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 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.

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Simplify's Take

What believers are saying

  • Clearwater's acquisition of Enfusion expands its platform with front-to-back capabilities.
  • The rise of alternative assets creates new market opportunities for Clearwater's services.
  • Increased demand for cloud-based solutions aligns with Clearwater's SaaS model.

What critics are saying

  • The $1.5 billion Enfusion acquisition could strain Clearwater's financial resources.
  • Integration of Beacon and Blackstone’s Bistro may present operational challenges.
  • Expansion into Asia-Pacific exposes Clearwater to geopolitical and regulatory risks.

What makes Clearwater Analytics unique

  • Clearwater offers a comprehensive SaaS platform for investment management and analytics.
  • The platform automates data reconciliation and reporting, reducing manual workload for clients.
  • Clearwater's technology is endorsed by major financial institutions for its accuracy and transparency.

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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

Yahoo Finance
Apr 16th, 2025
Clearwater Analytics To Participate In Upcoming Investor Conferences In Second Quarter 2025

BOISE, Idaho, April 16, 2025--(BUSINESS WIRE)--Clearwater Analytics Holdings, Inc. (NYSE: CWAN), ("Clearwater Analytics" or the "Company"), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced that members of its executive leadership team will be participating in the following investor conferences in the second quarter of 2025.Clearwater Analytics Chief Executive Officer Sandeep Sahai will join a fireside chat and participate in one-on-one meetings at the J.P. Morgan 53rd Annual Global Technology, Media and Communications Conference in Boston on Wednesday, May 14, 2025.Clearwater Analytics Chief Financial Officer Jim Cox will join a fireside chat and participate in one-on-one meetings at the William Blair 45th Annual Growth Stock Conference in Chicago on Wednesday, June 4, 2025.Mr. Cox will present at the Oppenheimer's Annual Software Bus Tour in Santa Clara, CA on Tuesday, June 10, 2025.Mr. Sahai will join a fireside chat and participate in one-on-one meetings at the Morgan Stanley US Financials Conference in New York City on Wednesday, June 11, 2025.Mr. Cox will join a fireside chat and participate in one-on-one meetings at the D.A

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.

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Client Servicing Associate

Noida, Uttar Pradesh, India

Service Delivery Manager

Boise, ID, USA

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 →