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Fathom vs Clearwater Analytics Comparison

Last updated:

Fathom

4.4(14 reviews)

Starting at Contact for pricing

  • Free Trial
  • Large Enterprises
  • Medium Business

Fathom is an easy-to-use financial analysis software package that enables user to analyze tens of thousands of securities automatically, even complex derivatives. Soothe curiosity with this user friendly platform built w…

Clearwater Analytics

Starting at Contact for pricing

  • Free Trial
  • Large Enterprises
  • Medium Business

Clearwater Analytics is an advanced SaaS platform that accurately manages investment data, accounting, aggregation, and reporting. It is designed to cater to the specific needs of investment managers and accounting profe…

Fathom leads on user satisfaction with a 4.4-star rating across 14 reviews.

Fathom vs Clearwater Analytics — at a glance

FeatureFathomClearwater Analytics
Rating4.4 / 5—
Reviews14—
Starting priceContact for pricingContact for pricing
Free trial Yes Yes
Free version No No
Best forLarge Enterprises, Medium Business, Small BusinessLarge Enterprises, Medium Business, Small Business
CategoryFinancial Analysis SoftwareFinancial Analysis Software
PlatformsSaaS/Web/CloudSaaS/Web/Cloud
API——
Support modesBusiness Hours, OnlineOnline
CertificationsSOC 2, GDPRSOC 2
Data residencyUSUS

Key differences between Fathom and Clearwater Analytics

  • Deployment: Fathom supports SaaS/Web/Cloud; Clearwater Analytics supports SaaS/Web/Cloud.

Fathom vs Clearwater Analytics — find the better fit before you commit.

01

Which tool fits your team best

02

Which is actually cheaper for your team size

03

Where each product wins, per real buyers

Most Financial Analysis Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.

Fathom - Financial Analysis Software
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Clearwater Analytics - New SaaS Software
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Talk to an expert

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Fathom vs Clearwater Analytics: Biggest differences

Start here before you go deeper into features.

Fathom

Best for streamlined financial analysis and reporting with automated securities evaluation.

Choose if
  • You need automatic analysis of tens of thousands of securities including complex derivatives.
  • Your team values easy-to-use, customizable reports and interactive data visualizations.
  • You require seamless integration with QuickBooks and Excel for efficient financial data management.
Consider alternatives if
  • Your company demands highly flexible report customization beyond preset options.
  • You need extensive integration with a wide range of diverse financial applications.

Clearwater Analytics

Best for

Large Enterprises, Medium Business, Small Business

Fathom typically suits Large Enterprises and Medium Business. Clearwater Analytics tends to fit Large Enterprises and Medium Business better. The right choice depends on your team size, workflow, and whether a free trial matters.

Description

Fathom is an easy-to-use financial analysis software package that enables user to analyze tens of thousands of securities automatically, even complex derivatives. Soothe curiosity with this ... Read More about Fathom

Clearwater Analytics is an advanced SaaS platform that accurately manages investment data, accounting, aggregation, and reporting. It is designed to cater to the specific needs of ... Read More about Clearwater Analytics

Free Trial Availability

  • Free Trial available
  • Free Trial available

SpotScore

What's this? ↗

9.8/10

Not Available

User Ratings

Based on verified Spotsaas reviews

4.36

(14)

Best Company Size

Small BusinessMedium Business
—
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Software Demo

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How do Fathom and Clearwater Analytics Compare on Features?

Total Features

5 Features

8 Features

Unique Features

No unique features

No unique features

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Compare Fathom and Clearwater Analytics on pricing

Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.

Pricing Option

      Pricing Plans

      • Not Available
      • Not Available

      Pricing Page

      Fathom pricing

      Pricing information not available

      Fathom vs Clearwater Analytics: Other Details

      Organization Types supported

      • Large Enterprises
      • Medium Business
      • Small Business
      • Individuals
      • Freelancers
      • Large Enterprises
      • Medium Business
      • Small Business
      • Individuals
      • Freelancers

      Platforms Supported

      • Browser Based (Cloud)
      • Mobile - iOS
      • Installed - Windows
      • Installed - Mac
      • Browser Based (Cloud)
      • Mobile - Android
      • Browser Based (Cloud)
      • Mobile - iOS
      • Installed - Windows
      • Installed - Mac
      • Browser Based (Cloud)
      • Mobile - Android

      Modes of support

      • 24/7 (Live rep)
      • Business Hours
      • Online
      • 24/7 (Live rep)
      • Business Hours
      • Online

      API Support

      • Not Available
      • Not Available
      Get help choosing
      Get help choosing

      Fathom vs Clearwater Analytics Security & Compliance

      Certifications, data handling, and security controls for IT and compliance evaluators.

      SOC 2

      ✓ Yes
      ✓ Yes

      HIPAA

      ✗ No
      ✗ No

      GDPR

      ✓ Yes
      —

      Single Sign-On (SSO)

      ✓ Yes
      —

      Multi-Factor Auth (MFA)

      ✓ Yes
      —

      Data Encryption

      ✓ Yes
      —

      Audit Logs

      ✓ Yes
      —

      Data Residency

      🇺🇸 US
      🇺🇸 US

      Fathom User Reviews & Rating Comparison

      User Ratings

      No reviews available for the product

      Rating Distribution

      8

      6

      0

      0

      0

      No reviews available for this product

      Spotsaas Editor’s POV generated by AI

      Buyer sentiment

      Overall positive user sentiment highlights ease of use, customization, and integration, tempered by some concerns about flexibility and advanced features.

      What buyers like

      • Ease of use
      • Customizable reporting
      • Integration with Quickbooks and Excel

      Common complaints

      • Learning curve and initial complexity
      • Limited report customization flexibility

      No expert review available for this product

      Pros and Cons

      • Easy to use and navigate, simplifying financial analysis and reporting tasks

      • Customizable reports and data visualization enhance decision-making

      • Seamless integration with Quickbooks and Excel for efficient data management

      • Initial complexity and learning curve due to variety of tools

      • Limited flexibility in changing report types and adding descriptions

      No pros or cons available for this product

      Positive Reviews

      No reviews available for the product

      No reviews available for the product

      Used Fathom or Clearwater Analytics? Tell buyers what actually differs.

      Media and Screenshots

      Videos

      video-0

      1 Videos

      video-0

      1 Videos

      Top Alternatives to Fathom and Clearwater Analytics in 2026

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      Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

      Frequently asked questions

      Which is better, Fathom or Clearwater Analytics?
      Fathom edges out the other on user ratings (4.4 vs -1.0). That said, the best pick depends on your use case, so use the comparison tables above to evaluate each dimension.
      Do Fathom and Clearwater Analytics offer a free trial?
      Yes, both Fathom and Clearwater Analytics offer a free trial.
      What is the starting price of Fathom vs Clearwater Analytics?
      Fathom starts at Contact for pricing. Clearwater Analytics starts at Contact for pricing.
      What are the top alternatives to Fathom?
      Top alternatives to Fathom include ReadyRatios, T-Recs, StyleAnalytics, ProfitCents, Synoptix.
      What are the top alternatives to Clearwater Analytics?
      Top alternatives to Clearwater Analytics include RightCapital, CloudBudget, Moneytree Plan, MartusTools, Joiin Reporting.