Company lists · Data refreshed September 2026

Top 25 Portfolio accounting firms worldwide

Name: Portfolio accounting firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 1,169 companies tracked

RevenueBase identified 1,169 portfolio accounting firms worldwide as of September 2026 and tracks 18,922 professional contacts across them, including 8,778 with verified work emails and 5,206 with mobile numbers. The United States is the largest market and London the largest hub.

This list covers portfolio accounting firms 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 5, 2026. Country and city lists for portfolio accounting firms follow the table.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

1,169Companies

18,922Contacts tracked

8,778Verified emails

5,206Mobile numbers

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The 25 largest portfolio accounting firms worldwide

Ranked by team size

Top 25 of 1,169 portfolio accounting firms worldwide, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio accounting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Invesco US	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 5, 2026	5,001-10,000	3,114 contacts →
	Indirect evidence “Invesco is dedicated to helping investors around the world rethink possibility.” Source: RevenueBase Database · checked Sep 5, 2026
2	Cambridge Associates	Indirect evidence	Boston, MA, United StatesHQ checked Sep 5, 2026	1,001-5,000	1,792 contacts →
	Indirect evidence “We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Source: RevenueBase Database · checked Sep 5, 2026
3	IA Private Wealth	Indirect evidence	Montréal, QC, CanadaHQ checked Sep 5, 2026	201-500	1,050 contacts →
	Indirect evidence “iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.” Source: RevenueBase Database · checked Sep 5, 2026
4	Dezerv	Indirect evidence	Mumbai, IndiaHQ checked Sep 5, 2026	501-1,000	589 contacts →
	Indirect evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 5, 2026
5	Vestmark	Indirect evidence	Wakefield, MA, United StatesHQ checked Sep 5, 2026	201-500	430 contacts →
	Indirect evidence “Headquartered outside of Boston, Mass.” Source: RevenueBase Database · checked Sep 5, 2026
6	Bradesco Asset Management	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 5, 2026	201-500	302 contacts →
	Indirect evidence “A Bradesco Asset Management é uma das maiores gestoras de fundos do Brasil, com uma seleção completa de soluções que possibilita a diversificação de seus investimentos.” Source: RevenueBase Database · checked Sep 5, 2026
7	Princeton Financial Systems	Partial evidence	Princeton, NJ, United StatesHQ checked Sep 5, 2026	201-500	281 contacts →
	Partial 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 5, 2026
8	Jarislowsky Fraser Institutional	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 5, 2026	51-200	214 contacts →
	Indirect evidence “Jarislowsky Fraser est l'une des principales firmes de gestion de placements au Canada.” Source: RevenueBase Database · checked Sep 5, 2026
9	City National Rochdale	Partial evidence	New York, NY, United StatesHQ checked Sep 5, 2026	201-500	182 contacts →
	Partial evidence “City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 5, 2026
10	Boyd Watterson Asset Management	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 5, 2026	51-200	139 contacts →
	Indirect evidence “Boyd Watterson Asset Management is an employee-owned firm that traces its roots to 1928.” Source: RevenueBase Database · checked Sep 5, 2026
11	Natixis Asset Management	Indirect evidence	Paris, FranceHQ checked Sep 5, 2026	501-1,000	135 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
12	Q Wealth Partners	Partial evidence	Toronto, ON, CanadaHQ checked Sep 5, 2026	201-500	134 contacts →
	Partial evidence “Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Source: RevenueBase Database · checked Sep 5, 2026
13	Zacks Investment Management	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 5, 2026	51-200	130 contacts →
	Indirect evidence “In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research.” Source: RevenueBase Database · checked Sep 5, 2026
14	Unifi Capital PVT LTD	Partial evidence	Chennai, IndiaHQ checked Sep 5, 2026	51-200	128 contacts →
	Partial evidence “Unifi was established in 2001 as a specialized Portfolio Management company offering innovative investment strategies with superior risk-adjusted returns.” Source: RevenueBase Database · checked Sep 5, 2026
15	AK Asset Management	Indirect evidence	İstanbul, TürkiyeHQ checked Sep 5, 2026	51-200	123 contacts →
	Indirect evidence “yılında Akbank T.A.Ş.' iştiraki olarak kurulan Ak Portföy, yatırım fonları yönetimi, emeklilik fonları yönetimi ve kurumsal-bireysel portföy yönetimi ile yatırım danışmanlığı…” Source: RevenueBase Database · checked Sep 5, 2026
16	LOS Angeles Capital Management	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 5, 2026	51-200	116 contacts →
	Indirect evidence “Los Angeles Capital Management (LACM) was founded in 2002 by principals seeking to build an independent, client-centric firm focused on Los Angeles Capital's Dynamic Alpha Stock…” Source: RevenueBase Database · checked Sep 5, 2026
17	Cheetah	Strong evidence	Muncie, IN, United StatesHQ checked Sep 5, 2026	201-500	115 contacts →
	Strong evidence “Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Source: RevenueBase Database · checked Sep 5, 2026
18	First Global	Indirect evidence	Mumbai, IndiaHQ checked Sep 5, 2026	201-500	107 contacts →
	Indirect evidence “The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Source: RevenueBase Database · checked Sep 5, 2026
19	ONE Capital Management, LLC	Partial evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	51-200	101 contacts →
	Partial evidence “Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt…” Source: RevenueBase Database · checked Sep 5, 2026
20	Mprofit	Partial evidence	Mumbai, IndiaHQ checked Sep 5, 2026	51-200	98 contacts →
	Partial evidence “At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” Source: RevenueBase Database · checked Sep 5, 2026
21	Asset Vantage	Partial evidence	Stamford, CT, United StatesHQ checked Sep 5, 2026	51-200	96 contacts →
	Partial evidence “Asset Vantage was founded in 2011 by a family office of a technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to…” Source: RevenueBase Database · checked Sep 5, 2026
22	Alchemy Capital Management PVT LTD	Partial evidence	Mumbai, IndiaHQ checked Sep 5, 2026	51-200	92 contacts →
	Partial evidence “Alchemy Capital Management Private Limited (“Alchemy”) is a SEBI-registered Portfolio Manager and also acts as the Investment Manager for SEBI-registered Alternative Investment…” Source: RevenueBase Database · checked Sep 5, 2026
23	Cardinal Capital Management	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 5, 2026	51-200	88 contacts →
	Indirect evidence “A Canadian investment counsel firm built on decades of disciplined, rules-based dividend growth investing and long-term wealth management.” Source: RevenueBase Database · checked Sep 5, 2026
24	İstanbul Portföy Yönetimi	Indirect evidence	Istanbul, TürkiyeHQ checked Sep 5, 2026	11-50	86 contacts →
	Indirect evidence “İstanbul Portföy Yönetimi A.Ş.” Source: RevenueBase Database · checked Sep 5, 2026
25	TAG Associates	Partial evidence	New York, NY, United StatesHQ checked Sep 5, 2026	51-200	85 contacts →
	Partial evidence “TAG Associates is a leading multi-family office and portfolio management firm, entrusted with over $7 billion in assets under management for approximately 100 UHNW families.” Source: RevenueBase Database · checked Sep 5, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: portfolio accounting firms. 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 portfolio accounting firms.
Partial evidence: Its own public description names part of portfolio accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio accounting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

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

Showing 25 of 1,169 portfolio accounting firms worldwide

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Portfolio accounting firms worldwide at a glance

As of Sep 5, 2026

46.4%Verified-email coverage

27.5%Mobile-number coverage

16.2Average contacts per company

1-10Median size (employees)

4.7%Largest-city concentration · London

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

726

11-50

337

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 portfolio accounting firms, 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: 9 countries, largest first: the United States, India, Canada, the United Kingdom, Brazil, France, Australia, Türkiye, Switzerland. Country and city lists for portfolio accounting firms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “portfolio accounting firms”. 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 portfolio accounting firms), 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 portfolio accounting firms, 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, 8,778 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 between September 5, 2026 and September 14, 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.

Portfolio accounting firms by location

12 lists · largest first

Every Portfolio accounting firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names portfolio accounting firms, 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 portfolio accounting firms are there worldwide?

RevenueBase identified 1,169 portfolio accounting firms 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?

Invesco US, headquartered in Atlanta, tops this list with the largest team on record.

Which country has the most portfolio accounting firms?

The United States leads with 590 companies, followed by India (178) and Canada (140). Every portfolio accounting firms list by country and city is linked on this page.

Which city has the most portfolio accounting firms?

London leads with 55 headquartered companies, followed by Mumbai (53) and Toronto (42).

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 8,778 verified decision-maker contacts tracked across these 1,169 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled from the company graph between September 5, 2026 and September 14, 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.