Clearwater Analytics

United States
Stratford, California, United States, 83702

Company profile

Clearwater Analytics company profile

Clearwater Analytics provides cloud-based software that supports investment accounting, reporting, compliance monitoring, and portfolio analytics for institutional investors. The platform consolidates data from custodians, asset managers, and other sources to produce daily validated investment data across asset classes. It supports accounting and regulatory reporting requirements for insurers, asset managers, corporations, and public-sector entities through automated workflows. Clearwater Analytics also offers performance measurement, risk analysis, and compliance rule monitoring within the same system. The software integrates data ingestion, reconciliation, and reporting to reduce manual processing across finance and investment teams. Its services are delivered through a subscription model and are designed to operate across complex, multi-portfolio investment environments.

Business identity

Contact email
[email protected]
Phone number
+1 208 918 2400
Operating status
Active
Company type
For Profit
Employee range
1,001-5,000 employees
Revenue range
$10M-$100M
Founded
2004-01-01, Year

Headquarters

Postal code
83702
Country code
US
Continent
North America

Capital profile

Funding and company signals

Funding stage
M And A
Funding rounds
10
Total equity funding
$261.8M
Last funding
Private Equity / 2025-12-21
Last equity funding
Private Equity
Investors
7
Lead investors
4
Founders
3
Articles
415
Exited on
2021-09-24

Founders and investors

Founders

David BorenDouglas BatesMichael Boren

Lead investors

Dragoneer Investment GroupDurable Capital PartnersPermiraWarburg Pincus

Investors

Dragoneer Investment GroupDurable Capital PartnersPermiraTemasek HoldingsWarburg Pincus