Company lists · Data refreshed October 2026
Top 25 Portfolio tracking software companies worldwide
RevenueBase identified 1,201 company matches for portfolio tracking software companies worldwide as of October 2026 and tracks 31,181 professional contacts across them, including 11,037 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for portfolio tracking 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 October 20, 2026. Country and city lists for portfolio tracking 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 tracking software companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 13,864 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 · Oct 20, 2026 · View company records in RevenueBase | |||||
| 2 | 1,420 contacts → | ||||
Exact match “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 3 | 721 contacts → | ||||
Exact match “Nelogica was born from the dream of two computer scientists passionate about the financial market and the world of technology, who decided to bring these two universes together to…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 4 | 574 contacts → | ||||
Exact match “Investing.com is a financial markets platform providing real-time data, quotes, charts, financial tools, breaking news and analysis across 250 exchanges around the world in 44…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 5 | 494 contacts → | ||||
Exact match “At Webull, we believe that everyone should have an equal opportunity to control their own financial future.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 6 | 456 contacts → | ||||
Exact match “Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 7 | 453 contacts → | ||||
Exact match “William O’Neil India is part of the O’Neil companies, a family of businesses dedicated to providing industry-leading financial services and information.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 8 | 295 contacts → | ||||
Exact match “Infront is a leading European fintech in the wealth management and trading spaces.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 9 | 265 contacts → | ||||
Exact match “Thndr is a digital investment platform that is designed to simplify investing.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 10 | 252 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 · Oct 20, 2026 · View company records in RevenueBase | |||||
| 11 | 221 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 · Oct 20, 2026 · View company records in RevenueBase | |||||
| 12 | 218 contacts → | ||||
Exact match “Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 13 | 212 contacts → | ||||
Exact match “At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 14 | 204 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 · Oct 20, 2026 · View company records in RevenueBase | |||||
| 15 | 202 contacts → | ||||
Exact match “At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 16 | 182 contacts → | ||||
Exact match “StockEdge Fintech Private Limited (formerly known as Kredent Infoedge Private Limited).” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 17 | 177 contacts → | ||||
Exact match “Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 18 | 172 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 · Oct 20, 2026 · View company records in RevenueBase | |||||
| 19 | 156 contacts → | ||||
Exact match “Coremont provides complete support of the investment management lifecycle.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 20 | 152 contacts → | ||||
Exact match “MarketWise is a collection of dynamic companies offering our customers a diverse and comprehensive portfolio of independent investment recommendations, strategies, and tools…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 21 | 150 contacts → | ||||
Exact match “Synaptic is a leading data intelligence platform for private investors – supporting multiple stages of the investment process from deal sourcing to portfolio management.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 22 | 147 contacts → | ||||
Exact match “QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 23 | 139 contacts → | ||||
Exact match “Welcome to United Traders – a Better Place for Financial Traders!” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 24 | 131 contacts → | ||||
Exact match “BridgeWise is a global leader in investment intelligence, with a mission to bridge gaps in the capital markets by making investment opportunities accessible to everyone…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 25 | 121 contacts → | ||||
Exact match “Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Recorded in the RevenueBase company graph · Oct 20, 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 tracking 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 1,201 portfolio tracking software companies worldwide
See the full list, filter by size, metro and specialty, and access 11,037 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio tracking software companies worldwide at a glance
As of Oct 20, 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 tracking software companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “portfolio tracking 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 11,037 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 October 20, 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 tracking software companies by location
9 lists · largest firstEvery Portfolio tracking software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Portfolio tracking software companies based in the United States248
- Portfolio tracking software companies based in India121
- Portfolio tracking software companies based in the United Kingdom55
- Portfolio tracking software companies based in Canada38
- Portfolio tracking software companies based in Brazil34
- Portfolio tracking software companies based in France33
- Portfolio tracking software companies based in Germany31
Cities
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “portfolio tracking software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio tracking software companies are there worldwide?
RevenueBase identified 1,201 company matches for portfolio tracking software companies worldwide as of October 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 tracking software companies?
The United States leads with 248 companies, followed by India (121) and the United Kingdom (55). Every portfolio tracking software companies list by country and city is linked on this page.
Which city has the most portfolio tracking software companies?
London leads with 41 company records, followed by New York (37) and Bangalore (24).
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 11,037 professional contacts with verified work emails tracked across these 1,201 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 October 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,201 portfolio tracking 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 tracking 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 1,201 matching company records for portfolio tracking software companies worldwide, with 31,181 tracked contacts and 11,037 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: October 20, 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 tracking software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Factsetfactset.comHQ: Norwalk, CT, United StatesReported employees: 10001+ | Norwalk, CT, United States | 10001+ | Exact match | 13,864 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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Addeparaddepar.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,420 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Nelogicanelogica.com.brHQ: Porto Alegre, BrazilReported employees: 501-1,000 | Porto Alegre, Brazil | 501-1,000 | Exact match | 721 contacts → |
“Nelogica was born from the dream of two computer scientists passionate about the financial market and the world of technology, who decided to bring these two universes together to…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  investing.cominvesting.comHQ: Nicosia, CyprusReported employees: 201-500 | Nicosia, Cyprus | 201-500 | Exact match | 574 contacts → |
“Investing.com is a financial markets platform providing real-time data, quotes, charts, financial tools, breaking news and analysis across 250 exchanges around the world in 44…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Webull Financialwebull.comHQ: St Petersburg, FL, RussiaReported employees: 51-200 | St Petersburg, FL, Russia | 51-200 | Exact match | 494 contacts → |
“At Webull, we believe that everyone should have an equal opportunity to control their own financial future.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Publicpublic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 456 contacts → |
“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | William O'neil Indiawilliamoneilindia.com HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 453 contacts → |
“William O’Neil India is part of the O’Neil companies, a family of businesses dedicated to providing industry-leading financial services and information.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Infrontinfront.coHQ: Oslo, NorwayReported employees: 501-1,000 | Oslo, Norway | 501-1,000 | Exact match | 295 contacts → |
“Infront is a leading European fintech in the wealth management and trading spaces.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | THNDRthndr.app HQ: Cairo, EgyptReported employees: 51-200 | Cairo, Egypt | 51-200 | Exact match | 265 contacts → |
“Thndr is a digital investment platform that is designed to simplify investing.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Lseg Toratora.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 252 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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Trading Centraltradingcentral.comHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 221 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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Tastytradetastytrade.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 218 contacts → |
“Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Investor's Business Dailyinvestors.comHQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 212 contacts → |
“At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Ychartsycharts.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 204 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Forinvestforinvest.comHQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 202 contacts → |
“At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Stockedgestockedge.comHQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 182 contacts → |
“StockEdge Fintech Private Limited (formerly known as Kredent Infoedge Private Limited).” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Chronographchronograph.peHQ: Brooklyn, United StatesReported employees: 51-200 | Brooklyn, United States | 51-200 | Exact match | 177 contacts → |
“Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Quantumquantumfinance.com.brHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 172 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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Coremontcoremont.comHQ: West End, United KingdomReported employees: 201-500 | West End, United Kingdom | 201-500 | Exact match | 156 contacts → |
“Coremont provides complete support of the investment management lifecycle.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Marketwisemarketwise.com HQ: Baltimore, MD, United StatesReported employees: 501-1,000 | Baltimore, MD, United States | 501-1,000 | Exact match | 152 contacts → |
“MarketWise is a collection of dynamic companies offering our customers a diverse and comprehensive portfolio of independent investment recommendations, strategies, and tools…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Synapticsynaptic.comHQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 150 contacts → |
“Synaptic is a leading data intelligence platform for private investors – supporting multiple stages of the investment process from deal sourcing to portfolio management.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  QPLIXqplix.comHQ: Munich, GermanyReported employees: 51-200 | Munich, Germany | 51-200 | Exact match | 147 contacts → |
“QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | United Tradersunitedtraders.com HQ: Moscow, RussiaReported employees: 51-200 | Moscow, Russia | 51-200 | Exact match | 139 contacts → |
“Welcome to United Traders – a Better Place for Financial Traders!” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Bridgewisebridgewise.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 131 contacts → |
“BridgeWise is a global leader in investment intelligence, with a mission to bridge gaps in the capital markets by making investment opportunities accessible to everyone…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Landytechlandytech.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 121 contacts → |
“Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,201 company matches
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Portfolio tracking software companies: dataset insights
October 20, 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
1,198 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 1,201 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: October 20, 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 tracking software companies by location
9 lists · largest firstEvery Portfolio tracking software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Portfolio tracking software companies based in the United States248
- Portfolio tracking software companies based in India121
- Portfolio tracking software companies based in the United Kingdom55
- Portfolio tracking software companies based in Canada38
- Portfolio tracking software companies based in Brazil34
- Portfolio tracking software companies based in France33
- Portfolio tracking software companies based in Germany31
Cities
Questions about this company list
What does Exact match mean for portfolio tracking 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 tracking software companies did RevenueBase find worldwide?
The saved snapshot records 1,201 matching company records, 31,181 tracked contacts and 11,037 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: October 20, 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.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 portfolio tracking software companies worldwide. Snapshot: October 20, 2026. https://revenuebase.ai/companies/browse/portfolio-tracking-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 tracking software companies worldwide
RevenueBase records 1,201 matching company records for portfolio tracking software companies worldwide, with 31,181 tracked contacts and 11,037 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: October 20, 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 tracking software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Factsetfactset.com HQ: Norwalk, CT, United StatesReported employees: 10001+ | Norwalk, CT, United States | 10001+ | Exact match | 13,864 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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Addeparaddepar.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,420 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Nelogicanelogica.com.br HQ: Porto Alegre, BrazilReported employees: 501-1,000 | Porto Alegre, Brazil | 501-1,000 | Exact match | 721 contacts → |
“Nelogica was born from the dream of two computer scientists passionate about the financial market and the world of technology, who decided to bring these two universes together to…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | investing.cominvesting.com HQ: Nicosia, CyprusReported employees: 201-500 | Nicosia, Cyprus | 201-500 | Exact match | 574 contacts → |
“Investing.com is a financial markets platform providing real-time data, quotes, charts, financial tools, breaking news and analysis across 250 exchanges around the world in 44…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Webull Financialwebull.com HQ: St Petersburg, FL, RussiaReported employees: 51-200 | St Petersburg, FL, Russia | 51-200 | Exact match | 494 contacts → |
“At Webull, we believe that everyone should have an equal opportunity to control their own financial future.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Publicpublic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 456 contacts → |
“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | William O'neil Indiawilliamoneilindia.com HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 453 contacts → |
“William O’Neil India is part of the O’Neil companies, a family of businesses dedicated to providing industry-leading financial services and information.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Infrontinfront.co HQ: Oslo, NorwayReported employees: 501-1,000 | Oslo, Norway | 501-1,000 | Exact match | 295 contacts → |
“Infront is a leading European fintech in the wealth management and trading spaces.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | THNDRthndr.app HQ: Cairo, EgyptReported employees: 51-200 | Cairo, Egypt | 51-200 | Exact match | 265 contacts → |
“Thndr is a digital investment platform that is designed to simplify investing.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Lseg Toratora.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 252 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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Trading Centraltradingcentral.com HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 221 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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Tastytradetastytrade.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 218 contacts → |
“Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Investor's Business Dailyinvestors.com HQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 212 contacts → |
“At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ychartsycharts.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 204 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Forinvestforinvest.com HQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 202 contacts → |
“At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Stockedgestockedge.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 182 contacts → |
“StockEdge Fintech Private Limited (formerly known as Kredent Infoedge Private Limited).” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Chronographchronograph.pe HQ: Brooklyn, United StatesReported employees: 51-200 | Brooklyn, United States | 51-200 | Exact match | 177 contacts → |
“Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Quantumquantumfinance.com.br HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 172 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 · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Coremontcoremont.com HQ: West End, United KingdomReported employees: 201-500 | West End, United Kingdom | 201-500 | Exact match | 156 contacts → |
“Coremont provides complete support of the investment management lifecycle.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Marketwisemarketwise.com HQ: Baltimore, MD, United StatesReported employees: 501-1,000 | Baltimore, MD, United States | 501-1,000 | Exact match | 152 contacts → |
“MarketWise is a collection of dynamic companies offering our customers a diverse and comprehensive portfolio of independent investment recommendations, strategies, and tools…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Synapticsynaptic.com HQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 150 contacts → |
“Synaptic is a leading data intelligence platform for private investors – supporting multiple stages of the investment process from deal sourcing to portfolio management.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | QPLIXqplix.com HQ: Munich, GermanyReported employees: 51-200 | Munich, Germany | 51-200 | Exact match | 147 contacts → |
“QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | United Tradersunitedtraders.com HQ: Moscow, RussiaReported employees: 51-200 | Moscow, Russia | 51-200 | Exact match | 139 contacts → |
“Welcome to United Traders – a Better Place for Financial Traders!” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Bridgewisebridgewise.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 131 contacts → |
“BridgeWise is a global leader in investment intelligence, with a mission to bridge gaps in the capital markets by making investment opportunities accessible to everyone…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Landytechlandytech.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 121 contacts → |
“Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,201 company matches
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Portfolio tracking software companies: dataset insights
October 20, 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
1,198 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 1,201 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: October 20, 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 tracking software companies by location
9 lists · largest firstEvery Portfolio tracking software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Portfolio tracking software companies based in the United States248
- Portfolio tracking software companies based in India121
- Portfolio tracking software companies based in the United Kingdom55
- Portfolio tracking software companies based in Canada38
- Portfolio tracking software companies based in Brazil34
- Portfolio tracking software companies based in France33
- Portfolio tracking software companies based in Germany31
Cities
Questions about this company list
What does Exact match mean for portfolio tracking 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 tracking software companies did RevenueBase find worldwide?
The saved snapshot records 1,201 matching company records, 31,181 tracked contacts and 11,037 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: October 20, 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 tracking software companies worldwide. Snapshot: October 20, 2026. https://revenuebase.ai/companies/browse/portfolio-tracking-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗