Company lists · Data refreshed September 2026
Top 25 Accounting software companies for investment advisors worldwide
RevenueBase identified 482 accounting software companies for investment advisors worldwide as of September 2026 and tracks 14,195 professional contacts across them, including 4,143 with verified work emails. The United States is the largest market and London the largest hub.
This list covers accounting software companies for investment advisors worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026. Country and city lists for accounting software companies for investment advisors follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.
The 25 largest accounting software companies for investment advisors worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,035 contacts → | ||||
Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 1,389 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 582 contacts → | ||||
Indirect evidence “Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 478 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 348 contacts → | ||||
Indirect evidence “Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 281 contacts → | ||||
Strong evidence “Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 189 contacts → | ||||
Partial evidence “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 183 contacts → | ||||
Strong evidence “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 163 contacts → | ||||
Partial evidence “Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 148 contacts → | ||||
Partial evidence “RightCapital is financial planning software done right.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 134 contacts → | ||||
Partial evidence “Signal Advisors is the first tech-enabled IMO built by advisors for advisors to empower you to grow and scale more efficiently than ever before.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 134 contacts → | ||||
Partial evidence “Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 132 contacts → | ||||
Partial evidence “QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 115 contacts → | ||||
Strong evidence “Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 108 contacts → | ||||
Partial evidence “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 103 contacts → | ||||
Partial evidence “Empowering Investment Management with Innovation.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 96 contacts → | ||||
Partial evidence “Asset Vantage was founded in 2011 by a family office of a technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 94 contacts → | ||||
Indirect evidence “Há 35 anos, nossas soluções trazem a marca de uma empresa parceira dos profissionais de contabilidade, contribuindo para a evolução dos negócios com inovação, eficiência e…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 93 contacts → | ||||
Partial evidence “We are an independent technology company founded with the goal of organizing the investment market.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 88 contacts → | ||||
Indirect evidence “Timeline is the integrated ecosystem built for modern financial advisers.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 83 contacts → | ||||
Indirect evidence “Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 82 contacts → | ||||
Partial evidence “En Mercap llevamos más de 30 años desarrollando software financiero de alta calidad para el análisis y administración de carteras.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 81 contacts → | ||||
Strong evidence “ETNA is a software development company empowering brokers, dealers, and financial advisors with trading, wealth management, and back-office solutions for 22+ years.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 70 contacts → | ||||
Indirect evidence “Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 69 contacts → | ||||
Partial evidence “NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: accounting software companies for investment advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names accounting software companies for investment advisors.
- Partial evidence
- Its own public description names part of accounting software companies for investment advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name accounting software companies for investment advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 482 accounting software companies for investment advisors worldwide
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Accounting software companies for investment advisors worldwide at a glance
As of Sep 27, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among accounting software companies for investment advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for accounting software companies for investment advisors are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “accounting software companies for investment advisors”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names accounting software companies for investment advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among accounting software companies for investment advisors, and records with no verified work email.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 4,143 across the full list. 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.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Accounting software companies for investment advisors by location
3 lists · largest firstEvery Accounting software companies for investment advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names accounting software companies for investment advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many accounting software companies for investment advisors are there worldwide?
RevenueBase identified 482 accounting software companies for investment advisors worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
DST Systems, headquartered in Windsor, tops this list with the largest team on record.
Which country has the most accounting software companies for investment advisors?
The United States leads with 139 companies, followed by the United Kingdom (34) and India (27). Every accounting software companies for investment advisors list by country and city is linked on this page.
Which city has the most accounting software companies for investment advisors?
London leads with 16 headquartered companies, followed by New York (12) and Paris (7).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 4,143 verified decision-maker contacts tracked across these 482 companies.
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 Smart Search, 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.