Clearwater Analytics (CWAN)

Overall impact
B (60)

Commentary

Clearwater Analytics is a strong overall performer. With a 'B' rating of 60.2 for overall impact (63rd percentile compared to all companies), Clearwater Analytics ranks 42nd out of 94 industry peers, behind 3Pea, Calvert, Eagleline Acquisition and 38 others, and ahead of MB Financial, McGraw Hill Financial , Mogo Finance Technology and 49 others. On top material causes for Clearwater Analytics's industry (Financial Services), Clearwater Analytics performs well in Racial Justice and Civil Rights (95.1 score) and Quality Lifelong Education (95.3) and performs poorly in Fair Labor Practices (38.7 score), No Poverty (36.7), Healthy Oceans (36.9) and 1 other cause where it received a 'D' or 'F' score.
Impact
Cause CWAN
Peer rank
Overall impact

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Impact trend

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Company
Founded
2004
Employees
3,000
Sector
Information Technology
Industry
Software
Sub-industry
Application Software
SASB industry
Professional & Commercial Services
Headquarters
Id, United States
Share classes
CWAN
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. Further, it develops a cloud based integrated data and financial analytics platform for developers, quants, data scientists, and business users. The company was founded in 2004 and is headquartered in Boise, Idaho.
Material causes
Ethos considers the following causes material for Clearwater Analytics, based on its industry sub-industry Application Software. Learn more about material causes in our methodology overview.

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