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Clearwater

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SaaS platform automating investment accounting and reporting for wealth managers.

Wealth Technologyclearwateranalytics.com

About

Clearwater Analytics is a provider of a SaaS-based investment accounting and reporting solution aimed at wealth managers. The platform is designed to aggregate financial data from multiple accounts and asset classes, offering insights into portfolio performance, asset allocation, and risk exposure in real-time. The company employs digital tools and machine learning algorithms to facilitate the automation of data aggregation, reconciliation, and reporting processes, which may contribute to operational efficiency. The solution is intended for investment teams that aim to optimize their accounting operations and enhance client communication. Clearwater emphasizes secure data encryption to protect client information and offers daily reports that can accommodate various currencies.

Key facts

Founded
2004
Headquarters
Boise, United States
Stage
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Industry
Financial Technology
Sector
Wealth Technology

Business model

GTM channel
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10 products and services
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Contact

Primary office
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Email
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Phone
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Open roles

633 roles

  • Service Delivery Manager

    Boise, ID · On-site · Temporary

  • Systems Engineer - Identity Governance

    Boise, ID · On-site · Volunteer

  • Staff Platform Development Engineer

    Chicago, IL · On-site · Volunteer

+ 630 more open roles on Signal

More on Vanberra Signal

Members only
Business overview2 funding rounds · 6 investorsPeople4 peopleSimilar companies10 peers and competitorsDeep AnalysisAI-generated strategic report

Competitors & similar companies

More Wealth Technology companies
  • Computershare logo

    Computershare

    Client communication solutions enhancing interactions for wealth managers.

    Wealth TechnologyMelbourne, Australia
  • Gullak logo

    Gullak

    Robo advisory platform enabling wealth managers to automate investment services.

    Wealth TechnologyBengaluru, India
  • Gorila logo

    Gorila

    Wealth data aggregation platform enhancing investment decision-making for managers.

    Wealth TechnologySao Paulo, Brazil
+ 7 more similar companies on Signal

Clearwater: quick answers

What does Clearwater do?
Clearwater Analytics is a provider of a SaaS-based investment accounting and reporting solution aimed at wealth managers.
Where is Clearwater headquartered?
Clearwater is headquartered in Boise, United States.
When was Clearwater founded?
Clearwater was founded in 2004.
Which sector is Clearwater in?
Clearwater operates in Wealth Technology, part of Financial Technology.
Who are Clearwater's competitors?
Companies similar to Clearwater include Computershare, Gullak, and Gorila.
Is Clearwater hiring?
Yes. Clearwater has 633 open roles listed on Vanberra Signal.