List of Clearwater Platform Customers
Clearwater Analytics
777 W. Main Street Suite 900,
Boise, 83702, ID,
United States
Boise, 83702, ID,
United States
1 208-433-1200
Professional Services
1915
$452M
Since 2010, our global team of researchers has been studying Clearwater Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Clearwater Platform for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Clearwater Platform for Portfolio and Investment Management include: Aviva, a United Kingdom based Insurance organisation with 29091 employees and revenues of $53.09 billion, Aviva Insurance, a United Kingdom based Insurance organisation with 24364 employees and revenues of $40.87 billion, Highmark Health, a United States based Healthcare organisation with 44000 employees and revenues of $27.00 billion, M&G, a United Kingdom based Banking and Financial Services organisation with 6151 employees and revenues of $14.97 billion, Arch Capital Group, a Bermuda based Insurance organisation with 6400 employees and revenues of $13.29 billion and many others.
Contact us if you need a completed and verified list of companies using Clearwater Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Clearwater Platform customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Agile Investment Management | Banking and Financial Services | 10 | $2M | United States | Clearwater Analytics | Clearwater Platform | Portfolio and Investment Management | 2020 | n/a |
In 2020, Agile Investment Management implemented Clearwater Platform to address its Portfolio and Investment Management requirements. The deployment centered on Clearwater Platform capabilities such as investment accounting, consolidated reporting, performance attribution and risk analytics, aligning the application with the firm’s portfolio management needs.
The deployment used a cloud-hosted Clearwater Platform instance as a centralized investment data repository and processing layer, aligning middle office and back office workflows with the Portfolio and Investment Management category. Configuration work emphasized accounting ledgers, instrument-level valuation workflows and automated reporting chains to support a compact operational footprint for a 10 employee firm.
Operational coverage targeted portfolio management, risk oversight and investment accounting functions across the firm’s advisory and trading activities. Governance focused on centralized data models and standardized reporting templates, with a staged rollout to integrate reporting and compliance workflows while limiting operational disruption.
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Alameda County Employees Retirement Association (ACERA) | Insurance | 70 | $7M | United States | Clearwater Analytics | Clearwater Platform | Portfolio and Investment Management | 2024 | n/a |
In 2024 Alameda County Employees Retirement Association (ACERA) deployed the Clearwater Platform for Portfolio and Investment Management to centralize reporting and validation across its entire investment portfolio. The Clearwater Platform is delivered as a SaaS investment accounting and analytics solution and is being applied to ACERA’s multi asset holdings, explicitly including alternative assets and Total Plan Reporting responsibilities.
The implementation configures Clearwater Platform modules for automated data validation, a shadow book of record accounting layer, multi asset performance and risk management, and consolidated total plan reporting. Embedded Generative AI capabilities are used to automatically aggregate and validate data across multiple sources and formats, identify and escalate data anomalies or failures, and to enable immediate, conversational engagement with complex data queries.
Operational coverage extends to Investment Operations and the fiduciary reporting chain, producing automated monthly and or quarterly Investment Committee and Board reports across the Total Fund. Integrations are focused on ingesting and normalizing data from multiple external sources and formats to support consolidated reporting and risk analytics for alternative investments and public market holdings.
Governance changes center on a strengthened validation and escalation workflow, tighter data integrity controls, and streamlined report generation to support committee oversight. ACERA Investment Operations Officer Serafin Lim characterized the deployment as delivering accurate data reporting and a robust validation process, and stated the platform will enhance data integrity, streamline processes, and increase efficiency while supporting Total Fund management.
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Amica Mutual Insurance | Insurance | 3597 | $2.7B | United States | Clearwater Analytics | Clearwater Platform | Portfolio and Investment Management | 2022 | n/a |
In 2022 Amica Mutual Insurance implemented Clearwater Platform as its cloud-delivered Portfolio and Investment Management solution, deploying Clearwater Analytics SaaS to centralize investment accounting, reporting, and analytics. The implementation positioned Clearwater Platform as the primary system of record for portfolio-level accounting and consolidated reporting across Amica's corporate investment function.
The deployment emphasized core Portfolio and Investment Management capabilities, including investment accounting, portfolio accounting, performance measurement, regulatory reporting, and analytics. Configuration work focused on insurance sector requirements, mapping insurance-specific asset classes and accounting treatments into Clearwater Platform ledger and reporting workflows, and implementing automated valuation and reconciliation routines typical of enterprise investment accounting.
Public disclosures do not specify named third-party systems integrated for the Amica engagement, so named integrations are not reported. Operational coverage concentrated on Amica’s investment accounting and reporting teams, aligning front-office portfolio views with back-office accounting and compliance reporting through Clearwater Platform tooling.
Governance centered on centralized operational controls and standardized reporting processes, with a phased rollout across investment operations to onboard data feeds, chart of accounts mappings, and reporting templates. Change management activities prioritized reconciliation validation and accounting governance, reflecting a category-aligned shift toward consolidated investment accounting and enterprise reporting practices.
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Apollo Syndicate | Insurance | 200 | $26M | United Kingdom | Clearwater Analytics | Clearwater Platform | Portfolio and Investment Management | 2023 | n/a |
Apollo Syndicate added the Clearwater Platform in 2023, onboarding Clearwater Analytics as its SaaS provider for Portfolio and Investment Management. The addition appears in Clearwater Analytics public disclosures for Q2 2023 where Apollo Syndicate is listed among new or expanded clients, positioning the Clearwater Platform as part of the firm’s investment tooling for underwriting and asset management functions.
The Clearwater Platform delivers core capabilities aligned to the Portfolio and Investment Management category, including investment accounting, transaction and position management, valuation and pricing workflows, reconciliations, performance reporting, and regulatory reporting. Clearwater’s multi product approach also includes Clearwater JUMP for front office functionality and the Clearwater accounting and reporting modules for back office operations, which the platform can configure to map security masters, chart of accounts, ledger rules, and automated reporting schedules.
Operationally the Clearwater Platform is presented as a cloud SaaS service with integrations to external trading and custody ecosystems, exemplified by Clearwater’s announced MORGAN MONEY integration and its library of connector patterns for trading platforms and custodians. Governance and rollout for clients on the platform typically center on configuring accounting and compliance workflows, standardizing investment data models, and operational handoffs between front office and accounting teams, and Clearwater’s 2023 communications also highlight investments in generative AI capabilities under the Clearwater GPT initiative to accelerate analytics and operational automation.
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Arch Capital Group | Insurance | 6400 | $13.3B | Bermuda | Clearwater Analytics | Clearwater Platform | Portfolio and Investment Management | 2018 | n/a |
In 2018, Arch Capital Group implemented Clearwater Platform to support its Portfolio and Investment Management needs within the Finance Operations function. The deployment centered on using Clearwater Platform for monthly booking of investment portfolio transactions and to establish a consistent portfolio accounting feed into the month end close process across Arch insurance International entities.
Clearwater Platform was configured to capture trade and transaction details, maintain position and valuation workflows, and produce postings used in monthly balance sheet reconciliations and intercompany bookings. The implementation supported operational workflows for booking accruals, prepayments and fixed asset expense allocations when investment activity touched finance ledgers, aligning portfolio accounting outputs with general ledger requirements.
The Clearwater Platform implementation was integrated into a broader finance technology stack, with explicit operational linkages to Workday ERP for general ledger and financial close alignment, and to Concur for employee expense reclaim processes. Operational coverage included coordination of expense schedules for IT, Facilities, Legal and consulting departments, and interfaced with existing intercompany invoicing and bookings from Group companies as part of routine month end processing.
Governance and workflow changes accompanied the rollout, with the Finance Manager responsible for investment transaction booking in Clearwater Platform, supervising two part qualified accountants based in London, and liaising with wider Finance Operations teams in London, Manchester and an offshore team in the Philippines. The role encompassed monthly reconciliations, accounts payable involvement, preparation of Board and Committee paper sections, ONS returns and ongoing project work to embed Clearwater Platform into established finance controls and reporting routines.
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Life Sciences | 23 | $2M | United States | Clearwater Analytics | Clearwater Platform | Portfolio and Investment Management | 2020 | n/a |
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Insurance | 29091 | $53.1B | United Kingdom | Clearwater Analytics | Clearwater Platform | Portfolio and Investment Management | 2022 | n/a |
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Insurance | 24364 | $40.9B | United Kingdom | Clearwater Analytics | Clearwater Platform | Portfolio and Investment Management | 2022 | n/a |
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Insurance | 30 | $20M | United States | Clearwater Analytics | Clearwater Platform | Portfolio and Investment Management | 2020 | n/a |
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Banking and Financial Services | 10 | $5M | United States | Clearwater Analytics | Clearwater Platform | Portfolio and Investment Management | 2019 | n/a |
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Showing 1 to 10 of 50 entries
Buyer Intent: Companies Evaluating Clearwater Platform
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Clearwater Platform. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Clearwater Platform for Portfolio and Investment Management include:
- Plaquemine Bank & Trust Co, a United States based Banking and Financial Services organization with 38 Employees
- The Bank of New York Mellon, a United States based Banking and Financial Services company with 53400 Employees
- Assemblies-God Financial Svc, a United States based Banking and Financial Services organization with 43 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Clearwater Platform Coverage
Clearwater Platform is a Portfolio and Investment Management solution from Clearwater Analytics.
Companies worldwide use Clearwater Platform, from small firms to large enterprises across 21+ industries.
Organizations such as Aviva, Aviva Insurance, Highmark Health, M&G and Arch Capital Group are recorded users of
Clearwater Platform for Portfolio and Investment Management.
Companies using Clearwater Platform are most concentrated in Insurance, Healthcare and Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Clearwater Platform are most concentrated in United Kingdom, United States and Bermuda, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Clearwater Platform across Americas, EMEA, and APAC.
Companies using Clearwater Platform range from small businesses with 0-100 employees - 42%, to mid-sized firms with 101-1,000 employees - 26%, large organizations with 1,001-10,000 employees - 22%, and global enterprises with 10,000+ employees - 10%.
Customers of Clearwater Platform include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Clearwater Platform customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.