Clearwater Advisors

Finance · Idaho, United States · 11-50 Employees

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Overview

Headquarters

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

Phone Number

(208) 433-1222

Revenue

$15.7 Million

Industry

Finance Securities Trading

About Clearwater Advisors

Clearwater Advisors is an investment management firm based in Boise, Idaho, managing over $4.8 billion in fixed income portfolios for institutional investors. Founded in 2001, the company emphasizes transparency, customized investment strategies, and risk assessment to meet the diverse needs of its clients. They offer services including investment management, risk assessment, and reporting solutions, leveraging their partnership with Clearwater Analytics for portfolio accounting and reporting. Clearwater Advisors prioritizes client success and customization, ensuring that each portfolio aligns with the client's investment objectives.Explore more
Clearwater Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Clearwater Advisors Org Chart

DB
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Analytics Co-Founder & Chief Executive Office...

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David Dunn, Chief Technology Officer at Clearwater Advisors
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Chief Technology Officer

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Software Developer

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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
$5.5M
11-50
Private
-
2008
GM
Gerald MolinariChief Financial Officer
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal & Chief Strategy Officer
<$5M
1-10
Private
-
1976
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Clearwater Advisors Tech Stack

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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, KStone Partners
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 Boise, Idaho, managing over $4.8 billion in fixed income portfolios for institutional investors. Founded in 2001, the company emphasizes transparency, customized investment strategies, and risk assessment to meet the diverse needs of its clients. They offer services including investment... management, risk assessment, and reporting solutions, leveraging their partnership with Clearwater Analytics for portfolio accounting and reporting. Clearwater Advisors prioritizes client success and customization, ensuring that each portfolio aligns with the client's investment objectives.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

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