Clear Street Group
Logotype for Clear Street Group Inc

Clear Street Group (CSIG) investor relations material

Clear Street Group has been private

Clear Street Group Registration Filing summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Clear Street Group Inc
Registration Filing summary11 Feb, 2026

Company overview and business model

  • Operates a cloud-native, end-to-end capital markets platform unifying trading, risk management, and financing for sophisticated investors across asset classes and geographies.

  • Platform supports over 2,000 clients, $31.3B in daily trading activity, and $17.7B in interest-bearing client balances as of late 2025.

  • Revenue is generated primarily from net financing (margin, stock loan, custody) and transaction fees (commissions, clearing, investment banking).

  • Platform is designed for scalability, rapid application deployment, and real-time data, serving individuals, institutions, intermediaries, and corporates.

  • Recent expansion includes acquisition of Boom Securities in Asia-Pacific and Pulse Prime Technologies for digital assets.

Financial performance and metrics

  • Net revenues for 2025 estimated at $1.04–$1.06B, up from $463.6M in 2024, reflecting 160% year-over-year growth for the first nine months of 2025.

  • Net income for 2025 estimated at $220–$236M, up from $89.1M in 2024.

  • Adjusted EBITDA for 2025 estimated at $460–$484M, up from $142.9M in 2024.

  • Interest-bearing client balances averaged $14.4B in 2025, up 85% from 2024; average daily trades and volume also increased significantly.

  • High client retention: 99.4% of institutional and intermediary clients retained in 2024.

Use of proceeds and capital allocation

  • Estimated net proceeds of $922.4M (or $1.06B if underwriters' option exercised) at a $42/share midpoint.

  • Proceeds intended for working capital, capital expenditures, general corporate purposes, and potential acquisitions.

  • No current plans to redeem Series A preferred stock with IPO proceeds.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Clear Street Group
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage