Clarity. Structure. Operational Excellence.

ClearPoint Consulting was created to help organizations strengthen their compliance, governance, and operational workflows with clear processes, reliable structure, and hands-on support. Modern companies face increasing regulatory expectations, growing vendor ecosystems, and cross-functional responsibilities that demand accuracy, consistency, and clear documentation. We exist to make that easier.

With experience supporting compliance, legal operations, corporate governance, third-party risk processes, KYC/AML workflows, and entity management, ClearPoint brings a practical, operations-focused approach to every engagement. Our work bridges the gap between policies and execution — helping teams transform complex requirements into simple, effective, repeatable processes.

We believe that operational excellence is the foundation of strong compliance and governance programs. Our services provide the structure companies need to stay efficient, organized, audit-ready, and confident in their day-to-day compliance activities.

What We Do

We support organizations with:

• Compliance Operations Consulting

• Third-Party Risk (TPRM) Support

• KYC/AML Coordination

• Vendor Risk Support

• Third-Party Support

• Governance & Entity Management Consulting

• Legal Operations Support

• Policy & SOP Development

• Documentation & Workflow Design

• Cross-functional Operational Improvements

• Startup Operations Consulting

Our Approach

We are committed to providing clear communication, reliable execution, and practical solutions that your team can use immediately. Whether you need support on a single project or ongoing operational assistance, CPC delivers the clarity and structure that modern compliance and governance functions require.

Our Mission

To help organizations operate with integrity, efficiency, and confidence by providing high-quality compliance and governance operational support.

Let’s Work Together

If you need support building, organizing, or improving your compliance or governance workflows, we’re here to help.