Clearwater Analytics
Clearwater Analytics is listed in the Buyside Fintech directory with 9 products. The company is based in Boise, Idaho, USA and was founded in 2004 and is owned by Clearwater Analytics. Its products are listed under client reporting, combined oms/pms platforms, data management, execution management, fund accounting and nav, order management, performance and attribution, portfolio accounting, portfolio monitoring, pre-trade compliance, pricing and valuation, reconciliation, regulatory reporting and risk analytics. Those include Beacon by Clearwater, Enfusion by Clearwater, Clearwater Investment Accounting Platform, among others. Every fact on this page carries the source we read and the date we checked it, and the profile has not been claimed by Clearwater Analytics. Practitioners at firms that use Clearwater Analytics can review it here, and the company may reply to a review but may not write one.
How Clearwater Analytics describes itself
Clearwater delivers a unified, front-to-back investment management platform for institutional investors across public and private markets, risk, and data in real time.
Clearwater Analytics’s own website, read 2026-08-30
Their words, not ours. We publish it so you can see how a company positions itself; it is not an assessment and nothing in it has been checked.
Clearwater Analytics products
Beacon by Clearwater
Cross-asset trading and risk modelling layer that plugs analytics and custom models into the PMS/OEMS workflow.
Confirmed on the vendor's own site · source · 2026-10-11
Clearwater Compass
Announced 3 June 2026, it applies AI to investment accounting operations; the first two capabilities are Smart Suspense, which matches and categorises unapplied cash, and Recon Transparency, which shows clients the reconciliation breaks Clearwater is working on their behalf.
Confirmed on the vendor's own site · source · 2026-10-11
Clearwater Investment Accounting Platform
Daily multi-basis, multi-currency accounting book of record producing GAAP, STAT, IFRS and tax bases at once, with NAV and stakeholder reporting.
Confirmed on the vendor's own site · source · 2026-10-11
Clearwater Investment Intelligence
Aggregates, reconciles and validates investment data daily as a managed service; the company now trades as CWAN and went private in June 2026.
Confirmed on the vendor's own site · source · 2026-10-11
Clearwater Risk & Performance
Cloud performance and risk analytics delivered as a managed service on top of Clearwater's investment accounting book of record; Enfusion is now sold as Enfusion by Clearwater.
Confirmed on the vendor's own site · source · 2026-10-11
Enfusion by Clearwater
Unified cloud PMS and OEMS for portfolio construction, execution and trade processing; enfusion.com now redirects to cwan.com after the acquisition.
Confirmed on the vendor's own site · source · 2026-10-11
Factor Risk Lens
Factor risk decomposition for portfolio managers and traders, launched alongside Factor Analytics for CIOs and risk leaders.
Confirmed on the vendor's own site · source · 2026-10-11
Fund Analytics
Launched 17 June 2026 for investors in private funds; it extracts and validates data from GP reports first, then runs performance measurement, peer benchmarking against a shared Fund Master dataset, look-through portfolio monitoring and liquidity forecasting on it.
Confirmed on the vendor's own site · source · 2026-10-11
Total Portfolio Oversight
Developed with Blackstone and announced 3 June 2026, it puts portfolio oversight, risk exposure, shock analysis and direct portfolio query across public and private holdings in one view; Clearwater says it is in production and being extended to selected beta clients.
Confirmed on the vendor's own site · source · 2026-10-11
What practitioners say
Questions and notes