Clearwater

Founded by David Boren in 2004

Manage investment portfolios, risk, and reporting across public and private markets

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You can use Clearwater to manage the full lifecycle of institutional investments in one place. It handles portfolio accounting, reconciliation, reporting, compliance, and risk analytics across public and private asset classes. The system processes daily transaction activity, automates complex workflows using AI agents, and delivers real-time data across positions, cash movements, and exceptions. Asset managers, insurers, and hedge funds use it to cut reporting time and connect front-office decisions to back-office operations.

What Clearwater does

Reconcile investment positions and transactions daily across custodiansGenerate investment performance and compliance reports automaticallyModel portfolio risk scenarios and analyze exposures across asset classesAutomate multi-step accounting workflows for institutional portfoliosConnect trade ideas to order execution within a single environmentMonitor exceptions and resolve data discrepancies in real timeConsolidate private and public market data into a single investment recordAutomate client and regulatory reporting for asset managers and insurersProcesses daily investment activity across $10 trillion in assetsOver 1,000 AI agents actively executing investment workflowsReal-time reconciliation and exception management across positions and cashScenario analysis and portfolio risk modeling via Beacon by ClearwaterFront-to-back portfolio management and order execution via Enfusion by ClearwaterReduces multi-hour reporting processes to minutesSingle unified data foundation covering both public and private marketsAutomated compliance and accounting workflows for asset managers and insurers

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