Company lists · Data refreshed September 2026
Top 25 Performance reporting software companies for asset managers worldwide
RevenueBase identified 100 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 performance reporting software companies for asset managers 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 performance reporting software companies for asset managers 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 performance reporting software companies for asset managers worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 712 contacts → | ||||
Partial evidence “Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 281 contacts → | ||||
Strong evidence “Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 204 contacts → | ||||
Partial evidence “First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 163 contacts → | ||||
Partial evidence “Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 82 contacts → | ||||
Partial evidence “En Mercap llevamos más de 30 años desarrollando software financiero de alta calidad para el análisis y administración de carteras.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 79 contacts → | ||||
Strong evidence “CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 72 contacts → | ||||
Strong evidence “Quantium is a next-gen investment management software suite, designed for modern private markets managers.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 54 contacts → | ||||
Strong evidence “Actlogica builds software for Wealth Management and Insurance industries.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 42 contacts → | ||||
Partial evidence “offers a comprehensive software suite that optimizes every stage of front-to-back operations for and.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 41 contacts → | ||||
Strong evidence “Rapper Software is a Dutch software developer specialized in products for the market of Asset Management and Portfolio Management.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 39 contacts → | ||||
Indirect evidence “Mirador is now part of iCapital.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 36 contacts → | ||||
Strong evidence “We provide next generation technology systems for asset managers.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 33 contacts → | ||||
Strong evidence “Since Systemic has been at the forefront of developing innovative financial software and offering specialized services for investment and risk management.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 30 contacts → | ||||
Strong evidence “A ABS - Asset Banking System desenvolve e fornece soluções de software integrados para bancos, corretoras, distribuidoras, gestoras de recursos, wealth management, multi e single…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 28 contacts → | ||||
Strong evidence “Huguenots creates powerful automated investment reporting for the fund management industry.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 27 contacts → | ||||
Partial evidence “Investment Metrics, a Confluence Company, is a leading global provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 27 contacts → | ||||
Strong evidence “Investment Research - IRF is the leading provider of investment portfolio performance measurement and consolidation reporting services, as well as asset manager selection and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 24 contacts → | ||||
Strong evidence “OPES Software is a global provider of investment management solutions for the financial services industry.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 21 contacts → | ||||
Indirect evidence “cofi.ai is a real-time portfolio intelligence platform purpose-built for private equity firms.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 21 contacts → | ||||
Partial evidence “CapMetrics is a decade old financial services organization specializing in products and services geared towards the investment management, investment banking and investment…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 19 contacts → | ||||
Strong evidence “HedgeFacts is a leading provider of accounting, performance reporting, and risk analysis software for the alternative investment industry.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 15 contacts → | ||||
Strong evidence “Terrapin Technologies provides financial data and reporting solutions that enable wealth management firms to see the big picture, increase profits, and reduce risk.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 15 contacts → | ||||
Strong evidence “GreenHill strives to help wealth management companies focus on what they do best by becoming their investment and performance reporting partner.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 15 contacts → | ||||
Strong evidence “RiskCafé offers a full suite of investment portfolio reporting solutions for hedge fund and asset managers across the world.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 15 contacts → | ||||
Partial 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. | |||||
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: performance reporting software companies for asset managers. 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 performance reporting software companies for asset managers.
- Partial evidence
- Its own public description names part of performance reporting software companies for asset managers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name performance reporting software companies for asset managers. 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.
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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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among performance reporting software companies for asset managers, 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 performance reporting software companies for asset managers are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “performance reporting software companies for asset managers”. 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 performance reporting software companies for asset managers), 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 performance reporting software companies for asset managers, 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, 1,231 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.
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 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 performance reporting software companies for asset managers, 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 performance reporting software companies for asset managers are there worldwide?
RevenueBase identified 100 performance reporting software companies for asset managers 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?
Confluence, headquartered in Pittsburgh, tops this list with the largest team on record.
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 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 1,231 verified decision-maker contacts tracked across these 100 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.