Company lists · Data refreshed September 2026

Top 25 Portfolio management platforms worldwide

Name: Portfolio management platforms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 3,027 companies tracked

RevenueBase identified 3,027 portfolio management platforms worldwide as of September 2026 and tracks 147,302 professional contacts across them, including 63,099 with verified work emails. The United States is the largest market and London the largest hub.

This list covers portfolio management platforms worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026. Country and city lists for portfolio management platforms follow the table.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review

3,027Companies

147,302Contacts tracked

63,099Verified emails

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The 25 largest portfolio management platforms worldwide

Ranked by team size

Top 25 of 3,027 portfolio management platforms worldwide, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio management platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	State Street	Partial evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	10001+	41,744 contacts →
	Partial evidence “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Source: RevenueBase Database · checked Sep 29, 2026
2	Factset	Indirect evidence	Norwalk, CT, United StatesHQ checked Sep 29, 2026	10001+	13,385 contacts →
	Indirect evidence “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Source: RevenueBase Database · checked Sep 29, 2026
3	Msci INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 29, 2026	1,001-5,000	7,504 contacts →
	Indirect evidence “MSCI is a leading provider of critical decision support tools and services for the global investment community.” Source: RevenueBase Database · checked Sep 29, 2026
4	FNZ	Indirect evidence	London, United KingdomHQ checked Sep 29, 2026	5,001-10,000	4,802 contacts →
	Indirect evidence “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Source: RevenueBase Database · checked Sep 29, 2026
5	Simcorp	Partial evidence	Copenhagen, DenmarkHQ checked Sep 29, 2026	1,001-5,000	3,257 contacts →
	Partial evidence “SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.” Source: RevenueBase Database · checked Sep 29, 2026
6	DST Systems	Indirect evidence	Windsor, CT, United StatesHQ checked Sep 29, 2026	10001+	3,035 contacts →
	Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 29, 2026
7	Allianz Global Investors	Indirect evidence	United StatesHQ checked Sep 29, 2026	1,001-5,000	2,946 contacts →
	Indirect evidence “At Allianz Global Investors, we are at the forefront of investing because we are always looking for new ways to create value for our clients.” Source: RevenueBase Database · checked Sep 29, 2026
8	Envestnet	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 29, 2026	1,001-5,000	2,766 contacts →
	Indirect evidence “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Source: RevenueBase Database · checked Sep 29, 2026
9	Vontobel	Partial evidence	Zürich, SwitzerlandHQ checked Sep 29, 2026	1,001-5,000	2,067 contacts →
	Partial evidence “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Source: RevenueBase Database · checked Sep 29, 2026
10	Icapital	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	1,001-5,000	2,016 contacts →
	Partial evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 29, 2026
11	Nippon India Mutual Fund	Partial evidence	Mumbai, IndiaHQ checked Sep 29, 2026	501-1,000	1,571 contacts →
	Partial evidence “With 134 years of global expertise and over 25 years of experience in the Indian asset management space, Nippon India Mutual Fund is one of the largest asset managers in India.” Source: RevenueBase Database · checked Sep 29, 2026
12	Ss&c Advent	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,389 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
13	Addepar	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,304 contacts →
	Partial evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 29, 2026
14	Charles River Development	Indirect evidence	Burlington, MA, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,140 contacts →
	Indirect evidence “Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Source: RevenueBase Database · checked Sep 29, 2026
15	Waddell & Reed	Partial evidence	Shawnee Mission, KS, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,112 contacts →
	Partial evidence “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Source: RevenueBase Database · checked Sep 29, 2026
16	ORION	Partial evidence	Omaha, NE, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,042 contacts →
	Partial evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 29, 2026
17	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 29, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 29, 2026
18	Enfusion NOW Cwan	Strong evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	5,001-10,000	818 contacts →
	Strong evidence “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Source: RevenueBase Database · checked Sep 29, 2026
19	Devexperts	Indirect evidence	Dublin, United StatesHQ checked Sep 29, 2026	501-1,000	792 contacts →
	Indirect evidence “Devexperts was founded in 2002 and specializes in the development of highly complex software solutions and services for the Capital Markets industry.” Source: RevenueBase Database · checked Sep 29, 2026
20	Hub24 Limited	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	501-1,000	750 contacts →
	Partial evidence “HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Source: RevenueBase Database · checked Sep 29, 2026
21	Confluence	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	501-1,000	712 contacts →
	Partial evidence “Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Source: RevenueBase Database · checked Sep 29, 2026
22	Artisan Partners	Partial evidence	Milwaukee, WI, United StatesHQ checked Sep 29, 2026	501-1,000	660 contacts →
	Partial evidence “Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients…” Source: RevenueBase Database · checked Sep 29, 2026
23	Betanxt	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	501-1,000	629 contacts →
	Partial evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 29, 2026
24	Emoney Advisor	Indirect evidence	Radnor, PA, United StatesHQ checked Sep 29, 2026	501-1,000	615 contacts →
	Indirect evidence “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: RevenueBase Database · checked Sep 29, 2026
25	Dezerv	Partial evidence	Mumbai, IndiaHQ checked Sep 29, 2026	501-1,000	589 contacts →
	Partial evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: portfolio management platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names portfolio management platforms.
Partial evidence: Its own public description names part of portfolio management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio management platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

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

Showing 25 of 3,027 portfolio management platforms worldwide

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Portfolio management platforms worldwide at a glance

As of Sep 29, 2026

42.8%Verified-email coverage

48.7Average contacts per company

1-10Median size (employees)

4.1%Largest-city concentration · London

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

1,645

11-50

953

51-200

277

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among portfolio management platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for portfolio management platforms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “portfolio management platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names portfolio management platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among portfolio management platforms, and records with no verified work email.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 63,099 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Portfolio management platforms by location

25 lists · largest first

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

Countries

Cities

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names portfolio management platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many portfolio management platforms are there worldwide?

RevenueBase identified 3,027 portfolio management platforms worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

State Street, headquartered in Boston, tops this list with the largest team on record.

Which country has the most portfolio management platforms?

The United States leads with 874 companies, followed by India (277) and the United Kingdom (190). Every portfolio management platforms list by country and city is linked on this page.

Which city has the most portfolio management platforms?

London leads with 123 headquartered companies, followed by New York (117) and Paris (56).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 63,099 verified decision-maker contacts tracked across these 3,027 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.