Case Study: Square 1 Asset Management achieves rapid scale to $1B AUM with Clearwater Analytics

Square 1 Asset Management Quickly Scaling from Zero to $1 Billion

Square 1 Asset Management, founded in 2013, is a specialist in short-term liquidity and corporate cash management that needed to scale quickly from start-up to over $1 billion in AUM with a small team. The firm faced the common industry challenges of reconciling data from multiple custodians and legacy systems, avoiding manual processes that would hinder growth, and providing treasury-grade accounting and reporting for corporate clients.

Square 1 implemented Clearwater’s SaaS platform as its centralized data-management and reporting engine, gaining daily reconciled, audit-quality data, unlimited customizable reports, and client-accessible dashboards. Implementation was painless and updates automatic, enabling month‑end statements by noon T+1, faster client responses, lower operational overhead, stronger client relationships, and the ability to focus on investment decisions rather than data management.

Square 1 Asset Management

Adam Dean

Managing Director, Square 1 Asset Management