ClearPoint is an industry leader in fiduciary services, investment management, recordkeeping and reporting, with regulatory and compliance expertise. ClearPoint is independently owned and operated, and has been serving funeral homes and cemetery professionals since 1998. We are here to support you with quality trust products and services important to you as you build, maintain, and grow your business.

Our leadership team is comprised of some of the most highly qualified, experienced, and dynamic professionals in the deathcare industry. Our experience and dedication to the industry, combined with our service and commitment to you, ensures that you are giving your families the very best when you partner with ClearPoint.

Our dedication to the industry, along with our financial strength, drives our clear vision of exponential growth and our commitment to you.