Company lists · Data refreshed September 2026
Top 25 Compliance and reporting software companies for wealth managers worldwide
RevenueBase identified 863 compliance and reporting software companies for wealth managers worldwide as of September 2026 and tracks 27,560 professional contacts across them, including 10,910 with verified work emails. The United States is the largest market and London the largest hub.
This list covers compliance and reporting software companies for wealth managers 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 compliance and reporting software companies for wealth managers 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 compliance and reporting software companies for wealth managers worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,831 contacts → | ||||
Partial evidence “Registered Name: KFin Technologies Limited | Registration Number: KFintech serves the mission-critical needs of asset managers with clients spanning mutual funds, AIFs…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 3,035 contacts → | ||||
Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 1,740 contacts → | ||||
Strong evidence “DFIN is the leading global provider of compliance and regulatory software and services, fueling end-to-end investment company regulatory compliance needs, complex capital markets…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 1,279 contacts → | ||||
Partial evidence “Wolters Kluwer Financial Services Solutions are offerings of the company’s Financial & Corporate Compliance.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 1,189 contacts → | ||||
Indirect evidence “Through our industry leading technology and services, we power the businesses of 20% of the UK financial adviser market.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 992 contacts → | ||||
Partial evidence “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 750 contacts → | ||||
Partial evidence “HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 629 contacts → | ||||
Strong evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 627 contacts → | ||||
Partial evidence “Carne makes operations simpler for organisations right across the asset management industry.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 475 contacts → | ||||
Strong evidence “Compliance isn’t about reporting data - it’s the foundation of trust, transparency, and resilience in business.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 448 contacts → | ||||
Strong evidence “Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 416 contacts → | ||||
Strong evidence “Aithent creates high-value regulatory compliance management solutions for financial services, government, healthcare and insurance organizations around the globe.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 308 contacts → | ||||
Partial evidence “At Comply, we pride ourselves on being the champion for compliance professionals.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 295 contacts → | ||||
Partial evidence “MCO is a global leader on a mission to revolutionize how financial firms tackle compliance, making it simpler, smarter, and more effective.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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. | |||||
| 16 | 266 contacts → | ||||
Partial evidence “StarCompliance is a leading provider of employee compliance technology solutions.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 238 contacts → | ||||
Strong evidence “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 206 contacts → | ||||
Strong evidence “Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 204 contacts → | ||||
Strong evidence “First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 175 contacts → | ||||
Partial evidence “cleversoft offers cloud-based RegTech solutions to more than 1,200 financial institutions worldwide, optimizing digital investment advisory and compliance-related business…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 174 contacts → | ||||
Partial evidence “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 159 contacts → | ||||
Partial evidence “FINTRX is the leading private wealth intelligence platform, offering the industry's most expansive and up-to-date data on registered investment advisors, broker-dealers, wealth…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 156 contacts → | ||||
Strong evidence “We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 156 contacts → | ||||
Indirect evidence “Aliant agora é” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 141 contacts → | ||||
Partial evidence “Intelligent compliance solutions for outcomes that matter* We offer complete compliance solutions to help financial services firms solve their regulatory challenges.” 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: compliance and reporting software companies for wealth managers. 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 compliance and reporting software companies for wealth managers.
- Partial evidence
- Its own public description names part of compliance and reporting software companies for wealth managers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name compliance and reporting software companies for wealth managers. 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 863 compliance and reporting software companies for wealth managers worldwide
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Compliance and reporting software companies for wealth managers 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 compliance and reporting software companies for wealth managers, 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 compliance and reporting software companies for wealth managers are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “compliance and reporting software companies for wealth managers”. 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 compliance and reporting software companies for wealth managers), 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 compliance and reporting software companies for wealth managers, 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, 10,910 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.
Compliance and reporting software companies for wealth managers by location
7 lists · largest firstEvery Compliance and reporting software companies for wealth managers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Compliance and reporting software companies for wealth managers based in the United States255
- Compliance and reporting software companies for wealth managers based in the United Kingdom92
- Compliance and reporting software companies for wealth managers based in India43
- Compliance and reporting software companies for wealth managers based in Australia40
- Compliance and reporting software companies for wealth managers based in Switzerland40
- Compliance and reporting software companies for wealth managers based in France39
- Compliance and reporting software companies for wealth managers based in Canada34
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 compliance and reporting software companies for wealth managers, 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 compliance and reporting software companies for wealth managers are there worldwide?
RevenueBase identified 863 compliance and reporting software companies for wealth managers 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?
Kfin Technologies LTD, headquartered in Hyderabad, tops this list with the largest team on record.
Which country has the most compliance and reporting software companies for wealth managers?
The United States leads with 255 companies, followed by the United Kingdom (92) and India (43). Every compliance and reporting software companies for wealth managers list by country and city is linked on this page.
Which city has the most compliance and reporting software companies for wealth managers?
London leads with 56 headquartered companies, followed by New York (39) and Paris (18).
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 10,910 verified decision-maker contacts tracked across these 863 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.