impacts and EU Taxonomy alignment for over 30.000 companies.; TCFD score, which measures the alignment of organisations and portfolios with these recommendations..

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

On Clarity AI, from a family-office user
02 — Product & capabilities

What it covers

Core 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
Notable 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
Assets supported
Public EquitiesFundsFixed IncomePrivate CompaniesSovereigns
Platform & technology
Artificial IntelligenceCustom ReportingData IngestionBenchmarkingCustom DevelopmentWhite-labeling
03 — Company

The firm behind it

Founded
2017
Employees
100–500
Ownership
Venture-backed
Software type
SaaS
Headquarters / markets
United States of America
Offices
New York, London, Madrid, Paris, Berlin, Abu Dhabi, Riyadh
Key people
RRebeca MinguelaFounder and CEO
PPatricia PinaChief Research Officer
TTom WillmanRegulatory Lead
LLorenzo SaaChief Sustainability Officer
SSteven KloosterChief Financial Officer
Recognition
  • Forrester Wave: ESG Data & Analytics Leader - Q3 2024
04 — Clients & fit

Who it’s for

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, Fund Managers.

Customisation of methodologies, to allow clients to reflect their sustainable investing policies.API/widget integrations also provide for customisation.