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Clearwater Analytics (NYSE: CWAN) — $100M–$200M revenue with a 1,160-person team managing $6.4T in assets

Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors. Headquartered in Boise, Idaho, the company aggregates and reconciles over $6.4 trillion in assets daily for clients including Cisco, Oracle, Starbucks, and hundreds of insurance companies worldwide.

Updated June 14, 2026
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$100M+
Annual Revenue
1,160
Employees
$6.4T
Assets Under Mgmt
10+
Global Offices
NYSE
Stock Exchange
About Clearwater Analytics

The global standard for investment portfolio reporting

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 worldwide. The company aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts every single day.

Clearwater's clients span corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and globally. Notable clients include American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, and Wilton Re.

With its global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater operates one of the most geographically diverse footprints in the investment data and accounting software space. The company also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their clients.

account_balance Automated GAAP receipt_long Integrated Investment Accounting analytics Performance & Risk Reporting gavel Compliance sync Daily Reconciliation shield STAT & Tax Accounting visibility Portfolio Transparency cloud SaaS Platform

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IP 54.18.224.92 · London, UK · ✓ Resolved
Identifying visitor
Acme Corp ✓ Verified
SaaS · 210 employees · Series B
Fit 92
Tech
Hubspot
Pages
Pricing · Docs
Intent
High
3rd-Party Intent Data

See which companies are researching Clearwater Analytics right now

Happierleads ingests 3rd-party intent signals from across the web — content consumption, software-comparison searches, review-site activity, and topic surges — to surface companies actively in-market for investment portfolio software like Clearwater Analytics. Combine it with your own first-party visitor data to find buyers before your competitors do.

Meridian Insurance Group
Insurance · 1,200 employees · USA
Hot · 92
Investment accounting softwarePortfolio reportingSTAT accounting
Pacific Asset Management
Investment Management · 850 employees · UK
Warm · 76
Clearwater vs SS&CReconciliation automation
Horizon Capital Partners
Corporate Treasury · 3,400 employees · Germany
Warm · 68
Investment data aggregationGAAP compliance
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Decision-Makers

Key decision-makers at Clearwater Analytics

Verified contact data for senior decision-makers across Sales, Finance, Engineering, and Operations at Clearwater Analytics.

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Jonathan Harrington
Chief Executive Officer
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Rebecca Caldwell
Chief Revenue Officer
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Marcus Thornton
VP of Sales
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Lindsey Park
VP of Marketing
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Daniel Nguyen
Chief Technology Officer
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Sarah Mitchell
Director of Customer Success
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Download the full database of 175M B2B contacts

Every contact for Clearwater Analytics — and every other company on Earth — in one CSV. Free updates for life.

download Download 175M contacts
contacts.csv 175.4M rows · 8.4 GB
NameTitleEmailCountry
Sarah ChenVP Saless.chen@stripe.com🇺🇸 US
Michael DavidsonHead of Growthm.d@notion.so🇺🇸 US
Priya PatelCMOpriya@figma.com🇺🇸 US
Lars EriksenVP Marketinglars@spotify.com🇸🇪 SE
Akira TanakaCROakira@mercari.com🇯🇵 JP
Emma WilsonHead of Salesemma@monzo.com🇬🇧 GB
Carlos VargasVP Revenuec.vargas@rappi.com🇲🇽 MX
Sophie MüllerDirector Salessophie@n26.com🇩🇪 DE
James O'BrienChief of Staffjames@intercom.com🇮🇪 IE
Aisha KhanVP Salesaisha@razorpay.com🇮🇳 IN
Sarah ChenVP Saless.chen@stripe.com🇺🇸 US
Michael DavidsonHead of Growthm.d@notion.so🇺🇸 US
Priya PatelCMOpriya@figma.com🇺🇸 US
Lars EriksenVP Marketinglars@spotify.com🇸🇪 SE
Akira TanakaCROakira@mercari.com🇯🇵 JP
Emma WilsonHead of Salesemma@monzo.com🇬🇧 GB
Carlos VargasVP Revenuec.vargas@rappi.com🇲🇽 MX
Sophie MüllerDirector Salessophie@n26.com🇩🇪 DE
James O'BrienChief of Staffjames@intercom.com🇮🇪 IE
Aisha KhanVP Salesaisha@razorpay.com🇮🇳 IN
175,432,891 rows
Verified · 200+ countries
verified
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FAQ

Frequently asked questions about Clearwater Analytics

What does Clearwater Analytics do?add
Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors. It aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily for corporate treasuries, insurance companies, investment managers, banks, and governments worldwide.
Is Clearwater Analytics publicly traded?add
Yes. Clearwater Analytics trades on the New York Stock Exchange under the ticker symbol CWAN. The company went public and has since grown to over 1,160 employees managing more than $6.4 trillion in client assets.
How many employees does Clearwater Analytics have?add
Clearwater Analytics has approximately 1,160 employees as of 2026, with a global footprint spanning offices in Boise (HQ), Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C.
What is Clearwater Analytics' revenue?add
Clearwater Analytics' estimated annual revenue is in the range of $100M–$200M based on its employee count, market position, and publicly available data. As a NYSE-listed company (CWAN), exact figures are available in their SEC filings and annual reports.
Where is Clearwater Analytics headquartered?add
Clearwater Analytics is headquartered in Boise, Idaho, United States. The company has additional offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., making it one of the most globally distributed investment software companies.
Who are Clearwater Analytics' main competitors?add
Clearwater Analytics' main competitors include SS&C Technologies, SimCorp, Advent Software (part of SS&C), BlackRock Aladdin, Enfusion, and Broadridge Financial Solutions. In the investment accounting and reconciliation space, Clearwater differentiates itself through its web-native SaaS delivery model and daily automated reconciliation at scale.
People Also Viewed

Similar companies to Clearwater Analytics

Companies in investment management software, financial data, and institutional fintech with comparable scale or market position:

SS&C Technologies
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$5.9B Revenue
SimCorp
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Enfusion
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Broadridge Financial
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This morning's qualified visitors

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3rd visit · enterprise · USA

Data and sources

All figures on this page are compiled from public filings, SEC reports, LinkedIn data, press releases, and the Happierleads proprietary database (over 175M verified B2B contacts and 1.6M companies). Revenue figures represent estimated ranges based on employee count and market data; exact figures are available in Clearwater Analytics' NYSE filings. Last updated June 14, 2026. Are you a Clearwater Analytics executive and want to update this data? Contact us.