Company lists · Data refreshed September 2026

Top 25 Portfolio management software companies worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 1,979 companies tracked

RevenueBase identified 1,979 portfolio management software companies worldwide as of September 2026 and tracks 139,988 professional contacts across them, including 61,568 with verified work emails and 32,727 with mobile numbers. The United States is the largest market and New York the largest hub.

This list covers portfolio management software companies worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 5, 2026. Country and city lists for portfolio management software companies follow the table.

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

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

1,979Companies

139,988Contacts tracked

61,568Verified emails

32,727Mobile numbers

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The 25 largest portfolio management software companies worldwide

Ranked by team size

Top 25 of 1,979 portfolio management software companies worldwide, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio management software companies: 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	Indirect evidence	Boston, MA, United StatesHQ checked Sep 5, 2026	10001+	41,744 contacts →
	Indirect 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 5, 2026
2	LPL Financial	Partial evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	5,001-10,000	13,475 contacts →
	Partial evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 5, 2026
3	Factset	Partial evidence	Norwalk, CT, United StatesHQ checked Sep 5, 2026	10001+	13,385 contacts →
	Partial evidence “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Source: RevenueBase Database · checked Sep 5, 2026
4	Msci INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 5, 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 5, 2026
5	DST Systems	Indirect evidence	Windsor, CT, United StatesHQ checked Sep 5, 2026	10001+	3,035 contacts →
	Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 5, 2026
6	Envestnet	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 5, 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 5, 2026
7	Vontobel	Partial evidence	Zürich, SwitzerlandHQ checked Sep 5, 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 5, 2026
8	Icapital	Partial evidence	New York, NY, United StatesHQ checked Sep 5, 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 5, 2026
9	Squarepoint	Partial evidence	New York, NY, United StatesHQ checked Sep 5, 2026	1,001-5,000	1,979 contacts →
	Partial evidence “Squarepoint is a leading global investment management firm that develops quantitative investment strategies to achieve high quality returns for our clients.” Source: RevenueBase Database · checked Sep 5, 2026
10	Nippon India Mutual Fund	Partial evidence	Mumbai, IndiaHQ checked Sep 5, 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 5, 2026
11	Ss&c Advent	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 5, 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 5, 2026
12	Addepar	Indirect evidence	New York, NY, United StatesHQ checked Sep 5, 2026	1,001-5,000	1,304 contacts →
	Indirect 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 5, 2026
13	Charles River Development	Indirect evidence	Burlington, MA, United StatesHQ checked Sep 5, 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 5, 2026
14	Waddell & Reed	Partial evidence	Shawnee Mission, KS, United StatesHQ checked Sep 5, 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 5, 2026
15	ORION	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	1,001-5,000	1,042 contacts →
	Indirect 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 5, 2026
16	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 5, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 5, 2026
17	Enfusion NOW Cwan	Partial evidence	Chicago, IL, United StatesHQ checked Sep 5, 2026	5,001-10,000	818 contacts →
	Partial 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 5, 2026
18	Hub24 Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 5, 2026	501-1,000	750 contacts →
	Indirect 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 5, 2026
19	Confluence	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 5, 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 5, 2026
20	Betanxt	Partial evidence	New York, NY, United StatesHQ checked Sep 5, 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 5, 2026
21	Emoney Advisor	Indirect evidence	Radnor, PA, United StatesHQ checked Sep 5, 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 5, 2026
22	Dezerv	Partial evidence	Mumbai, IndiaHQ checked Sep 5, 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 5, 2026
23	AGF Investments	Partial evidence	Toronto, ON, CanadaHQ checked Sep 5, 2026	501-1,000	526 contacts →
	Partial evidence “AGF Investments is comprised of various subsidiaries of AGF Management Limited who manage and advise on a variety of investment solutions for clients globally.” Source: RevenueBase Database · checked Sep 5, 2026
24	Finiq Consulting	Partial evidence	SingaporeHQ checked Sep 5, 2026	201-500	516 contacts →
	Partial evidence “FinIQ is a specialist software vendor for capital markets trading and investments, catering to the needs of over 50 financial institutions worldwide.” Source: RevenueBase Database · checked Sep 5, 2026
25	Intelliflo	Partial evidence	Wimbledon, United KingdomHQ checked Sep 5, 2026	201-500	485 contacts →
	Partial evidence “intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Source: RevenueBase Database · checked Sep 5, 2026

RevenueBase Smart Search

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

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

Showing 25 of 1,979 portfolio management software companies worldwide

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Portfolio management software companies worldwide at a glance

As of Sep 5, 2026

44.0%Verified-email coverage

23.4%Mobile-number coverage

70.7Average contacts per company

1-10Median size (employees)

5.8%Largest-city concentration · New York

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

1,060

11-50

616

51-200

194

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 software companies, 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: 13 countries, largest first: the United States, India, the United Kingdom, Brazil, France, Switzerland, Canada, Germany, Australia, South Africa and 3 more. Country and city lists for portfolio management software companies are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “portfolio management software companies”. 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 software companies), 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 software companies, 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, 61,568 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph between September 5, 2026 and September 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Portfolio management software companies by location

22 lists · largest first

Every Portfolio management software companies 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 software companies, 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 software companies are there worldwide?

RevenueBase identified 1,979 portfolio management software companies 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 software companies?

The United States leads with 917 companies, followed by India (311) and the United Kingdom (174). Every portfolio management software companies list by country and city is linked on this page.

Which city has the most portfolio management software companies?

New York leads with 115 headquartered companies, followed by London (107) and Mumbai (55).

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 61,568 verified decision-maker contacts tracked across these 1,979 companies.

How current is this list?

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

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About this data

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