Company lists · Data refreshed September 2026
Top 25 Reporting software companies for investment firms worldwide
RevenueBase identified 224 reporting software companies for investment firms worldwide as of September 2026 and tracks 19,755 professional contacts across them, including 7,404 with verified work emails. The United States is the largest market and London the largest hub.
This list covers reporting software companies for investment firms worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026. Country and city lists for reporting software companies for investment firms 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.
The 25 largest reporting software companies for investment firms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 13,385 contacts → | ||||
Strong evidence “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 3,035 contacts → | ||||
Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 281 contacts → | ||||
Strong evidence “Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 209 contacts → | ||||
Indirect evidence “At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 204 contacts → | ||||
Partial evidence “First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 183 contacts → | ||||
Strong evidence “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 173 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 83 contacts → | ||||
Indirect evidence “At EFA, we specialise in helping each of our clients to manage financial data more effectively.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 82 contacts → | ||||
Partial evidence “En Mercap llevamos más de 30 años desarrollando software financiero de alta calidad para el análisis y administración de carteras.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 74 contacts → | ||||
Partial evidence “We build user friendly software, and fill it with unique data.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 68 contacts → | ||||
Strong evidence “For over two decades, we've been delivering cutting-edge financial analysis software solutions to investment professionals across brokerage houses, banks, and asset management…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 63 contacts → | ||||
Strong evidence “Founded in 2004, Amelkis is the editor of a reporting and consolidation solution that draws on the expertise of many specialists in the world of accounting, auditing and software…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 63 contacts → | ||||
Indirect evidence “Founded in and headquartered in Barbados, FundCount has offices in Boston, Toronto, Singapore, and Dubai.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 60 contacts → | ||||
Indirect evidence “Sermaye piyasalarına yönelik araştırma ve analiz yazılımları geliştiren şirketimiz, teknolojisinden aldığı güçle müşterilerine finansal analizlerinde hız ve kolaylık imkânı…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 54 contacts → | ||||
Partial evidence “Com mais de 27 anos de experiência no mercado financeiro, a Lydians se dedica a criar softwares que revolucionam a gestão financeira.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 54 contacts → | ||||
Partial evidence “Actlogica builds software for Wealth Management and Insurance industries.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 50 contacts → | ||||
Strong evidence “We are a software company in the field of finance and investment software.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 41 contacts → | ||||
Partial evidence “Rapper Software is a Dutch software developer specialized in products for the market of Asset Management and Portfolio Management.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 37 contacts → | ||||
Partial evidence “Profitbase is a software company that creates tailor-made digital solutions to increase the accuracy, speed, and efficiency of financial planning, execution, and analysis of…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 36 contacts → | ||||
Partial evidence “A ZAP Sistemas, fundada em desenvolve softwares de gestão para instituições financeiras (divisões ZAP, SIG e CFI), oferecendo produtos flexíveis, suporte técnico profissional e…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 33 contacts → | ||||
Indirect evidence “Modelity Technologies Inc.(since 2019 part of the LPA group) provides banks, insurance companies and other financial institutions with a flexible platform for financial modeling…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 33 contacts → | ||||
Strong evidence “Since Systemic has been at the forefront of developing innovative financial software and offering specialized services for investment and risk management.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 32 contacts → | ||||
Partial evidence “Valitana is dedicated to building intuitive, integrated, and customizable platforms for modern investment professionals.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 28 contacts → | ||||
Indirect evidence “Zonebourse.com est le leader de l'actualité financière auprès des investisseurs individuels.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 28 contacts → | ||||
Indirect evidence “NDEX Systems specializes in financial data and wealth management.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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: reporting software companies for investment firms. 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 reporting software companies for investment firms.
- Partial evidence
- Its own public description names part of reporting software companies for investment firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name reporting software companies for investment firms. 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 224 reporting software companies for investment firms worldwide
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Reporting software companies for investment firms worldwide at a glance
As of Sep 29, 2026Companies by employee count
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 reporting software companies for investment firms, 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 reporting software companies for investment firms are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “reporting software companies for investment firms”. 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 reporting software companies for investment firms), 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 reporting software companies for investment firms, 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, 7,404 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Reporting software companies for investment firms by location
1 lists · largest firstEvery Reporting software companies for investment firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
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 reporting software companies for investment firms, 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 reporting software companies for investment firms are there worldwide?
RevenueBase identified 224 reporting software companies for investment firms 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?
Factset, headquartered in Norwalk, tops this list with the largest team on record.
Which country has the most reporting software companies for investment firms?
The United States leads with 56 companies. Every reporting software companies for investment firms list by country and city is linked on this page.
Which city has the most reporting software companies for investment firms?
London leads with 15 headquartered companies, followed by Paris (7) and New York (6).
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 7,404 verified decision-maker contacts tracked across these 224 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.