Clearwater Advisors

Finance · Idaho, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

101 S Capitol Blvd Ste 1201, Boise, Idah...

Phone Number

(208) 433-1222

Revenue

$15.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
2
2
1
1
1

About Clearwater Advisors

Clearwater Advisors is an investment management firm based in Downtown Boise, Idaho, dedicated to providing transparency, clear communication, and integrity in managing client portfolios. They offer customized investment strategies, risk assessment, and reporting solutions, catering to a diverse range of client needs. The firm emphasizes the importance of accountability and accessibility, ensuring clients can easily engage with their portfolio managers. With expertise across various asset classes, Clearwater Advisors positions itself as an extension of its clients' investment teams, prioritizing their success.Explore more
Clearwater Advisors's Social MediaPopular SearchesClearwater AdvisorsClearwater Advisors LLCClearwater Asset Management LLCClearwater Investment Advisors IncClearwater Analytics isSIC Code 62,628NAICS Code 52,523Show more

Clearwater Advisors Org Chart

DB
United States flag for contact location.

Analytics Co-Founder & Chief Executive Office...

PhoneEmail
David Dunn, Chief Technology Officer at Clearwater Advisors
United States flag for contact location.

Chief Technology Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
MD
United States flag for contact location.

Software Developer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Clearwater Advisors your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Clearwater Advisors

Compare insights from companies similar to Clearwater Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Clearwater Advisors

$15.7M
11-50
Private
-
2001
DB
David BorenAnalytics Co-Founder & CEO (Clearwater)
$8.2M
11-50
Private
<$5M
1991
SS
Scott StChief Financial Officer
$5.5M
11-50
Private
-
2008
JM
Joseph MarrenPresident, CEO & Chief Information Officer
<$5M
11-50
Private
-
1999
TT
Terry TauPrivate Equity Principal
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
1976
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Clearwater Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Clearwater Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Clearwater Advisors.

Clearwater Advisors Tech Stack

A closer look at the technologies used by Clearwater Advisors

Top Finance Companies

Frequently Asked Questions Regarding Clearwater Advisors

What is Clearwater Advisors's official website?
Clearwater Advisors's official website is www.clearwateradvisors.com
What is Clearwater Advisors's Revenue?
Clearwater Advisors's revenue is $15.7 Million
What is Clearwater Advisors's SIC code?
Clearwater Advisors's SIC: 62,628
What is Clearwater Advisors's NAICS code?
Clearwater Advisors's NAICS: 52,523
How many employees does Clearwater Advisors have?
Clearwater Advisors has 11-50 employees
What industry does Clearwater Advisors belong to?
Clearwater Advisors is in the industry of: Finance, Securities Trading
What is Clearwater Advisors competition?
Clearwater Advisors top competitors include: Garrett Nagle, Woodmont Investment Counsel, Wellesley Office Park, Journey Capital Advisers
What technology does Clearwater Advisors use?
Some of the popular technologies that Clearwater Advisors uses are: Microsoft 365, Cloudflare Security, Google Workspace, Gmail
Who is the CTO of Clearwater Advisors?
Clearwater Advisors's CTO is David Dunn
How do I contact Clearwater Advisors?
Clearwater Advisors contact info: Phone number: (208) 433-1222 Website: www.clearwateradvisors.com
What does Clearwater Advisors do?

Clearwater Advisors is an investment management firm based in Downtown Boise, Idaho, dedicated to providing transparency, clear communication, and integrity in managing client portfolios. They offer customized investment strategies, risk assessment, and reporting solutions, catering to a diverse range of client needs. The firm emphasizes the import... ance of accountability and accessibility, ensuring clients can easily engage with their portfolio managers. With expertise across various asset classes, Clearwater Advisors positions itself as an extension of its clients' investment teams, prioritizing their success.Read More

What are Clearwater Advisors social media links?
Clearwater Advisors Linkedin page
Is Clearwater Advisors a public company?
Clearwater Advisors is private company therefore does not currently have an official ticker symbol
See more information about Clearwater Advisors

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.