/Companies

Clearwater Analytics

Boise, US · Founded 2021 · 3,243 employees on LinkedIn · 4 known investors

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Clearwater provides investment data management and intelligence for asset managers, structuring and normalizing multi-asset portfolio data into a single source of truth across public, private, and alternative holdings. The platform enables portfolio oversight, client reporting, and analytics across asset classes for financial institutions.

Founders & leadership

SSSandeep Sahai
Sandeep SahaiChief Executive Officer
SSSubi Sethi
Subi SethiChief Operating OfficerSubi Sethi is Chief Operating Officer at Clearwater Analytics, a SaaS platform for investment data management serving financial institutions. He brings over 27 years of experience building and leading operations teams in technology, healthcare, and insurance sectors, with expertise in operational excellence and digital transformation, and holds Six Sigma Black Belt certification.
JC
Jim CoxChief Financial OfficerExecutive Officer at Clearwater Analytics, which provides investment data management and intelligence for asset managers. Cox has held CFO positions across technology companies, both public and private, with experience in strategic transactions and organizational integration.
SEScott Erickson
Scott EricksonChief Revenue Officer (CRO)Scott Erickson has worked at Clearwater Analytics since 2005 in various leadership roles across the organization, and currently serves as Chief Operating Officer overseeing operational infrastructure and client support.
SDSouvik Das
Souvik DasChief Product and Technology OfficerSouvik Das is an executive officer at Clearwater Analytics with more than two decades of experience in technology leadership roles across fintech, cloud engineering, and enterprise software. He has held executive positions at both startups and public companies, leading large global engineering teams.

Board

JA
Jacques AigrainBoard director
EL
Eric LeeBoard directorExecutive Officer at WCAS
DS
D. Scott MackesyBoard directorExecutive Officer at WCAS
AY
Andrew YoungBoard director
JP
Jaswinder Pal SinghBoard director
LJ
Lisa JonesBoard director
KA
Kathleen A. CorbetBoard director

Investors · 4

Reported raises · per SEC filings

Form D private placements

$261.8M disclosed across 1 round · 2025

▶$261.8MraisedMay 2025 · 95 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Sandeep SahaiExecutive Officer, Director
  • Subi SethiExecutive Officer
  • Jacques AigrainDirector
  • Eric LeeDirector
  • Jim CoxExecutive Officer
  • Scott EricksonExecutive Officer
  • Souvik DasExecutive Officer
  • Jaswinder Pal SinghDirector
  • Lisa JonesDirector
  • D. Scott MackesyDirector
  • Kathleen A. CorbetDirector
  • Andrew YoungDirector
  • Cary DavisDirector
  • Christopher HooperDirector
Amount sold
$261.8M
First sale
Apr 2025
Incorporated
Corporation, Delaware, 2021
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Founder mafia

3 people who came through Clearwater Analytics went on to found or lead other companies.

Frequently asked questions

What does Clearwater Analytics do?
Clearwater provides investment data management and intelligence for asset managers, structuring and normalizing multi-asset portfolio data into a single source of truth across public, private, and alternative holdings. The platform enables portfolio oversight, client reporting, and analytics across asset classes for financial institutions.
Who are Clearwater Analytics's investors?
Clearwater Analytics's investors include Lead Edge Capital, Summit Partners, Warburg Pincus, WCAS.
How much funding has Clearwater Analytics raised?
Clearwater Analytics has disclosed $261.8M raised across 1 round.
Where is Clearwater Analytics headquartered?
Clearwater Analytics is headquartered in Boise, US.