Clearwater Analytics

Clearwater Analytics is an innovative provider of investment portfolio reporting and analytics for institutional investors in over 4,500 organizations. We leverage web-based software and world-class client service to help our clients automate investment accounting, monitor investment policy compliance, and analyze portfolio performance and risk. Clearwater's daily-aggregated and reconciled solutions deliver the highest level of portfolio transparency on the market today. 

With clients that span the insurance, technology and consumer sectors, to name a few, we report on over $1 trillion in assets. Insurers like Aon, C.V. Starr, GroupHealth, Hiscox, The Main Street America Group, CopperPoint, Savings Bank Life Insurance Company of Massachusetts and WellCare, and corporate standouts like Best Buy, Cisco, Costco, Facebook, Netflix, Oracle and Yahoo!, and many others, trust Clearwater to streamline the complexities of aggregating, reconciling, analyzing and reporting on their investment portfolios. We also partner with more than 50 custodians, asset managers, dealer/brokers and electronic trading portals, who offer Clearwater to their thousands of clients.

Headquartered in Boise, Idaho, with satellite offices in the financial district in New York City, and Edinburgh, U.K., Clearwater’s technology sets the new standard for investment portfolio reporting.