Clearwater Analytics Holdings, Inc. Overview
Pro stress-test →Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry's most comprehensive cloud-native platform for institutional investors across global public and private markets. The company supports over $10 trillion in assets globally, serving insurers, asset managers, hedge funds, and other institutional investors.
Strategic Profile
Pro stress-test →Clearwater is aggressively transforming from a back-office accounting specialist into a unified, front-to-back office investment management platform. The company has a sticky 98% gross revenue retention rate and is integrating generative AI across $10 trillion in client assets, solidifying its position as a critical infrastructure layer for asset managers and insurers.
Competitive Landscape
Pro stress-test →Clearwater competes against legacy investment management systems that create risk, inefficiency, and data fragmentation. Key competitors include traditional financial software providers like SS&C Technologies, Black Knight, and Markit/IHS Markit, as well as emerging cloud-native platforms.
Industry Context
Clearwater Analytics Holdings, Inc. operates in Investment Management Software / Financial Technology (FinTech).
Key facts
Founded: 2004 · Headquarters: Boise, Idaho · Employees: 1,700+ · Revenue: $205.1M (Q3 2025) · Market cap: $8.2B