Company lists · Data refreshed September 2026

Top 25 Investment management software consultants worldwide

Name: Investment management software consultants worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 5,161 companies tracked

RevenueBase identified 5,161 investment management software consultants worldwide as of September 2026 and tracks 85,122 professional contacts across them, including 31,366 with verified work emails. The United States is the largest market and London the largest hub.

This list covers investment management software consultants 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 28, 2026. Country and city lists for investment management software consultants 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

5,161Companies

85,122Contacts tracked

31,366Verified emails

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The 25 largest investment management software consultants worldwide

Ranked by team size

Top 25 of 5,161 investment management software consultants worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment management software consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Alter Domus	Partial evidence	Luxembourg, United StatesHQ checked Sep 28, 2026	5,001-10,000	5,539 contacts →
	Partial evidence “Enabling your growth in alternative investments through end-to-end expertise and technology.” Source: RevenueBase Database · checked Sep 28, 2026
2	Kfin Technologies LTD	Indirect evidence	Hyderabad, IndiaHQ checked Sep 28, 2026	5,001-10,000	3,831 contacts →
	Indirect 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 28, 2026
3	Simcorp	Strong evidence	Copenhagen, DenmarkHQ checked Sep 28, 2026	1,001-5,000	3,257 contacts →
	Strong evidence “SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.” Source: RevenueBase Database · checked Sep 28, 2026
4	Genpact Headstrong Capital Markets	Indirect evidence	Reston, VA, United StatesHQ checked Sep 28, 2026	10001+	3,109 contacts →
	Indirect evidence “Genpact Headstrong Capital Markets is a global consulting and IT services company with a specialized focus in capital markets.” Source: RevenueBase Database · checked Sep 28, 2026
5	DST Systems	Indirect evidence	Windsor, CT, United StatesHQ checked Sep 28, 2026	10001+	3,035 contacts →
	Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
6	Vontobel	Strong evidence	Zürich, SwitzerlandHQ checked Sep 28, 2026	1,001-5,000	2,067 contacts →
	Strong evidence “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Source: RevenueBase Database · checked Sep 28, 2026
7	Ss&c Advent	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	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 28, 2026
8	Indus Valley Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,345 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
9	Charles River Development	Partial evidence	Burlington, MA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,140 contacts →
	Partial evidence “Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Source: RevenueBase Database · checked Sep 28, 2026
10	Alpha FMC	Partial evidence	London, IndiaHQ checked Sep 28, 2026	1,001-5,000	1,041 contacts →
	Partial evidence “Alpha Financial Markets Consulting is a leading global consultancy to the financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
11	First Derivative	Indirect evidence	Newry, United KingdomHQ checked Sep 28, 2026	1,001-5,000	988 contacts →
	Indirect evidence “First Derivative is driven by people, data, and technology, unlocking the value of insight, hindsight, and foresight to drive organizations forward.” Source: RevenueBase Database · checked Sep 28, 2026
12	Delta Capita	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	1,001-5,000	976 contacts →
	Indirect evidence “Delta Capita is a leading global Capital Markets consulting, managed services, and technology provider with a unique combination of experience in financial services and capability…” Source: RevenueBase Database · checked Sep 28, 2026
13	Devexperts	Partial evidence	Dublin, United StatesHQ checked Sep 28, 2026	501-1,000	792 contacts →
	Partial evidence “Devexperts was founded in 2002 and specializes in the development of highly complex software solutions and services for the Capital Markets industry.” Source: RevenueBase Database · checked Sep 28, 2026
14	Hub24 Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	501-1,000	750 contacts →
	Indirect 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 28, 2026
15	Confluence	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	501-1,000	712 contacts →
	Strong evidence “Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Source: RevenueBase Database · checked Sep 28, 2026
16	Dezerv	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	501-1,000	589 contacts →
	Strong evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 28, 2026
17	Optimissa	Indirect evidence	Madrid, SpainHQ checked Sep 28, 2026	1,001-5,000	522 contacts →
	Indirect evidence “Optimissa is a proactive consultation company serving clients in the capital markets industry, bridging the gap between business and technology with a focus on innovation.” Source: RevenueBase Database · checked Sep 28, 2026
18	Dynamo Software	Indirect evidence	Watertown, MA, United StatesHQ checked Sep 28, 2026	201-500	440 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
19	E-Business International INC	Partial evidence	Monmouth Junction, NJ, United StatesHQ checked Sep 28, 2026	51-200	352 contacts →
	Partial evidence “e-Business International Inc is emerging as a leader in business analytics software and services, and it is the largest independent vendor in the business intelligence market.” Source: RevenueBase Database · checked Sep 28, 2026
20	Harvest Groupe	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	201-500	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 28, 2026
21	Askblue	Indirect evidence	Lisbon, PortugalHQ checked Sep 28, 2026	201-500	341 contacts →
	Indirect evidence “AskBlue is a company created in 2013 that provides specialized consulting services in the financial sector and information technology.” Source: RevenueBase Database · checked Sep 28, 2026
22	Finsurge	Indirect evidence	SingaporeHQ checked Sep 28, 2026	201-500	307 contacts →
	Indirect evidence “At FinSurge, we are at the forefront of transforming the global financial landscape.” Source: RevenueBase Database · checked Sep 28, 2026
23	PHI Partners	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	501-1,000	281 contacts →
	Indirect evidence “Phi Partners is a capital markets consulting firm specialised in quantitative and technology services.” Source: RevenueBase Database · checked Sep 28, 2026
24	Princeton Financial Systems	Strong evidence	Princeton, NJ, United StatesHQ checked Sep 28, 2026	201-500	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 28, 2026
25	Adaptive	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	264 contacts →
	Indirect evidence “Welcome to Adaptive.” Source: RevenueBase Database · checked Sep 28, 2026

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: investment management software consultants. 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 investment management software consultants.
Partial evidence: Its own public description names part of investment management software consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management software consultants. 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 5,161 investment management software consultants worldwide

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Investment management software consultants worldwide at a glance

As of Sep 28, 2026

36.8%Verified-email coverage

16.5Average contacts per company

1-10Median size (employees)

3.7%Largest-city concentration · London

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

3,080

11-50

1,501

51-200

437

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 investment management software consultants, 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 investment management software consultants are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “investment management software consultants”. 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 investment management software consultants), 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 investment management software consultants, 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, 31,366 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 28, 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.

Investment management software consultants by location

34 lists · largest first

Every Investment management software consultants list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

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 investment management software consultants, 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 investment management software consultants are there worldwide?

RevenueBase identified 5,161 investment management software consultants 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?

Alter Domus, headquartered in Raiffeisen, tops this list with the largest team on record.

Which country has the most investment management software consultants?

The United States leads with 1,214 companies, followed by India (368) and the United Kingdom (303). Every investment management software consultants list by country and city is linked on this page.

Which city has the most investment management software consultants?

London leads with 193 headquartered companies, followed by New York (150) and Paris (98).

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 31,366 verified decision-maker contacts tracked across these 5,161 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 28, 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.