Company lists · Data refreshed September 2026
Top 25 Portfolio analysis software companies worldwide
RevenueBase identified 1,217 company matches for portfolio analysis software companies worldwide as of September 2026 and tracks 35,894 professional contacts across them, including 15,459 with verified work emails. The United States is the largest market and New York the largest hub.
This list covers company matches for portfolio analysis 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 September 29, 2026. Country and city lists for portfolio analysis 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 analysis software companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 13,385 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 | |||||
| 2 | 7,504 contacts → | ||||
Exact match “MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 1,389 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 363 contacts → | ||||
Exact match “Conning is a leading investment management firm with a long history of serving insurance companies and other institutional investors.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 348 contacts → | ||||
Exact match “Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 249 contacts → | ||||
Exact match “LSEG TORA is a leading provider of advanced investment management technologies for global asset managers, hedge funds, proprietary trading firms and sell-side trading desks.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 245 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 218 contacts → | ||||
Exact match “Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 217 contacts → | ||||
Exact match “At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 209 contacts → | ||||
Exact match “At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 204 contacts → | ||||
Exact match “StockEdge Fintech Private Limited (formerly known as Kredent Infoedge Private Limited).” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 189 contacts → | ||||
Exact match “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 183 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 180 contacts → | ||||
Exact match “Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 175 contacts → | ||||
Exact match “Arcana enables institutional investors to understand their portfolio risks, decompose single stock & book performance, drill into crowding, and isolate their idiosyncratic…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 173 contacts → | ||||
Exact match “Quantum is an independent company present in the market since aimed to provide solutions for accessing, analyzing, and monitoring financial information in an easy, consistent and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 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 | |||||
| 18 | 157 contacts → | ||||
Exact match “Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 149 contacts → | ||||
Exact match “Coremont provides complete support of the investment management lifecycle.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 148 contacts → | ||||
Exact match “RightCapital is financial planning software done right.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 145 contacts → | ||||
Exact match “We create value for investment managers.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 134 contacts → | ||||
Exact match “Evooq builds software for wealth management.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 134 contacts → | ||||
Exact match “Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 132 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 132 contacts → | ||||
Exact match “At Shares, we transform the investing experience with technology-driven solutions designed to meet diverse needs – whether you’re an individual investor, a financial advisor, or a…” 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 “portfolio analysis 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 1,217 portfolio analysis software companies worldwide
See the full list, filter by size, metro and specialty, and access 15,459 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio analysis software companies 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 portfolio analysis software companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “portfolio analysis 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 15,459 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.
Portfolio analysis software companies by location
11 lists · largest firstEvery Portfolio analysis software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Portfolio analysis software companies based in the United States343
- Portfolio analysis software companies based in India83
- Portfolio analysis software companies based in the United Kingdom75
- Portfolio analysis software companies based in France45
- Portfolio analysis software companies based in Canada38
- Portfolio analysis software companies based in Germany37
- Portfolio analysis software companies based in Brazil35
- Portfolio analysis software companies based in Switzerland30
Cities
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 analysis software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio analysis software companies are there worldwide?
RevenueBase identified 1,217 company matches for portfolio analysis software companies 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?
Factset tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most portfolio analysis software companies?
The United States leads with 343 companies, followed by India (83) and the United Kingdom (75). Every portfolio analysis software companies list by country and city is linked on this page.
Which city has the most portfolio analysis software companies?
New York leads with 62 company records, followed by London (49) and Paris (26).
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 15,459 professional contacts with verified work emails tracked across these 1,217 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 1,217 portfolio analysis 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 analysis 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 1,217 matching company records for portfolio analysis software companies worldwide, with 35,894 tracked contacts and 15,459 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 portfolio analysis 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 |  Factsetfactset.comHQ: Norwalk, CT, United StatesReported employees: 10001+ | Norwalk, CT, United States | 10001+ | Exact match | 13,385 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. | |||||
| 2 |  Msci INCmsci.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 7,504 contacts → |
“MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Ss&c Adventadvent.comHQ: San Francisco, CA, United StatesReported employees: 1,001-5,000 | San Francisco, CA, United States | 1,001-5,000 | Exact match | 1,389 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 · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Conningconning.comHQ: Hartford, CT, United StatesReported employees: 201-500 | Hartford, CT, United States | 201-500 | Exact match | 363 contacts → |
“Conning is a leading investment management firm with a long history of serving insurance companies and other institutional investors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Harvest Groupeharvest.frHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 348 contacts → |
“Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Lseg Toratora.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 249 contacts → |
“LSEG TORA is a leading provider of advanced investment management technologies for global asset managers, hedge funds, proprietary trading firms and sell-side trading desks.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Dorsum Investment Softwaredorsum.euHQ: Budapest, HungaryReported employees: 201-500 | Budapest, Hungary | 201-500 | Exact match | 245 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 · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Trading Centraltradingcentral.comHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 218 contacts → |
“Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Forinvestforinvest.comHQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 217 contacts → |
“At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Investor's Business Dailyinvestors.comHQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 209 contacts → |
“At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Stockedgestockedge.comHQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 204 contacts → |
“StockEdge Fintech Private Limited (formerly known as Kredent Infoedge Private Limited).” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Nitrogennitrogenwealth.comHQ: Auburn, CA, United StatesReported employees: 201-500 | Auburn, CA, United States | 201-500 | Exact match | 189 contacts → |
“Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ychartsycharts.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Conquest Planningconquestplanning.comHQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 180 contacts → |
“Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Arcanaarcana.ioHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 175 contacts → |
“Arcana enables institutional investors to understand their portfolio risks, decompose single stock & book performance, drill into crowding, and isolate their idiosyncratic…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Quantumquantumfinance.com.brHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 173 contacts → |
“Quantum is an independent company present in the market since aimed to provide solutions for accessing, analyzing, and monitoring financial information in an easy, consistent and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  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. | |||||
| 18 |  Chronographchronograph.peHQ: Brooklyn, United StatesReported employees: 51-200 | Brooklyn, United States | 51-200 | Exact match | 157 contacts → |
“Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Coremontcoremont.comHQ: West End, United KingdomReported employees: 201-500 | West End, United Kingdom | 201-500 | Exact match | 149 contacts → |
“Coremont provides complete support of the investment management lifecycle.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Rightcapitalrightcapital.comHQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 148 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Profidataprofidata.comHQ: Zurich, SwitzerlandReported employees: 201-500 | Zurich, Switzerland | 201-500 | Exact match | 145 contacts → |
“We create value for investment managers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  EVOOQevooq.comHQ: Lausanne, SwitzerlandReported employees: 51-200 | Lausanne, Switzerland | 51-200 | Exact match | 134 contacts → |
“Evooq builds software for wealth management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Broadridge Advisor Solutionsadvisor.broadridge.comHQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 134 contacts → |
“Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  QPLIXqplix.comHQ: München, GermanyReported employees: 51-200 | München, Germany | 51-200 | Exact match | 132 contacts → |
“QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Sharesshares.ioHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 132 contacts → |
“At Shares, we transform the investing experience with technology-driven solutions designed to meet diverse needs – whether you’re an individual investor, a financial advisor, or a…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,217 company matches
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Portfolio analysis software companies: 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
1,216 records in the displayed employee bands.
1 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 1,217 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 ↗
Portfolio analysis software companies by location
11 lists · largest firstEvery Portfolio analysis software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Portfolio analysis software companies based in the United States343
- Portfolio analysis software companies based in India83
- Portfolio analysis software companies based in the United Kingdom75
- Portfolio analysis software companies based in France45
- Portfolio analysis software companies based in Canada38
- Portfolio analysis software companies based in Germany37
- Portfolio analysis software companies based in Brazil35
- Portfolio analysis software companies based in Switzerland30
Cities
Questions about this company list
What does Exact match mean for portfolio analysis 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 analysis software companies did RevenueBase find worldwide?
The saved snapshot records 1,217 matching company records, 35,894 tracked contacts and 15,459 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 portfolio analysis software companies worldwide. Snapshot: September 29, 2026. https://revenuebase.ai/companies/browse/portfolio-analysis-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 analysis software companies worldwide
RevenueBase records 1,217 matching company records for portfolio analysis software companies worldwide, with 35,894 tracked contacts and 15,459 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 portfolio analysis 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 | Factsetfactset.com HQ: Norwalk, CT, United StatesReported employees: 10001+ | Norwalk, CT, United States | 10001+ | Exact match | 13,385 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. | |||||
| 2 | Msci INCmsci.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 7,504 contacts → |
“MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Ss&c Adventadvent.com HQ: San Francisco, CA, United StatesReported employees: 1,001-5,000 | San Francisco, CA, United States | 1,001-5,000 | Exact match | 1,389 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 · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Conningconning.com HQ: Hartford, CT, United StatesReported employees: 201-500 | Hartford, CT, United States | 201-500 | Exact match | 363 contacts → |
“Conning is a leading investment management firm with a long history of serving insurance companies and other institutional investors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Harvest Groupeharvest.fr HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 348 contacts → |
“Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Lseg Toratora.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 249 contacts → |
“LSEG TORA is a leading provider of advanced investment management technologies for global asset managers, hedge funds, proprietary trading firms and sell-side trading desks.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Dorsum Investment Softwaredorsum.eu HQ: Budapest, HungaryReported employees: 201-500 | Budapest, Hungary | 201-500 | Exact match | 245 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 · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Trading Centraltradingcentral.com HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 218 contacts → |
“Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Forinvestforinvest.com HQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 217 contacts → |
“At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Investor's Business Dailyinvestors.com HQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 209 contacts → |
“At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Stockedgestockedge.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 204 contacts → |
“StockEdge Fintech Private Limited (formerly known as Kredent Infoedge Private Limited).” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Nitrogennitrogenwealth.com HQ: Auburn, CA, United StatesReported employees: 201-500 | Auburn, CA, United States | 201-500 | Exact match | 189 contacts → |
“Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ychartsycharts.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Conquest Planningconquestplanning.com HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 180 contacts → |
“Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Arcanaarcana.io HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 175 contacts → |
“Arcana enables institutional investors to understand their portfolio risks, decompose single stock & book performance, drill into crowding, and isolate their idiosyncratic…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Quantumquantumfinance.com.br HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 173 contacts → |
“Quantum is an independent company present in the market since aimed to provide solutions for accessing, analyzing, and monitoring financial information in an easy, consistent and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 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. | |||||
| 18 | Chronographchronograph.pe HQ: Brooklyn, United StatesReported employees: 51-200 | Brooklyn, United States | 51-200 | Exact match | 157 contacts → |
“Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Coremontcoremont.com HQ: West End, United KingdomReported employees: 201-500 | West End, United Kingdom | 201-500 | Exact match | 149 contacts → |
“Coremont provides complete support of the investment management lifecycle.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Rightcapitalrightcapital.com HQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 148 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Profidataprofidata.com HQ: Zurich, SwitzerlandReported employees: 201-500 | Zurich, Switzerland | 201-500 | Exact match | 145 contacts → |
“We create value for investment managers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | EVOOQevooq.com HQ: Lausanne, SwitzerlandReported employees: 51-200 | Lausanne, Switzerland | 51-200 | Exact match | 134 contacts → |
“Evooq builds software for wealth management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Broadridge Advisor Solutionsadvisor.broadridge.com HQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 134 contacts → |
“Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | QPLIXqplix.com HQ: München, GermanyReported employees: 51-200 | München, Germany | 51-200 | Exact match | 132 contacts → |
“QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Sharesshares.io HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 132 contacts → |
“At Shares, we transform the investing experience with technology-driven solutions designed to meet diverse needs – whether you’re an individual investor, a financial advisor, or a…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Portfolio analysis software companies: 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
1,216 records in the displayed employee bands.
1 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 1,217 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 ↗
Portfolio analysis software companies by location
11 lists · largest firstEvery Portfolio analysis software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Portfolio analysis software companies based in the United States343
- Portfolio analysis software companies based in India83
- Portfolio analysis software companies based in the United Kingdom75
- Portfolio analysis software companies based in France45
- Portfolio analysis software companies based in Canada38
- Portfolio analysis software companies based in Germany37
- Portfolio analysis software companies based in Brazil35
- Portfolio analysis software companies based in Switzerland30
Cities
Questions about this company list
What does Exact match mean for portfolio analysis 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 analysis software companies did RevenueBase find worldwide?
The saved snapshot records 1,217 matching company records, 35,894 tracked contacts and 15,459 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
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Cite this list
RevenueBase Data Team. Top 25 portfolio analysis software companies worldwide. Snapshot: September 29, 2026. https://revenuebase.ai/companies/browse/portfolio-analysis-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗