Company lists · Data refreshed October 2026
Top 25 Investor portal software companies worldwide
RevenueBase identified 186 company matches for investor portal software companies worldwide as of October 2026 and tracks 2,583 professional contacts across them, including 1,000 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for investor portal software companies 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 20, 2026. Country and city lists for investor portal software companies 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 investor portal software companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 489 contacts → | ||||
Exact match “Q4 Inc.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 2 | 204 contacts → | ||||
Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 3 | 201 contacts → | ||||
Exact match “Aumni, a J.P.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 4 | 191 contacts → | ||||
Exact match “Kurtosys helps investment managers deliver data & insights to their clients.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 5 | 147 contacts → | ||||
Exact match “At Irwin, our focus is building software for investor relations.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 6 | 136 contacts → | ||||
Exact match “Anduin is empowering lasting investor relationships in the private markets.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 7 | 92 contacts → | ||||
Exact match “Quantium is a next-gen investment management software suite, designed for modern private markets managers.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 8 | 86 contacts → | ||||
Exact match “We build user friendly software, and fill it with unique data.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 9 | 64 contacts → | ||||
Exact match “InvestorHub is a sales and marketing tool for your shareholders relations.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 10 | 51 contacts → | ||||
Exact match “At InvestNext, we set out on a mission to transform the way investment firms raise and manage capital.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 11 | 36 contacts → | ||||
Exact match “Our mission is to modernise the investment industry by making it accessible, intelligible and client centric.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 12 | 28 contacts → | ||||
Exact match “Telemet offers an integrated solution for investment and investor relations professionals, universities, and private investors.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 13 | 28 contacts → | ||||
Exact match “At Nucleo, we are transforming private market investments with an integrated technology stack that delivers clarity, efficiency and trust.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 14 | 25 contacts → | ||||
Exact match “Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 15 | 22 contacts → | ||||
Exact match “Founded in 1976, EquitiesTracker.com (EquitiesTracker International Sdn Bhd (430737-A) is a premier online portal providing research tools and educational courses on value…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 16 | 21 contacts → | ||||
Exact match “Clockwork offers technology and services to streamline private investment portfolio monitoring, due diligence, and company financial management.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 17 | 19 contacts → | ||||
Exact match “smartround” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 18 | 17 contacts → | ||||
Exact match “Visible.vc simplifies the private capital markets by equipping founders and investors with the tools they need to thrive.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 19 | 15 contacts → | ||||
Exact match “Scalens AI mission is to allow every listed company to be a blue chip.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 20 | 14 contacts → | ||||
Exact match “IRM, a Proactive company, is Australia’s online investor engagement specialists.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 21 | 13 contacts → | ||||
Exact match “At Sharescart, we empower investors to unlock new growth opportunities in the unlisted, delisted, and pre-IPO shares market.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 22 | 12 contacts → | ||||
Exact match “Syndex makes interesting assets investible.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 23 | 11 contacts → | ||||
Exact match “WealthBlock provides private investment firms with a tailored platform that integrates seamlessly with existing systems, streamlining complex workflows like investor onboarding…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 24 | 11 contacts → | ||||
Exact match “All investors deserve access to institutional-quality financial intelligence.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 25 | 10 contacts → | ||||
Exact match “Corporate and Investor Relations websites shouldn't be complicated.” Recorded in the RevenueBase company graph · Oct 20, 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 “investor portal software companies”. 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 186 investor portal software companies worldwide
See the full list, filter by size, metro and specialty, and access 1,000 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investor portal software companies worldwide at a glance
As of Oct 20, 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 investor portal software companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “investor portal software companies” 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 1,000 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 20, 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.
Investor portal software companies by location
1 lists · largest firstEvery Investor portal software companies 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 “investor portal software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investor portal software companies are there worldwide?
RevenueBase identified 186 company matches for investor portal software companies 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?
Q4 tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most investor portal software companies?
The United States leads with 40 companies. Every investor portal software companies list by country and city is linked on this page.
Which city has the most investor portal software companies?
London leads with 17 company records, followed by New York (7) and Paris (5).
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 1,000 professional contacts with verified work emails tracked across these 186 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 186 investor portal software companies 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 investor portal software companies worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 186 matching company records for investor portal software companies worldwide, with 2,583 tracked contacts and 1,000 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 20, 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 investor portal software companies 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 |  Q4q4inc.comHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 489 contacts → |
“Q4 Inc.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ychartsycharts.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 204 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  AUMNIaumni.fundHQ: Salt Lake City, UT, United StatesReported employees: 201-500 | Salt Lake City, UT, United States | 201-500 | Exact match | 201 contacts → |
“Aumni, a J.P.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Kurtosyskurtosys.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 191 contacts → |
“Kurtosys helps investment managers deliver data & insights to their clients.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Irwin, A Factset Companygetirwin.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 147 contacts → |
“At Irwin, our focus is building software for investor relations.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Anduin Transactionsanduintransact.comHQ: Los Altos, CA, United StatesReported employees: 51-200 | Los Altos, CA, United States | 51-200 | Exact match | 136 contacts → |
“Anduin is empowering lasting investor relationships in the private markets.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Quantiumquantium.peHQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 92 contacts → |
“Quantium is a next-gen investment management software suite, designed for modern private markets managers.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Modular Financemodularfinance.comHQ: Stockholm, SwedenReported employees: 51-200 | Stockholm, Sweden | 51-200 | Exact match | 86 contacts → |
“We build user friendly software, and fill it with unique data.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Investorhubinvestorhub.comHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 64 contacts → |
“InvestorHub is a sales and marketing tool for your shareholders relations.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Investnextinvestnext.comHQ: Detroit, MI, United StatesReported employees: 51-200 | Detroit, MI, United States | 51-200 | Exact match | 51 contacts → |
“At InvestNext, we set out on a mission to transform the way investment firms raise and manage capital.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Instinctinstinctdigital.ioHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 36 contacts → |
“Our mission is to modernise the investment industry by making it accessible, intelligible and client centric.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Telemet America, INCtaquote.comHQ: Alexandria, VA, United StatesReported employees: 11-50 | Alexandria, VA, United States | 11-50 | Exact match | 28 contacts → |
“Telemet offers an integrated solution for investment and investor relations professionals, universities, and private investors.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Nucleonucleohq.comHQ: Bangalore, SingaporeReported employees: 11-50 | Bangalore, Singapore | 11-50 | Exact match | 28 contacts → |
“At Nucleo, we are transforming private market investments with an integrated technology stack that delivers clarity, efficiency and trust.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Huguenot Services Limitedhuguenots.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Equitiestracker Holdings BHDequitiestracker.com HQ: Petaling Jaya, MalaysiaReported employees: 11-50 | Petaling Jaya, Malaysia | 11-50 | Exact match | 22 contacts → |
“Founded in 1976, EquitiesTracker.com (EquitiesTracker International Sdn Bhd (430737-A) is a premier online portal providing research tools and educational courses on value…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Clockworkclockwork.appHQ: Charlottesville, VA, United StatesReported employees: 11-50 | Charlottesville, VA, United States | 11-50 | Exact match | 21 contacts → |
“Clockwork offers technology and services to streamline private investment portfolio monitoring, due diligence, and company financial management.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Smartround INCjp.smartround.com HQ: 千代田区, JapanReported employees: 11-50 | 千代田区, Japan | 11-50 | Exact match | 19 contacts → |
“smartround” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  visible.vcvisible.vcHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 17 contacts → |
“Visible.vc simplifies the private capital markets by equipping founders and investors with the tools they need to thrive.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Scalensscalens.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 15 contacts → |
“Scalens AI mission is to allow every listed company to be a blue chip.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  IRM PTY LTDirmau.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 14 contacts → |
“IRM, a Proactive company, is Australia’s online investor engagement specialists.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  sharescart.comsharescart.comHQ: Gurgaon, IndiaReported employees: 1-10 | Gurgaon, India | 1-10 | Exact match | 13 contacts → |
“At Sharescart, we empower investors to unlock new growth opportunities in the unlisted, delisted, and pre-IPO shares market.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Syndex NEW Zealandsyndex.exchangeHQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 12 contacts → |
“Syndex makes interesting assets investible.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Wealthblockwealthblock.aiHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 11 contacts → |
“WealthBlock provides private investment firms with a tailored platform that integrates seamlessly with existing systems, streamlining complex workflows like investor onboarding…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Atom Financeatom.financeHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 11 contacts → |
“All investors deserve access to institutional-quality financial intelligence.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  B2i Technologies, INCb2itech.comHQ: Plano, TX, United StatesReported employees: 11-50 | Plano, TX, United States | 11-50 | Exact match | 10 contacts → |
“Corporate and Investor Relations websites shouldn't be complicated.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 186 company matches
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Investor portal software companies: dataset insights
October 20, 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
186 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 186 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 20, 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 ↗
Investor portal software companies by location
1 lists · largest firstEvery Investor portal software companies 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 investor portal software companies?
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 investor portal software companies did RevenueBase find worldwide?
The saved snapshot records 186 matching company records, 2,583 tracked contacts and 1,000 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 20, 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 investor portal software companies worldwide. Snapshot: October 20, 2026. https://revenuebase.ai/companies/browse/investor-portal-software-companies.
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 investor portal software companies worldwide
RevenueBase records 186 matching company records for investor portal software companies worldwide, with 2,583 tracked contacts and 1,000 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 20, 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 investor portal software companies 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 | Q4q4inc.com HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 489 contacts → |
“Q4 Inc.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ychartsycharts.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 204 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | AUMNIaumni.fund HQ: Salt Lake City, UT, United StatesReported employees: 201-500 | Salt Lake City, UT, United States | 201-500 | Exact match | 201 contacts → |
“Aumni, a J.P.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Kurtosyskurtosys.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 191 contacts → |
“Kurtosys helps investment managers deliver data & insights to their clients.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Irwin, A Factset Companygetirwin.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 147 contacts → |
“At Irwin, our focus is building software for investor relations.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Anduin Transactionsanduintransact.com HQ: Los Altos, CA, United StatesReported employees: 51-200 | Los Altos, CA, United States | 51-200 | Exact match | 136 contacts → |
“Anduin is empowering lasting investor relationships in the private markets.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Quantiumquantium.pe HQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 92 contacts → |
“Quantium is a next-gen investment management software suite, designed for modern private markets managers.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Modular Financemodularfinance.com HQ: Stockholm, SwedenReported employees: 51-200 | Stockholm, Sweden | 51-200 | Exact match | 86 contacts → |
“We build user friendly software, and fill it with unique data.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Investorhubinvestorhub.com HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 64 contacts → |
“InvestorHub is a sales and marketing tool for your shareholders relations.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Investnextinvestnext.com HQ: Detroit, MI, United StatesReported employees: 51-200 | Detroit, MI, United States | 51-200 | Exact match | 51 contacts → |
“At InvestNext, we set out on a mission to transform the way investment firms raise and manage capital.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Instinctinstinctdigital.io HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 36 contacts → |
“Our mission is to modernise the investment industry by making it accessible, intelligible and client centric.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Telemet America, INCtaquote.com HQ: Alexandria, VA, United StatesReported employees: 11-50 | Alexandria, VA, United States | 11-50 | Exact match | 28 contacts → |
“Telemet offers an integrated solution for investment and investor relations professionals, universities, and private investors.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Nucleonucleohq.com HQ: Bangalore, SingaporeReported employees: 11-50 | Bangalore, Singapore | 11-50 | Exact match | 28 contacts → |
“At Nucleo, we are transforming private market investments with an integrated technology stack that delivers clarity, efficiency and trust.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Huguenot Services Limitedhuguenots.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Equitiestracker Holdings BHDequitiestracker.com HQ: Petaling Jaya, MalaysiaReported employees: 11-50 | Petaling Jaya, Malaysia | 11-50 | Exact match | 22 contacts → |
“Founded in 1976, EquitiesTracker.com (EquitiesTracker International Sdn Bhd (430737-A) is a premier online portal providing research tools and educational courses on value…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Clockworkclockwork.app HQ: Charlottesville, VA, United StatesReported employees: 11-50 | Charlottesville, VA, United States | 11-50 | Exact match | 21 contacts → |
“Clockwork offers technology and services to streamline private investment portfolio monitoring, due diligence, and company financial management.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Smartround INCjp.smartround.com HQ: 千代田区, JapanReported employees: 11-50 | 千代田区, Japan | 11-50 | Exact match | 19 contacts → |
“smartround” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | visible.vcvisible.vc HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 17 contacts → |
“Visible.vc simplifies the private capital markets by equipping founders and investors with the tools they need to thrive.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Scalensscalens.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 15 contacts → |
“Scalens AI mission is to allow every listed company to be a blue chip.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | IRM PTY LTDirmau.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 14 contacts → |
“IRM, a Proactive company, is Australia’s online investor engagement specialists.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | sharescart.comsharescart.com HQ: Gurgaon, IndiaReported employees: 1-10 | Gurgaon, India | 1-10 | Exact match | 13 contacts → |
“At Sharescart, we empower investors to unlock new growth opportunities in the unlisted, delisted, and pre-IPO shares market.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Syndex NEW Zealandsyndex.exchange HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 12 contacts → |
“Syndex makes interesting assets investible.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Wealthblockwealthblock.ai HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 11 contacts → |
“WealthBlock provides private investment firms with a tailored platform that integrates seamlessly with existing systems, streamlining complex workflows like investor onboarding…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Atom Financeatom.finance HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 11 contacts → |
“All investors deserve access to institutional-quality financial intelligence.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | B2i Technologies, INCb2itech.com HQ: Plano, TX, United StatesReported employees: 11-50 | Plano, TX, United States | 11-50 | Exact match | 10 contacts → |
“Corporate and Investor Relations websites shouldn't be complicated.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 186 company matches
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Investor portal software companies: dataset insights
October 20, 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
186 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 186 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 20, 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 ↗
Investor portal software companies by location
1 lists · largest firstEvery Investor portal software companies 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 investor portal software companies?
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 investor portal software companies did RevenueBase find worldwide?
The saved snapshot records 186 matching company records, 2,583 tracked contacts and 1,000 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 20, 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 investor portal software companies worldwide. Snapshot: October 20, 2026. https://revenuebase.ai/companies/browse/investor-portal-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗