Company lists · Data refreshed September 2026
Top 25 Client reporting platforms worldwide
RevenueBase identified 456 client reporting platforms worldwide as of September 2026 and tracks 3,581 professional contacts across them, including 1,267 with verified work emails. The United States is the largest market and London the largest hub.
This list covers client reporting platforms 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 client reporting platforms 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 client reporting platforms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 191 contacts → | ||||
Partial evidence “Kurtosys helps investment managers deliver data & insights to their clients.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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. | |||||
| 3 | 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. | |||||
| 4 | 108 contacts → | ||||
Indirect 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. | |||||
| 5 | 105 contacts → | ||||
Partial evidence “Orbit helps companies harness the power of true self-service reporting and analytics.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 89 contacts → | ||||
Partial evidence “Syft Analytics is reporting and data analytics software that helps accountants and businesses understand financial data.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 84 contacts → | ||||
Partial evidence “Zap Data Hub eliminates the complexity of traditional analytics and reporting with simplified data management for the business user.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 71 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 70 contacts → | ||||
Partial evidence “Zebra BI – Actionable Reporting Made Simple At Zebra BI, we believe every report should answer three essential questions: How well are we doing?” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 51 contacts → | ||||
Partial evidence “Cyberscience helps organizations turn complex data into actionable reporting.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 45 contacts → | ||||
Indirect evidence “Running a growing business means making dozens of important decisions every day.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 43 contacts → | ||||
Strong evidence “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 43 contacts → | ||||
Partial evidence “Jinfonet Software is the leading provider of data visualization and reporting software for the enterprise.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 39 contacts → | ||||
Indirect evidence “Ułatwiamy pracę z danymi.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 39 contacts → | ||||
Partial evidence “SFS helps asset managers turn fragmented sales and distribution data into trusted intelligence via its MARS platform, unifying sales, assets, advisors, products, territories and…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 34 contacts → | ||||
Partial evidence “ReportGarden is a digital marketing reporting tool that allows a comprehensive performance analysis by providing a consolidated view of marketing data from various sources…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 33 contacts → | ||||
Partial evidence “CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 28 contacts → | ||||
Partial evidence “Huguenots creates powerful automated investment reporting for the fund management industry.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 26 contacts → | ||||
Indirect evidence “EAERA builds core brokerage infrastructure for CFD brokers, prop trading firms, and stock brokers.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 25 contacts → | ||||
Partial evidence “CPA firms are spending 15-20 hours a month building reports their clients barely look at.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 24 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 24 contacts → | ||||
Partial evidence “Commcise is an integrated cloud-based Research Valuation, Consumption Tracking, Commission Management and Share-of-Wallet reporting solution built to meet the needs of Investment…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 23 contacts → | ||||
Indirect evidence “Elite Wealth provides a software solution for medium to large financial advisory companies.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 23 contacts → | ||||
Indirect evidence “Ingraphic er en teknologibedrift som leverer dataplattform og visualiseringsløsninger til våre kunder og partnere.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 22 contacts → | ||||
Indirect evidence “DashThis helps digital marketers and agencies everywhere by providing an awesome, easy-to-use and attractive dashboard tool so that marketers can stop wasting time gathering data…” 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: client reporting platforms. 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 client reporting platforms.
- Partial evidence
- Its own public description names part of client reporting platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name client reporting platforms. 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 456 client reporting platforms worldwide
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Client reporting platforms 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 client reporting platforms, 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 client reporting platforms are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “client reporting platforms”. 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 client reporting platforms), 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 client reporting platforms, 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, 1,267 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.
Client reporting platforms by location
2 lists · largest firstEvery Client reporting platforms 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 client reporting platforms, 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 client reporting platforms are there worldwide?
RevenueBase identified 456 client reporting platforms 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?
Kurtosys, headquartered in London, tops this list with the largest team on record.
Which country has the most client reporting platforms?
The United States leads with 99 companies, followed by the United Kingdom (39). Every client reporting platforms list by country and city is linked on this page.
Which city has the most client reporting platforms?
London leads with 23 headquartered companies, followed by New York (6) and Paris (6).
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 1,267 verified decision-maker contacts tracked across these 456 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.