ClairFi names CPA veteran Lisa Sretenovic to lead firm partnerships

ClairFi Technologies has hired veteran CPA Lisa Sretenovic as managing director for strategic alliances and ecosystem education, expanding its push into CPA firm partnerships. The move is meant to help accounting firms offer private investment access and coordinated wealth strategy to high-income clients without adding staff or compliance burden. Why it matters: - ClairFi is betting that CPA firms want to go beyond compliance work and capture more of the wealth-advice conversation with clients. - The company is positioning ClairAlpha as a zero-cost partner platform that can help firms offer private investments, tax-coordinated strategy and institutional-style infrastructure. - The hire could give ClairFi a stronger channel into accounting firms that already serve high-income and accredited-investor clients. What happened: - ClairFi Technologies appointed Lisa Sretenovic, CPA/CITP/CGMA/CAAS, as managing director of Strategic Alliances & Ecosystem Education for ClairAlpha. - The announcement was made June 19, 2026, from Frisco, Texas. - ClairFi said the role is designed to expand its CPA partnership program. - Sretenovic will work directly with CPA and accounting firms as partner adviser. The details: - ClairAlpha is ClairFi’s B2B partner enablement platform and advisory services business. - The platform is described as a purpose-built distribution infrastructure for tax-coordinated private investments. - ClairAlpha gives CPA firms, RIAs and investment sponsors access to a turn-key, compliance-ready system for connecting high-income clients and accredited investors to private placements. - The platform includes vetted 506(b)/(c) private placements, AI-powered tax mapping through ClairAI and subscription workflow automation. - ClairAlpha Advisors LLC provides the compliance infrastructure and operates as a registered investment adviser under a fiduciary standard. - Participating firms receive revenue-share economics for each referred client. - ClairFi says firms can enroll at zero cost. - Sretenovic brings more than 30 years of experience as a controller, CFO and public accounting partner across real estate investment, SaaS, telecommunications, manufacturing, hospitality and oil & gas. - She also founded a coaching practice focused on helping CPA firms deepen client relationships through advisory services. - Sretenovic is a member of the AICPA and the Texas Society of Certified Public Accountants. - She serves on the Texas Society of CPAs Financial Literacy Committee. - She has served on the board of Texas Accountants and Lawyers for the Arts and volunteered with SCORE. - Sretenovic has spoken at the City of Austin Small Business Expo, UT Austin, Baylor University, Austin Community College and the International Financial Coach Conference. - She is based in Austin, Texas. - CPA firms can schedule a discovery conversation at More information . - ClairAlpha’s website lists additional details at the company’s announcement . - ClairFi Technologies says it serves high-income professionals with $1 million to $15 million in net worth through its Private Wealth Office platform. - ClairFi is headquartered at The Star in Frisco, Texas. - The company says its Alpha Endowment model coordinates tax strategy, investment management and financial planning through an AI-powered system. Between the lines: - ClairFi is trying to make its platform look complementary to CPA firms, not competitive with them. - Sretenovic’s background as both a CPA leader and advisor coach gives ClairFi a credible spokesperson for that message. - The partnership pitch is aimed at firms that want to answer client questions about private placements without building the infrastructure themselves. What’s next: - ClairFi is inviting CPA firms to explore partnership conversations through its discovery call process. - The company is likely to keep leaning on accounting-firm channels as a growth path for ClairAlpha. - Sretenovic’s main task will be translating the platform’s technical offering into a simple case for CPA firms and their clients. The bottom line: - ClairFi is formalizing its CPA-firm strategy with a veteran accounting executive who can sell the value of private-investment access as an extension of existing client relationships.