AGENCY LIST

Unified Front-to-Back Investment Management Platform

New York, New York, United States
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Front-to-back investment platform linking data, trading, compliance, and reporting

Clearwater builds a unified front-to-back investment management platform used by asset managers, hedge funds, insurers, banks, pensions, endowments, and public sector institutions. The platform brings together investment data management, portfolio and order management, risk and performance, accounting and reporting, and pre- and post-trade compliance in one system built around an investment book of record (IBOR).

Clearwater AI runs across these workflows, supporting cross-asset trading and risk management while helping firms monitor, model, and manage complex portfolios across every asset type and accounting basis. The aim is to move firms from managing data to acting on it instantly, with end-to-end portfolio compliance oversight and simplified regulatory reporting. Sandeep Sahai serves as Chief Executive Officer and Board Member.

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SERVICES

Capabilities

Category

Staffing and Outsourcing

Services

What these services involve

Back Office Services
Back Office Services for staffing and outsourcing buyers. Clear scope, measurable outcomes, and reliable delivery.

How Unified Front-to-Back Investment Management Platform scores 40 on Agency List

The Agency List Score rates each listing out of 100 across four equally weighted areas. It measures the strength of the agency's listing and public signals — not the quality of its work.

Presence & Maturity

22 / 25

How complete and how recently maintained this listing is.

  • Has a detailed written overview.
  • Has a tagline summarising what the agency does.
  • 6 of the core profile fields are filled in.
  • Profile details were updated recently.
  • No founding year on record.

Relevance & Capability

9 / 25

How clearly the agency's specialism and services are classified.

  • Assigned to a primary category.
  • No individual services listed.

Credibility & Trust

9 / 25

Contactability and verification signals that show a real business.

  • Listing ownership is not yet verified.
  • A working website is on record.
  • No contact address on record.
  • A phone number is on record.
  • Location is on record.

Authority & Proof

0 / 25

Independent proof of work: reviews, published projects and awards.

  • No published reviews yet.
  • No published project work yet.
  • No awards recorded.

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About this agency on Agency List

Unified Front-to-Back Investment Management Platform is listed on Agency List as part of our global directory of professional agencies. Profiles are compiled using a combination of agency-submitted information, publicly available data, and Agency List classification systems.

This page reflects the most current information available for Unified Front-to-Back Investment Management Platform and may evolve as additional data is verified or updated.

Local context

Unified Front-to-Back Investment Management Platform operates in New York, New York, United States serving clients locally and beyond. Agency List organizes firms by geography to help buyers understand the distribution of agencies across regions and markets.

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Data notes

Profile information is derived from agency submissions and public sources. Some attributes may be estimated and are updated over time as additional data becomes available.