Company lists · Data refreshed September 2026

Top 25 Fund administration platforms based in the United States

Name: Fund administration platforms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 201 companies tracked

RevenueBase identified 201 fund administration platforms headquartered in the United States as of September 2026 and tracks 23,865 professional contacts across them, including 9,126 with verified work emails. New York is the largest hub.

This list covers fund administration platforms headquartered in the United States, 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 28, 2026.

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 28, 2026 86% judged on-target in blind review

201Companies

23,865Contacts tracked

9,126Verified emails

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The 25 largest fund administration platforms based in the United States

Ranked by team size

Top 25 of 201 fund administration platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to fund administration platforms: 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	DST Systems	Indirect evidence	Windsor, CT, United StatesHQ checked Sep 28, 2026	10001+	3,035 contacts →
	Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
2	Donnelley Financial Solutions Dfin	Indirect evidence	Lancaster, PA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,740 contacts →
	Indirect evidence “DFIN is the leading global provider of compliance and regulatory software and services, fueling end-to-end investment company regulatory compliance needs, complex capital markets…” Source: RevenueBase Database · checked Sep 28, 2026
3	Hedgeserv	Strong evidence	Dallas, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,717 contacts →
	Strong evidence “At HedgeServ, we’re redefining what’s possible in fund administration.” Source: RevenueBase Database · checked Sep 28, 2026
4	GEN II Fund Services	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,583 contacts →
	Strong evidence “Gen II is a leading independent tech-enabled fund administration provider for private capital asset managers and investors.” Source: RevenueBase Database · checked Sep 28, 2026
5	Ss&c Advent	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 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 28, 2026
6	NAV Fund Services	Partial evidence	Oakbrook Terrace, IL, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,168 contacts →
	Partial evidence “Founded in 1991, NAV Fund Services is a privately owned fund administrator recognized for its innovative proprietary technology and award-winning solutions for multiple fund…” Source: RevenueBase Database · checked Sep 28, 2026
7	Charles River Development	Indirect evidence	Burlington, MA, United StatesHQ checked Sep 28, 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 28, 2026
8	Enfusion NOW Cwan	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	5,001-10,000	818 contacts →
	Partial evidence “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Source: RevenueBase Database · checked Sep 28, 2026
9	Confluence	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 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 28, 2026
10	Formidium	Partial evidence	Downers Grove, IL, United StatesHQ checked Sep 28, 2026	201-500	660 contacts →
	Partial evidence “Formidium is a leading global fund administrator specializing in alternative investment funds.” Source: RevenueBase Database · checked Sep 28, 2026
11	Ultimus Fund Solutions	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	1,001-5,000	574 contacts →
	Partial evidence “775+B AUA \| 450+ Clients \| 2,500+ Investment Funds or Accounts \| 1,200+ Employees \| 8 Offices Ultimus Fund Solutions is a leading provider of full-service tech-enhanced fund…” Source: RevenueBase Database · checked Sep 28, 2026
12	HC Global Fund Services, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	501-1,000	537 contacts →
	Partial evidence “HC Global was founded in 2008 and is built by six principals who average over 20 years of experience as Big 4 auditors, fund administrators, and buy-side finance and operations…” Source: RevenueBase Database · checked Sep 28, 2026
13	Dynamo Software	Partial evidence	Watertown, MA, United StatesHQ checked Sep 28, 2026	201-500	440 contacts →
	Partial evidence “Since 1998, the Dynamo team and its Client Services and Support organization have worked alongside fund managers, institutional investors, and service providers to identify and…” Source: RevenueBase Database · checked Sep 28, 2026
14	Nirvana Solutions	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	330 contacts →
	Indirect evidence “We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Source: RevenueBase Database · checked Sep 28, 2026
15	Pontera	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	328 contacts →
	Indirect evidence “Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Source: RevenueBase Database · checked Sep 28, 2026
16	Princeton Financial Systems	Indirect evidence	Princeton, NJ, United StatesHQ checked Sep 28, 2026	201-500	281 contacts →
	Indirect 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 28, 2026
17	Fi-Tek	Indirect evidence	Edison, NJ, United StatesHQ checked Sep 28, 2026	201-500	221 contacts →
	Indirect evidence “Fi-Tek is a premier financial technology company with industry leading product solutions catering to the entire lifecycle of Wealth Management and complex Investor Accounting…” Source: RevenueBase Database · checked Sep 28, 2026
18	Stone Coast Fund Services	Strong evidence	Portland, ME, United StatesHQ checked Sep 28, 2026	201-500	220 contacts →
	Strong evidence “Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Source: RevenueBase Database · checked Sep 28, 2026
19	Stavtar Solutions	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	163 contacts →
	Indirect evidence “Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Source: RevenueBase Database · checked Sep 28, 2026
20	Apex Group LTD Americas	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	163 contacts →
	Indirect evidence “We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial…” Source: RevenueBase Database · checked Sep 28, 2026
21	Cheetah	Indirect evidence	Muncie, IN, United StatesHQ checked Sep 28, 2026	201-500	115 contacts →
	Indirect evidence “Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Source: RevenueBase Database · checked Sep 28, 2026
22	Advyzon	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	108 contacts →
	Indirect evidence “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Source: RevenueBase Database · checked Sep 28, 2026
23	Alphacentrix	Partial evidence	Jersey City, NJ, United StatesHQ checked Sep 28, 2026	51-200	106 contacts →
	Partial evidence “AlphaCentrix provides operations and technology solutions to investment managers, fund administrators, and prime brokers.” Source: RevenueBase Database · checked Sep 28, 2026
24	Smartx Advisory Solutions	Partial evidence	West Palm Beach, FL, United StatesHQ checked Sep 28, 2026	51-200	100 contacts →
	Partial evidence “SMArtX Advisory Solutions offers a cloud-native managed accounts platform designed to support the evolving needs of financial institutions.” Source: RevenueBase Database · checked Sep 28, 2026
25	Asset Vantage	Indirect evidence	Stamford, CT, United StatesHQ checked Sep 28, 2026	51-200	96 contacts →
	Indirect evidence “Asset Vantage was founded in 2011 by a family office of a technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to…” Source: RevenueBase Database · checked Sep 28, 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: fund administration platforms. 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 fund administration platforms.
Partial evidence: Its own public description names part of fund administration platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fund administration platforms. 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 201 fund administration platforms based in the United States

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Fund administration platforms based in the United States at a glance

As of Sep 28, 2026

38.2%Verified-email coverage

118.7Average contacts per company

11-50Median size (employees)

16.9%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 201 companies.

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 fund administration platforms, 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.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “fund administration platforms”. 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 fund administration platforms), 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 fund administration platforms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
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, 9,126 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 28, 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.

Fund administration platforms by metro

Fund administration platforms in New York34

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 fund administration platforms, 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 fund administration platforms are there based in the United States?

RevenueBase identified 201 fund administration platforms headquartered in the United States 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?

DST Systems, headquartered in Windsor, tops this list with the largest team on record.

Which city has the most fund administration platforms?

New York leads with 34 headquartered companies, followed by Dallas (8) and San Francisco (8).

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 9,126 verified decision-maker contacts tracked across these 201 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 28, 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.