CompanyAbout Claras
Making financial advice human again
We're eliminating the admin that stands between financial advisers and their clients.
Our mission
We believe financial advisers do their best work when they can focus on what matters - guiding their clients through life's important decisions. But today's advisers are caught in a web of administrative tasks that pull them away from these crucial conversations.
What started as a solution for file notes has evolved into something more ambitious: transforming how advisers work. We don't think of Claras as just another 'tool', but as a better 'way' to deliver advice - one that puts human connection back at the centre. Today, advisers across Australia use Claras to help their clients achieve better outcomes.
The Numbers
- File Notes Created
- 45.0K
- Minutes Saved
- 1.5M
- Practices Onboard
- 500+
- Clients Guided
- 22.0K
Meet the team
Claras began while building a workflow platform for one of Australia's largest licensees. We discovered financial advisers were spending hours writing file notes, with some turning to ChatGPT despite privacy and standardisation concerns. Having built AI products for healthcare and finance, we saw an opportunity to apply our expertise to solve this specific challenge.
Hover any card to read their story. Tap on mobile.
Connor Disselkoen
Co-Founder
Stuart Riddle
Co-Founder
Kieren Black
Head of Brand & Marketing
Tsogt Otgonbaatar
Software Engineer
Advisory board
We've assembled industry pioneers who challenge the status quo, providing strategic guidance, insights and critical feedback to keep us focused on what matters most to advice practices. These hands-on collaborators are passionate about transforming how advisers work, not boardroom formalities.
Adele Martin
Adviser
Martin McGrath
Adviser
Patrick Flynn
Adviser
Partnerships
Build the future of advice with us.
We work with licensees, practice management platforms, and industry groups to bring better tools to financial advisers. If you're building in the advice space, we'd love to hear from you.
Start a conversationLicensees
Bring compliant AI to your adviser network. Australian hosting, PII redaction, and template controls built for ASIC-regulated practices.
Software platforms
Integrate file notes, transcription, and advice tooling with your practice management, CRM, or advice platform.
Industry bodies
Collaborate on standards, education, and research that shape the future of advice technology in Australia.
Adviser networks
Partner on programs, training, and member benefits for the advisers across your community.