Company lists · Data refreshed November 2026
Top 25 Portfolio accounting software companies worldwide
RevenueBase identified 416 company matches for portfolio accounting software companies worldwide as of November 2026 and tracks 17,491 professional contacts across them, including 5,353 with verified work emails. The United States is the largest market and New York the largest hub.
This list covers company matches for portfolio accounting software companies worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 5, 2026. Country and city lists for portfolio accounting software companies follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest portfolio accounting software companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,195 contacts → | ||||
Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 1,450 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 785 contacts → | ||||
Exact match “Clearwater Analytics is the natively agentic investment management platform built on a single, continuously reconciled investment record.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 732 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 501 contacts → | ||||
Exact match “Eton Solutions is an ERP software product (AtlasFive and EtonAI) and services company founded to handle the complexities of servicing Family Offices, Wealth Owners, RIAs, Business…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 466 contacts → | ||||
Exact match “Headquartered outside of Boston, Mass.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 343 contacts → | ||||
Exact match “We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 290 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 260 contacts → | ||||
Exact match “Dorsum is well established as one of Europe’s leading investment software providers: the most trusted partner for the digital transformation.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 205 contacts → | ||||
Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 189 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 183 contacts → | ||||
Exact match “Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 169 contacts → | ||||
Exact match “Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 155 contacts → | ||||
Exact match “QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 129 contacts → | ||||
Exact match “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 122 contacts → | ||||
Exact match “Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 120 contacts → | ||||
Exact match “Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 110 contacts → | ||||
Exact match “At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 105 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 97 contacts → | ||||
Exact match “Quantium is a next-gen investment management software suite, designed for modern private markets managers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 96 contacts → | ||||
Exact match “We are an independent technology company founded with the goal of organizing the investment market.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 93 contacts → | ||||
Exact match “We are a technology company that constantly seeks innovation through the digitization of the processes involved in the management of investment portfolios.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 92 contacts → | ||||
Exact match “MIDASX is the only B2B2C AI-Powered Multi-Asset Marketplace for India's financial intermediaries who want to grow beyond distribution and build their own digital wealth ecosystem.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 90 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 81 contacts → | ||||
Exact match “Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family.” Recorded in the RevenueBase company graph · Nov 5, 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 “portfolio accounting software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 416 portfolio accounting software companies worldwide
See the full list, filter by size, metro and specialty, and access 5,353 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio accounting software companies worldwide at a glance
As of Nov 5, 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 portfolio accounting software companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “portfolio accounting software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 5,353 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 November 5, 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.
Portfolio accounting software companies by location
3 lists · largest firstEvery Portfolio accounting software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “portfolio accounting software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio accounting software companies are there worldwide?
RevenueBase identified 416 company matches for portfolio accounting software companies worldwide as of November 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?
DST Systems tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most portfolio accounting software companies?
The United States leads with 127 companies, followed by the United Kingdom (29) and India (25). Every portfolio accounting software companies list by country and city is linked on this page.
Which city has the most portfolio accounting software companies?
New York leads with 23 company records, followed by London (17) and Paris (10).
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 5,353 professional contacts with verified work emails tracked across these 416 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 416 portfolio accounting software companies worldwide. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
Company intelligence · public preview
Top 25 portfolio accounting software companies worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 416 matching company records for portfolio accounting software companies worldwide, with 17,491 tracked contacts and 5,353 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: November 5, 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 portfolio accounting software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  DST Systemsssctech.comHQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,195 contacts → |
“DST Systems, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ss&c Adventadvent.comHQ: San Francisco, United StatesReported employees: 1,001-5,000 | San Francisco, United States | 1,001-5,000 | Exact match | 1,450 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Enfusion NOW Cwancwan.comHQ: Chicago, United StatesReported employees: 1,001-5,000 | Chicago, United States | 1,001-5,000 | Exact match | 785 contacts → |
“Clearwater Analytics is the natively agentic investment management platform built on a single, continuously reconciled investment record.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Confluenceconfluence.comHQ: Pittsburgh, PA, United StatesReported employees: 501-1,000 | Pittsburgh, PA, United States | 501-1,000 | Exact match | 732 contacts → |
“Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Eton Solutions LPeton-solutions.comHQ: Morrisville, NC, United StatesReported employees: 201-500 | Morrisville, NC, United States | 201-500 | Exact match | 501 contacts → |
“Eton Solutions is an ERP software product (AtlasFive and EtonAI) and services company founded to handle the complexities of servicing Family Offices, Wealth Owners, RIAs, Business…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Vestmarkvestmark.comHQ: Wakefield, MA, United StatesReported employees: 201-500 | Wakefield, MA, United States | 201-500 | Exact match | 466 contacts → |
“Headquartered outside of Boston, Mass.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Nirvana Solutionsnirvanasolutions.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 343 contacts → |
“We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Princeton Financial Systemspfs.comHQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 290 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Dorsum Investment Softwaredorsum.euHQ: Budapest, HungaryReported employees: 201-500 | Budapest, Hungary | 201-500 | Exact match | 260 contacts → |
“Dorsum is well established as one of Europe’s leading investment software providers: the most trusted partner for the digital transformation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Ychartsycharts.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 205 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Stavtar Solutionsstavtar.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 189 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Chronographchronograph.peHQ: Brooklyn, United StatesReported employees: 51-200 | Brooklyn, United States | 51-200 | Exact match | 183 contacts → |
“Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Solovissolovis.comHQ: Irving, TX, United StatesReported employees: 201-500 | Irving, TX, United States | 201-500 | Exact match | 169 contacts → |
“Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  QPLIXqplix.comHQ: Munich, GermanyReported employees: 51-200 | Munich, Germany | 51-200 | Exact match | 155 contacts → |
“QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Advyzonadvyzon.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 129 contacts → |
“In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Landytechlandytech.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 122 contacts → |
“Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Cheetahcheetahinc.comHQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 120 contacts → |
“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Mprofitmprofit.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 110 contacts → |
“At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Asset Vantageassetvantage.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 105 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Quantiumquantium.peHQ: Bangkok, SingaporeReported employees: 51-200 | Bangkok, Singapore | 51-200 | Exact match | 97 contacts → |
“Quantium is a next-gen investment management software suite, designed for modern private markets managers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Gorilagorila.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 96 contacts → |
“We are an independent technology company founded with the goal of organizing the investment market.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Vmetrixvmetrix.comHQ: Las Condes, ChileReported employees: 51-200 | Las Condes, Chile | 51-200 | Exact match | 93 contacts → |
“We are a technology company that constantly seeks innovation through the digitization of the processes involved in the management of investment portfolios.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Midasx Officialmidasx.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 92 contacts → |
“MIDASX is the only B2B2C AI-Powered Multi-Asset Marketplace for India's financial intermediaries who want to grow beyond distribution and build their own digital wealth ecosystem.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Mercapmercapsoftware.comHQ: Buenos Aires, ArgentinaReported employees: 51-200 | Buenos Aires, Argentina | 51-200 | Exact match | 90 contacts → |
“En Mercap llevamos más de 30 años desarrollando software financiero de alta calidad para el análisis y administración de carteras.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Fi-Tek Wealth Solutionsfws.fi-tek.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 81 contacts → |
“Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 416 company matches
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Portfolio accounting software companies: dataset insights
November 5, 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
414 records in the displayed employee bands.
2 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 416 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: November 5, 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 ↗
Portfolio accounting software companies by location
3 lists · largest firstEvery Portfolio accounting software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for portfolio accounting software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio accounting software companies did RevenueBase find worldwide?
The saved snapshot records 416 matching company records, 17,491 tracked contacts and 5,353 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: November 5, 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.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 portfolio accounting software companies worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/portfolio-accounting-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 portfolio accounting software companies worldwide
RevenueBase records 416 matching company records for portfolio accounting software companies worldwide, with 17,491 tracked contacts and 5,353 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: November 5, 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 portfolio accounting software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | DST Systemsssctech.com HQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,195 contacts → |
“DST Systems, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ss&c Adventadvent.com HQ: San Francisco, United StatesReported employees: 1,001-5,000 | San Francisco, United States | 1,001-5,000 | Exact match | 1,450 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Enfusion NOW Cwancwan.com HQ: Chicago, United StatesReported employees: 1,001-5,000 | Chicago, United States | 1,001-5,000 | Exact match | 785 contacts → |
“Clearwater Analytics is the natively agentic investment management platform built on a single, continuously reconciled investment record.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Confluenceconfluence.com HQ: Pittsburgh, PA, United StatesReported employees: 501-1,000 | Pittsburgh, PA, United States | 501-1,000 | Exact match | 732 contacts → |
“Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Eton Solutions LPeton-solutions.com HQ: Morrisville, NC, United StatesReported employees: 201-500 | Morrisville, NC, United States | 201-500 | Exact match | 501 contacts → |
“Eton Solutions is an ERP software product (AtlasFive and EtonAI) and services company founded to handle the complexities of servicing Family Offices, Wealth Owners, RIAs, Business…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Vestmarkvestmark.com HQ: Wakefield, MA, United StatesReported employees: 201-500 | Wakefield, MA, United States | 201-500 | Exact match | 466 contacts → |
“Headquartered outside of Boston, Mass.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Nirvana Solutionsnirvanasolutions.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 343 contacts → |
“We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Princeton Financial Systemspfs.com HQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 290 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Dorsum Investment Softwaredorsum.eu HQ: Budapest, HungaryReported employees: 201-500 | Budapest, Hungary | 201-500 | Exact match | 260 contacts → |
“Dorsum is well established as one of Europe’s leading investment software providers: the most trusted partner for the digital transformation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Ychartsycharts.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 205 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Stavtar Solutionsstavtar.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 189 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Chronographchronograph.pe HQ: Brooklyn, United StatesReported employees: 51-200 | Brooklyn, United States | 51-200 | Exact match | 183 contacts → |
“Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Solovissolovis.com HQ: Irving, TX, United StatesReported employees: 201-500 | Irving, TX, United States | 201-500 | Exact match | 169 contacts → |
“Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | QPLIXqplix.com HQ: Munich, GermanyReported employees: 51-200 | Munich, Germany | 51-200 | Exact match | 155 contacts → |
“QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Advyzonadvyzon.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 129 contacts → |
“In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Landytechlandytech.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 122 contacts → |
“Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Cheetahcheetahinc.com HQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 120 contacts → |
“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Mprofitmprofit.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 110 contacts → |
“At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Asset Vantageassetvantage.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 105 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Quantiumquantium.pe HQ: Bangkok, SingaporeReported employees: 51-200 | Bangkok, Singapore | 51-200 | Exact match | 97 contacts → |
“Quantium is a next-gen investment management software suite, designed for modern private markets managers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Gorilagorila.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 96 contacts → |
“We are an independent technology company founded with the goal of organizing the investment market.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Vmetrixvmetrix.com HQ: Las Condes, ChileReported employees: 51-200 | Las Condes, Chile | 51-200 | Exact match | 93 contacts → |
“We are a technology company that constantly seeks innovation through the digitization of the processes involved in the management of investment portfolios.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Midasx Officialmidasx.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 92 contacts → |
“MIDASX is the only B2B2C AI-Powered Multi-Asset Marketplace for India's financial intermediaries who want to grow beyond distribution and build their own digital wealth ecosystem.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Mercapmercapsoftware.com HQ: Buenos Aires, ArgentinaReported employees: 51-200 | Buenos Aires, Argentina | 51-200 | Exact match | 90 contacts → |
“En Mercap llevamos más de 30 años desarrollando software financiero de alta calidad para el análisis y administración de carteras.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Fi-Tek Wealth Solutionsfws.fi-tek.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 81 contacts → |
“Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 416 company matches
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Portfolio accounting software companies: dataset insights
November 5, 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
414 records in the displayed employee bands.
2 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 416 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: November 5, 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 ↗
Portfolio accounting software companies by location
3 lists · largest firstEvery Portfolio accounting software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for portfolio accounting software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio accounting software companies did RevenueBase find worldwide?
The saved snapshot records 416 matching company records, 17,491 tracked contacts and 5,353 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: November 5, 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 portfolio accounting software companies worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/portfolio-accounting-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗