Clearwater Analytics

Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for corporate treasuries, insurance companies, investment managers, and other institutional investors. Clearwater aggregates, reconciles, and reports on more than $2.2 trillion in assets across thousands of accounts daily.
The Clearwater system automates data aggregation and validation to produce the most clean and accurate portfolio data set possible. This data set feeds a variety of integrated reporting tools for accounting, investment policy compliance monitoring, performance measurement, and risk analytics.

Clearwater’s innovative technology also comes with exceptional client service, including a dedicated service team of market experts for each client.

Clearwater is committed to helping investors rethink how they approach their investment accounting and reporting challenges. Founded in 2004 and headquartered in Boise, Idaho, Clearwater also has offices in New York City, London, and Edinburgh, UK.