Company lists · Data refreshed September 2026
Top 25 Multi-asset portfolio platforms worldwide
RevenueBase identified 2,511 multi-asset portfolio platforms worldwide as of September 2026 and tracks 160,626 professional contacts across them, including 66,384 with verified work emails. The United States is the largest market and London the largest hub.
This list covers multi-asset portfolio platforms 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 29, 2026. Country and city lists for multi-asset portfolio platforms 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.
The 25 largest multi-asset portfolio platforms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 41,744 contacts → | ||||
Partial evidence “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 13,385 contacts → | ||||
Indirect 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 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 7,843 contacts → | ||||
Indirect evidence “Intellect Design Arena Ltd is a global leader in enterprise-grade financial technology, delivering composable and intelligent solutions to forward-looking financial institutions…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 4,802 contacts → | ||||
Indirect evidence “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 3,655 contacts → | ||||
Indirect evidence “We’re visionary innovators who are delivering mission-critical trading and workflow automation software to financial institutions, corporations, central banks, and governments.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 3,520 contacts → | ||||
Partial evidence “For more than 35 years, Murex has provided enterprise-wide, cross-asset financial technology solutions to capital markets players.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 3,257 contacts → | ||||
Indirect evidence “SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 3,035 contacts → | ||||
Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 2,637 contacts → | ||||
Indirect evidence “Arcesium is a global financial technology company delivering front-to-back technology solutions for some of the world’s most sophisticated financial institutions, including hedge…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2,595 contacts → | ||||
Partial evidence “Hi, we’re eToro, The World’s Leading Social Investment Platform.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2,016 contacts → | ||||
Partial evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1,304 contacts → | ||||
Partial evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1,236 contacts → | ||||
Partial evidence “About Trading Technologies Trading Technologies is a Software-as-a-Service (SaaS) technology platform provider to the global capital markets industry.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1,110 contacts → | ||||
Partial evidence “ITG is a global financial technology company that helps leading brokers and asset managers improve returns for investors around the world.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1,042 contacts → | ||||
Partial evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 911 contacts → | ||||
Indirect evidence “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 853 contacts → | ||||
Indirect evidence “Chatham Financial is the leading independent capital markets advisor, delivering an integrated blend of expert advice and powerful technology to help organizations reduce risk and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 792 contacts → | ||||
Indirect evidence “Devexperts was founded in 2002 and specializes in the development of highly complex software solutions and services for the Capital Markets industry.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 750 contacts → | ||||
Partial evidence “HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 712 contacts → | ||||
Indirect evidence “Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 682 contacts → | ||||
Strong evidence “For 30 years, FlexTrade Systems has delivered customized multi‑asset execution and order management trading solutions to buy‑ and sell‑side financial institutions worldwide.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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: multi-asset portfolio platforms. 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 multi-asset portfolio platforms.
- Partial evidence
- Its own public description names part of multi-asset portfolio platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name multi-asset portfolio platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 2,511 multi-asset portfolio platforms worldwide
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Multi-asset portfolio platforms worldwide at a glance
As of Sep 29, 2026Companies by employee count
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 multi-asset portfolio platforms, 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 multi-asset portfolio platforms are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “multi-asset portfolio platforms”. 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 multi-asset portfolio platforms), 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 multi-asset portfolio platforms, 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, 66,384 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 29, 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.
Multi-asset portfolio platforms by location
26 lists · largest firstEvery Multi-asset portfolio platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Multi-asset portfolio platforms based in the United States565
- Multi-asset portfolio platforms based in the United Kingdom216
- Multi-asset portfolio platforms based in India183
- Multi-asset portfolio platforms based in Switzerland98
- Multi-asset portfolio platforms based in France93
- Multi-asset portfolio platforms based in Brazil66
- Multi-asset portfolio platforms based in Germany65
- Multi-asset portfolio platforms based in Australia62
- Multi-asset portfolio platforms based in Canada62
- Multi-asset portfolio platforms based in Singapore55
- Multi-asset portfolio platforms based in Hong Kong42
- Multi-asset portfolio platforms based in the United Arab Emirates41
- Multi-asset portfolio platforms based in Italy33
- Multi-asset portfolio platforms based in South Africa29
- Multi-asset portfolio platforms based in the Netherlands28
- Multi-asset portfolio platforms based in Türkiye25
Cities
- Multi-asset portfolio platforms based in London, United Kingdom155
- Multi-asset portfolio platforms based in New York, United States120
- Multi-asset portfolio platforms based in Paris, France62
- Multi-asset portfolio platforms based in Singapore, Singapore52
- Multi-asset portfolio platforms based in Mumbai, India45
- Multi-asset portfolio platforms based in Sao Paulo, Brazil38
- Multi-asset portfolio platforms based in San Francisco, United States29
- Multi-asset portfolio platforms based in Zurich, Switzerland29
- Multi-asset portfolio platforms based in Sydney, Australia28
- Multi-asset portfolio platforms based in Toronto, Canada26
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 multi-asset portfolio platforms, 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 multi-asset portfolio platforms are there worldwide?
RevenueBase identified 2,511 multi-asset portfolio platforms 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?
State Street, headquartered in Boston, tops this list with the largest team on record.
Which country has the most multi-asset portfolio platforms?
The United States leads with 565 companies, followed by the United Kingdom (216) and India (183). Every multi-asset portfolio platforms list by country and city is linked on this page.
Which city has the most multi-asset portfolio platforms?
London leads with 155 headquartered companies, followed by New York (120) and Paris (62).
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 66,384 verified decision-maker contacts tracked across these 2,511 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 29, 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.