Company lists · Data refreshed October 2026
Top 25 Investment portfolio accounting services worldwide
RevenueBase identified 1,839 company matches for investment portfolio accounting services worldwide as of October 2026 and tracks 18,282 professional contacts across them, including 3,403 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for investment portfolio accounting 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 October 22, 2026. Country and city lists for investment portfolio accounting 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 portfolio accounting services worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,190 contacts → | ||||
Exact match “Per 1 Oktober 2025, akun resmi Mandala Finance pindah ke @adirafinanceid.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 2 | 830 contacts → | ||||
Exact match “SS & C Eze is now part of SS & C Advent, the unified home for investment and alternative management technology-combining Eze's front-office expertise with Advent’s deep…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 3 | 349 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 4 | 281 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 · Oct 22, 2026 · View company records in RevenueBase | |||||
| 5 | 264 contacts → | ||||
Exact match “Nikko Asset Management was renamed Amova Asset Management effective 1 September 2025.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 6 | 263 contacts → | ||||
Exact match “AGM's brokerage team is now a part of Lee & Associates.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 7 | 177 contacts → | ||||
Exact match “DM is an independent financial services company headquartered in Ireland with offices in Singapore, Netherlands, the UK and the Cayman Islands.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 8 | 177 contacts → | ||||
Exact match “Linnovate is a leading asset services provider focused on driving innovation in the alternative investments industry.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 9 | 150 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 10 | 128 contacts → | ||||
Exact match “Nuvama Asset Services is a one-stop shop that meets the evolving needs of asset managers by offering an integrated suite of services across asset classes.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 11 | 115 contacts → | ||||
Exact match “Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 12 | 111 contacts → | ||||
Exact match “Frankel Loughran Starr & Vallone LLP (FLSV), a premier accounting, tax advisory and compliance firm focused primarily in the financial services industry, was formed in 1995 by…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 13 | 105 contacts → | ||||
Exact match “Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 14 | 100 contacts → | ||||
Exact match “Asset Vantage was founded in 2011 by a family office of a technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 15 | 98 contacts → | ||||
Exact match “Welcome to, a committed to offering clients top-notch services.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 16 | 96 contacts → | ||||
Exact match “Instituição financeira independente, especializada em administração fiduciária, escrituração, custódia e distribuição de valores mobiliários.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 17 | 78 contacts → | ||||
Exact match “At Lucida, we are committed to illuminating financial possibilities and empowering our clients through exceptional accounting services.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 18 | 76 contacts → | ||||
Exact match “İstanbul Portföy Yönetimi A.Ş.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 19 | 75 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 · Oct 22, 2026 · View company records in RevenueBase | |||||
| 20 | 74 contacts → | ||||
Exact match “Provident Agro Tbk PT (PALM) is an Accounting company located in Kav 22-23 Jalan Jend.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 21 | 72 contacts → | ||||
Exact match “Lifetouch Canada Inc is an Accounting company located in 1410 Mountain Ave, Winnipeg, MB, Canada.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 22 | 67 contacts → | ||||
Exact match “THE SANDUR MANGANESE AND IRON ORES LIMITED is an Accounting company located in Bellary Road, Bengaluru, Karnataka, India.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 23 | 64 contacts → | ||||
Exact match “Aestus deals with accounting, consulting, portfolio management and the development of solutions that make small and medium - sized businesses optimized and well aimed.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 24 | 61 contacts → | ||||
Exact match “Unity Fund Services is redefining fund administration.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 25 | 49 contacts → | ||||
Exact match “BURGHER HAGGARD is a boutique professional services firm providing three core services: Financial Administration, Consolidated Reporting, and Consulting.” Recorded in the RevenueBase company graph · Oct 22, 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 portfolio accounting 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 1,839 investment portfolio accounting services worldwide
See the full list, filter by size, metro and specialty, and access 3,403 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment portfolio accounting services worldwide at a glance
As of Oct 22, 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 portfolio accounting services are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “investment portfolio accounting 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 3,403 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 October 22, 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 portfolio accounting services by location
9 lists · largest firstEvery Investment portfolio accounting services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Investment portfolio accounting services based in the United States411
- Investment portfolio accounting services based in the United Kingdom304
- Investment portfolio accounting services based in Brazil232
- Investment portfolio accounting services based in France112
- Investment portfolio accounting services based in India91
- Investment portfolio accounting services based in Canada39
- Investment portfolio accounting services based in Australia33
Cities
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 portfolio accounting services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment portfolio accounting services are there worldwide?
RevenueBase identified 1,839 company matches for investment portfolio accounting services worldwide as of October 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?
Pt. Mandala Multifinance TBK tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most investment portfolio accounting services?
The United States leads with 411 companies, followed by the United Kingdom (304) and Brazil (232). Every investment portfolio accounting services list by country and city is linked on this page.
Which city has the most investment portfolio accounting services?
London leads with 56 company records, followed by Sao Paulo (41) and New York (29).
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 3,403 professional contacts with verified work emails tracked across these 1,839 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 October 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,839 investment portfolio accounting 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 portfolio accounting 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 1,839 matching company records for investment portfolio accounting services worldwide, with 18,282 tracked contacts and 3,403 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: October 22, 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 portfolio accounting 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 |  Pt. Mandala Multifinance TBKadira.co.idHQ: Jakarta Pusat, IndonesiaReported employees: 10001+ | Jakarta Pusat, Indonesia | 10001+ | Exact match | 2,190 contacts → |
“Per 1 Oktober 2025, akun resmi Mandala Finance pindah ke @adirafinanceid.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ss&c EZEadvent.comHQ: Windsor, CT, United StatesReported employees: 1,001-5,000 | Windsor, CT, United States | 1,001-5,000 | Exact match | 830 contacts → |
“SS & C Eze is now part of SS & C Advent, the unified home for investment and alternative management technology-combining Eze's front-office expertise with Advent’s deep…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Abdullatif Alissa Group Holding COalissa-group.comHQ: Al Yasmeen, Saudi ArabiaReported employees: 1,001-5,000 | Al Yasmeen, Saudi Arabia | 1,001-5,000 | Exact match | 349 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 |  Princeton Financial Systemspfs.comHQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 281 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 · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Tokyo, JapanReported employees: 501-1,000 | Tokyo, Japan | 501-1,000 | Exact match | 264 contacts → |
“Nikko Asset Management was renamed Amova Asset Management effective 1 September 2025.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  AGM INC IS NOW A Part Of LEE & Associatesagmrealestate.comHQ: Bellevue, WA, United StatesReported employees: Not recorded | Bellevue, WA, United States | Not recorded | Exact match | 263 contacts → |
“AGM's brokerage team is now a part of Lee & Associates.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  DM Financialdmfinancial.comHQ: Limerick, IrelandReported employees: 201-500 | Limerick, Ireland | 201-500 | Exact match | 177 contacts → |
“DM is an independent financial services company headquartered in Ireland with offices in Singapore, Netherlands, the UK and the Cayman Islands.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Linnovate Partnerslinnovatepartners.comHQ: SingaporeReported employees: 201-500 | Singapore | 201-500 | Exact match | 177 contacts → |
“Linnovate is a leading asset services provider focused on driving innovation in the alternative investments industry.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Natixis Asset Managementostrum.comHQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 150 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 |  Nuvama Asset Servicesnuvama.comHQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 128 contacts → |
“Nuvama Asset Services is a one-stop shop that meets the evolving needs of asset managers by offering an integrated suite of services across asset classes.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Cheetahcheetahinc.comHQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 115 contacts → |
“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Flsv LLPflsv.comHQ: Garden City, NY, United StatesReported employees: 51-200 | Garden City, NY, United States | 51-200 | Exact match | 111 contacts → |
“Frankel Loughran Starr & Vallone LLP (FLSV), a premier accounting, tax advisory and compliance firm focused primarily in the financial services industry, was formed in 1995 by…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Boston Financial Advisory Groupbostonfagroup.comHQ: Monroeville, PA, United StatesReported employees: 51-200 | Monroeville, PA, United States | 51-200 | Exact match | 105 contacts → |
“Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Asset Vantageassetvantage.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 100 contacts → |
“Asset Vantage was founded in 2011 by a family office of a technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Verve Advisory Pvt. LTDverveadvisory.inHQ: Pune, IndiaReported employees: 51-200 | Pune, India | 51-200 | Exact match | 98 contacts → |
“Welcome to, a committed to offering clients top-notch services.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Hemera Dtvmhemeradtvm.com.brHQ: Curitiba, BrazilReported employees: 51-200 | Curitiba, Brazil | 51-200 | Exact match | 96 contacts → |
“Instituição financeira independente, especializada em administração fiduciária, escrituração, custódia e distribuição de valores mobiliários.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Lucida TAX Accounting Solutionslucida.comHQ: Brookfield, WI, United StatesReported employees: 51-200 | Brookfield, WI, United States | 51-200 | Exact match | 78 contacts → |
“At Lucida, we are committed to illuminating financial possibilities and empowering our clients through exceptional accounting services.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  İstanbul Portföy Yönetimiistanbulportfoy.comHQ: Istanbul, TürkiyeReported employees: 11-50 | Istanbul, Türkiye | 11-50 | Exact match | 76 contacts → |
“İstanbul Portföy Yönetimi A.Ş.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | COVAFcovaf.com HQ: Cuauhtémoc, MexicoReported employees: 51-200 | Cuauhtémoc, Mexico | 51-200 | Exact match | 75 contacts → |
“COVAF, un servicio de Outsourcing, Valuación, Administración, Contabilidad y Generación de Reportes de Riesgo para los Portafolios de Inversión.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Provident Agro TBK PT Palmprovident-agro.com HQ: South Jakarta, IndonesiaReported employees: 11-50 | South Jakarta, Indonesia | 11-50 | Exact match | 74 contacts → |
“Provident Agro Tbk PT (PALM) is an Accounting company located in Kav 22-23 Jalan Jend.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Lifetouch Canada INClifetouch.ca HQ: Winnipeg, MB, CanadaReported employees: 201-500 | Winnipeg, MB, Canada | 201-500 | Exact match | 72 contacts → |
“Lifetouch Canada Inc is an Accounting company located in 1410 Mountain Ave, Winnipeg, MB, Canada.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | The Sandur Manganese And Iron Ores Limitedsandurgroup.com HQ: Bangalore, IndiaReported employees: 1,001-5,000 | Bangalore, India | 1,001-5,000 | Exact match | 67 contacts → |
“THE SANDUR MANGANESE AND IRON ORES LIMITED is an Accounting company located in Bellary Road, Bengaluru, Karnataka, India.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Aestusaestus.hrHQ: Rijeka, CroatiaReported employees: 51-200 | Rijeka, Croatia | 51-200 | Exact match | 64 contacts → |
“Aestus deals with accounting, consulting, portfolio management and the development of solutions that make small and medium - sized businesses optimized and well aimed.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Unity Fund Services PTY LTDunityfundservices.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 61 contacts → |
“Unity Fund Services is redefining fund administration.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Burgher Haggardburgherhaggard.comHQ: Fort Worth, TX, United StatesReported employees: 11-50 | Fort Worth, TX, United States | 11-50 | Exact match | 49 contacts → |
“BURGHER HAGGARD is a boutique professional services firm providing three core services: Financial Administration, Consolidated Reporting, and Consulting.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,839 company matches
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Investment portfolio accounting services: dataset insights
October 22, 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
1,827 records in the displayed employee bands.
12 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 1,839 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: October 22, 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 portfolio accounting services by location
9 lists · largest firstEvery Investment portfolio accounting services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Investment portfolio accounting services based in the United States411
- Investment portfolio accounting services based in the United Kingdom304
- Investment portfolio accounting services based in Brazil232
- Investment portfolio accounting services based in France112
- Investment portfolio accounting services based in India91
- Investment portfolio accounting services based in Canada39
- Investment portfolio accounting services based in Australia33
Cities
Questions about this company list
What does Exact match mean for investment portfolio accounting 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 portfolio accounting services did RevenueBase find worldwide?
The saved snapshot records 1,839 matching company records, 18,282 tracked contacts and 3,403 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: October 22, 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.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 investment portfolio accounting services worldwide. Snapshot: October 22, 2026. https://revenuebase.ai/companies/browse/investment-portfolio-accounting-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 portfolio accounting services worldwide
RevenueBase records 1,839 matching company records for investment portfolio accounting services worldwide, with 18,282 tracked contacts and 3,403 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: October 22, 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 portfolio accounting 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 | Pt. Mandala Multifinance TBKadira.co.id HQ: Jakarta Pusat, IndonesiaReported employees: 10001+ | Jakarta Pusat, Indonesia | 10001+ | Exact match | 2,190 contacts → |
“Per 1 Oktober 2025, akun resmi Mandala Finance pindah ke @adirafinanceid.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ss&c EZEadvent.com HQ: Windsor, CT, United StatesReported employees: 1,001-5,000 | Windsor, CT, United States | 1,001-5,000 | Exact match | 830 contacts → |
“SS & C Eze is now part of SS & C Advent, the unified home for investment and alternative management technology-combining Eze's front-office expertise with Advent’s deep…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Abdullatif Alissa Group Holding COalissa-group.com HQ: Al Yasmeen, Saudi ArabiaReported employees: 1,001-5,000 | Al Yasmeen, Saudi Arabia | 1,001-5,000 | Exact match | 349 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 | Princeton Financial Systemspfs.com HQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 281 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 · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Tokyo, JapanReported employees: 501-1,000 | Tokyo, Japan | 501-1,000 | Exact match | 264 contacts → |
“Nikko Asset Management was renamed Amova Asset Management effective 1 September 2025.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | AGM INC IS NOW A Part Of LEE & Associatesagmrealestate.com HQ: Bellevue, WA, United StatesReported employees: Not recorded | Bellevue, WA, United States | Not recorded | Exact match | 263 contacts → |
“AGM's brokerage team is now a part of Lee & Associates.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | DM Financialdmfinancial.com HQ: Limerick, IrelandReported employees: 201-500 | Limerick, Ireland | 201-500 | Exact match | 177 contacts → |
“DM is an independent financial services company headquartered in Ireland with offices in Singapore, Netherlands, the UK and the Cayman Islands.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Linnovate Partnerslinnovatepartners.com HQ: SingaporeReported employees: 201-500 | Singapore | 201-500 | Exact match | 177 contacts → |
“Linnovate is a leading asset services provider focused on driving innovation in the alternative investments industry.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Natixis Asset Managementostrum.com HQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 150 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | Nuvama Asset Servicesnuvama.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 128 contacts → |
“Nuvama Asset Services is a one-stop shop that meets the evolving needs of asset managers by offering an integrated suite of services across asset classes.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cheetahcheetahinc.com HQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 115 contacts → |
“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Flsv LLPflsv.com HQ: Garden City, NY, United StatesReported employees: 51-200 | Garden City, NY, United States | 51-200 | Exact match | 111 contacts → |
“Frankel Loughran Starr & Vallone LLP (FLSV), a premier accounting, tax advisory and compliance firm focused primarily in the financial services industry, was formed in 1995 by…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Boston Financial Advisory Groupbostonfagroup.com HQ: Monroeville, PA, United StatesReported employees: 51-200 | Monroeville, PA, United States | 51-200 | Exact match | 105 contacts → |
“Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Asset Vantageassetvantage.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 100 contacts → |
“Asset Vantage was founded in 2011 by a family office of a technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Verve Advisory Pvt. LTDverveadvisory.in HQ: Pune, IndiaReported employees: 51-200 | Pune, India | 51-200 | Exact match | 98 contacts → |
“Welcome to, a committed to offering clients top-notch services.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Hemera Dtvmhemeradtvm.com.br HQ: Curitiba, BrazilReported employees: 51-200 | Curitiba, Brazil | 51-200 | Exact match | 96 contacts → |
“Instituição financeira independente, especializada em administração fiduciária, escrituração, custódia e distribuição de valores mobiliários.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lucida TAX Accounting Solutionslucida.com HQ: Brookfield, WI, United StatesReported employees: 51-200 | Brookfield, WI, United States | 51-200 | Exact match | 78 contacts → |
“At Lucida, we are committed to illuminating financial possibilities and empowering our clients through exceptional accounting services.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | İstanbul Portföy Yönetimiistanbulportfoy.com HQ: Istanbul, TürkiyeReported employees: 11-50 | Istanbul, Türkiye | 11-50 | Exact match | 76 contacts → |
“İstanbul Portföy Yönetimi A.Ş.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | COVAFcovaf.com HQ: Cuauhtémoc, MexicoReported employees: 51-200 | Cuauhtémoc, Mexico | 51-200 | Exact match | 75 contacts → |
“COVAF, un servicio de Outsourcing, Valuación, Administración, Contabilidad y Generación de Reportes de Riesgo para los Portafolios de Inversión.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Provident Agro TBK PT Palmprovident-agro.com HQ: South Jakarta, IndonesiaReported employees: 11-50 | South Jakarta, Indonesia | 11-50 | Exact match | 74 contacts → |
“Provident Agro Tbk PT (PALM) is an Accounting company located in Kav 22-23 Jalan Jend.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Lifetouch Canada INClifetouch.ca HQ: Winnipeg, MB, CanadaReported employees: 201-500 | Winnipeg, MB, Canada | 201-500 | Exact match | 72 contacts → |
“Lifetouch Canada Inc is an Accounting company located in 1410 Mountain Ave, Winnipeg, MB, Canada.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | The Sandur Manganese And Iron Ores Limitedsandurgroup.com HQ: Bangalore, IndiaReported employees: 1,001-5,000 | Bangalore, India | 1,001-5,000 | Exact match | 67 contacts → |
“THE SANDUR MANGANESE AND IRON ORES LIMITED is an Accounting company located in Bellary Road, Bengaluru, Karnataka, India.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Aestusaestus.hr HQ: Rijeka, CroatiaReported employees: 51-200 | Rijeka, Croatia | 51-200 | Exact match | 64 contacts → |
“Aestus deals with accounting, consulting, portfolio management and the development of solutions that make small and medium - sized businesses optimized and well aimed.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Unity Fund Services PTY LTDunityfundservices.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 61 contacts → |
“Unity Fund Services is redefining fund administration.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Burgher Haggardburgherhaggard.com HQ: Fort Worth, TX, United StatesReported employees: 11-50 | Fort Worth, TX, United States | 11-50 | Exact match | 49 contacts → |
“BURGHER HAGGARD is a boutique professional services firm providing three core services: Financial Administration, Consolidated Reporting, and Consulting.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,839 company matches
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Investment portfolio accounting services: dataset insights
October 22, 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
1,827 records in the displayed employee bands.
12 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 1,839 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: October 22, 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 portfolio accounting services by location
9 lists · largest firstEvery Investment portfolio accounting services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Investment portfolio accounting services based in the United States411
- Investment portfolio accounting services based in the United Kingdom304
- Investment portfolio accounting services based in Brazil232
- Investment portfolio accounting services based in France112
- Investment portfolio accounting services based in India91
- Investment portfolio accounting services based in Canada39
- Investment portfolio accounting services based in Australia33
Cities
Questions about this company list
What does Exact match mean for investment portfolio accounting 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 portfolio accounting services did RevenueBase find worldwide?
The saved snapshot records 1,839 matching company records, 18,282 tracked contacts and 3,403 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: October 22, 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
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Cite this list
RevenueBase Data Team. Top 25 investment portfolio accounting services worldwide. Snapshot: October 22, 2026. https://revenuebase.ai/companies/browse/investment-portfolio-accounting-services.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗