Company lists · Data refreshed September 2026
Top 25 Performance reporting software companies for asset managers worldwide
RevenueBase identified 100 company matches for performance reporting software companies for asset managers worldwide as of September 2026 and tracks 2,686 professional contacts across them, including 1,231 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for performance reporting software companies for asset managers 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 September 29, 2026. Country and city lists for performance reporting software companies for asset managers 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 performance reporting software companies for asset managers worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 712 contacts → | ||||
Exact match “Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 204 contacts → | ||||
Exact match “First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 163 contacts → | ||||
Exact match “Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 82 contacts → | ||||
Exact match “En Mercap llevamos más de 30 años desarrollando software financiero de alta calidad para el análisis y administración de carteras.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 79 contacts → | ||||
Exact match “CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 72 contacts → | ||||
Exact match “Quantium is a next-gen investment management software suite, designed for modern private markets managers.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 54 contacts → | ||||
Exact match “Actlogica builds software for Wealth Management and Insurance industries.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 42 contacts → | ||||
Exact match “offers a comprehensive software suite that optimizes every stage of front-to-back operations for and.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 41 contacts → | ||||
Exact match “Rapper Software is a Dutch software developer specialized in products for the market of Asset Management and Portfolio Management.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 39 contacts → | ||||
Exact match “Mirador is now part of iCapital.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 36 contacts → | ||||
Exact match “We provide next generation technology systems for asset managers.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 33 contacts → | ||||
Exact match “Since Systemic has been at the forefront of developing innovative financial software and offering specialized services for investment and risk management.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 30 contacts → | ||||
Exact match “A ABS - Asset Banking System desenvolve e fornece soluções de software integrados para bancos, corretoras, distribuidoras, gestoras de recursos, wealth management, multi e single…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 28 contacts → | ||||
Exact match “Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 27 contacts → | ||||
Exact match “Investment Metrics, a Confluence Company, is a leading global provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 27 contacts → | ||||
Exact match “Investment Research - IRF is the leading provider of investment portfolio performance measurement and consolidation reporting services, as well as asset manager selection and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 24 contacts → | ||||
Exact match “OPES Software is a global provider of investment management solutions for the financial services industry.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 21 contacts → | ||||
Exact match “cofi.ai is a real-time portfolio intelligence platform purpose-built for private equity firms.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 21 contacts → | ||||
Exact match “CapMetrics is a decade old financial services organization specializing in products and services geared towards the investment management, investment banking and investment…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 19 contacts → | ||||
Exact match “HedgeFacts is a leading provider of accounting, performance reporting, and risk analysis software for the alternative investment industry.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 15 contacts → | ||||
Exact match “Terrapin Technologies provides financial data and reporting solutions that enable wealth management firms to see the big picture, increase profits, and reduce risk.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 15 contacts → | ||||
Exact match “GreenHill strives to help wealth management companies focus on what they do best by becoming their investment and performance reporting partner.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 15 contacts → | ||||
Exact match “RiskCafé offers a full suite of investment portfolio reporting solutions for hedge fund and asset managers across the world.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 15 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 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 “performance reporting software companies for asset managers”. 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 100 performance reporting software companies for asset managers worldwide
See the full list, filter by size, metro and specialty, and access 1,231 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Performance reporting software companies for asset managers 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
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 performance reporting software companies for asset managers are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “performance reporting software companies for asset managers” 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 1,231 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 September 29, 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.
Performance reporting software companies for asset managers by location
1 lists · largest firstEvery Performance reporting software companies for asset managers 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 “performance reporting software companies for asset managers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many performance reporting software companies for asset managers are there worldwide?
RevenueBase identified 100 company matches for performance reporting software companies for asset managers worldwide as of September 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?
Confluence tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most performance reporting software companies for asset managers?
The United States leads with 31 companies. Every performance reporting software companies for asset managers list by country and city is linked on this page.
Which city has the most performance reporting software companies for asset managers?
London leads with 13 company records, followed by New York (5) and Paris (2).
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 1,231 professional contacts with verified work emails tracked across these 100 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 September 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 100 performance reporting software companies for asset managers 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.
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Company intelligence · public preview
Top 25 performance reporting software companies for asset managers worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 100 matching company records for performance reporting software companies for asset managers worldwide, with 2,686 tracked contacts and 1,231 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: September 29, 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 performance reporting software companies for asset managers 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 |  Confluenceconfluence.comHQ: Pittsburgh, PA, United StatesReported employees: 501-1,000 | Pittsburgh, PA, United States | 501-1,000 | Exact match | 712 contacts → |
“Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Princeton Financial Systemspfs.comHQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 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 · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  First Rate, INCfirstrate.comHQ: Arlington, TX, United StatesReported employees: 51-200 | Arlington, TX, United States | 51-200 | Exact match | 204 contacts → |
“First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Stavtar Solutionsstavtar.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 163 contacts → |
“Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Mercapmercapsoftware.comHQ: Buenos Aires, ArgentinaReported employees: 51-200 | Buenos Aires, Argentina | 51-200 | Exact match | 82 contacts → |
“En Mercap llevamos más de 30 años desarrollando software financiero de alta calidad para el análisis y administración de carteras.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Cssi Solutionscssisolutions.comHQ: King Of Prussia, PA, United StatesReported employees: 11-50 | King Of Prussia, PA, United States | 11-50 | Exact match | 79 contacts → |
“CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Quantiumquantium.peHQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 72 contacts → |
“Quantium is a next-gen investment management software suite, designed for modern private markets managers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Actlogica Solutions Private Limitedactlogica.comHQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 54 contacts → |
“Actlogica builds software for Wealth Management and Insurance industries.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Amindisamindis.comHQ: Louvain-la-neuve, BelgiumReported employees: 11-50 | Louvain-la-neuve, Belgium | 11-50 | Exact match | 42 contacts → |
“offers a comprehensive software suite that optimizes every stage of front-to-back operations for and.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Rapper Software B.Vrappersoftware.comHQ: Rotterdam, NetherlandsReported employees: 11-50 | Rotterdam, Netherlands | 11-50 | Exact match | 41 contacts → |
“Rapper Software is a Dutch software developer specialized in products for the market of Asset Management and Portfolio Management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Mirador, LLCmirador.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 39 contacts → |
“Mirador is now part of iCapital.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Atominvestatominvest.coHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 36 contacts → |
“We provide next generation technology systems for asset managers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Systemicsystemic-rm.com HQ: Athens, GreeceReported employees: 11-50 | Athens, Greece | 11-50 | Exact match | 33 contacts → |
“Since Systemic has been at the forefront of developing innovative financial software and offering specialized services for investment and risk management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  ABSabsoftware.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 30 contacts → |
“A ABS - Asset Banking System desenvolve e fornece soluções de software integrados para bancos, corretoras, distribuidoras, gestoras de recursos, wealth management, multi e single…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Huguenot Services Limitedhuguenots.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Investment Metricsinvmetrics.comHQ: Norwalk, CT, United StatesReported employees: 51-200 | Norwalk, CT, United States | 51-200 | Exact match | 27 contacts → |
“Investment Metrics, a Confluence Company, is a leading global provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Investment Research - IRFsijoitustutkimus.fi HQ: Helsinki, FinlandReported employees: 11-50 | Helsinki, Finland | 11-50 | Exact match | 27 contacts → |
“Investment Research - IRF is the leading provider of investment portfolio performance measurement and consolidation reporting services, as well as asset manager selection and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Opes Softwareopessoftware.comHQ: Kirkland, QC, CanadaReported employees: 51-200 | Kirkland, QC, Canada | 51-200 | Exact match | 24 contacts → |
“OPES Software is a global provider of investment management solutions for the financial services industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  cofi.aicofi.aiHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 21 contacts → |
“cofi.ai is a real-time portfolio intelligence platform purpose-built for private equity firms.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Capmetricspurnartha.com HQ: Pune, IndiaReported employees: 51-200 | Pune, India | 51-200 | Exact match | 21 contacts → |
“CapMetrics is a decade old financial services organization specializing in products and services geared towards the investment management, investment banking and investment…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Hedgefactshedgefacts.comHQ: Usa - Ireland - Uk - New Zealand, United StatesReported employees: 11-50 | Usa - Ireland - Uk - New Zealand, United States | 11-50 | Exact match | 19 contacts → |
“HedgeFacts is a leading provider of accounting, performance reporting, and risk analysis software for the alternative investment industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Terrapin Technologies, INCterrapintech.comHQ: Bloomington, MN, United StatesReported employees: 11-50 | Bloomington, MN, United States | 11-50 | Exact match | 15 contacts → |
“Terrapin Technologies provides financial data and reporting solutions that enable wealth management firms to see the big picture, increase profits, and reduce risk.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Greenhill Investment Reportingghill.com HQ: Gaithersburg, MD, United StatesReported employees: 11-50 | Gaithersburg, MD, United States | 11-50 | Exact match | 15 contacts → |
“GreenHill strives to help wealth management companies focus on what they do best by becoming their investment and performance reporting partner.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Riskcafériskcafe.comHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 15 contacts → |
“RiskCafé offers a full suite of investment portfolio reporting solutions for hedge fund and asset managers across the world.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Vermilion Software, A Factset Companyfactset.comHQ: London, United KingdomReported employees: Not recorded | London, United Kingdom | Not recorded | Exact match | 15 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 100 company matches
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Performance reporting software companies for asset managers: dataset insights
September 29, 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
100 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 100 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: September 29, 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 ↗
Performance reporting software companies for asset managers by location
1 lists · largest firstEvery Performance reporting software companies for asset managers 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 performance reporting software companies for asset managers?
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 performance reporting software companies for asset managers did RevenueBase find worldwide?
The saved snapshot records 100 matching company records, 2,686 tracked contacts and 1,231 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: September 29, 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 performance reporting software companies for asset managers worldwide. Snapshot: September 29, 2026. https://revenuebase.ai/companies/browse/performance-reporting-software-companies-for-asset-managers.
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 performance reporting software companies for asset managers worldwide
RevenueBase records 100 matching company records for performance reporting software companies for asset managers worldwide, with 2,686 tracked contacts and 1,231 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: September 29, 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 performance reporting software companies for asset managers 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 | Confluenceconfluence.com HQ: Pittsburgh, PA, United StatesReported employees: 501-1,000 | Pittsburgh, PA, United States | 501-1,000 | Exact match | 712 contacts → |
“Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Princeton Financial Systemspfs.com HQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 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 · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | First Rate, INCfirstrate.com HQ: Arlington, TX, United StatesReported employees: 51-200 | Arlington, TX, United States | 51-200 | Exact match | 204 contacts → |
“First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Stavtar Solutionsstavtar.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 163 contacts → |
“Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Mercapmercapsoftware.com HQ: Buenos Aires, ArgentinaReported employees: 51-200 | Buenos Aires, Argentina | 51-200 | Exact match | 82 contacts → |
“En Mercap llevamos más de 30 años desarrollando software financiero de alta calidad para el análisis y administración de carteras.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Cssi Solutionscssisolutions.com HQ: King Of Prussia, PA, United StatesReported employees: 11-50 | King Of Prussia, PA, United States | 11-50 | Exact match | 79 contacts → |
“CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Quantiumquantium.pe HQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 72 contacts → |
“Quantium is a next-gen investment management software suite, designed for modern private markets managers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Actlogica Solutions Private Limitedactlogica.com HQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 54 contacts → |
“Actlogica builds software for Wealth Management and Insurance industries.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Amindisamindis.com HQ: Louvain-la-neuve, BelgiumReported employees: 11-50 | Louvain-la-neuve, Belgium | 11-50 | Exact match | 42 contacts → |
“offers a comprehensive software suite that optimizes every stage of front-to-back operations for and.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Rapper Software B.Vrappersoftware.com HQ: Rotterdam, NetherlandsReported employees: 11-50 | Rotterdam, Netherlands | 11-50 | Exact match | 41 contacts → |
“Rapper Software is a Dutch software developer specialized in products for the market of Asset Management and Portfolio Management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Mirador, LLCmirador.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 39 contacts → |
“Mirador is now part of iCapital.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Atominvestatominvest.co HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 36 contacts → |
“We provide next generation technology systems for asset managers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Systemicsystemic-rm.com HQ: Athens, GreeceReported employees: 11-50 | Athens, Greece | 11-50 | Exact match | 33 contacts → |
“Since Systemic has been at the forefront of developing innovative financial software and offering specialized services for investment and risk management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | ABSabsoftware.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 30 contacts → |
“A ABS - Asset Banking System desenvolve e fornece soluções de software integrados para bancos, corretoras, distribuidoras, gestoras de recursos, wealth management, multi e single…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Huguenot Services Limitedhuguenots.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Investment Metricsinvmetrics.com HQ: Norwalk, CT, United StatesReported employees: 51-200 | Norwalk, CT, United States | 51-200 | Exact match | 27 contacts → |
“Investment Metrics, a Confluence Company, is a leading global provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Investment Research - IRFsijoitustutkimus.fi HQ: Helsinki, FinlandReported employees: 11-50 | Helsinki, Finland | 11-50 | Exact match | 27 contacts → |
“Investment Research - IRF is the leading provider of investment portfolio performance measurement and consolidation reporting services, as well as asset manager selection and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Opes Softwareopessoftware.com HQ: Kirkland, QC, CanadaReported employees: 51-200 | Kirkland, QC, Canada | 51-200 | Exact match | 24 contacts → |
“OPES Software is a global provider of investment management solutions for the financial services industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | cofi.aicofi.ai HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 21 contacts → |
“cofi.ai is a real-time portfolio intelligence platform purpose-built for private equity firms.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Capmetricspurnartha.com HQ: Pune, IndiaReported employees: 51-200 | Pune, India | 51-200 | Exact match | 21 contacts → |
“CapMetrics is a decade old financial services organization specializing in products and services geared towards the investment management, investment banking and investment…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Hedgefactshedgefacts.com HQ: Usa - Ireland - Uk - New Zealand, United StatesReported employees: 11-50 | Usa - Ireland - Uk - New Zealand, United States | 11-50 | Exact match | 19 contacts → |
“HedgeFacts is a leading provider of accounting, performance reporting, and risk analysis software for the alternative investment industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Terrapin Technologies, INCterrapintech.com HQ: Bloomington, MN, United StatesReported employees: 11-50 | Bloomington, MN, United States | 11-50 | Exact match | 15 contacts → |
“Terrapin Technologies provides financial data and reporting solutions that enable wealth management firms to see the big picture, increase profits, and reduce risk.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Greenhill Investment Reportingghill.com HQ: Gaithersburg, MD, United StatesReported employees: 11-50 | Gaithersburg, MD, United States | 11-50 | Exact match | 15 contacts → |
“GreenHill strives to help wealth management companies focus on what they do best by becoming their investment and performance reporting partner.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Riskcafériskcafe.com HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 15 contacts → |
“RiskCafé offers a full suite of investment portfolio reporting solutions for hedge fund and asset managers across the world.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Vermilion Software, A Factset Companyfactset.com HQ: London, United KingdomReported employees: Not recorded | London, United Kingdom | Not recorded | Exact match | 15 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Performance reporting software companies for asset managers: dataset insights
September 29, 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
100 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 100 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: September 29, 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 ↗
Performance reporting software companies for asset managers by location
1 lists · largest firstEvery Performance reporting software companies for asset managers 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 performance reporting software companies for asset managers?
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 performance reporting software companies for asset managers did RevenueBase find worldwide?
The saved snapshot records 100 matching company records, 2,686 tracked contacts and 1,231 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: September 29, 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 performance reporting software companies for asset managers worldwide. Snapshot: September 29, 2026. https://revenuebase.ai/companies/browse/performance-reporting-software-companies-for-asset-managers.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗