Company lists · Data refreshed September 2026

Top 25 Portfolio optimization companies worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 6,216 companies tracked

RevenueBase identified 6,216 portfolio optimization companies worldwide as of September 2026 and tracks 197,494 professional contacts across them, including 76,484 with verified work emails. The United States is the largest market and London the largest hub.

This list covers portfolio optimization 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 20, 2026. Country and city lists for portfolio optimization 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 20, 2026 86% judged on-target in blind review

6,216Companies

197,494Contacts tracked

76,484Verified emails

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The 25 largest portfolio optimization companies worldwide

Ranked by team size

Top 25 of 6,216 portfolio optimization companies worldwide, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio optimization 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 20, 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 20, 2026
2	Factset	Indirect evidence	Norwalk, CT, United StatesHQ checked Sep 20, 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 20, 2026
3	Morningstar	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	10001+	11,150 contacts →
	Indirect evidence “Morningstar, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
4	Capital Group	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	5,001-10,000	9,836 contacts →
	Indirect evidence “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Source: RevenueBase Database · checked Sep 20, 2026
5	Msci INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 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 20, 2026
6	Simcorp	Indirect evidence	Copenhagen, DenmarkHQ checked Sep 20, 2026	1,001-5,000	3,257 contacts →
	Indirect evidence “SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.” Source: RevenueBase Database · checked Sep 20, 2026
7	DST Systems	Indirect evidence	Windsor, CT, United StatesHQ checked Sep 20, 2026	10001+	3,035 contacts →
	Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
8	Janus Henderson Investors	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	1,001-5,000	3,000 contacts →
	Indirect evidence “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Source: RevenueBase Database · checked Sep 20, 2026
9	Worldquant	Indirect evidence	Old Greenwich, CT, United StatesHQ checked Sep 20, 2026	1,001-5,000	2,987 contacts →
	Indirect evidence “WorldQuant is a global quantitative asset management firm with over $7 billion in assets under management.” Source: RevenueBase Database · checked Sep 20, 2026
10	Envestnet	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 20, 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 20, 2026
11	Vontobel	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 20, 2026	1,001-5,000	2,067 contacts →
	Indirect 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 20, 2026
12	Captrust	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,768 contacts →
	Indirect evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 20, 2026
13	Dimensional Fund Advisors	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,736 contacts →
	Indirect evidence “Dimensional has been implementing the great ideas in financial science since 1981.” Source: RevenueBase Database · checked Sep 20, 2026
14	Nippon India Mutual Fund	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	501-1,000	1,571 contacts →
	Indirect 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 20, 2026
15	Ss&c Advent	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 20, 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 20, 2026
16	Addepar	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 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 20, 2026
17	Charles River Development	Indirect evidence	Burlington, MA, United StatesHQ checked Sep 20, 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 20, 2026
18	Waddell & Reed	Indirect evidence	Shawnee Mission, KS, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,112 contacts →
	Indirect 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 20, 2026
19	ORION	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 20, 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 20, 2026
20	Loomis, Sayles & Company	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	501-1,000	1,010 contacts →
	Indirect evidence “For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Source: RevenueBase Database · checked Sep 20, 2026
21	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 20, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
22	Chatham Financial	Indirect evidence	Kennett Square, PA, United StatesHQ checked Sep 20, 2026	501-1,000	853 contacts →
	Indirect evidence “Chatham Financial is the leading independent capital markets advisor, delivering an integrated blend of expert advice and powerful technology to help organizations reduce risk and…” Source: RevenueBase Database · checked Sep 20, 2026
23	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	837 contacts →
	Indirect evidence “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Source: RevenueBase Database · checked Sep 20, 2026
24	Enfusion NOW Cwan	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	5,001-10,000	818 contacts →
	Indirect 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 20, 2026
25	Confluence	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 20, 2026	501-1,000	712 contacts →
	Indirect evidence “Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Source: RevenueBase Database · checked Sep 20, 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 optimization 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 optimization companies.
Partial evidence: Its own public description names part of portfolio optimization companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio optimization 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 6,216 portfolio optimization companies worldwide

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Portfolio optimization companies worldwide at a glance

As of Sep 20, 2026

38.7%Verified-email coverage

31.8Average contacts per company

1-10Median size (employees)

2.7%Largest-city concentration · London

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

4,023

11-50

1,564

51-200

414

201-500

112

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 optimization 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: Every country. Country and city lists for portfolio optimization companies are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “portfolio optimization 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 optimization 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 optimization 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, 76,484 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 20, 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 optimization companies by location

28 lists · largest first

Every Portfolio optimization 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 optimization 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 optimization companies are there worldwide?

RevenueBase identified 6,216 portfolio optimization 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 optimization companies?

The United States leads with 2,522 companies, followed by India (543) and the United Kingdom (279). Every portfolio optimization companies list by country and city is linked on this page.

Which city has the most portfolio optimization companies?

London leads with 166 headquartered companies, followed by New York (161) and Sao Paulo (97).

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 76,484 verified decision-maker contacts tracked across these 6,216 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 20, 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.