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Clearwater Analytics Holdings Inc
777 W. Main Street, Suite 900, Suite 900
Phone: (208) 918-2400p:208 918-2400 BOISE, ID  83702  United States Ticker: CWANCWAN

Business Summary
Clearwater Analytics Holdings, Inc. is a provider of comprehensive cloud-native platforms for institutional investors across global public and private markets. The Company’s single-instance, multi-tenant architecture delivers real-time data and artificial intelligence (AI)-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. The Company serves insurers, asset managers, hedge funds, banks, corporations, and governments. The Company is also a provider of enterprise risk analytics and developer infrastructure. Its capabilities in complex portfolio management across both public and private markets include structured products, private credit, and derivatives.

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
YesYes-Yes---

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
3/31/202512/31/2024YesYes---

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Chairman of the Board EricLee 53 9/1/2016 9/1/2016
Chief Executive Officer, Director SandeepSahai 62 7/1/2018 9/1/2016
Chief Financial Officer JimCox 53 4/1/2019 4/1/2019
9 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
Jump Technology Tour Pacific Quest Cedex FR
Clearwater Analytics LLC 777 W. Main Street, Suite 900 Boise ID United States
Enfusion Ltd. LLC 125 South Clark Street Chicago IL United States
3 additional Subsidiary records available in full report.

Business Names
Business Name
Beacon Platform, Inc.
Carbon Analytics Acquisition LLC
Clearwater Analytics LLC
10 additional Business Names available in full report.

General Information
Number of Employees: 1,915 (As of 12/31/2024)
Outstanding Shares: 283,283,718 (As of 4/30/2025)
Shareholders: 52
Stock Exchange: NYSE
Fax Number: (302) 636-5454
Email Address: info@clearwateranalytics.com


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Monday, May 12, 2025