Clearwater Analytics

Spec sheet

What it does

Clearwater connects investment data and workflows across public and private markets in a front-to-back investment management platform.Read 5 Oct 2026 · cwan.com

Purpose

Clearwater is a cloud based investment management platform for institutional investors, connecting investment data across public and private markets.Read 5 Oct 2026 · cwan.com

Integrations

The open platform supports marketplace and partner integrations, custom Python models through APIs, and connections with third-party order and portfolio management systems.Read 5 Oct 2026 · cwan.com

Security

The platform page lists encryption in transit and at rest, role-based access management, automated patching, redundancy and disaster recovery, monitoring, and audit logging.Read 5 Oct 2026 · cwan.com

Support

The support page links technical help for Clearwater, Enfusion, and Beacon products.Read 5 Oct 2026 · cwan.com

Headquarters

Boise, Idaho, United StatesRead 28 Sep 2026 · cwan.com

Founded

2004Read 28 Sep 2026 · cwan.com

Accounting

Clearwater provides investment and fund accounting through one platform, with IBOR and ABOR reconciled by design.Read 5 Oct 2026 · cwan.com

Accounting and reporting

The platform provides daily, validated, multi-basis, multi-currency investment accounting and reporting across public and private assets.Read 5 Oct 2026 · cwan.com

AI

Clearwater says its generative AI automates tasks and supports data insights and investment workflows across front-to-back teams.Read 5 Oct 2026 · cwan.com

Asset class coverage

multi_asset_alternativesRead 20 Sep 2026 · cwan.com

Cloud architecture

Clearwater describes its platform as cloud-based, single-instance, and multi-tenant, with scalability and updates managed without customer hardware or software installation.Read 5 Oct 2026 · cwan.com

Cloud deployment

Clearwater describes its platform as cloud native, with no servers to manage or software to install.Read 5 Oct 2026 · cwan.com

Company history

Clearwater says it was founded in 2004 and began in Boise, Idaho.Read 5 Oct 2026 · cwan.com

Implementation

Clearwater says its team handles data mapping, interface building, normalization, validation, and exception logic for customer configurations.Read 5 Oct 2026 · cwan.com

Intended customers

Clearwater identifies insurers, asset managers, hedge funds, corporations, endowments, and pension funds among the institutional investors it serves.Read 5 Oct 2026 · cwan.com

Investment workflows

The platform supports front, middle, and back office workflows across trading, accounting, risk, and reporting.Read 5 Oct 2026 · cwan.com

Performance reporting

YesRead 20 Sep 2026 · cwan.com

Public pricing

The contact page directs prospective customers to request a demo and does not list product prices.Read 5 Oct 2026 · cwan.com

Risk analysis

YesRead 20 Sep 2026 · cwan.com

Risk and performance

Its risk and performance solution combines risk intelligence and performance analytics, including cross-asset monitoring, scenario analysis, and stress testing.Read 5 Oct 2026 · cwan.com

Sales and demo

Prospective customers can contact Clearwater for product information or request a product demo.Read 5 Oct 2026 · cwan.com

Scale

The company states it serves 2,400 global clients and manages and processes $10 trillion in assets.Read 5 Oct 2026 · cwan.com

Target users

The company describes its customers as asset managers, hedge funds, banks, insurers, asset owners, and corporations.Read 5 Oct 2026 · cwan.com

Where Specifiction places it

• Investment Accounting Software#17 of 307.5
• Portfolio Management Software#59 of 817.5