Clearwater Analytics

Clearwater Analytics

Cloud-based investment management platform

About Clearwater Analytics

Simplify's Rating
Why Clearwater Analytics is rated
B
Rated B on Competitive Edge
Rated A on Growth Potential
Rated C on Rating Differentiation

Industries

Data & Analytics

Enterprise Software

Financial Services

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Boise, Idaho

Founded

2004

Overview

Clearwater Analytics provides a cloud-based platform that helps organizations manage their investment portfolios. It serves various clients, including asset managers, corporations, insurers, and public sector entities, focusing on investment management and portfolio analytics. The platform consolidates investment data into a single view, allowing clients to make informed decisions while automating manual processes like data reconciliation and reporting. This reduces workload and enables clients to concentrate on strategic activities. Clearwater operates on a Software-as-a-Service (SaaS) model, charging subscription fees based on the assets under management. The platform is recognized for its transparency, accuracy, and ability to deliver daily, audit-quality data, which enhances clients' investment management capabilities. Clearwater's goal is to simplify investment management and help clients achieve better investment outcomes.

Simplify Jobs

Simplify's Take

What believers are saying

  • Clearwater's acquisition of Enfusion enhances its front-to-back investment management capabilities.
  • Growing demand for cloud-based solutions boosts Clearwater's market potential.
  • Expansion in Asia-Pacific offers new growth opportunities for Clearwater.

What critics are saying

  • Enfusion acquisition may strain Clearwater's financial resources and increase debt levels.
  • Integration of Beacon and Blackstone’s Bistro could distract from core operations.
  • Secondary offering of 25 million shares may affect stock prices and investor sentiment.

What makes Clearwater Analytics unique

  • Clearwater offers a cloud-based platform for comprehensive investment management solutions.
  • The platform automates data reconciliation and reporting, reducing manual workload for clients.
  • Clearwater's SaaS model ensures steady recurring revenue through subscription fees.

Help us improve and share your feedback! Did you find this helpful?

Funding

Total Funding

$545M

Above

Industry Average

Funded Over

1 Rounds

Secondary funding comparison data is currently unavailable. We're working to provide this information soon!
Secondary Funding Comparison
Coming Soon

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Parental Leave

Paid Vacation

Paid Sick Leave

401(k) Company Match

Company Equity

Remote Work Options

Flexible Work Hours

Company News

Business Wire
Mar 13th, 2025
Clearwater Analytics to Acquire Beacon and Blackstone’s Bistro to Deliver Investment Intelligence Across Private Markets

Clearwater Analytics (NYSE: CWAN) (“Clearwater”) today announced two strategic acquisitions, marking a major step toward transforming investment manag

Alternative Credit Investor
Mar 12th, 2025
Clearwater Analytics makes private credit tech acquisitions

Clearwater will acquire Beacon for an aggregate purchase price of approximately $560m (£433m), 60 per cent of which will be paid in cash.

Hedge Fund Alpha
Feb 24th, 2025
Clearwater Analytics Addresses The Rise Of Alternative Assets With Key Leadership Appointment

Boise, ID - February 24, 2025 - Clearwater Analytics (NYSE:CWAN), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, has added Yuriy Shterk as Global Head of Alternatives.

Stock Titan
Feb 3rd, 2025
Clearwater Analytics Secures $800M Loan for Acquisition

Clearwater Analytics (NYSE: CWAN) has announced the launch of an $800 million Term Loan B Facility, maturing in 2033, to partially fund its acquisition of Enfusion, Inc. (NYSE: ENFN) for a total transaction value of approximately $1.5 billion. The financing strategy includes both debt and equity issuance, aiming to balance capital allocation while maintaining operational flexibility. The acquisition is expected to enhance Clearwater's market presence in investment management solutions.

ConnectWeb
Jan 28th, 2025
Clearwater Analytics Accelerates Growth in Asia-Pacific with Leadership Appointments and Award Recognition

Clearwater Analytics (NYSE: CWAN), a leading worldwide provider of investment management, accounting, reporting, and analytics solutions, has appointed George Hindmarsh as Head of Sales and Business Development for Asia-Pacific.

Recently Posted Jobs

Sign up to get curated job recommendations

Client Servicing Team Lead

Noida, Uttar Pradesh, India

Software Development Engineer

Boise, ID, USA

Procurement Specialist

Noida, Uttar Pradesh, India

See All Jobs

Clearwater Analytics is Hiring for 89 Jobs on Simplify!

Find jobs on Simplify and start your career today

💡
We update Clearwater Analytics's jobs every few hours, so check again soon! Browse all jobs →

People Also Viewed

Discover companies similar to Clearwater Analytics

Clear Capital

Clear Capital

Reno, Nevada

SS&C

SS&C

Windsor, Connecticut

Clear Street

Clear Street

New York City, New York

Software Development Engineer

Boise, ID, USA

Procurement Specialist

Noida, Uttar Pradesh, India

See All Jobs

Clearwater Analytics is Hiring for 89 Jobs on Simplify!

Find jobs on Simplify and start your career today

💡
We update Clearwater Analytics's jobs every few hours, so check again soon! Browse all jobs →

People Also Viewed

Discover companies similar to Clearwater Analytics

Clear Capital

Clear Capital

Reno, Nevada

SS&C

SS&C

Windsor, Connecticut

Clear Street

Clear Street

New York City, New York