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Latest CWAN milestones and momentum.

Read expert commentary on market trends, operational strategies, and the technology shaping the future of investment management.

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November 27, 2025

Forbes | Big Investors Don’t Believe All The AI Hype, But Pay Attention To Infrastructure

Investment management technology provider Clearwater Analytics has recently launched CWAN GenAI, an embedded generative AI platform that’s already deployed across more than $10 trillion in institutional assets. Unlike other systems which graft AI tools on to legacy systems, it is fully integrated into production operations, delivering results including a 90% reduction in manual reconciliation, 80% faster regulatory reporting and 50% faster financial close cycles. The platform has around 800 AI agents created by clients and internal teams.

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June 15, 2023

Clearwater Analytics Announces Pricing of Secondary Offering of Class A Common Stock

BOISE, Idaho — June 15, 2023 — Clearwater Analytics Holdings, Inc. (“Clearwater Analytics” or the “Company”) (NYSE: CWAN), a leading provider of SaaS-based

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June 13, 2023

Compre Group Expands into Alternative Investments on Clearwater LPx

BOISE, Idaho and LONDON, June 13, 2023 – Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and

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June 12, 2023

Lloyd’s Insurer S.A. Meacock Chooses Clearwater Analytics for Investment Accounting and Reporting

LONDON, June 12, 2023 – Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics

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June 9, 2023

J.P Morgan, Clearwater Partner To Streamline User Experience

J.P. Morgan Asset Management has expanded its relationship with Boise, Idaho-based software solutions firm Clearwater Analytics to streamline services for financial intermediaries and corporate treasuries who invest in money market funds and separately managed accounts.

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June 5, 2023

JP Morgan Bolsters Institutional Investing Platform

The asset manager has tapped fintech provider Clearwater to integrate accounting, reporting and analytics capabilities associated with money market funds and separately managed accounts.

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June 1, 2023

This Week in Fintech: TFT Bi-Weekly News Roundup 01/06

Clearwater Analytics and J.P. Morgan Asset Management announced a strategic partnership that will integrate Clearwater with the MORGAN MONEY® global trading platform, allowing permissioned users to easily navigate between both systems.

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June 1, 2023

‘Morgan Money’ Links to Clearwater Platform & Other News

JPMorgan Asset Management (JPAM) has launched a strategic effort to integrate its Morgan Money global trading platform with a key accounting and reporting platform from Boise, Idaho-based Clearwater Analytics, officials say.

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June 1, 2023

Clearwater Analytics integrates with J.P. Morgan Asset Management

Clearwater Analytics, a SaaS-based solution provider, announced strategic partnership with J.P. Morgan Asset Management. This partnership will integrate Clearwater with the MORGAN MONEY global trading platform, allowing permissioned users to navigate between both systems easily.

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May 30, 2023

Clearwater Analytics and J.P. Morgan Asset Management Integrate Platforms to Power Cutting-Edge Multi-Asset Trading Solution

BOISE, Idaho, May 30, 2023 – Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics

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