Company Description
Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities in the United States and internationally.
It offers investment accounting and reporting, performance measurement, compliance monitoring, and risk analytics solutions.
The company’s Clearwater Prism SaaS-based data and reporting platform for investment data delivers a range of product modules, including Prism reporting and statements, Prism connectors, Prism data ops, and Prism managed services.
It also provides Clearwater LPx, a full-service solution for private funds that delivers complete, timely, accurate, and consumable data for limited partnerships; and Clearwater MLx, a comprehensive mortgage loan investment solution that provides investors to drive growth and make informed decisions, oversight, and reporting capabilities for mortgage loan investments, as well as enhances risk reporting, servicer tracking, oversight, and accounting capabilities.
In addition, the company offers Clearwater JUMP that provides a modular front, middle and back office solution to investment managers, private banks, and insurer, as well as portfolio management and order management, unit-linked funds, tri-partite templates, and full trade life cycle solutions.
The company was founded in 2004 and is headquartered in Boise, Idaho.
| Country | United States |
| Founded | 2004 |
| IPO Date | Sep 24, 2021 |
| Industry | Software - Application |
| Sector | Technology |
| Employees | 1,915 |
| CEO | Sandeep Sahai |
Contact Details
Address: 777 W. Main Street, Suite 900 Boise, Idaho 83702 United States | |
| Phone | 208 433 1200 |
| Website | clearwateranalytics.com |
Stock Details
| Ticker Symbol | CWAN |
| Exchange | NYSE |
| Stock Type | Common Stock |
| Share Class | Class A Shares |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| IPO Price | $18.00 |
| CIK Code | 0001866368 |
| CUSIP Number | 185123106 |
| ISIN Number | US1851231068 |
| SIC Code | 7372 |
Key Executives
| Name | Position |
|---|---|
| Sandeep Sahai | Chief Executive Officer and Director |
| James S. Cox Jr. | Chief Financial Officer |
| Souvik Das | Chief Product and Technology Officer |
| Scott Erickson | Chief Revenue Officer |
| Subi Sethi | Chief Client Officer |
| Joon Park J.D. | Head of Investor Relations |
| Alphonse Valbrune J.D. | Chief Legal Officer and Corporate Secretary |
| Ann-Sophie Skjoldager Bom | Director of Sales |
| Mike Chen | Senior Vice President and Head of Corporate Development |
| Fleur Sohtz | Chief Marketing Officer |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Mar 20, 2025 | 424B3 | Prospectus |
| Mar 17, 2025 | 144 | Filing |
| Mar 17, 2025 | 144 | Filing |
| Mar 14, 2025 | 144 | Filing |
| Mar 13, 2025 | 144 | Filing |
| Mar 12, 2025 | EFFECT | Notice of Effectiveness |
| Mar 12, 2025 | 8-K | Current Report |
| Mar 10, 2025 | 144 | Filing |
| Mar 7, 2025 | 10-K/A | [Amend] Annual report |
| Mar 6, 2025 | S-4/A | Filing |