Clearwater Analytics

Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. Clearwater aggregates reconcile, and reports on over $3 trillion in assets across thousands of accounts daily. This Cybersecurity company’s clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide. By our estimates, for a period of time over a decade, they have leveraged web-based software and world-class client service to assist clients such as Cisco, Facebook, Oracle, Starbucks, Knights of Columbus Insurance, CopperPoint Mutual Insurance Company, C.V. Starr & Co. Wilton Re. WellCare Health Plans, 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 New York, London, and Edinburgh, Clearwater sets the new global standard for investment portfolio reporting.