Professional Services Firm CLA Partners with KlariVis, an Analytics Solution for Financial Services Sector

CLA (CliftonLarsonAllen LLP), which claims to be the eighth largest professional services firm in the United States, and KlariVis, a visually interactive dashboard and analytics solution for the financial services industry, announced a new nationwide strategic relationship “to support community banks and their ability to strategically leverage data.”

CLA will be “an exclusive provider of KlariVis, who has quickly become a preferred solution for innovative banks looking to unlock the power of their data in an easy-to-use, modern, interactive dashboard and analytics platform.”

The KlariVis platform “compiles and aggregates high-value actionable data across disparate systems into an intuitive, interactive dashboard that provides financial institutions of all sizes with timely insights that empower teams, drive profitability, and improve productivity at every level of the organization.”

Susan Sabo, CLA’s managing principal of the financial services practice, said:

“We’re always seeking ways to provide our financial services clients with greater insights and KlariVis will help provide them with improved information by leveraging data already on hand. Our relationship with KlariVis brings together two companies intent on building relationships with our clients and helping them grow and be successful in today’s market.”

Kim Snyder, CEO and Founder of KlariVis, said:

“We are thrilled to join forces with CLA, a true leader in the banking industry. Our combined banking and data analytics experience will empower their clients to better understand and utilize data, transform customer experience, make informed, strategic decisions, and safeguard their institutions.”

As noted in the update, CLA exists “to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.”

With more than 8,500 people, nearly 130 U.S. locations, and a global vision, they promise “to know you and help you.”

Created by veteran community bank executives, KlariVis enables banks of any size to accelerate growth by “leveraging the data that is locked in its siloed banking systems.”

Developed on a modern technology stack, KlariVis lets banks “see data in a way that empowers their teams and customers to live and work better.”

With the time saved on analysis, banks can “put their new insights to work towards building a better organization.”



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Disclosure Quest

Reg A - Form 1-A Filings Beta

Beta. Initial Form 1-A only. Target raise is the stated Amount to be Raised, totaled. Compared with the same dates one year earlier.

YTD: Jan 1, 2026 - Oct 26, 2026 vs Jan 1, 2025 - Oct 26, 2025

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Number of Filings131Prior 126 +4.0%
Target Raise, Total$3.40BPrior $3.54B -3.9%
This YTDYear priorChange
Filings 131 126 +4.0%
Target raise $3.40B $3.54B -3.9%

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Source: DisclosureQuest. Initial Form 1-A only.

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