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Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide. For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients. With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.

Website http://www.clearwateranalytics.com
Ticker CWAN
Revenue $451.8 million
Funding $621 million
Employees 1,554 (80 on RocketReach)
Founded 2004
Address 777 W Main St Ste 900, Boise, Idaho 83702, US
Phone +1 208-433-1200
Technologies
Industry Software, Software Development, Software Development & Design, Accounting, Integrated Investment Accounting, Compliance, Performance & Risk, Financial Services, Daily Aggregation, Reconciliation And Validation Of Investment D, Professional Services, Complete investment portfolio transparency, Analytics, Automated GAAP, STAT and Tax Investment Accounting, Data and Analytics, Data Integration, Information Technology, Finance, Insurance, Risk Management, SaaS
Web Rank 2 Million
Keywords Reconciliation Services, Portfolio Reporting, Investment Reporting, Financial Analytics, Institutional Investing, Data Aggregation, Financial Data Management, Portfolio Management, Asset Management, Investment Management, Analytics Platform, Regulatory Reporting, Accounting Software, Reporting Software, Wealth Management, Alternative Investments, Hedge Fund Accounting, Private Equity Accounting
Competitors Fidelity Investments, Bloomberg, BlackRock, Northern Trust Corporation, SS&C Technologies, BNY Mellon, FactSet, Morningstar, State Street Global Advisors, Charles River Development +27 more (view full list)
SIC SIC Code 73 Companies, SIC Code 87 Companies, SIC Code 737 Companies, SIC Code 872 Companies
NAICS NAICS Code 51 Companies, NAICS Code 5412 Companies, NAICS Code 54 Companies, NAICS Code 54121 Companies, NAICS Code 513 Companies, NAICS Code 541 Companies

Clearwater Analytics Questions

The Clearwater Analytics annual revenue was $451.8 million in 2026.

Jim Cox is the CFO of Clearwater Analytics.

80 people are employed at Clearwater Analytics.

Clearwater Analytics is based in Boise, Idaho.

The NAICS codes for Clearwater Analytics are [51, 5412, 54, 54121, 513, 541].

The SIC codes for Clearwater Analytics are [73, 87, 737, 872].

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