Clearwater Analytics logo — Empowering institutional investors with cloud-based investme...

Clearwater Analytics

Empowering institutional investors with cloud-based investment accounting, reporting, and analytics for informed decisions and regulatory compliance.

Founded 2004 United States Boise, United States 1863 employees Total: $9.49B

General Information

Company Name Clearwater Analytics
Founded Year 2004
Location United States Boise, United States
Employees 1863
Business Model B2B, SaaS, Platform
Revenue Model Subscription, Usage Based, Tiered Pricing
Social

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About Clearwater Analytics

Clearwater Analytics (NYSE: CWAN) stands out as the leading provider of cloud-based solutions for investment accounting, reporting, and analytics. Founded in 2004, the company has cultivated a strong foothold in streamlining financial operations for institutional investors globally.

Catering to an extensive client roster, including American Family Insurance, Cisco, and Facebook, Clearwater manages over $6.4 trillion in assets across thousands of accounts daily. This robust capability underscores its commitment to enhancing decision-making processes and ensuring regulatory compliance for corporate treasuries, insurance companies, and investment managers worldwide.

With headquarters in Boise, Idaho, and offices across key global financial hubs, Clearwater Analytics expands its influence by collaborating with numerous custodians and financial institutions. The company achieved a significant milestone with a Post-IPO Secondary investment in March 2024, underscoring its market resilience and growth potential. This positions Clearwater as a compelling prospect for investors focused on technological innovation in the financial sector.

Taxonomy: Cloud-Based Solutions, Investment Accounting, Portfolio Reporting, Financial Analytics, Risk Reporting, Performance Reporting, Reconciliation Services, Corporate Treasury Services, SaaS Solutions, Investment Data Aggregation, Automated Accounting, Institutional Investors

Services & Products

Unified Front-to-Back Investment Platform
Portfolio and Order Management
Real-Time Risk Management
Data Aggregation and Analytics
Automated Workflows

Target Customers

Asset Managers Banks Corporate Treasuries Energy Companies Hedge Funds Insurance Firms Pensions and Endowments Public Sector Entities

Funding Rounds & Investors (9)

View All
Funding Stage Amount Investors Lead Investors Date
Buyout $8.40B 2
Warburg Pincus, Permira
01 Dec 2025
Secondary Market Undisclosed -
01 Nov 2024
Post-IPO Secondary Undisclosed -
01 Mar 2024
Secondary Market $350.00M -
01 Nov 2023
Secondary Market $195.00M -
01 Mar 2023
IPO $540.00M -
01 Sep 2021
Late VC Undisclosed 4
Warburg Pincus, Dragoneer Investment Group +2
01 Oct 2020
Buyout Undisclosed 1
Welsh, Carson, Anderson & Stowe
01 Sep 2016
Growth Equity VC Undisclosed 1
Summit Partners
01 Dec 2010

Clearwater Analytics Alternatives & Competitors

Clearwater Analytics vs
GRMA
GRMA United States

Curated Data & Reporting--Complete SaaS Solution and Investment Risk Management Advisory Services

9 employees
Financial Services, Fintech
Clearwater Analytics vs

MBSATA provides an extensive range of Accounting Services to Businesses, NFP Organizations & HNW Ind...

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Clearwater Analytics vs
Preqin
Preqin United Kingdom

Visit the Home of Alternatives at www.preqin.com

Acquired
442 employees

FAQ About Clearwater Analytics

Empowering institutional investors with cloud-based investment accounting, reporting, and analytics for informed decisions and regulatory compliance.
Clearwater Analytics was founded in 2004.
Clearwater Analytics is headquartered in Boise, United States.
Clearwater Analytics has a B2B, SaaS and Platform business model. Its revenue comes from Subscription, Usage Based and Tiered Pricing.
Clearwater Analytics has approximately 1863 employees.
Clearwater Analytics has completed 9 funding rounds, raising a total of $9.49B.
Clearwater Analytics offers: Unified Front-to-Back Investment Platform, Portfolio and Order Management, Real-Time Risk Management, Data Aggregation and Analytics, Automated Workflows.
Top alternatives and competitors to Clearwater Analytics include GRMA, MBS Accounting Technology & Advisory, Preqin, Clappform. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Clearwater Analytics and GRMA are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Clearwater Analytics, https://bouncewatch.com/company/clearwater-analytics, updated 7 April 2026. When citing, please name BounceWatch and link this page.

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