Company lists · Data refreshed September 2026

Top 25 Investment management software developers worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 2,584 companies tracked

RevenueBase identified 2,584 investment management software developers worldwide as of September 2026 and tracks 101,721 professional contacts across them, including 42,402 with verified work emails. The United States is the largest market and London the largest hub.

This list covers investment management software developers 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 developers 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

2,584Companies

101,721Contacts tracked

42,402Verified emails

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The 25 largest investment management software developers worldwide

Ranked by team size

Top 25 of 2,584 investment management software developers 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 developers: 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	Factset	Strong evidence	Norwalk, CT, United StatesHQ checked Sep 28, 2026	10001+	13,385 contacts →
	Strong evidence “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” 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	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
5	Arcesium	Indirect evidence	New York City, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,637 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
6	Linedata	Indirect evidence	Neuilly Sur Seine, FranceHQ checked Sep 28, 2026	1,001-5,000	2,373 contacts →
	Indirect evidence “With 25+ years of experience and 700 clients in 50 countries, Linedata’s 1100 employees in 20+ offices provide global humanized technology solutions and services for the asset…” Source: RevenueBase Database · checked Sep 28, 2026
7	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
8	Icapital	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,016 contacts →
	Partial evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 28, 2026
9	Yardi Software India PVT LTD	Partial evidence	Pune, IndiaHQ checked Sep 28, 2026	1,001-5,000	1,945 contacts →
	Partial evidence “Yardi Software India Private Limited is part of Yardi Systems, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
10	Donnelley Financial Solutions Dfin	Strong evidence	Lancaster, PA, United StatesHQ checked Sep 28, 2026	1,001-5,000	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 28, 2026
11	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
12	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
13	Addepar	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,304 contacts →
	Partial evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 28, 2026
14	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
15	Waddell & Reed	Strong evidence	Shawnee Mission, KS, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,112 contacts →
	Strong evidence “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Source: RevenueBase Database · checked Sep 28, 2026
16	ORION	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,042 contacts →
	Partial evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 28, 2026
17	Investcloud, INC	Indirect evidence	West Hollywood, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	992 contacts →
	Indirect evidence “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Source: RevenueBase Database · checked Sep 28, 2026
18	Apex Fintech Solutions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	501-1,000	911 contacts →
	Indirect evidence “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Source: RevenueBase Database · checked Sep 28, 2026
19	Enfusion NOW Cwan	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	5,001-10,000	818 contacts →
	Strong evidence “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Source: RevenueBase Database · checked Sep 28, 2026
20	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
21	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
22	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
23	Betanxt	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	629 contacts →
	Partial 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 28, 2026
24	Carne Group	Partial evidence	Dublin, IrelandHQ checked Sep 28, 2026	501-1,000	627 contacts →
	Partial evidence “Carne makes operations simpler for organisations right across the asset management industry.” Source: RevenueBase Database · checked Sep 28, 2026
25	Allvue Systems	Partial evidence	Coral Gables, FL, United StatesHQ checked Sep 28, 2026	501-1,000	616 contacts →
	Partial evidence “Allvue Systems is a recognized leader of cloud-based technology, data, and services solutions for alternative investment managers in the private capital markets.” 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 developers. 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 developers.
Partial evidence: Its own public description names part of investment management software developers, 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 developers. 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 2,584 investment management software developers worldwide

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Investment management software developers worldwide at a glance

As of Sep 28, 2026

41.7%Verified-email coverage

39.4Average contacts per company

11-50Median size (employees)

4.4%Largest-city concentration · London

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

1,218

11-50

881

51-200

321

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 developers, 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 developers are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “investment management software developers”. 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 developers), 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 developers, 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, 42,402 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 developers by location

19 lists · largest first

Every Investment management software developers 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 developers, 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 developers are there worldwide?

RevenueBase identified 2,584 investment management software developers 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?

Factset, headquartered in Norwalk, tops this list with the largest team on record.

Which country has the most investment management software developers?

The United States leads with 641 companies, followed by India (224) and the United Kingdom (193). Every investment management software developers list by country and city is linked on this page.

Which city has the most investment management software developers?

London leads with 113 headquartered companies, followed by New York (111) and Sao Paulo (42).

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 42,402 verified decision-maker contacts tracked across these 2,584 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.