ABOUT US
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.
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.
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
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.
Martin Knobbe Head of Middle and Back Office Investment, Versicherungskammer Group
John Stecher Chief Technology Officer, Blackstone
Richard Gordon Controller, Prosperity Asset Management
Tony Masteran Senior Treasury Manager, McCormick & Company
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.
Our enthusiasm fuels innovation and client success.
Every decision starts with client success.
We invest in people who want to make an impact.
We deliver results, not just promises.
We never stop enhancing our platform and services.
We operate with integrity and transparency.
The main drivers of increased technology spending on asset liability management are regulatory demands, including heightened requirements for stress testing, solvency reporting, and risk disclosures, according to research from international FinTech company Clearwater Analytics (CWAN).
Clearwater Analytics to be Acquired for $8.4 Billion by Permira and Warburg Pincus, Supported by Francisco Partners and Temasek
Insurers across Asia-Pacific expect to run portfolios with higher risk over the next two years while at the same time indicating a need for more resources in risk, compliance, and data functions, according to new research from Clearwater Analytics.
OFFICES & LOCATIONS
We operate across 23 offices in 12 different countries, and we are continuing to grow.
777 W. Main Street, Suite 900
Boise, ID 83702
USA
125 S Clark Street, Suite 750
Chicago, IL 60603
USA
120 W. 45th Street, 11th Floor
New York, NY 10036
USA
1 Rockefeller Plaza, Floor 27
New York, NY 10020
USA
560 S Winchester Blvd, Suite 250
San Jose, CA 95128
USA
777 108th Ave NE, Suite 2100
Bellevue, WA 98004
USA
7900 Tysons One Place, Suite 310
McLean, VA 22102
USA
40 Torphichen Street
Edinburgh EH3 8JB
United Kingdom
Omniturm
Große Gallusstraße 16-18
60312 Frankfurt am Main
Germany
12 Moorgate, 2nd Floor
London EC2R 6DA
United Kingdom
11 Rue Béatrix de Bourbon
1225 Luxembourg
Luxembourg
La Défense Cedex
11 Cours Valmy
92977 Paris
France
Embassy Tech Village
10th Floor, Gate: 3, GH Block: Tulip (G)
Bengaluru, Karnataka
India
Level 15, AIA Central
No. 1 Connaught Road Central
Central Hong Kong, China
Unit 1527
Suite 1, Phoenix Centrium
1 Lal Bahadur Shastri Marg
Kamani, Kurla West
Mumbai, Maharashtra 400070
India
Tablespace, 10th Floor
BPTP Capital City, Sector 94
Noida, Uttar Pradesh 201301
India
88 Market, 21st Floor, Office 32
Capital Spring
Singapore 048948
20 McCallum Street
#19-01 Tokio Marine Centre
Singapore 069046
7-15-7 Roppongi
Minato-ku
Tokyo 106-0032
Japan