Clearwater Analytics

clearwateranalytics.com · Boise City, United States of America

Clearwater Analytics provides cloud-based investment accounting, reporting, and analytics software that helps insurers, asset managers, corporations, and public sector institutions manage and reconcile their investment portfolios. Its platform automates data aggregation from custodians and trading systems, delivers daily accounting and compliance reporting, and supports regulatory and statutory reporting requirements. The company generates revenue through subscription fees and related services for its SaaS platform.

  • Wealth & Investment Software
  • Business Intelligence & Dashboards
Revenue
$430.0M
Employees
2,000
Founded
2004
Headquarters
Boise City, United States of America

What 13 Arbolus experts think of Clearwater Analytics

The NPS distribution skews positive, with 60% giving scores of 9 or above and most others in the 6–8 range; only one expert rated below 7. Renewal intent is strongly positive among high spenders and long-term users, with all high-spend clients indicating intent to renew. Stickiness is high, with over 80% reporting usage of more than one year and a minority in onboarding or pilot phases. Main themes include strong satisfaction among asset management clients and solid retention metrics despite some variability among lower spend and consulting segments.Overall Customer Sentiment: Positive

Who reviewed Clearwater Analytics

Total customers 13 13 current · 0 former
Reviews growth +10 in six months
Seniority of respondents
  • C-Suite 77% (10)
  • Director 23% (3)
Strategy Leader C-Suite NPS 7
Strategy Partner Director NPS 6 Undecided
Revenue Leader Director NPS 7

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Sentiment

15 Net Promoter Score, from 13 scored reviews
  • Promoters 4
  • Passives 7
  • Detractors 2

Cumulative NPS by month

+0 over 6 months
  • Jan 8
  • Feb 8
  • Mar 8
  • Apr 8
  • May 8
  • Jun 8

Net Promoter Score across 2 reviews, accumulated up to each month. Category median 12 across 2 companies.

Written answers and themes publish with the full report.

Renewal intent

Plan to renew 63%
  • Will renew 5
  • Undecided 3
  • Not renewing 0

Plan to renew, by seniority

  • C-Suite 83% 6 answers
  • Director 0% 2 answers
  • 9.2/10 Average score from customers who will renew
  • 6/10 Average score from undecided customers

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