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Press

Press & media resources

Boilerplate, founder bio, approved quotes, and downloadable assets for journalists and editors covering Clarity.

Quick facts

Product
Read-only personal finance workspace — banks, brokerages, 401(k)s, IRAs, crypto exchanges, on-chain wallets, and manual assets on one ledger. Lot-level cost basis, wash-sale detection across venues, 1099-DA reconciliation, and Form 8949 / Schedule D exports.
Founded
2025
Headquarters
Remote, United States
Founder
Zach Roth
Pricing
Pro and Wealth plans — see pricing
Coverage
12,000+ banks and brokerages, 130+ crypto exchanges, and 40+ chains — one ledger with lot-level cost basis and 1099-DA reconciliation.
Page last updated
2026-05-19

What Clarity is not

  • Not a robo-advisor

    Clarity does not provide investment advice or allocate funds.

  • Not a money-movement product

    Read-only by design — cannot transfer, trade, or withdraw funds.

  • Not a tax-filing service

    Exports tax-ready data, but does not prepare or file returns.

  • Not a regulated financial professional

    Not a registered investment adviser, broker-dealer, accountant, or law firm.

Boilerplate

One sentence

Clarity is a read-only 24/7 money monitoring system for solo users and couples, watching accounts, records, tax windows, and deadlines across banks, brokerages, retirement accounts, and crypto wallets, operated by FinSync LLC, operating as Raintree Technology.

Short — one paragraph

Clarity puts accounts, records, deadlines, and life-event playbooks in one read-only workspace. Bank passwords never touch Clarity; read-only provider authorizations are encrypted. No money ever moved. Operated by FinSync LLC, operating as Raintree Technology, founded 2025.

Long — three paragraphs

Clarity is one read-only workspace for the financial life that usually lives across portals, records, and calendars. Banks, brokerages, 401(k)s, IRAs, crypto exchanges, and on-chain wallets sync into a single net-worth view that updates on its own, while playbooks and watchers keep tax windows, subscription changes, deadlines, and account issues visible. Coverage spans 12,000+ banks and brokerages, 130+ crypto exchanges, and 40+ chains, with lot-level cost basis and 1099-DA reconciliation. Connections are read-only by design. Bank passwords never touch Clarity; provider tokens and read-only exchange keys are encrypted, and Clarity cannot move user funds.

Clarity is built for the people single-purpose budgeting apps were never built for: self-directed investors tracking real cost basis, households with accounts at six different institutions, and crypto-native users who need their on-chain holdings to count toward net worth. They get accurate math, tax-ready exports, and a workspace that does not sell their data or monetize through credit-card affiliate offers.

Clarity is operated by FinSync LLC, operating as Raintree Technology. Clarity is not a registered investment adviser, broker-dealer, accountant, or law firm.

Founder

Zach Roth— Founder & CEO

Zach spent years reconciling his own finances by hand — pulling CSVs from exchanges, retyping balances from broker statements, and stitching it together in a spreadsheet once a quarter just to answer "how much do I actually have?" He started Clarity in 2025 to build the workspace for users whose finances had outgrown Mint, YNAB, and Personal Capital but were too complex for Monarch or Copilot — self-directed investors, crypto-native households, and multi-account operators who need their net worth, cost basis, and tax math to actually reconcile.

Approved quotes

“Mint, YNAB, and Personal Capital were built when a household had a checking account, a credit card, and maybe a 401(k). The people we serve have six logins, two spouses, a Coinbase account, and a brokerage with real cost basis. The category needs a workspace built for that.”

— Zach Roth, Founder

“The next generation of personal finance software has to treat a Coinbase account, a 401(k), and a checking account as first-class peers — not as a checking account with crypto bolted on. That's the workspace we're building.”

— Zach Roth, Founder

Press kit

Direct downloads. Extended brand guidelines, color, and typography on the brand page.

  • Mark — SVG, light background

    SVG · vector

    Download

  • Mark — SVG, high-contrast background

    SVG · vector

    Download

  • Mark — PNG, 512×512

    PNG · 512×512

    Download

  • Mark — PNG, 192×192

    PNG · 192×192

    Download

  • Founder headshot — Zach Roth

    JPEG · high-res

    Download

  • Product screenshot — desktop

    WebP · high-res

    Download

  • Product screenshot — mobile

    JPG · high-res

    Download

Press contact

Interview requests
Email press@useclarity.app with topic, publication, and target date. Allow 48 hours of lead time when possible.
Fact-checks
Email press@useclarity.app with “FACT-CHECK” in the subject line and a deadline if you have one.
Other inquiries
Use the contact page for partnerships, support, or anything else.