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

Total Funding

$705.5M

Headquarters

Boise, Idaho

Founded

2004

Overview

Clearwater Analytics provides a cloud-based platform that helps organizations manage their investment portfolios. The platform serves various clients, including asset managers, corporations, insurers, and public sector entities, by offering tools for compliance, risk management, and performance analytics. Clearwater consolidates investment data into a single view, allowing clients to make informed decisions while automating manual processes like data reconciliation and reporting. This Software-as-a-Service (SaaS) model allows clients to subscribe to the platform, generating recurring revenue for Clearwater based on the assets under management. The technology is well-regarded in the financial industry, known for its transparency and accuracy, and endorsed by major institutions like J.P. Morgan and Transamerica. Clearwater's goal is to simplify investment management, enabling clients to focus on achieving better investment outcomes.

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Simplify's Take

What believers are saying

  • Acquisition of Enfusion enhances Clearwater's market presence in investment management solutions.
  • Integration with Snowflake enables advanced AI capabilities for asset managers.
  • Expansion in Asia-Pacific and EMEA regions strengthens global market reach.

What critics are saying

  • Integration challenges with Enfusion may disrupt existing post-trade services.
  • $800 million debt for Enfusion acquisition could strain financial resources.
  • Rapid expansion may lead to operational inefficiencies and cultural dilution.

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 provides recurring revenue through subscription fees based on AUM.

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Funding

Total Funding

$705.5M

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

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.

Business Wire
Jan 16th, 2025
Clearwater Analytics to Acquire Enfusion for $1.5 Billion Expanding its Investment Management Platform with Front-to-Back Capabilities

Clearwater Analytics (NYSE: CWAN) (“Clearwater”) and Enfusion, Inc. (NYSE: ENFN) (“Enfusion”) today announced their entry into a definitive merger agr

Webrazzi
Jan 14th, 2025
Clearwater, Enfusion’U 1,5 Milyar Dolara Satın Alıyor

Clearwater Analytics, finansal teknoloji sektöründeki etkisini genişletmek amacıyla ABD merkezli yazılım şirketi Enfusion’u 1,5 milyar dolarlık bir anlaşmayla satın alacağını duyurdu.Edwin van Os tarafından kurulan Enfusion'un hissedarlarının her hisse için 5,85 dolar nakit ve Clearwater hissesi alacağını belirtelim. Enfusion'un hisse başına değerini 11,25 dolar olarak belirlendi. Satın alma haberinin ardından şirketin hisseleri yüzde 9 yükseldi.Yatırım portföyleri için finansal raporlama, muhasebe ve analiz hizmetleri sunan bir yazılım şirketi Clearwater CEO'su Sandeep Sahai, satın almanın iki şirketin birbirini tamamlayan hizmetleri sayesinde müşterilere daha kapsamlı bir çözüm sunacağını belirtti. “Clearwater işlem sonrası hizmetlere odaklanırken, Enfusion’un uzmanlık alanı işlem öncesi sistemler. Bu birleşme, müşterilerimiz için büyük bir fırsat yaratacak” diyerek satın alma anlaşmasının öneminin altını çizdi.Hedge fonlar ve yatırım fonlarına portföy yönetim ve risk sistemleri sağlayan Enfusion, 2024 yılı için 201-202 milyon dolar gelir hedefliyor.J.P. Morgan ve Goldman Sachs gibi finans sektörünün bilinen şirketlerinin danışmanlık yaptığı satın almanın, 2025 yılının ikinci çeyreğinde tamamlanması bekleniyor.Bu satın almanın Clearwater’ın uluslararası büyüme stratejisini desteklerken hedge fon sektörüne girmesini sağlıyor diyebiliriz

Coverage
Jan 13th, 2025
Clearwater Analytics To Acquire Enfusion

Clearwater Analytics <i class="fa fa-info-circle company-popover" data-content="h3Clearwater Analytics/h3. div. table

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