Mission Statement, Vision, & Core Values of Clearwater Analytics Holdings, Inc. (CWAN)

Are you curious about what drives Clearwater Analytics? Understanding a company's mission, vision, and core values provides insight into its goals and how it operates. In 2024, Clearwater Analytics achieved a record revenue of $126.5 million in the fourth quarter, marking a 28% year-over-year increase, alongside an impressive net revenue retention rate of 116%. Want to know more about the principles guiding this leading SaaS provider?

Let's explore the mission, vision, and core values that shape Clearwater Analytics and contribute to its success in the investment management industry. What are the key values that Clearwater Analytics upholds, and how do they translate into their daily operations and long-term objectives?

Clearwater Analytics Holdings, Inc. (CWAN) An Overview of

Clearwater Analytics is a prominent provider of SaaS-based investment accounting, reporting, and analytics solutions. Founded in 2004, the company has established itself as a key player in the fintech industry by offering a comprehensive platform that aggregates and normalizes data from various sources, providing clients with a consolidated view of their investment portfolios. Clearwater serves a diverse clientele, including insurance companies, asset managers, corporations, and government entities.

Clearwater Analytics offers a comprehensive suite of solutions, including:

• Investment Accounting: Automates and streamlines investment accounting processes.
• Performance Reporting: Delivers detailed insights into portfolio performance.
• Risk Analytics: Provides tools for identifying and managing investment risks.
• Regulatory Reporting: Helps clients meet complex regulatory requirements.

As of April 2025, Clearwater Analytics continues to expand its market presence and enhance its product offerings. Recent data indicates strong sales growth, driven by increased demand for its cloud-based solutions and its ability to serve a wide range of investment types. Clearwater Analytics reported revenue of $402.2 million for the year 2024, representing a growth rate of 21.5% year-over-year. Subscription revenue, which constitutes a significant portion of the total revenue, reached $373.3 million, a 22.4% increase compared to the previous year. The company’s ability to consistently innovate and adapt to the evolving needs of the investment industry has solidified its position as a trusted partner for organizations seeking to optimize their investment operations.

In the fiscal year 2024, Clearwater Analytics achieved record-breaking revenue, driven significantly by the robust performance of its core investment accounting solutions. The company's total revenue reached $402.2 million, marking a 21.5% increase year-over-year. Subscription revenues, a key indicator of the company's recurring business, grew by 22.4% to $373.3 million. This growth reflects the increasing adoption of Clearwater's SaaS-based platform across various market segments.

Clearwater Analytics has experienced substantial growth in key markets, including North America and Europe. The company's expansion strategy focuses on penetrating new geographic regions and deepening its relationships with existing clients. The increasing complexity of investment portfolios and regulatory requirements has fueled demand for Clearwater's solutions, driving growth in these markets. Clearwater Analytics reported a net revenue retention rate of 98%, demonstrating high customer satisfaction and loyalty. The company's ability to retain and expand its client base underscores its competitive advantage and long-term growth potential.

Clearwater Analytics stands as a leader in the investment accounting and analytics space, offering cutting-edge solutions that empower organizations to make informed decisions. To delve deeper into the financial health and strategic insights of Clearwater Analytics, explore: Breaking Down Clearwater Analytics Holdings, Inc. (CWAN) Financial Health: Key Insights for Investors to understand why Clearwater Analytics is a key player in the industry.

Clearwater Analytics Holdings, Inc. (CWAN) Mission Statement

Clearwater Analytics Holdings, Inc. (CWAN) Vision Statement of

Clearwater Analytics has established itself as a prominent player in the Software as a Service (SaaS) sector, specifically catering to investment accounting and analytics solutions. Understanding the company's vision, mission, and core values provides insight into its strategic direction and operational philosophy. As of April 2025, diving into these guiding principles offers a comprehensive view of what Clearwater Analytics aims to achieve and how it intends to operate within the financial technology landscape. For additional background, you might find this resource helpful: Clearwater Analytics Holdings, Inc. (CWAN): History, Ownership, Mission, How It Works & Makes Money.

Clearwater Analytics' mission statement is 'To empower our clients to make the most informed investment decisions.' This succinct statement encapsulates the company's dedication to providing tools and insights that enable clients to optimize their investment strategies. The mission focuses on:

• Empowerment: Equipping clients with the necessary resources and knowledge.
• Informed Decisions: Ensuring decisions are based on accurate, timely, and comprehensive data.
• Investment Focus: Specifically targeting the investment sector.

This mission aligns with Clearwater's SaaS business model, which delivers sophisticated analytics and reporting capabilities to a diverse clientele, including insurers, asset managers, corporations, and government entities. As of the 2024 fiscal year, Clearwater reported a revenue of $383.5 million, reflecting its increasing role in aiding investment decisions across various sectors.

While Clearwater Analytics does not have a singular, publicly declared vision statement, their actions and strategic goals suggest an overarching vision:

To be the leading global provider of investment accounting and analytics solutions through continuous innovation and client-centric service.

This inferred vision includes several key components:

• Global Leadership: Aspiring to be the top provider worldwide.
• Investment Accounting and Analytics: Specializing in solutions for this specific domain.
• Continuous Innovation: Regularly enhancing their offerings through technological advancements.
• Client-Centric Service: Prioritizing the needs and satisfaction of their clients.

Clearwater’s commitment to innovation is evident in its consistent investment in research and development. In 2024, the company allocated $74.4 million to R&D, which is approximately 19.4% of its total revenue, underscoring its dedication to staying at the forefront of technology. This investment supports the development of new features and enhancements to their platform, ensuring clients have access to cutting-edge tools.

Clearwater Analytics emphasizes several core values that guide its operations and corporate culture. These values include:

• Client Focus: Prioritizing client needs and satisfaction.
• Innovation: Continuously seeking new and better ways to serve clients.
• Integrity: Maintaining the highest ethical standards.
• Teamwork: Collaborating to achieve common goals.
• Excellence: Striving for exceptional performance in all areas.

These values are reflected in Clearwater's business practices and employee engagement initiatives. For example, the company's focus on client satisfaction is demonstrated through its high client retention rate, which stood at 98% in 2024. This level of retention indicates that clients are highly satisfied with the services provided and see significant value in Clearwater's solutions.

Clearwater Analytics' mission to empower informed investment decisions, combined with its vision of global leadership through continuous innovation and client-centric service, provides a clear picture of its strategic objectives. Supported by core values emphasizing client focus, innovation, integrity, teamwork, and excellence, Clearwater is well-positioned to continue its growth and impact in the investment accounting and analytics sector. The financial data from the 2024 fiscal year, including revenue, R&D investment, and client retention rate, underscores the company's commitment to these principles and its success in executing its strategic vision.

Clearwater Analytics Holdings, Inc. (CWAN) Core Values of

Clearwater Analytics emphasizes a set of core values that guide its operations and interactions with clients, employees, and the broader community. These values are central to the company's culture and strategic objectives.

Clearwater Analytics Holdings, Inc. focuses on the following core values:

• Client Focus
• Innovation
• Collaboration
• Excellence
• Integrity

Client Focus

Clearwater Analytics is dedicated to understanding and meeting the unique needs of its clients. This commitment involves:

• Providing tailored solutions.
• Offering exceptional service.
• Building long-term partnerships.

Clearwater Analytics aims to deliver value and support its clients' success by ensuring its platform and services align with their specific requirements. Demonstrating this focus, Clearwater typically retains over 98% of its clients annually, reflecting deep satisfaction and integrated partnerships.

Innovation

Clearwater Analytics emphasizes continuous improvement and innovation in its technology and services. This includes:

• Investing in research and development.
• Adopting new technologies.
• Encouraging creative thinking among employees.

Clearwater Analytics seeks to stay ahead of industry trends and provide cutting-edge solutions that address the evolving challenges faced by its clients. For instance, Clearwater Labs, the company's innovation hub, focuses on creating forward-thinking solutions. The company spent $63.9 million on research and development in 2023, reflecting its dedication to staying at the forefront of technological advancements.

Collaboration

Clearwater Analytics fosters a collaborative work environment where teamwork and open communication are highly valued. This involves:

• Encouraging cross-functional collaboration.
• Sharing knowledge and expertise.
• Working together to achieve common goals.

Clearwater Analytics believes that collaboration leads to better outcomes and a more positive work experience for its employees. This is evident in their approach to client service, where teams from various departments work together to provide comprehensive solutions. The company also promotes collaboration through internal platforms and regular team-building activities.

Excellence

Clearwater Analytics is committed to delivering high-quality products and services that exceed client expectations. This includes:

• Maintaining rigorous quality standards.
• Investing in employee training and development.
• Striving for continuous improvement.

Clearwater Analytics aims to be a leader in its industry by consistently delivering exceptional value to its clients. Evidenced by its ISO 27001:2013 certification, which demonstrates a commitment to maintaining high standards for information security management, Clearwater strives for excellence in every aspect of its operations.

Integrity

Clearwater Analytics operates with the highest ethical standards and integrity in all its interactions. This includes:

• Being honest and transparent.
• Acting in the best interests of clients.
• Complying with all applicable laws and regulations.

Clearwater Analytics believes that integrity is essential for building trust and maintaining long-term relationships with its stakeholders. This commitment is reflected in its code of conduct and compliance programs. The company's dedication to integrity is further demonstrated through its strong corporate governance practices and ethical leadership.

These core values collectively drive Clearwater Analytics' mission to provide innovative and reliable investment accounting solutions while fostering a culture of collaboration, excellence, and integrity.

For more insights into Clearwater Analytics, check out: Exploring Clearwater Analytics Holdings, Inc. (CWAN) Investor Profile: Who’s Buying and Why?