Clearwater Analytics, LLC

Products & Services: 
Asset Management System/Services
ERP / Financial Systems
Investment Services

Clearwater Analytics® provides industry-leading web-based investment portfolio reporting and accounting services for government entities, institutional investors, corporate treasuries, insurance companies, and investment managers. For more than a decade Clearwater’s daily-aggregated and reconciled solutions have delivered the highest level of portfolio transparency available on the market today for clients such as City of Newport Beach, Orange County Transportation Authority, Yahoo!, Cisco, Facebook, Oracle, and Starbucks. Clearwater reports on more than $2.7 trillion in assets across thousands of accounts daily. Clearwater remains committed to helping investors rethink how they approach their investment accounting and reporting challenges.


US-East Coast
US-West Coast
Contact Information:
Name Title Phone Email
Brandon Pelfrey Institutions Solutions Specialist 208-810-2345
Hailey Feider Event & Webinar Specialist 208-489-3939
Tyler Dahl Institutions Solutions Specialist 208-489-3488