Claro Advisors, a wealth management firm, has launched its AI-powered wealth tech platform to boost resources and tools for financial advisors to offer tailored services to clients. 

The platform, called the Claro Intelligent Hub, is a proprietary operating system that creates AI-backed recommendations that assist advisors with providing “enhanced” financial advice totheir clients. 

Additionally, the platform includes two other initiatives, the Claro Growth Program and Claro Portfolio Engine, which are backed by technology for bringing on prospective clients for advisors and helping with cash management capabilities and tax-aware portfolio strategies. 

Some of the capabilities on Claro’s Portfolio Engine include “rebalancing, tax-loss harvesting, liquidity management, portfolio transitions, and billing,” the firm said. 

The Intelligent Hub generates technology from NDVR, a wealth tech company, which Claro acquired in November 2025. 

As AI integration rapidly gains attention among investors, many wealth management firms have begun implementing AI abilities across platforms to better support financial advisors, their services, and clients. 

Recently, Advisor360° rolled out its AI-native Wealth Operating System, and RIA Advisors Capital Management partnered with wealthtech platform WealthFeed to offer growth and engagement opportunities for advisors. 

Boston-based Claro Advisors manages $1.2 billion in assets under management for 3,371 accounts, according to its latest Form ADV updated in January. 

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