ABOUT US

We are CWAN: Where investment management excellence begins.

CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights.

The result? Investment management that works as seamlessly as your investment strategy.

Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.

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A global vision powered by purpose.

We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world.

What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices across 12 different countries.

In 2021, we reached a major milestone by becoming a publicly traded company on the New York Stock Exchange (NYSE), under the ticker symbol CWAN. This achievement marked a new chapter of growth and opportunity, and demonstrated the confidence that investors and industry leaders have in our mission and long-term vision.

Trusted by the world’s leading investors.

With unmatched scale, accuracy, and client satisfaction, CWAN sets the standard for investment data management. Let the numbers tell our story.

60+

“excellent” NPS score

2,400

global clients

$10T

assets fully managed and processed

Our clients speak for us.

When the world’s leading investors need reliable, accurate investment data across their entire portfolio, they choose CWAN. Our comprehensive front-to-back platform delivers one system, all of your data, and complete visibility across every portfolio and asset class through a single pane of glass.

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“Partnering with Clearwater [CWAN] marks an important shift in our investment operations strategy and is central to our goal of future proofing Versicherungskammer’s investment capabilities. This transition not only improves agility and flexibility of our business processes — it future proofs the Group’s investment operations and provides us with economic advantages.”

Martin Knobbe Head of Middle and Back Office Investment, Versicherungskammer Group

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“Technology is critical to everything we do, from how we invest to how we operate our business. Clearwater [CWAN] shares our commitment to delivering world-class investment solutions, and we look forward to working together to help drive innovation and create lasting value.”

John Stecher Chief Technology Officer, Blackstone

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“As we continue to strategically scale our mortgage portfolio, expanding our partnership with Clearwater [CWAN] will help to streamline and enhance our operational capabilities. This solution provides our asset management and insurance teams with clean and accurate data that will help them make informed decisions and meet regulatory requirements.”

Richard Gordon Controller, Prosperity Asset Management

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“Amid a volatile interest rate environment, gaining a clear, real-time view of our commercial paper program is essential to managing costs and executing quickly. Clearwater [CWAN] enables us to make better pricing decisions, track dealer performance, and reduce internal complexity — all without heavy implementation.”

Tony Masteran Senior Treasury Manager, McCormick & Company

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Our values drive your advantage.

These aren’t just words on a wall. They’re the guiding principles that guide how we build technology, serve our clients, and show up for each other every day.

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Infectiously passionate about what we do

Our enthusiasm fuels innovation and client success.

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Intensely committed to our clients

Every decision starts with client success.

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Committed to building an outstanding, engaged team

We invest in people who want to make an impact.

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Focused on the execution — we get things done

We deliver results, not just promises.

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Driven by continuous innovation and improvement

We never stop enhancing our platform and services.

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Beyond reproach in our values

We operate with integrity and transparency.

Leading the future of finance.

Read the latest news

October 6, 2025

Clearwater Analytics Implemented by T. Rowe Price to Modernize Stable Value Operations

Many asset managers in this market still rely on manual processes and legacy systems, creating fundamental industry challenges. T. Rowe Price’s deployment has helped improve productivity while decreasing risks.

Press releases

Bloomberg | Private Equity Is Hunting for a Quicker Path to Tap 401(k) Money

Alternative asset managers are exploring what may be the fastest, most direct route yet to the roughly $12.5 trillion in American workers’ retirement plans: adding their illiquid assets to investors’ existing vanilla funds.

Media coverage

Business Insider | In Software, These Are the ‘AI Proof’ Companies

Here are the vertical software companies that RBC recommended on Wednesday. RBC rates these all “Outperform,” citing their defensibility and their ability to innovate around AI: Clearwater Analytics: Offers cloud-based investment accounting and reporting software for asset managers, insurers, and corporations.

Media coverage