Company lists · Data refreshed November 2026
Top 25 Investment performance reporting services worldwide
RevenueBase identified 107 company matches for investment performance reporting services worldwide as of November 2026 and tracks 14,636 professional contacts across them, including 6,500 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for investment performance reporting services worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026. Country and city lists for investment performance reporting services follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 investment performance reporting services worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 11,549 contacts → | ||||
Exact match “Morningstar, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 290 contacts → | ||||
Exact match “Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 221 contacts → | ||||
Exact match “First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 178 contacts → | ||||
Exact match “What We Do In a world where prudent and impartial financial insights are rare, RisCura provides both security and clarity for our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 143 contacts → | ||||
Exact match “Nasdaq eVestment provides institutional investment data, analytics and market intelligence covering public and private markets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 77 contacts → | ||||
Exact match “COVAF, un servicio de Outsourcing, Valuación, Administración, Contabilidad y Generación de Reportes de Riesgo para los Portafolios de Inversión.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 74 contacts → | ||||
Exact match “Strategic Insight (SI) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 62 contacts → | ||||
Exact match “Pensions & Investments is the leading news, events and data source for money managers, investment consultants and institutional investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 57 contacts → | ||||
Exact match “Northstar Analytics provides high-quality, consistent, and cost-effective investment research and analytical support to asset managers (public equity, private equity, venture…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 37 contacts → | ||||
Exact match “Invient is a pioneer in providing data and analytics solutions for institutional investors, managers, and advisors of alternative asset funds.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 32 contacts → | ||||
Exact match “Mirador is now part of iCapital.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 31 contacts → | ||||
Exact match “MPI is a leading independent provider of quantitative research, analytics, reporting, and index solutions for investors and allocators in the investment management industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 30 contacts → | ||||
Exact match “Eurekahedge is now part of With Intelligence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 29 contacts → | ||||
Exact match “Investment Metrics, a Confluence Company, is a leading global provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 27 contacts → | ||||
Exact match “Investment Research - IRF is the leading provider of investment portfolio performance measurement and consolidation reporting services, as well as asset manager selection and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 27 contacts → | ||||
Exact match “Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 25 contacts → | ||||
Exact match “LumRisk is an independent company that provides state-of-the-art risk consolidation, analysis and reporting services to institutional clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 21 contacts → | ||||
Exact match “ClearGlass Analytics is a leading data analytics company headquartered in the United Kingdom and operating across multiple jurisdictions, serving institutional asset owners, their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 21 contacts → | ||||
Exact match “CapMetrics is a decade old financial services organization specializing in products and services geared towards the investment management, investment banking and investment…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 20 contacts → | ||||
Exact match “GreenHill strives to help wealth management companies focus on what they do best by becoming their investment and performance reporting partner.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 17 contacts → | ||||
Exact match “Investment skill exists, see how your Managers rank against our peer group and how we work with our Clients to help them improve their process.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 14 contacts → | ||||
Exact match “Reporting as a Service provides investment firms, wealth managers and asset servicers with a world-class reporting solution without the costly overhead of managing, maintaining…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 14 contacts → | ||||
Exact match “Quant Reports internal and external reporting tools for institutional clients can enhance communications and differentiate your strategy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 14 contacts → | ||||
Exact match “RiskCafé offers a full suite of investment portfolio reporting solutions for hedge fund and asset managers across the world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 14 contacts → | ||||
Exact match “NQR empowers the nation’s leading financial institutions to outsource critical functions with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “investment performance reporting services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 107 investment performance reporting services worldwide
See the full list, filter by size, metro and specialty, and access 6,500 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment performance reporting services worldwide at a glance
As of Nov 6, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for investment performance reporting services are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “investment performance reporting services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 6,500 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Investment performance reporting services by location
1 lists · largest firstEvery Investment performance reporting services 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 SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment performance reporting services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment performance reporting services are there worldwide?
RevenueBase identified 107 company matches for investment performance reporting services worldwide as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Morningstar tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most investment performance reporting services?
The United States leads with 35 companies. Every investment performance reporting services list by country and city is linked on this page.
Which city has the most investment performance reporting services?
London leads with 12 company records, followed by New York (4) and Sao Paulo (3).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 6,500 professional contacts with verified work emails tracked across these 107 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 107 investment performance reporting services worldwide. Start with a free account, no credit card.
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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 SmartSearch, 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.
More company lists
Company intelligence · public preview
Top 25 investment performance reporting services worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 107 matching company records for investment performance reporting services worldwide, with 14,636 tracked contacts and 6,500 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment performance reporting services worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Morningstarmorningstar.comHQ: Chicago, IL, United StatesReported employees: 10001+ | Chicago, IL, United States | 10001+ | Exact match | 11,549 contacts → |
“Morningstar, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Princeton Financial Systemspfs.comHQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 290 contacts → |
“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  First Rate, INCfirstrate.comHQ: Arlington, TX, United StatesReported employees: 51-200 | Arlington, TX, United States | 51-200 | Exact match | 221 contacts → |
“First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Riscurariscura.comHQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 178 contacts → |
“What We Do In a world where prudent and impartial financial insights are rare, RisCura provides both security and clarity for our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Nasdaq Evestmentnasdaq.comHQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 143 contacts → |
“Nasdaq eVestment provides institutional investment data, analytics and market intelligence covering public and private markets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  COVAFcovaf.comHQ: Cuauhtémoc, MexicoReported employees: 51-200 | Cuauhtémoc, Mexico | 51-200 | Exact match | 77 contacts → |
“COVAF, un servicio de Outsourcing, Valuación, Administración, Contabilidad y Generación de Reportes de Riesgo para los Portafolios de Inversión.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Strategic Insight ISS Market Intelligencestrategic-i.comHQ: New York, United StatesReported employees: 501-1,000 | New York, United States | 501-1,000 | Exact match | 74 contacts → |
“Strategic Insight (SI) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Pensions & Investmentspionline.comHQ: New York, IL, United StatesReported employees: 11-50 | New York, IL, United States | 11-50 | Exact match | 62 contacts → |
“Pensions & Investments is the leading news, events and data source for money managers, investment consultants and institutional investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Northstar Analyticsns-analytics.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 57 contacts → |
“Northstar Analytics provides high-quality, consistent, and cost-effective investment research and analytical support to asset managers (public equity, private equity, venture…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Invientinvient.comHQ: Mountain View, United StatesReported employees: 51-200 | Mountain View, United States | 51-200 | Exact match | 37 contacts → |
“Invient is a pioneer in providing data and analytics solutions for institutional investors, managers, and advisors of alternative asset funds.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Mirador, LLCmirador.comHQ: Stamford, United StatesReported employees: 51-200 | Stamford, United States | 51-200 | Exact match | 32 contacts → |
“Mirador is now part of iCapital.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Markov Processes International MPImarkovprocesses.comHQ: Summit, United StatesReported employees: 11-50 | Summit, United States | 11-50 | Exact match | 31 contacts → |
“MPI is a leading independent provider of quantitative research, analytics, reporting, and index solutions for investors and allocators in the investment management industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Eurekahedgeeurekahedge.com HQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 30 contacts → |
“Eurekahedge is now part of With Intelligence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Investment Metricsinvmetrics.comHQ: Norwalk, CT, United StatesReported employees: 51-200 | Norwalk, CT, United States | 51-200 | Exact match | 29 contacts → |
“Investment Metrics, a Confluence Company, is a leading global provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Investment Research - IRFsijoitustutkimus.fiHQ: Helsinki, FinlandReported employees: 11-50 | Helsinki, Finland | 11-50 | Exact match | 27 contacts → |
“Investment Research - IRF is the leading provider of investment portfolio performance measurement and consolidation reporting services, as well as asset manager selection and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Huguenot Services Limitedhuguenots.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 27 contacts → |
“Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Lumrisklumrisk.comHQ: Nyon, SwitzerlandReported employees: 11-50 | Nyon, Switzerland | 11-50 | Exact match | 25 contacts → |
“LumRisk is an independent company that provides state-of-the-art risk consolidation, analysis and reporting services to institutional clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Clearglassclearglass.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 21 contacts → |
“ClearGlass Analytics is a leading data analytics company headquartered in the United Kingdom and operating across multiple jurisdictions, serving institutional asset owners, their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Capmetricspurnartha.com HQ: Pune, IndiaReported employees: 51-200 | Pune, India | 51-200 | Exact match | 21 contacts → |
“CapMetrics is a decade old financial services organization specializing in products and services geared towards the investment management, investment banking and investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Greenhill Investment Reportingghill.comHQ: Gaithersburg, MD, United StatesReported employees: 11-50 | Gaithersburg, MD, United States | 11-50 | Exact match | 20 contacts → |
“GreenHill strives to help wealth management companies focus on what they do best by becoming their investment and performance reporting partner.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Inalyticsinalytics.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 17 contacts → |
“Investment skill exists, see how your Managers rank against our peer group and how we work with our Clients to help them improve their process.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Opus Nebulaopus-nebula.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 14 contacts → |
“Reporting as a Service provides investment firms, wealth managers and asset servicers with a world-class reporting solution without the costly overhead of managing, maintaining…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Quant Reportsquantreports.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 14 contacts → |
“Quant Reports internal and external reporting tools for institutional clients can enhance communications and differentiate your strategy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Riskcafériskcafe.comHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 14 contacts → |
“RiskCafé offers a full suite of investment portfolio reporting solutions for hedge fund and asset managers across the world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 14 contacts → |
“NQR empowers the nation’s leading financial institutions to outsource critical functions with confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 107 company matches
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Investment performance reporting services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
107 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 107 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment performance reporting services by location
1 lists · largest firstEvery Investment performance reporting services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for investment performance reporting services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment performance reporting services did RevenueBase find worldwide?
The saved snapshot records 107 matching company records, 14,636 tracked contacts and 6,500 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 investment performance reporting services worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/investment-performance-reporting-services.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 investment performance reporting services worldwide
RevenueBase records 107 matching company records for investment performance reporting services worldwide, with 14,636 tracked contacts and 6,500 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment performance reporting services worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Morningstarmorningstar.com HQ: Chicago, IL, United StatesReported employees: 10001+ | Chicago, IL, United States | 10001+ | Exact match | 11,549 contacts → |
“Morningstar, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Princeton Financial Systemspfs.com HQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 290 contacts → |
“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | First Rate, INCfirstrate.com HQ: Arlington, TX, United StatesReported employees: 51-200 | Arlington, TX, United States | 51-200 | Exact match | 221 contacts → |
“First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Riscurariscura.com HQ: Cape Town, South AfricaReported employees: 51-200 | Cape Town, South Africa | 51-200 | Exact match | 178 contacts → |
“What We Do In a world where prudent and impartial financial insights are rare, RisCura provides both security and clarity for our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Nasdaq Evestmentnasdaq.com HQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 143 contacts → |
“Nasdaq eVestment provides institutional investment data, analytics and market intelligence covering public and private markets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | COVAFcovaf.com HQ: Cuauhtémoc, MexicoReported employees: 51-200 | Cuauhtémoc, Mexico | 51-200 | Exact match | 77 contacts → |
“COVAF, un servicio de Outsourcing, Valuación, Administración, Contabilidad y Generación de Reportes de Riesgo para los Portafolios de Inversión.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Strategic Insight ISS Market Intelligencestrategic-i.com HQ: New York, United StatesReported employees: 501-1,000 | New York, United States | 501-1,000 | Exact match | 74 contacts → |
“Strategic Insight (SI) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Pensions & Investmentspionline.com HQ: New York, IL, United StatesReported employees: 11-50 | New York, IL, United States | 11-50 | Exact match | 62 contacts → |
“Pensions & Investments is the leading news, events and data source for money managers, investment consultants and institutional investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Northstar Analyticsns-analytics.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 57 contacts → |
“Northstar Analytics provides high-quality, consistent, and cost-effective investment research and analytical support to asset managers (public equity, private equity, venture…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Invientinvient.com HQ: Mountain View, United StatesReported employees: 51-200 | Mountain View, United States | 51-200 | Exact match | 37 contacts → |
“Invient is a pioneer in providing data and analytics solutions for institutional investors, managers, and advisors of alternative asset funds.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Mirador, LLCmirador.com HQ: Stamford, United StatesReported employees: 51-200 | Stamford, United States | 51-200 | Exact match | 32 contacts → |
“Mirador is now part of iCapital.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Markov Processes International MPImarkovprocesses.com HQ: Summit, United StatesReported employees: 11-50 | Summit, United States | 11-50 | Exact match | 31 contacts → |
“MPI is a leading independent provider of quantitative research, analytics, reporting, and index solutions for investors and allocators in the investment management industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Eurekahedgeeurekahedge.com HQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 30 contacts → |
“Eurekahedge is now part of With Intelligence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Investment Metricsinvmetrics.com HQ: Norwalk, CT, United StatesReported employees: 51-200 | Norwalk, CT, United States | 51-200 | Exact match | 29 contacts → |
“Investment Metrics, a Confluence Company, is a leading global provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Investment Research - IRFsijoitustutkimus.fi HQ: Helsinki, FinlandReported employees: 11-50 | Helsinki, Finland | 11-50 | Exact match | 27 contacts → |
“Investment Research - IRF is the leading provider of investment portfolio performance measurement and consolidation reporting services, as well as asset manager selection and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Huguenot Services Limitedhuguenots.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 27 contacts → |
“Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lumrisklumrisk.com HQ: Nyon, SwitzerlandReported employees: 11-50 | Nyon, Switzerland | 11-50 | Exact match | 25 contacts → |
“LumRisk is an independent company that provides state-of-the-art risk consolidation, analysis and reporting services to institutional clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Clearglassclearglass.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 21 contacts → |
“ClearGlass Analytics is a leading data analytics company headquartered in the United Kingdom and operating across multiple jurisdictions, serving institutional asset owners, their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Capmetricspurnartha.com HQ: Pune, IndiaReported employees: 51-200 | Pune, India | 51-200 | Exact match | 21 contacts → |
“CapMetrics is a decade old financial services organization specializing in products and services geared towards the investment management, investment banking and investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Greenhill Investment Reportingghill.com HQ: Gaithersburg, MD, United StatesReported employees: 11-50 | Gaithersburg, MD, United States | 11-50 | Exact match | 20 contacts → |
“GreenHill strives to help wealth management companies focus on what they do best by becoming their investment and performance reporting partner.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Inalyticsinalytics.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 17 contacts → |
“Investment skill exists, see how your Managers rank against our peer group and how we work with our Clients to help them improve their process.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Opus Nebulaopus-nebula.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 14 contacts → |
“Reporting as a Service provides investment firms, wealth managers and asset servicers with a world-class reporting solution without the costly overhead of managing, maintaining…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Quant Reportsquantreports.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 14 contacts → |
“Quant Reports internal and external reporting tools for institutional clients can enhance communications and differentiate your strategy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Riskcafériskcafe.com HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 14 contacts → |
“RiskCafé offers a full suite of investment portfolio reporting solutions for hedge fund and asset managers across the world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 14 contacts → |
“NQR empowers the nation’s leading financial institutions to outsource critical functions with confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 107 company matches
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Investment performance reporting services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
107 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 107 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment performance reporting services by location
1 lists · largest firstEvery Investment performance reporting services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for investment performance reporting services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment performance reporting services did RevenueBase find worldwide?
The saved snapshot records 107 matching company records, 14,636 tracked contacts and 6,500 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 investment performance reporting services worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/investment-performance-reporting-services.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗