Company lists · Data refreshed September 2026

Top 25 Investment reporting software companies worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 1,143 companies tracked

RevenueBase identified 1,143 investment reporting software companies worldwide as of September 2026 and tracks 54,704 professional contacts across them, including 21,103 with verified work emails. The United States is the largest market and London the largest hub.

This list covers investment reporting software companies worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026. Country and city lists for investment reporting software companies follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

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

1,143Companies

54,704Contacts tracked

21,103Verified emails

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The 25 largest investment reporting software companies worldwide

Ranked by team size

Top 25 of 1,143 investment reporting software companies worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment reporting software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Factset	Strong evidence	Norwalk, CT, United StatesHQ checked Sep 28, 2026	10001+	13,385 contacts →
	Strong evidence “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Source: RevenueBase Database · checked Sep 28, 2026
2	Kfin Technologies LTD	Indirect evidence	Hyderabad, IndiaHQ checked Sep 28, 2026	5,001-10,000	3,831 contacts →
	Indirect evidence “Registered Name: KFin Technologies Limited \| Registration Number: KFintech serves the mission-critical needs of asset managers with clients spanning mutual funds, AIFs…” Source: RevenueBase Database · checked Sep 28, 2026
3	Simcorp	Partial evidence	Copenhagen, DenmarkHQ checked Sep 28, 2026	1,001-5,000	3,257 contacts →
	Partial evidence “SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.” Source: RevenueBase Database · checked Sep 28, 2026
4	DST Systems	Indirect evidence	Windsor, CT, United StatesHQ checked Sep 28, 2026	10001+	3,035 contacts →
	Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
5	Donnelley Financial Solutions Dfin	Strong evidence	Lancaster, PA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,740 contacts →
	Strong evidence “DFIN is the leading global provider of compliance and regulatory software and services, fueling end-to-end investment company regulatory compliance needs, complex capital markets…” Source: RevenueBase Database · checked Sep 28, 2026
6	Ss&c Advent	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,389 contacts →
	Partial evidence “SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…” Source: RevenueBase Database · checked Sep 28, 2026
7	Charles River Development	Partial evidence	Burlington, MA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,140 contacts →
	Partial evidence “Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Source: RevenueBase Database · checked Sep 28, 2026
8	FE Fundinfo	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	1,001-5,000	1,124 contacts →
	Partial evidence “FE fundinfo is a leading financial data company connecting the investment industry in the UK, Europe and Asia Pacific – all on one integrated platform, Nexus.” Source: RevenueBase Database · checked Sep 28, 2026
9	Enfusion NOW Cwan	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	5,001-10,000	818 contacts →
	Partial evidence “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Source: RevenueBase Database · checked Sep 28, 2026
10	Confluence	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	501-1,000	712 contacts →
	Partial evidence “Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Source: RevenueBase Database · checked Sep 28, 2026
11	Neoxam	Partial evidence	Paris, FranceHQ checked Sep 28, 2026	501-1,000	477 contacts →
	Partial evidence “NeoXam is a leading financial software company, delivering solutions and services to over 150+ customers in 30 countries worldwide.” Source: RevenueBase Database · checked Sep 28, 2026
12	RIMES	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	466 contacts →
	Indirect evidence “Rimes provides the Intelligence Fabric for Capital Markets, a trusted data network and intelligence architecture that transforms fragmented data, operations and workflows into…” Source: RevenueBase Database · checked Sep 28, 2026
13	Dynamo Software	Indirect evidence	Watertown, MA, United StatesHQ checked Sep 28, 2026	201-500	440 contacts →
	Indirect evidence “Since 1998, the Dynamo team and its Client Services and Support organization have worked alongside fund managers, institutional investors, and service providers to identify and…” Source: RevenueBase Database · checked Sep 28, 2026
14	IT Software	Partial evidence	Milan, ItalyHQ checked Sep 28, 2026	51-200	424 contacts →
	Partial evidence “IT SOFTWARE -the Technancial Company- is focused on designing and developing cutting-edge solutions to satisfy the needs of the most sophisticated financial institutions.” Source: RevenueBase Database · checked Sep 28, 2026
15	Harvest Groupe	Indirect evidence	Paris, FranceHQ checked Sep 28, 2026	201-500	348 contacts →
	Indirect evidence “Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…” Source: RevenueBase Database · checked Sep 28, 2026
16	Nirvana Solutions	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	330 contacts →
	Indirect evidence “We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Source: RevenueBase Database · checked Sep 28, 2026
17	Princeton Financial Systems	Strong evidence	Princeton, NJ, United StatesHQ checked Sep 28, 2026	201-500	281 contacts →
	Strong evidence “Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Source: RevenueBase Database · checked Sep 28, 2026
18	Vichara Technologies	Partial evidence	Fort Lee, NJ, United StatesHQ checked Sep 28, 2026	201-500	256 contacts →
	Partial evidence “Vichara powers the World’s Leading Asset Management Firms and Investment Banks.” Source: RevenueBase Database · checked Sep 28, 2026
19	Lseg Tora	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	249 contacts →
	Partial evidence “LSEG TORA is a leading provider of advanced investment management technologies for global asset managers, hedge funds, proprietary trading firms and sell-side trading desks.” Source: RevenueBase Database · checked Sep 28, 2026
20	Dorsum Investment Software	Strong evidence	Budapest, HungaryHQ checked Sep 28, 2026	201-500	245 contacts →
	Strong evidence “Dorsum is well established as one of Europe’s leading investment software providers: the most trusted partner for the digital transformation.” Source: RevenueBase Database · checked Sep 28, 2026
21	Accord Fintech Private Limited	Indirect evidence	Navi Mumbai, IndiaHQ checked Sep 28, 2026	51-200	222 contacts →
	Indirect evidence “Accord Fintech Pvt.” Source: RevenueBase Database · checked Sep 28, 2026
22	Forinvest	Indirect evidence	Istanbul, TürkiyeHQ checked Sep 28, 2026	51-200	217 contacts →
	Indirect evidence “At ForInvest, we're working to make investing easy and accessible for everyone!” Source: RevenueBase Database · checked Sep 28, 2026
23	HOC INC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	216 contacts →
	Partial evidence “HOC, founded in 2001, specializes in building software for the energy trading and financial services sectors.” Source: RevenueBase Database · checked Sep 28, 2026
24	First Rate, INC	Partial evidence	Arlington, TX, United StatesHQ checked Sep 28, 2026	51-200	204 contacts →
	Partial evidence “First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments.” Source: RevenueBase Database · checked Sep 28, 2026
25	Profile Software	Partial evidence	Athens, GreeceHQ checked Sep 28, 2026	201-500	201 contacts →
	Partial evidence “Founded in 1990, Profile Software is a specialised financial software solutions provider with offices in key financial centers and a presence in 50+ countries across Europe, the…” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment reporting software companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment reporting software companies.
Partial evidence: Its own public description names part of investment reporting software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment reporting software companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 1,143 investment reporting software companies worldwide

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Investment reporting software companies worldwide at a glance

As of Sep 28, 2026

38.6%Verified-email coverage

47.9Average contacts per company

11-50Median size (employees)

5.6%Largest-city concentration · London

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

474

11-50

436

51-200

166

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment reporting software companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for investment reporting software companies are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “investment reporting software companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment reporting software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among investment reporting software companies, and records with no verified work email.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 21,103 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment reporting software companies by location

13 lists · largest first

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

Countries

Cities

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment reporting software companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment reporting software companies are there worldwide?

RevenueBase identified 1,143 investment reporting software companies worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

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

Which country has the most investment reporting software companies?

The United States leads with 284 companies, followed by the United Kingdom (100) and India (56). Every investment reporting software companies list by country and city is linked on this page.

Which city has the most investment reporting software companies?

London leads with 64 headquartered companies, followed by New York (53) and Paris (29).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 21,103 verified decision-maker contacts tracked across these 1,143 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.