Clearwater Analytics

Clearwater Analytics
Private
Industry Information Technology
Founded 2004
Headquarters Boise, Idaho, USA
Key people
 David Boren (CEO), Michael Boren (COO), Douglas Bates (CFO)
Products Computer Software
Support services
Number of employees
 333 (2014)
Slogan Investment, Accounting, Evolved
Website clearwater-analytics.com

Clearwater Analytics is an international investment portfolio reporting and analytics software-as-a-service (SaaS) provider. Clearwater provides investment accounting, performance, compliance, and risk reporting for corporations, insurance companies, asset managers, banks, governments, and other institutions.[1] Clearwater is a privately held company headquartered in Boise, Idaho, with offices in New York City and Edinburgh, U.K.[2]

History

Clearwater was founded in 2004 and has grown to become a leading software and analytics company in Idaho. In 2013, Clearwater contributed funds to Boise State University’s computer science program and has sponsored the department’s students.[3] [4] Clearwater was also a platinum sponsor of Boise Code Camp 2014, a free community education event on prevailing tech topics.[5] In 2013, it was named U.S. Captive’s Technology Firm of the Year, and Innovative Company of the Year in the 2012 Idaho Innovation Awards.

In December of 2013, Clearwater announced their agreement with the Gardner Co. to help finance a new nine-story building in downtown Boise, planning to double their current space up to 90,000 square feet.[6]

Products and services

Clearwater Analytics is a SaaS firm that provides investment accounting and reporting software. The solution automates investment accounting, monitors investment policy compliance, and analyzes portfolio performance and risk.[7] To access Clearwater, users log on through a secure website. Clients are supported by a highly trained client services team based in Clearwater's Boise office.

Clearwater also supplies corporate cash asset allocation data for the Wall Street Journal’s CFO Journal, as its clientele in this market represent 20% of U.S. corporate cash assets.[8] Additionally, Clearwater publishes its own free webinars, white papers, market insight papers, and case studies about relevant industry topics.

Clientele

Clearwater Analytics reports on over $1 trillion in assets.[9] Clients hail from the insurance, tech, corporate, healthcare, and online industries. Notable clients include Starbucks, Facebook, Cisco Systems, SanDisk, the Warranty Group, and United Heritage Insurance.

Staff

The management team at Clearwater Analytics is composed of three chief officers, all of whom are founding members of the company. David Boren serves as CEO, Michael Boren as COO, and Douglas Bates as CFO.[10] Both David and Douglas had extensive careers with Goldman Sachs before founding Clearwater.

Awards

References

  1. ↑ "About Us". Clearwater Analytics. Retrieved 22 May 2014.
  2. ↑ "Clearwater Analytics Expands to the United Kingdom". Insurance Networking News. 28 March 2013.
  3. ↑ "Tech firms kick in for computer science at Boise State University". Idaho Statesman. 13 September 2013.
  4. ↑ "Thank You to Keynetics Inc. and Clearwater Analytics". Boise State University. 16 September 2013.
  5. ↑ "Boise Code Camp". Boise Code Camp. 1 April 2014.
  6. ↑ "Clearwater Analytics partners with Gardner". Idaho Statesman. 8 December 2013.
  7. ↑ "Clearwater Offering Directed at Reporting, Analytics". Property Casualty 360. 10 April 2009.
  8. ↑ "Corporate Cash Asset Allocation". Wall Street Journal. Retrieved 22 May 2014.
  9. ↑ "Clearwater Surpasses $1T Mark for Assets on Web-Based Investment Accounting and Reporting System". Clearwater Analytics Press Release. 27 February 2014. Retrieved 22 May 2014.
  10. ↑ "Clearwater Executive Team". Clearwater Analytics. Retrieved 22 May 2014.
  11. ↑ "Idaho Private 75 Winners 2014". Idaho Statesman. 2 November 2014. Retrieved 2 November 2014.
  12. ↑ "U.S. Captive Service Awards 2013: Winners". Captive Review. Retrieved 22 May 2014.

External links