Xcout IntelClearwater Analytics Holdings, Inc. competitors & alternatives
The 12 closest competitors and alternatives to Clearwater Analytics Holdings, Inc. among fintech companies — ranked by similarity to what Clearwater Analytics Holdings, Inc. actually does, not by market-cap band.
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About Clearwater Analytics Holdings, Inc.
Clearwater Analytics Holdings, Inc. offers a cloud-based (Software-as-a-Service) platform engineered to automate and centralize the entire lifecycle of investment data. This encompasses aggregation, reconciliation, comprehensive accounting, and detailed reporting capabilities for a diverse clientele, including insurers, asset managers, corporations, institutional investors, and government entities. Their robust suite of solutions spans critical areas such as investment accounting and reporting, performance measurement, continuous compliance monitoring, and sophisticated risk analytics. A core offering, Clearwater Prism, grants users self-service access to consolidated data feeds originating from various systems—both Clearwater's proprietary platforms and those of external third-party vendors—covering accounting, compliance, performance, and risk domains. It also facilitates highly adaptable reporting functionalities for different stakeholders. Established in 2021, the company's headquarters are located in Boise, Idaho.
Clearwater Analytics Holdings, Inc. at a glance
Clearwater Analytics Holdings, Inc. is a fintech company headquartered in Boise, United States. It is publicly listed (CWAN) with a market capitalisation of $7.3B. Xcout tracks 38 named people at Clearwater Analytics Holdings, Inc., including Sandeep Sahai (Chief Executive Officer & Director).
Clearwater Analytics Holdings, Inc. leadership
- Sandeep SahaiChief Executive Officer & Director
- Subi SethiChief Operating Officer
- James S. Cox Jr.Chief Financial Officer
- Souvik DasChief Technology Officer
- Scott Stanley EricksonChief Revenue Officer
- Alphonse ValbruneChief Legal Officer & Corporate Secretary
32 more named people on record for Clearwater Analytics Holdings, Inc., with roles, board committees and tenure — see the full roster →
Top 12 Clearwater Analytics Holdings, Inc. competitors
Ranked by semantic similarity — how close each company is to Clearwater Analytics Holdings, Inc. by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar fintech company
Ridgeline offers an AI-native cloud platform built specifically for the investment management industry to unify data, workflows, and analytics. The company is headquartered in Lake Tahoe, with additional office locations in New York and Dublin, Ireland. Its technology aims to streamline operations and provide embedded intelligence for financial professionals.
Similar fintech company
SS&C Technologies Holdings, Inc. offers a diverse portfolio of software solutions and related services, catering primarily to the financial services and healthcare industries. The company's sophisticated technology infrastructure spans various critical functions within finance, including securities accounting; front-office capabilities such as trading and financial modeling; middle-office tasks like portfolio oversight and reporting; and comprehensive back-office operations encompassing general accounting, performance measurement, data reconciliation, processing, clearing, regulatory compliance, and tax reporting. In the healthcare sector, SS&C provides specialized solutions for claims adjudication, benefits administration, care management, and business intelligence. These offerings are instrumental in helping professionals in both domains automate intricate business processes and efficiently handle their extensive information processing demands. SS&C's wide array of software-enabled services includes prominent platforms like SS&C GlobeOp, Global Investor and Distribution Solutions, SS&C Retirement Solutions, Black Diamond Wealth Platform, Bluedoor, Advent Outsourcing Services, Advent Data Solutions, ALPS Advisors, and Virtual Data Rooms, alongside specific services for pharmacy, healthcare administration, and health outcomes optimization. Its core software products feature tools for portfolio and investment accounting and analytics, holistic portfolio management, trading, digital process automation, and banking and lending, complemented by research, risk analysis, and training applications. Additionally, the company extends professional services, offering expert consulting and implementation support, along with dedicated product assistance. Operating on a global scale, SS&C maintains a significant footprint across the United States, the United Kingdom, Europe, the Middle East, Africa, the Asia Pacific region including Japan, Canada, and the broader Americas. Established in 1986, the company is based in Windsor, Connecticut.
Similar fintech company
Siepe is a financial technology company that provides cloud-based software and managed technology services to alternative investment firms, including hedge funds and private equity managers. Its platform supports functions such as portfolio and fund accounting, data management, reporting, and operational workflows.
Similar fintech company
SimCorp provides an integrated multi-asset platform, managed services, and data management solutions that unify the full investment lifecycle for financial institutions, including asset managers, pension funds, insurance companies, and central banks. The company's technology covers portfolio construction, trading, operations, accounting, and reporting across both public and private markets.
Similar fintech company
LemonEdge is a software development company founded in 2020 and headquartered in London. It provides fund accounting software for private markets, unlocking scalability by automating end-to-end accounting processes.
Financial Technology & Wealth Management
NDEX Systems provides a wealth management, investment accounting, and financial data platform for family offices, portfolio managers, and accounting firms.
Similar fintech company
Altruist is a financial technology company that provides digital custodial, brokerage, portfolio management, and client-engagement infrastructure for registered investment advisors (RIAs). It serves independent financial advisors and their clients, with a focus on simplifying and lowering the cost of wealth management operations.
Similar fintech company
FundGuard is a financial services and software company that provides a front-to-back, AI-powered, cloud-native investment accounting and IBOR platform designed to transform legacy operating models.
Financial Services
Crystal Investment Advisors provides an alternative investment platform that enables financial advisors, wealth managers, and institutional clients to access, build, and manage private equity, private credit, and hedge fund portfolios. The platform handles the full lifecycle of alternative investments, including manager sourcing, due diligence, electronic subscriptions, portfolio analytics, and ongoing operational maintenance.
Asset Management
Beneficient operates as a technology-driven financial services provider, specializing in delivering liquidity solutions to entities within the alternative asset market. The company manages the AltAccess platform, a comprehensive digital ecosystem designed to facilitate the entire spectrum of alternative asset management, from transactions to secure custody and detailed analytics. This secure, end-to-end platform features several integrated components: AltLiquidity: A cybersecure online tool for sourcing and arranging alternative asset liquidity. AltQuote: A valuation tool providing real-time pricing for alternative assets. AltCustody: For digitizing and tracking alternative asset portfolios. AltData: Consolidating investment analytics and data for insightful alternative asset management. AltTrading: Offering a dedicated trading environment. Beneficient caters to a diverse clientele, including affluent individual investors, small to mid-sized institutional investors, family offices, and general partners of various funds. The company is headquartered in Dallas, Texas.
Banking
The Bank of New York Mellon Corporation delivers a comprehensive suite of financial solutions to clients in both the United States and across international markets. Its operations are structured across distinct segments: Securities Services, Market and Wealth Services, Investment and Wealth Management, and an "Other" category. The Securities Services segment specializes in institutional support, offering asset safeguarding (custody, trust, and depositary services), precise record-keeping (accounting), support for exchange-traded funds, middle-office functionalities, transfer agency operations, specialized offerings for private equity and real estate funds, foreign exchange, securities lending, liquidity and lending services, prime brokerage, and data analytics. This division also performs roles as a trustee, paying agent, fiduciary, and escrow provider, delivering various financial, issuer, and support services to brokers and investors. The Market and Wealth Services segment encompasses clearing and custody, a wide spectrum of investment, wealth, and retirement solutions, advanced technology and enterprise data management, trading, and prime brokerage. Furthermore, it handles clearance and collateral management, alongside integrated cash management services that cover payments, foreign exchange, liquidity management, receivables and payables processing, and trade finance and processing. Through its Investment and Wealth Management arm, the company focuses on developing and distributing investment management strategies and products. Its offerings include direct investment management, asset custody, thorough wealth and estate planning, private banking, and sophisticated information management services. The Other segment involves activities such as leasing, corporate treasury functions, derivative and other trading, corporate and bank-owned life insurance, investments in renewable energy, and business exit services. The corporation serves a broad and diverse client base, including central banks, sovereign entities, financial institutions, asset managers, insurance companies, corporations, local authorities, affluent individuals, and family offices. Established in 1784, the company maintains its headquarters in New York, New York.
Similar fintech company
Trintech is a provider of cloud-based financial software focused on account reconciliation and the financial close (record-to-report) process. Its products are used to automate high-volume transaction matching, balance-sheet reconciliations, close task management, journal entries, and related governance and compliance activities.
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