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Clearwater Analytics to acquire risk and performance models from Wilshire Advisors LLC

TAKEN PRIVATEApr 02, 2024

Acquiring Company

Clearwater Analytics Holdings

Acquired Company

Wilshire

BoiseSanta MonicaSoftwareSaaSAnalyticsFinanceFintech

Description

Clearwater Analytics and Wilshire Advisors LLC have entered into a strategic partnership, where Clearwater Analytics will acquire sophisticated risk and performance analytics solutions from Wilshire Advisors LLC. The partnership, co-branded as Clearwater Wilshire Analytics, will provide enhanced analytical capabilities for investment managers and institutional asset owners, offering a powerful and compelling product for maximizing returns and mitigating risk in investment strategies.

Quick answer

Clearwater Analytics Holdings is acquiring Wilshire, announced April 2, 2024. Clearwater Analytics Holdings is based in Boise, Idaho, United States.

How much did Clearwater Analytics Holdings pay for Wilshire?
The deal value was not disclosed.
What does Clearwater Analytics Holdings do?
Clearwater Analytics Holdings, Inc. is a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions.
Where are Clearwater Analytics Holdings and Wilshire based?
Clearwater Analytics Holdings is based in Boise, Idaho, United States. Wilshire is based in Santa Monica, California, United States.
Who are the decision-makers at Clearwater Analytics Holdings?
Fundz holds 2 contacts at Clearwater Analytics Holdings. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

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Company Information

Company

Clearwater Analytics Holdings

Location

Boise, Idaho, United States

About

Clearwater Analytics Holdings, Inc. is a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions. It automates the entire investment lifecycle with award-winning investment portfolio planning, performance reporting, data aggregation, reconciliation, accounting, compliance, risk, and order management. Clearwater serves leading insurers, asset managers, corporations, and governments, driving efficient, scalable investing on more than $7.3 trillion in assets.

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Frequently asked

Who acquired Wilshire?

Wilshire was acquired by Clearwater Analytics Holdings, based in Boise. The deal was reported on April 2, 2024. Clearwater Analytics Holdings, Inc. is a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions. Clearwater Analytics Holdings is privately held and operates in Software.

When did Clearwater Analytics Holdings acquire Wilshire?

Clearwater Analytics Holdings's acquisition of Wilshire was reported on April 2, 2024. Clearwater Analytics and Wilshire Advisors LLC have entered into a strategic partnership, where Clearwater Analytics will acquire sophisticated risk and performance analytics solutions from Wilshire Advisors LLC. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Wilshire do?

Wilshire is a leading global financial services firm and trusted partner to a diverse range of approximately 500 leading institutional investors and financial intermediaries. Our clients rely on us to improve investment outcomes for a better future. It is privately held, operating in Finance, and is based in Santa Monica.

This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

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