Company lists · Data refreshed November 2026
Top 25 Portfolio management software companies worldwide
RevenueBase identified 1,014 company matches for portfolio management software companies worldwide as of November 2026 and tracks 50,668 professional contacts across them, including 21,939 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for portfolio management 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 management 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 management software companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 14,122 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 8,001 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 3,643 contacts → | ||||
Exact match “SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 3,195 contacts → | ||||
Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 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 | |||||
| 6 | 1,200 contacts → | ||||
Exact match “Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 690 contacts → | ||||
Exact match “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 492 contacts → | ||||
Exact match “Rimes provides the Intelligence Fabric for Capital Markets, a trusted data network and intelligence architecture that transforms fragmented data, operations and workflows into…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 466 contacts → | ||||
Exact match “Headquartered outside of Boston, Mass.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 367 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 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 | |||||
| 14 | 278 contacts → | ||||
Exact match “Vichara powers the World’s Leading Asset Management Firms and Investment Banks.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 267 contacts → | ||||
Exact match “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 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 | |||||
| 17 | 255 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 228 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 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 | |||||
| 20 | 198 contacts → | ||||
Exact match “At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 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 | |||||
| 22 | 188 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 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 | |||||
| 24 | 181 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 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 | |||||
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 management 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 1,014 portfolio management software companies worldwide
See the full list, filter by size, metro and specialty, and access 21,939 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio management 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 management software companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “portfolio management 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 21,939 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 management software companies by location
23 lists · largest firstEvery 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
- Portfolio management software companies based in the United States256
- Portfolio management software companies based in India103
- Portfolio management software companies based in the United Kingdom74
- Portfolio management software companies based in Australia61
- Portfolio management software companies based in South Africa37
- Portfolio management software companies based in Italy34
- Portfolio management software companies based in Singapore34
- Portfolio management software companies based in Canada32
- Portfolio management software companies based in France32
- Portfolio management software companies based in Germany31
- Portfolio management software companies based in the Netherlands31
- Portfolio management software companies based in Switzerland29
- Portfolio management software companies based in Brazil26
Cities
- Portfolio management software companies based in London, United Kingdom54
- Portfolio management software companies based in New York, United States48
- Portfolio management software companies based in Paris, France46
- Portfolio management software companies based in Sao Paulo, Brazil40
- Portfolio management software companies based in San Francisco, United States36
- Portfolio management software companies based in Boston, United States32
- Portfolio management software companies based in Mumbai, India32
- Portfolio management software companies based in Toronto, Canada32
- Portfolio management software companies based in Chicago, United States31
- Portfolio management software companies based in Sydney, Australia28
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 management software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio management software companies are there worldwide?
RevenueBase identified 1,014 company matches for portfolio management 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?
Factset tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most portfolio management software companies?
The United States leads with 256 companies, followed by India (103) and the United Kingdom (74). Every portfolio management software companies list by country and city is linked on this page.
Which city has the most portfolio management software companies?
London leads with 54 company records, followed by New York (48) and Mumbai (32).
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 21,939 professional contacts with verified work emails tracked across these 1,014 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 1,014 portfolio management 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 management 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 1,014 matching company records for portfolio management software companies worldwide, with 50,668 tracked contacts and 21,939 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 management 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, United StatesReported employees: 10001+ | Norwalk, United States | 10001+ | Exact match | 14,122 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 · November 5, 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 | 8,001 contacts → |
“MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Simcorpsimcorp.comHQ: Copenhagen, DenmarkReported employees: 1,001-5,000 | Copenhagen, Denmark | 1,001-5,000 | Exact match | 3,643 contacts → |
“SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  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. | |||||
| 5 |  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. | |||||
| 6 |  Charles River Developmentcrd.comHQ: Burlington, United StatesReported employees: 1,001-5,000 | Burlington, United States | 1,001-5,000 | Exact match | 1,200 contacts → |
“Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  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. | |||||
| 8 |  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. | |||||
| 9 |  Dezervdezerv.inHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 690 contacts → |
“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  RIMESrimes.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 492 contacts → |
“Rimes provides the Intelligence Fabric for Capital Markets, a trusted data network and intelligence architecture that transforms fragmented data, operations and workflows into…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  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. | |||||
| 12 |  Harvest Groupeharvest.frHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 367 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  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. | |||||
| 14 |  Vichara Technologiesvichara.comHQ: Fort Lee, United StatesReported employees: 201-500 | Fort Lee, United States | 201-500 | Exact match | 278 contacts → |
“Vichara powers the World’s Leading Asset Management Firms and Investment Banks.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Croesuscroesus.comHQ: Laval, CanadaReported employees: 201-500 | Laval, Canada | 201-500 | Exact match | 267 contacts → |
“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  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. | |||||
| 17 |  Lseg Toratora.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 255 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Trading Centraltradingcentral.comHQ: Paris, NY, FranceReported employees: 51-200 | Paris, NY, France | 51-200 | Exact match | 228 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  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. | |||||
| 20 |  Forinvestforinvest.comHQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 198 contacts → |
“At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  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. | |||||
| 22 |  Nitrogennitrogenwealth.comHQ: Auburn, CA, United StatesReported employees: 201-500 | Auburn, CA, United States | 201-500 | Exact match | 188 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  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. | |||||
| 24 |  Quantumquantumfinance.com.brHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 181 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  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. | |||||
Showing 25 of 1,014 company matches
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Portfolio management 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
1,011 records in the displayed employee bands.
3 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 1,014 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 management software companies by location
23 lists · largest firstEvery 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
- Portfolio management software companies based in the United States256
- Portfolio management software companies based in India103
- Portfolio management software companies based in the United Kingdom74
- Portfolio management software companies based in Australia61
- Portfolio management software companies based in South Africa37
- Portfolio management software companies based in Italy34
- Portfolio management software companies based in Singapore34
- Portfolio management software companies based in Canada32
- Portfolio management software companies based in France32
- Portfolio management software companies based in Germany31
- Portfolio management software companies based in the Netherlands31
- Portfolio management software companies based in Switzerland29
- Portfolio management software companies based in Brazil26
Cities
- Portfolio management software companies based in London, United Kingdom54
- Portfolio management software companies based in New York, United States48
- Portfolio management software companies based in Paris, France46
- Portfolio management software companies based in Sao Paulo, Brazil40
- Portfolio management software companies based in San Francisco, United States36
- Portfolio management software companies based in Boston, United States32
- Portfolio management software companies based in Mumbai, India32
- Portfolio management software companies based in Toronto, Canada32
- Portfolio management software companies based in Chicago, United States31
- Portfolio management software companies based in Sydney, Australia28
Questions about this company list
What does Exact match mean for portfolio management 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 management software companies did RevenueBase find worldwide?
The saved snapshot records 1,014 matching company records, 50,668 tracked contacts and 21,939 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 management software companies worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/portfolio-management-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 management software companies worldwide
RevenueBase records 1,014 matching company records for portfolio management software companies worldwide, with 50,668 tracked contacts and 21,939 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 management 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, United StatesReported employees: 10001+ | Norwalk, United States | 10001+ | Exact match | 14,122 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 · November 5, 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 | 8,001 contacts → |
“MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Simcorpsimcorp.com HQ: Copenhagen, DenmarkReported employees: 1,001-5,000 | Copenhagen, Denmark | 1,001-5,000 | Exact match | 3,643 contacts → |
“SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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. | |||||
| 5 | 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. | |||||
| 6 | Charles River Developmentcrd.com HQ: Burlington, United StatesReported employees: 1,001-5,000 | Burlington, United States | 1,001-5,000 | Exact match | 1,200 contacts → |
“Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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. | |||||
| 8 | 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. | |||||
| 9 | Dezervdezerv.in HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 690 contacts → |
“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | RIMESrimes.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 492 contacts → |
“Rimes provides the Intelligence Fabric for Capital Markets, a trusted data network and intelligence architecture that transforms fragmented data, operations and workflows into…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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. | |||||
| 12 | Harvest Groupeharvest.fr HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 367 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 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. | |||||
| 14 | Vichara Technologiesvichara.com HQ: Fort Lee, United StatesReported employees: 201-500 | Fort Lee, United States | 201-500 | Exact match | 278 contacts → |
“Vichara powers the World’s Leading Asset Management Firms and Investment Banks.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Croesuscroesus.com HQ: Laval, CanadaReported employees: 201-500 | Laval, Canada | 201-500 | Exact match | 267 contacts → |
“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | 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. | |||||
| 17 | Lseg Toratora.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 255 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Trading Centraltradingcentral.com HQ: Paris, NY, FranceReported employees: 51-200 | Paris, NY, France | 51-200 | Exact match | 228 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | 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. | |||||
| 20 | Forinvestforinvest.com HQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 198 contacts → |
“At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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. | |||||
| 22 | Nitrogennitrogenwealth.com HQ: Auburn, CA, United StatesReported employees: 201-500 | Auburn, CA, United States | 201-500 | Exact match | 188 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | 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. | |||||
| 24 | Quantumquantumfinance.com.br HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 181 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | 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. | |||||
Showing 25 of 1,014 company matches
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Portfolio management 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
1,011 records in the displayed employee bands.
3 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 1,014 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 management software companies by location
23 lists · largest firstEvery 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
- Portfolio management software companies based in the United States256
- Portfolio management software companies based in India103
- Portfolio management software companies based in the United Kingdom74
- Portfolio management software companies based in Australia61
- Portfolio management software companies based in South Africa37
- Portfolio management software companies based in Italy34
- Portfolio management software companies based in Singapore34
- Portfolio management software companies based in Canada32
- Portfolio management software companies based in France32
- Portfolio management software companies based in Germany31
- Portfolio management software companies based in the Netherlands31
- Portfolio management software companies based in Switzerland29
- Portfolio management software companies based in Brazil26
Cities
- Portfolio management software companies based in London, United Kingdom54
- Portfolio management software companies based in New York, United States48
- Portfolio management software companies based in Paris, France46
- Portfolio management software companies based in Sao Paulo, Brazil40
- Portfolio management software companies based in San Francisco, United States36
- Portfolio management software companies based in Boston, United States32
- Portfolio management software companies based in Mumbai, India32
- Portfolio management software companies based in Toronto, Canada32
- Portfolio management software companies based in Chicago, United States31
- Portfolio management software companies based in Sydney, Australia28
Questions about this company list
What does Exact match mean for portfolio management 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 management software companies did RevenueBase find worldwide?
The saved snapshot records 1,014 matching company records, 50,668 tracked contacts and 21,939 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 management software companies worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/portfolio-management-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗