2025 Insurance Investment Outsourcing Report Shows 25% Growth as Private Market Assets Surge to $800 Billion Clearwater Analytics (NYSE:CWAN), the most comprehensive technology platform for investment management, today released the 2025 Insurance Investment Outsourcing Report (IIOR). Produced in partnership with DCS Financial Consulting, the report reveals a record $4.5 trillion in unaffiliated general account insurance assets under management (AUM) – up 24% year-over-year. Investment consultant assets under advisement also grew significantly to $2 trillion. The dramatic growth in insurance investment outsourcing reflects several market forces, including the need for specialized expertise

Clearwater Analytics (NYSE:CWAN), the most comprehensive technology platform for investment management, today announced that Danish pension provider, Norli Liv & Pension, part of the Norli group, has partnered with Clearwater to modernize its investment accounting, reporting and compliance operations. Clearwater will provide Norli with a single, consolidated view of all in-house and outsourced chief investment officer (OCIO) managed holdings across its public and private asset classes—enhancing investment transparency and empowering better, faster decision-making. The platform will also support regulatory compliance through automated workflows and robust, audit-ready reporting. By moving

Clearwater Analytics (NYSE:CWAN), the most comprehensive technology platform for investment management, today announced that long-time client Wayne Cooperative Insurance has expanded its relationship with Clearwater to include performance attribution and risk analytics that drive improved returns and reduced risk exposure. Building on their successful use of Clearwater's core investment accounting and reporting platform, Wayne Cooperative Insurance will now enhance their investment operations with sophisticated risk and performance capabilities. Through advanced scenario simulations, the investment team can assess potential market events, including interest rate shifts, credit spread chang

Record Quarterly Revenue of $126.9 Million, Up 24% Year-Over-Year Annualized Recurring Revenue of $493.9 Million, Up 23% Year-Over-Year Gross Revenue Retention Rate of 98%; Net Revenue Retention Rate of 114% Net Income of $6.9 Million Adjusted EBITDA of $45.1 Million, Up 40% Year-Over-Year Clearwater Analytics Holdings, Inc. (NYSE:CWAN) ("Clearwater Analytics" or the "Company"), the most comprehensive technology platform for investment management, today announced its financial results for the quarter ended March 31, 2025. "In Clearwater's final quarter prior to its acquisitions of Enfusion, Beacon and Bistro, I'm incredibly proud to report both exceptional results and milestone achiev

Unified Platform to Deliver Full Investment Management Lifecycle—From Trading and Compliance to IBOR, Accounting, and Regulatory Reporting Across Jurisdictions Clearwater Analytics (NYSE:CWAN) ("Clearwater"), the most comprehensive technology platform for investment management, today announced it has completed its acquisition of Beacon Platform Inc. (Beacon), a provider of enterprise risk analytics and developer infrastructure. The acquisition strengthens Clearwater's capabilities in complex portfolio management across both public and private markets, including structured products, private credit, and derivatives. For years, institutional investors have faced a tradeoff between advanced a

Subi Sethi Elevated to Chief Operating Officer and Cindy Blendu to Chief Administrative Officer Clearwater Analytics (NYSE:CWAN), the most comprehensive technology platform for investment management, today announced the promotion of Subi Sethi to Chief Operating Officer and Cindy Blendu to Chief Administrative Officer. These expanded leadership roles strengthen Clearwater's ability to scale globally, integrate its expanded platform, and deliver even greater value to clients following its recent acquisitions. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250429510751/en/Subi Sethi, Chief Operating Officer of Clearwater Analytics

Clearwater Will Deliver Industry's First Unified, Cloud-Native Front-to-Back Platform for Institutional Investors Clearwater Analytics (NYSE:CWAN), the most comprehensive technology platform for investment management, today announced the successful completion of its acquisition of Enfusion, Inc. (NYSE:ENFN), a leader in software-as-a-service (SaaS) solutions for the investment management and hedge fund sectors, in a deal valued at approximately $1.5 billion. This strategic combination positions Clearwater as the industry's first single-instance, multi-tenant, cloud-native platform to unify front, middle, and back-office investment operations. By integrating portfolio and order management,

Clearwater Analytics (NYSE:CWAN) ("Clearwater") and Enfusion, Inc. (NYSE:ENFN) ("Enfusion") today announced the preliminary results of the elections made by Enfusion shareholders of record regarding the form of merger consideration (the "Merger Consideration") they wish to receive in connection with Clearwater's acquisition of Enfusion (the "Transaction"). As previously disclosed, the deadline to have made such an election was 5:00 p.m. Eastern Time on April 16, 2025 (the "Election Deadline"). The parties expect to close the Transaction on April 21, 2025, subject to the approval of the Transaction by Enfusion shareholders and the satisfaction or waiver of other customary closing conditions

Clearwater Analytics Holdings, Inc. (NYSE:CWAN), ("Clearwater Analytics" or the "Company"), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, will release financial results for the first quarter ended March 31, 2025 after the U.S. financial markets close on Wednesday, April 30, 2025. In conjunction with this announcement, Clearwater Analytics will host a conference call on April 30, 2025, at 5:00 p.m. ET through a live webcast available on the Company's investor relations website. Participants must visit investors.clearwateranalytics.com in advance to register, download, and install any necessary audio software. A replay of th

Clearwater Analytics Holdings, Inc. (NYSE:CWAN), ("Clearwater Analytics" or the "Company"), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced that members of its executive leadership team will be participating in the following investor conferences in the second quarter of 2025. Clearwater Analytics Chief Executive Officer Sandeep Sahai will join a fireside chat and participate in one-on-one meetings at the J.P. Morgan 53rd Annual Global Technology, Media and Communications Conference in Boston on Wednesday, May 14, 2025. Clearwater Analytics Chief Financial Officer Jim Cox will join a fireside chat and partici

Record Quarterly Revenue of $126.9 Million, Up 24% Year-Over-Year Annualized Recurring Revenue of $493.9 Million, Up 23% Year-Over-Year Gross Revenue Retention Rate of 98%; Net Revenue Retention Rate of 114% Net Income of $6.9 Million Adjusted EBITDA of $45.1 Million, Up 40% Year-Over-Year Clearwater Analytics Holdings, Inc. (NYSE:CWAN) ("Clearwater Analytics" or the "Company"), the most comprehensive technology platform for investment management, today announced its financial results for the quarter ended March 31, 2025. "In Clearwater's final quarter prior to its acquisitions of Enfusion, Beacon and Bistro, I'm incredibly proud to report both exceptional results and milestone achiev

Clearwater Will Deliver Industry's First Unified, Cloud-Native Front-to-Back Platform for Institutional Investors Clearwater Analytics (NYSE:CWAN), the most comprehensive technology platform for investment management, today announced the successful completion of its acquisition of Enfusion, Inc. (NYSE:ENFN), a leader in software-as-a-service (SaaS) solutions for the investment management and hedge fund sectors, in a deal valued at approximately $1.5 billion. This strategic combination positions Clearwater as the industry's first single-instance, multi-tenant, cloud-native platform to unify front, middle, and back-office investment operations. By integrating portfolio and order management,

Clearwater Analytics Holdings, Inc. (NYSE:CWAN), ("Clearwater Analytics" or the "Company"), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, will release financial results for the first quarter ended March 31, 2025 after the U.S. financial markets close on Wednesday, April 30, 2025. In conjunction with this announcement, Clearwater Analytics will host a conference call on April 30, 2025, at 5:00 p.m. ET through a live webcast available on the Company's investor relations website. Participants must visit investors.clearwateranalytics.com in advance to register, download, and install any necessary audio software. A replay of th

Building the Future of Investment Management with a Fully Integrated, Front-to-Back Platform That Unifies Data, Analytics and Execution Across Public and Private Securities PIMCO, a Longtime Strategic Partner and Investor in Beacon, Will Continue to be a Partner in Developing the Next-Generation Platform Clearwater Analytics (NYSE:CWAN) ("Clearwater") today announced two strategic acquisitions, marking a major step toward transforming investment management technology. Clearwater has entered into a definitive agreement to acquire Beacon, a next-generation leader for cross-asset class modeling and risk analytics for derivatives, private credit and debt, structured products and other altern

Record Quarterly Revenue of $126.5 Million, Up 28% Year-Over-Year Annualized Recurring Revenue of $474.9 Million, Up 25% Year-Over-Year Net Revenue Retention Rate of 116% Net Income of $420.3 Million Adjusted EBITDA of $41.7 Million, Up 39% Year-Over-Year Clearwater Analytics Holdings, Inc. (NYSE:CWAN) ("Clearwater Analytics" or the "Company"), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced its financial results for the quarter ended December 31, 2024.   Fourth Quarter 2024   Full Year 2024 Revenue $126.5 million   $451.8 million Year-over-Year Revenue Growth % 27.7%

Clearwater Analytics Holdings, Inc. (NYSE:CWAN), ("Clearwater Analytics" or the "Company"), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, will release financial results for the fourth quarter and full year ended December 31, 2024 after the U.S. financial markets close on Wednesday, February 19, 2025. In conjunction with this announcement, Clearwater Analytics will host a conference call on February 19, 2025, at 5:00 p.m. ET through a live webcast available on the Company's investor relations website. Participants must visit investors.clearwateranalytics.com in advance to register, download, and install any necessary audio

Investor Conference Call Scheduled for Today at 8:30 a.m. ET Clearwater Analytics (NYSE:CWAN) ("Clearwater") and Enfusion, Inc. (NYSE:ENFN) ("Enfusion") today announced their entry into a definitive merger agreement for Clearwater to acquire Enfusion, a leader in software-as-a-service (SaaS) solutions for the investment management and hedge fund industry. The purchase price is $11.25 per share, delivered in an approximately equal mix of cash and stock. Additionally, Clearwater will pay $30 million to terminate Enfusion's tax receivable agreement (TRA). This equates to a purchase price of approximately $1.5 billion. This press release features multimedia. View the full release here: https

Record Quarterly Revenue of $115.8 Million, Up 22% Year-Over-Year Annualized Recurring Revenue of $456.9 Million, Up 26% Year-Over-Year Net Income of $4.8 Million; Adjusted EBITDA of $38.3 Million, Up 34% Year-Over-Year Gross Revenue Retention Rate of 99%; Net Revenue Retention Rate of 114% Operating Cash Flows of $49.7 Million, Up 57% Year-Over-Year Clearwater Analytics Holdings, Inc. (NYSE:CWAN) ("Clearwater Analytics" or the "Company"), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced its financial results for the quarter ended September 30, 2024. "It's very gratifying to see continued excellence in execut

Clearwater Analytics Holdings, Inc. (NYSE:CWAN), ("Clearwater Analytics" or the "Company"), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, will release financial results for the third quarter ended September 30, 2024 after the U.S. financial markets close on Wednesday, November 6, 2024. In conjunction with this announcement, Clearwater Analytics will host a conference call on November 6, 2024, at 5:00 p.m. ET through a live webcast available on the Company's investor relations website. Participants must visit investors.clearwateranalytics.com in advance to register, download, and install any necessary audio software. A repl

Record Quarterly Revenue of $106.8 Million, Up 19% Year-Over-YearNet Income of $0.3 Million; Adjusted EBITDA of $33.4 Million, Up 35% Year-Over-YearGross Revenue Retention Rate of 99%; Net Revenue Retention Rate of 110%Annualized Recurring Revenue of $427.2 Million, Up 22% Year-Over-YearOperating Cash Flows of $43.9 Million, Up 108% Year-Over-Year BOISE, Idaho, July 31, 2024 /PRNewswire/ -- Clearwater Analytics Holdings, Inc. (NYSE:CWAN) ("Clearwater Analytics" or the "Company"), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced its financial results for the quarter ended June 30, 2024.

Goldman resumed coverage of Clearwater Analytics with a rating of Neutral and set a new price target of $26.00

Analyst resumed coverage of Clearwater Analytics with a rating of Overweight and set a new price target of $28.00

Piper Sandler upgraded Clearwater Analytics from Neutral to Overweight and set a new price target of $36.00 from $28.00 previously

Morgan Stanley upgraded Clearwater Analytics from Equal-Weight to Overweight and set a new price target of $34.00 from $30.00 previously

DA Davidson upgraded Clearwater Analytics from Neutral to Buy and set a new price target of $32.00 from $35.00 previously

DA Davidson downgraded Clearwater Analytics from Buy to Neutral and set a new price target of $35.00 from $31.00 previously

JP Morgan upgraded Clearwater Analytics from Neutral to Overweight and set a new price target of $33.00 from $23.00 previously

Citigroup initiated coverage of Clearwater Analytics with a rating of Buy and set a new price target of $28.00

Oppenheimer upgraded Clearwater Analytics from Perform to Outperform and set a new price target of $25.00

JP Morgan downgraded Clearwater Analytics from Overweight to Neutral and set a new price target of $22.00 from $24.00 previously

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Seasoned Marketing Executive to Accelerate Brand Evolution and Client Success BOISE, Idaho, Aug. 19, 2024 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the appointment of Fleur Sohtz as its new Chief Marketing Officer. Fleur joins Clearwater Analytics with 25 years' experience scaling high-growth companies, achieving double-digit revenue growth, and creating integrated marketing programs at global companies such as Collibra, Markit (now part of S&P), and Thomson Reuters.

With more than two decades of in-depth experience leading high-tech marketing and CX management strategies, Susan Ganeshan will oversee Emplifi's marketing and growth initiatives Emplifi, a leading customer engagement platform provider, today announced the appointment of Susan Ganeshan as its Chief Marketing Officer. Ganeshan will lead Emplifi's marketing and growth initiatives while working cross-functionally within the organization to help global brands deliver a seamless experience throughout the customer journey. She will be actively involved with Emplifi's clients to support their CX efforts ensuring they drive brand growth through mature social media marketing, social commerce, and

M&A Veteran to Steer Corporate Development Strategy and Global Expansion BOISE, Idaho, March 1, 2024 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the appointment of Mike Chen as its new Senior Vice President, Head of Corporate Development. Mike Chen brings more than 20 years of expertise in M&A and corporate business development to the role, having previously served as Head of Corporate Development and Ventures at Guidewire Software as well as Vice Presi

New Managing Director to Drive Clearwater Growth in Europe & APAC BOISE, Idaho and LONDON, Feb. 7, 2024 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the appointment of Keith Viverito as Managing Director, EMEA. With over 20 years of experience in high-growth companies serving financial markets, Viverito brings a strong track record of delivering exceptional results and a passion for people and customer success to Clearwater. Prior to joining Clearwater,

Welcomes Shane Akeroyd as New Chief Strategy Officer and Ann-Sophie Skjoldager Bom to Lead Relationship with Strategic Asset Management Clients BOISE, Idaho, Jan. 9, 2024 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the appointment of Shane Akeroyd as its Chief Strategy Officer (CSO) and Ann-Sophie Skjoldager Bom as the Sales Director responsible for Strategic Asset Management clients. As Clearwater transitions to a multi-product company across the entir

Industry Veteran to Drive Product Innovation and Multi-Product Strategy  BOISE, Idaho, July 26, 2023 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the appointment of Sunil Dixit as its new Chief Product Officer. Dixit brings with him a wealth of expertise driving product innovation, which will speed the development of client-centric solutions to meet current market demands while anticipating future trends. "With an increasingly robust multi-product offeri

Asset Management Veteran Brings Significant Industry Experience BOISE, Idaho, Sept. 20, 2022 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, today announced that Lisa Jones, asset management veteran and Head of the Americas, President and Chief Executive Officer of Amundi US, Inc., has been appointed to the company's Board of Directors and will serve as a member of its Audit Committee. Lisa Jones holds over 30 years of experience developing and building asset management businesses in

Princeton Computer Science Professor & SaaS Technology Pioneer JP Singh Brings Track Record of Innovation to Clearwater Analytics BOISE, Idaho, Aug. 3, 2022 /PRNewswire/ -- Clearwater Analytics (NYSE:CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, today announced that tech industry veteran Dr. JP Singh, Professor of Computer Science at Princeton University, Co-founder of CaaStle and Trust Machines, Chairman of 8x8 and Director at Hiro Systems, has been appointed to the company's Board of Directors. Dr. Singh is a tenured full