Clear Street
Clear Street is a privately held, New York-based cloud-native brokerage offering clearing, custody, prime brokerage, execution and investment banking. Its equity research group, launched in 2024, concentrates on small- and mid-cap stocks in digital assets, disruptive technology, energy transition, biotechnology and specialty finance.
Activity24M
RatingsPrice targetsKey figures
- Stocks covered
- 3112M
- Actions
- 4012M
- Ratings / Price targets
- 40 / 0
- Upgrades / Downgrades
- 6 / 3
- Buy-rated
- 87%of 31 rated
- On record
- Jun 2025 – Apr 2026
Overview
Under research director Mara Goldstein, a former Mizuho biotechnology analyst, Clear Street began coverage in November 2024 with bitcoin miners and energy-transition stocks. It added biotechnology in December 2024, business development companies and closed-end funds investing in collateralized loan obligations in July 2025, and fintech in September 2025. Private-company research followed in August 2026. Coverage focuses on companies with market values of roughly $100 million to $5 billion. Clear Street says its financing, trading and research services share real-time data and a support team on one platform. Clients can access private-company research alongside pre-IPO investment opportunities.
Uri Cohen, Chris Pento and Sachin Kumar founded Clear Street in New York in 2018 to build a cloud-native clearing, custody and prime-brokerage platform. It launched investment banking in June 2023 and hired former Cboe chief executive Ed Tilly, who became CEO. Clear Street filed for a Nasdaq IPO in January 2026 but withdrew it in February amid market volatility. Tilly retired in June 2026 and Cohen, the executive chairman, became CEO.
Milestones
- 2018
Founded in New York as a cloud-native brokerage
- 2023
Launches investment banking
- 2024
Launches equity research group under Mara Goldstein
- 2026
Files for Nasdaq IPO, then withdraws it
Co-founder Uri Cohen succeeds Ed Tilly as CEO
Firm facts
- Legal name
- Clear Street Group Inc.
- Type
- Full-service
- Founded
- 2018
- Headquarters
- New York, United States
- Chief Executive Officer and Co-founder
- Uri Cohen
- Director of Research
- Mara Goldstein
- Website
- clearstreet.io
Research philosophy
Access without insight is only half the opportunity.
At the launch of biotechnology coverage in 2024, research director Mara Goldstein said the team would highlight companies that receive limited research coverage but matter to clients such as specialist hedge funds.
Rating methodology
Its published ratings include Buy and Hold.
Coverage12M
Sectors
Most covered24M
Recent actions
| Date | Stock | Rating action | Rating |
|---|---|---|---|
| Apr 29 |  Amber International Holding LtdAMBR | Reiterate | Buy |
| Apr 29 |  Plug Power Inc.PLUG | Reiterate | Buy |
| Apr 17 | MYMYR Group Inc.MYRG | Reiterate | Buy |
| Apr 17 |  MasTec, Inc.MTZ | Reiterate | Buy |
| Apr 7 |  Protagonist Therapeutics, Inc.PTGX | Reiterate | Buy |
| Mar 20 |  Planet Labs PBCPL | Reiterate | Buy |
| Mar 20 |  Bakkt Holdings, Inc.BKKT | Reiterate | Buy |
| Mar 18 |  Circle Internet GroupCRCL | Reiterate | Buy |
| Mar 16 | Circle Internet GroupCRCL | Upgrade | Hold →Buy |
| Mar 11 | MLMoonLake ImmunotherapeuticsMLTX | Reiterate | Buy |
| Mar 11 |  Arq, Inc.ARQ | Reiterate | Buy |
| Mar 10 | DNDianthus Therapeutics, Inc.DNTH | Reiterate | Buy |