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Jonathan Lipton · New York City Metropolitan Area.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Jonathan Lipton is listed as CEO & Co-founder at Clade.
Experience
CEO and Co-FounderCurrent
Clade · New York City Metropolitan Area
Jan 2017 – Present
Clade is the AI platform built for institutional investment teams — across intake, diligence, and portfolio monitoring. Purpose-built for the workflows horizontal AI tools weren't designed to handle: unlimited context windows for institutional-scale document sets, continuous agents that work across vintages and entities, and strategy-aware ontologies with entity resolution across managers and vehicles. Built on an enterprise trust layer with SOC 2 Type II, granular permissions, full auditability, and no training on client data. Used by endowments, pensions, RIAs, OCIOs, insurance companies, family offices, the consultants who serve them, and the fund managers they back.
Managing MemberCurrent
Big Echo Holdings · New York, United States
Sep 2019 – Present
Education
- Georgetown University — Bachelor’s Degree
- Columbia Business School — Master of Business Administration (M.B.A.)