When was Cwan founded?

Cwan was founded in 2004 and raised its 1st funding round 22 years after it was founded.

Where is Cwan located?

Cwan is headquartered in Boise, United States.

How many employees does Cwan have?

As of Sep 30, 2026, the latest employee count at Cwan is 3265.

Is Cwan a funded company?

Cwan is a funded company, having raised a total of $***** in its 1st and only funding round, a Seed round on 2026.

When was the latest funding round of Cwan?

Cwan's latest funding was a $***** Seed round on 2026, with participation from 1 investor.

Where does Cwan rank among its competitors?

Cwan ranks 35th amongst 231 active competitors, of which 27 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Oxane Partners, which secured an undisclosed amount in Jul, 2026.

Who are the top competitors of Cwan?

Cwan's top competitors include CMG, Oxane Partners and Chronograph. Among them, Oxane Partners secured the most recent funding round in July, 2026.

Cwan - 2026 Company Profile, Funding & Competitors

Company Details

Provider of unified front-to-back platform for investment management lifecycle. The platform connects front, middle, and back offices. It supports investment data, portfolio management, risk assessment, and regulatory compliance. The platform offers solutions for asset managers, banks, and insurance firms. It also provides resources, research, and client support.

Key Metrics

Founded Year

2004

Location

Boise, United States

Stage

Acquired

Latest Funding Round

Seed, 2026, $*****

Ranked

35^th among 231 active competitors

Employee Count

3,265 as on Sep 30, 2026

Similar Companies

CMG & 275 more

Exit Details

Acquired by Permira (Dec 21, 2025)

View Cwan's full profile

Cwan got acquired by Permira, Warburg Pincus, Francisco Partners and Temasek on Dec 21, 2025 at an acquisition amount of $*****.

Click here to take a look at Cwan's acquisition in detail

Cwan has raised funding over 1 round. Its latest funding round was a Seed round on 2026 for $*****. 1 investor participated in its latest round.

Here is the list of recent funding rounds of Cwan:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
2026	1896	Seed	8767	6002	8898	9884

Access funding benchmarks and valuations. Sign up today!

View details of Cwan's funding rounds and investors

Cwan's employee count trend

Cwan has 3,265 employees as of Sep 26. Here is Cwan's employee count trend over the years:

Uncover Cwan's growth story! Sign up today!

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of Cwan include CMG, Oxane Partners and Chronograph. Here is the list of Top 10 competitors of Cwan, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	CMG 2015, Chicago (United States), Series C	Platform offering asset management solutions	$62.5M	StageDotO, Goldman Sachs & 15 others	60/100
2nd	Oxane Partners 2014, London (United Kingdom), Seed	Provider of tech-driven solutions for private credit portfolio management	$321K	TA Associates	57/100
3rd	Chronograph 2016, Brooklyn (United States), Series A	Cloud-based portfolio management solutions for private market investors	-	Summit Partners, The Carlyle Group & 5 others	56/100
4th	Maybern 2021, New York City (United States), Series B	Portfolio management solution for private funds	$75.9M	Battery Ventures, Friends & Family Capital ... & 6 others	55/100
5th	Cognitive Credit 2017, London (United Kingdom), Series B	Provider of credit market data and analytics for investors	$18.1M	ETFS Capital, Fitch Group & 2 others	54/100
6th	Portfolio BI 2017, New York City (United States), Series A	Portfolio management solutions for private investors & asset managers	$6M	UBS, Decathlon Capital Partners	52/100
7th	Omega Point 2013, San Francisco (United States), Series A	Investment intelligence platform empowering better decisions with data and AI	$3.17M	Raptor Group, AFG & 2 others	51/100
8th	Nirvana Financial Solutions 2006, New York City (United States), Acquired	Portfolio Management solution	$2.02M	Concentric Equity Partners, Mosaix Ventures ... & 1 others	50/100
9th	Asseta 2023, New York City (United States), Seed	Asseta \| The Intelligent Family Office Suite™	$4.2M	Nyca Partners, Motive Partners	49/100
10th	Preqin Solutions 2005, London (United Kingdom), Acquired	Portfolio Management solution for Private Equity firms	-	-	49/100
35th	Cwan 2004, Boise (United States), Acquired	Provider of unified front-to-back platform for investment management lifecycle	-	-	41/100