Company lists · Data refreshed September 2026

Top 25 Alternative investment software companies based in the United States

RevenueBase identified 331 company matches for alternative investment software companies associated with the United States as of September 2026 and tracks 27,630 professional contacts across them, including 12,573 with verified work emails. New York is the largest hub.

This list covers company matches for alternative investment software companies associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 27, 2026 How this list was built
331Companies
27,630Contacts tracked
12,573Verified emails
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The 25 largest alternative investment software companies based in the United States

Ranked by team size
Top 25 of 331 company matches for alternative investment software companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchWindsor, CT, United StatesHQ recorded Sep 27, 202610001+3,035 contacts →

Exact match

“DST Systems, Inc.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2Exact matchNew York, NY, United StatesHQ recorded Sep 27, 20261,001-5,0002,637 contacts →

Exact match

“Arcesium is a global financial technology company delivering front-to-back technology solutions for some of the world’s most sophisticated financial institutions, including hedge…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3Exact matchNew York, NY, United StatesHQ recorded Sep 27, 20261,001-5,0002,016 contacts →

Exact match

“Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4Exact matchSan Francisco, CA, United StatesHQ recorded Sep 27, 20261,001-5,0001,966 contacts →

Exact match

“Carta powers interconnectivity in private markets, uniting data, people, and workflows in one connected system.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5Exact matchDallas, NY, United StatesHQ recorded Sep 27, 20261,001-5,0001,717 contacts →

Exact match

“At HedgeServ, we’re redefining what’s possible in fund administration.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6Exact matchSan Francisco, CA, United StatesHQ recorded Sep 27, 20261,001-5,0001,389 contacts →

Exact match

“SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7Exact matchNew York, NY, United StatesHQ recorded Sep 27, 20261,001-5,0001,345 contacts →

Exact match

“Indus Valley Partners (IVP) is a leading global provider of enterprise-wide technology solutions, consulting, and digital-first managed services to 235+ top fund managers on the…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8Exact matchOakbrook Terrace, IL, United StatesHQ recorded Sep 27, 20261,001-5,0001,168 contacts →

Exact match

“Founded in 1991, NAV Fund Services is a privately owned fund administrator recognized for its innovative proprietary technology and award-winning solutions for multiple fund…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9Exact matchBurlington, MA, United StatesHQ recorded Sep 27, 20261,001-5,0001,140 contacts →

Exact match

“Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10Exact matchChicago, IL, United StatesHQ recorded Sep 27, 20265,001-10,000818 contacts →

Exact match

“Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11Exact matchPittsburgh, PA, United StatesHQ recorded Sep 27, 2026501-1,000712 contacts →

Exact match

“Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12Exact matchCoral Gables, FL, United StatesHQ recorded Sep 27, 2026501-1,000616 contacts →

Exact match

“Allvue Systems is a recognized leader of cloud-based technology, data, and services solutions for alternative investment managers in the private capital markets.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13Exact matchMorrisville, NC, United StatesHQ recorded Sep 27, 2026201-500478 contacts →

Exact match

“Eton Solutions is an ERP software product (AtlasFive and EtonAI) and services company founded to handle the complexities of servicing Family Offices, Wealth Owners, RIAs, Business…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14Exact matchWatertown, MA, United StatesHQ recorded Sep 27, 2026201-500440 contacts →

Exact match

“Since 1998, the Dynamo team and its Client Services and Support organization have worked alongside fund managers, institutional investors, and service providers to identify and…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15Exact matchNew York, NY, United StatesHQ recorded Sep 27, 2026201-500377 contacts →

Exact match

“CAIS is the leading alternative investment platform for independent financial advisors.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16Exact matchNew York, NY, United StatesHQ recorded Sep 27, 2026201-500330 contacts →

Exact match

“We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17Exact matchPrinceton, NJ, United StatesHQ recorded Sep 27, 2026201-500281 contacts →

Exact match

“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18Exact matchFort Lee, NJ, United StatesHQ recorded Sep 27, 2026201-500256 contacts →

Exact match

“Vichara powers the World’s Leading Asset Management Firms and Investment Banks.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-200242 contacts →

Exact match

“Agora is the most comprehensive real estate investment management platform on the market.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20Exact matchEdison, NJ, United StatesHQ recorded Sep 27, 2026201-500221 contacts →

Exact match

“Fi-Tek is a premier financial technology company with industry leading product solutions catering to the entire lifecycle of Wealth Management and complex Investor Accounting…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-200216 contacts →

Exact match

“HOC, founded in 2001, specializes in building software for the energy trading and financial services sectors.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22Exact matchChicago, IL, United StatesHQ recorded Sep 27, 202651-200183 contacts →

Exact match

“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-200163 contacts →

Exact match

“Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-200162 contacts →

Exact match

“SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25Exact matchBrooklyn, United StatesHQ recorded Sep 27, 202651-200157 contacts →

Exact match

“Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase

Showing 25 of 331 alternative investment software companies based in the United States

See the full list, filter by size, metro and specialty, and access 12,573 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Alternative investment software companies based in the United States at a glance

As of Sep 27, 2026
45.5%Verified-email coverage
83.5Average contacts per company
11-50Median size (employees)
23.6%Largest-city concentration · New York
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
122
11-50
115
51-200
60
201-500
12
501-1,000
7
1,001-5,000
10
5,001-10,000
2
10001+
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 331 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with the United States whose business descriptions match “alternative investment software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 12,573 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “alternative investment software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many alternative investment software companies are there based in the United States?

RevenueBase identified 331 company matches for alternative investment software companies associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

DST Systems tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most alternative investment software companies?

New York leads with 78 company records, followed by San Francisco (13) and Chicago (11).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 12,573 professional contacts with verified work emails tracked across these 331 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.