Clearwater Analytics

Boise, United States Founded: 2004 • Age: 22 yrs Acquired By Welsh, Carson, Anderson & Stowe
Investment reporting and analytics platform is provided for asset managers.
Annual revenue $451.8M Latest available
Total funding $8.0M 2 rounds
Employees 1920 Tracked headcount
Investors 6 Known backers
Products 3 Services tracked
Competitors - Brand Intelligence

About Clearwater Analytics

Clearwater Analytics is a company based in Boise (United States) founded in 2004 was acquired by Welsh, Carson, Anderson & Stowe in January 2016. It operates as a SaaS (Software-as-a-Service). Clearwater Analytics has raised $8 million across 2 funding rounds from investors including Permira, Welsh, Carson, Anderson & Stowe and Warburg Pincus. The company has 1,920 employees as of December 31, 2024. Clearwater Analytics has completed 3 acquisitions, including CWAN, Enfusion and Jump Technology. Clearwater Analytics offers products and services including CWAN Platform, Enfusion by CWAN, and Beacon by CWAN.

  • Headquarter Boise, United States
  • Employees 1920 as on 31 Dec, 2024
  • Stage Public
  • Sectors
    Technology
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Clearwater Analytics Holdings, Inc.
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $451.8 M (USD)
    22.72
    as on Dec 31, 2024
  • Net Profit
    $424.38 M (USD)
    0
    as on Dec 31, 2024
  • EBITDA
    $32.72 M (USD)
    0
    as on Dec 31, 2024
  • Total Equity Funding
    $8 M (USD)

    in 2 rounds

  • Latest Funding Round
    Not available
  • Investors
    Permira

    & 5 more

  • Employee Count
    1920

    as on Dec 31, 2024

  • Investments & Acquisitions
    CWAN

    & 2 more

  • Acquired by
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IPO & Listings of Clearwater Analytics

Clearwater Analytics is a publicly listed company on the NYSE with ticker symbol CWAN in USA, operating in the Technology services sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.

Exchange: NYSE · Ticker: CWAN · Sector: Technology services · USA

Products & Services of Clearwater Analytics

Clearwater Analytics offers a comprehensive portfolio of products and services, including CWAN Platform, Enfusion by CWAN, and Beacon by CWAN.

Product name locked
Category locked
Primary

Unified platform for front-to-back investment lifecycle management.

Product name locked
Category locked
Locked

Solution for unifying portfolio and order execution tasks.

Product name locked
Category locked
Locked

Tool for enhancing cross-asset trading and risk oversight.

People of Clearwater Analytics

Headcount 1000-5000
Employee Profiles 239
Board Members and Advisors 9
Employee Profiles
People
Jim Cox
CFO
People
Alphonse Valbrune
Chief Legal Officer
People
David Yazzie Pmi-Acp
Senior Product Manager
People
Josef Sommeregger
Region Head And Member Of Executive Management Team

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Board Members and Advisors
people
Eric J. Lee
Chairman
people
Christopher J. Hooper
Board Member
people
Andrew Young
Board Member
people
Steve Doire
Strategic Advisor

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Funding Insights of Clearwater Analytics

Clearwater Analytics has successfully raised a total of $8M across 2 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in Clearwater Analytics

Clearwater Analytics has secured backing from 6 investors, including venture fund investors. Prominent investors backing the company include Permira, Welsh, Carson, Anderson & Stowe and Warburg Pincus.

All
Venture Fund
Investor Description Founded Year Domain Location
Investments are made in technology, consumer, healthcare, and service sectors.
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Multi-stage private equity investments are pursued across diverse sectors.
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Private equity investments are made in technology-enabled growth companies.
Locked Locked Locked
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Investor details for Clearwater Analytics

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Clearwater Analytics

Clearwater Analytics has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include CWAN, Enfusion and Jump Technology.

Investments
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Investment portfolio details for Clearwater Analytics

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Acquisitions
Company Name Description Domain Location Founded Year Amount
High-frequency trading infrastructure solutions are provided for financial institutions.
Locked Locked 2014 Locked
Software development services are provided by JUMP.
Locked Locked 2006 Locked
Trade management and risk solutions are provided for capital markets.
Locked Locked 1997 Locked
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Complete acquisition details for Clearwater Analytics

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  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

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Financial Statements - Clearwater Analytics

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Detailed financials for Clearwater Analytics

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  • Historical revenue
  • Profit trends
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Clearwater Analytics Comparisons

Clearwater Analytics Primary company
Description
Investment reporting and analytics platform is provided for ...
Location
Boise, United States
Founded Year
2004
Annual Revenue
$451.8 M (USD)
Net Profit
$424.38 M (USD)
EBITDA
$32.72 M (USD)
Employees
1,920
As of 2024
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Peer comparison for Clearwater Analytics

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Competitors of Clearwater Analytics

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Detailed competitors of Clearwater Analytics

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  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

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Latest news on Clearwater Analytics

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Complete news archive for Clearwater Analytics

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Clearwater Analytics

Clearwater Analytics was founded in 2004 and raised its 1st funding round 6 years after it was founded.

Clearwater Analytics is headquartered in Boise, United States. It is registered at Boise, Idaho, United States.

Courtlandt Gates is the current CEO of Clearwater Analytics.

Clearwater Analytics is a funded company, having raised a total of $8M across 2 funding rounds to date.

As of Dec 31, 2024, the latest employee count at Clearwater Analytics is 1,920.

Annual revenue of Clearwater Analytics is $451.8M as on Dec 31, 2024.

Clearwater Analytics is known for delivering a next-generation investment management platform that unifies front-to-back office operations. The platform supports portfolio management, data integration, accounting, analytics, and real-time risk management across public and private markets. It serves diverse industries including asset managers, banks, corporates, energy companies, hedge funds, insurance firms, pensions, endowments, and public sector entities. Solutions are tailored for roles in finance, investment, operations, risk, and technology, ensuring scalability and compliance with regulations like NAIC and Solvency II. GenAI integration and cloud-native architecture are utilized to enhance decision-making and operational efficiency for global institutional investors.

Clearwater Analytics offers CWAN Platform, Enfusion by CWAN, and Beacon by CWAN.

Yes, Clearwater Analytics is publicly traded on NYSE under the ticker symbol CWAN.

Clearwater Analytics has made 3 acquisitions, including CWAN, Enfusion, and Jump Technology.

Clearwater Analytics has 6 investors. Key investors include Permira, Welsh, Carson, Anderson & Stowe, Warburg Pincus, Dragoneer, and Durable Capital Partners.

The ticker symbol of Clearwater Analytics is CWAN on NYSE.

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