Company lists · Data refreshed September 2026

Top 25 Investment banking software companies based in the United States

Name: Investment banking software companies 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 771 companies tracked

RevenueBase identified 771 investment banking software companies headquartered in the United States as of September 2026 and tracks 64,228 professional contacts across them, including 27,076 with verified work emails. New York is the largest hub.

This list covers investment banking software companies 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

771Companies

64,228Contacts tracked

27,076Verified emails

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The 25 largest investment banking software companies based in the United States

Ranked by team size

Top 25 of 771 investment banking software companies 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 investment banking software 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	Broadridge	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	14,044 contacts →
	Indirect evidence “Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry…” Source: RevenueBase Database · checked Sep 28, 2026
2	Jefferies	Strong evidence	New York City, NY, United StatesHQ checked Sep 28, 2026	5,001-10,000	7,353 contacts →
	Strong evidence “Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management…” Source: RevenueBase Database · checked Sep 28, 2026
3	Houlihan Lokey	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	3,576 contacts →
	Partial evidence “Houlihan Lokey, Inc.(NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and…” Source: RevenueBase Database · checked Sep 28, 2026
4	FIS	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	10001+	3,272 contacts →
	Partial evidence “FIS stays ahead of how the world is evolving to power businesses, across merchants, banking and capital markets, to outpace today’s fast-changing competitive landscape and help…” Source: RevenueBase Database · checked Sep 28, 2026
5	Genpact Headstrong Capital Markets	Indirect evidence	Reston, VA, United StatesHQ checked Sep 28, 2026	10001+	3,109 contacts →
	Indirect evidence “Genpact Headstrong Capital Markets is a global consulting and IT services company with a specialized focus in capital markets.” Source: RevenueBase Database · checked Sep 28, 2026
6	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
7	Arcesium	Indirect evidence	New York City, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,637 contacts →
	Indirect evidence “Arcesium is a global financial technology company delivering front-to-back technology solutions for some of the world’s most sophisticated financial institutions, including hedge…” Source: RevenueBase Database · checked Sep 28, 2026
8	Lincoln International	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,489 contacts →
	Strong evidence “Lincoln International, Inc.(NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio…” Source: RevenueBase Database · checked Sep 28, 2026
9	PJT Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	1,420 contacts →
	Partial evidence “PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Source: RevenueBase Database · checked Sep 28, 2026
10	Ss&c Advent	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,389 contacts →
	Partial 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
11	Trading Technologies	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	201-500	1,236 contacts →
	Partial evidence “About Trading Technologies Trading Technologies is a Software-as-a-Service (SaaS) technology platform provider to the global capital markets industry.” Source: RevenueBase Database · checked Sep 28, 2026
12	Charles River Development	Partial evidence	Burlington, MA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,140 contacts →
	Partial 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
13	Chatham Financial	Indirect evidence	Kennett Square, PA, United StatesHQ checked Sep 28, 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 28, 2026
14	Confluence	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	501-1,000	712 contacts →
	Partial 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
15	Flextrade	Indirect evidence	Great Neck, NY, United StatesHQ checked Sep 28, 2026	501-1,000	682 contacts →
	Indirect evidence “For 30 years, FlexTrade Systems has delivered customized multi‑asset execution and order management trading solutions to buy‑ and sell‑side financial institutions worldwide.” Source: RevenueBase Database · checked Sep 28, 2026
16	Numerix	Partial evidence	New York City, NY, United StatesHQ checked Sep 28, 2026	201-500	478 contacts →
	Partial evidence “Since our founding in 1996, we have been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics and software that redefines pricing…” Source: RevenueBase Database · checked Sep 28, 2026
17	Instinet Incorporated	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	474 contacts →
	Indirect evidence “When Instinet gave birth to electronic trading in 1969, we were a small tech-focused start-up with a simple point of view: technology can bring great efficiency to the financial…” Source: RevenueBase Database · checked Sep 28, 2026
18	GCA	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	501-1,000	454 contacts →
	Partial evidence “GCA Advisors, LLC is the US business of GCA, a global investment bank that provides strategic M&A, capital markets and private funds advisory services to growth companies and…” Source: RevenueBase Database · checked Sep 28, 2026
19	Financial Technology Partners FT Partners	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	201-500	335 contacts →
	Strong evidence “Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector.” Source: RevenueBase Database · checked Sep 28, 2026
20	B. Riley Financial	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	296 contacts →
	Indirect evidence “About B.” Source: RevenueBase Database · checked Sep 28, 2026
21	TS Imagine	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	292 contacts →
	Indirect evidence “TS Imagine delivers a best-in-class SaaS platform for integrated electronic front-office trading, portfolio management, and financial risk management tools to the buy-side and…” Source: RevenueBase Database · checked Sep 28, 2026
22	Wolverine Trading	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	201-500	277 contacts →
	Indirect evidence “Wolverine is a diversified financial institution specializing in proprietary trading, asset management, order execution services, and technology solutions.” Source: RevenueBase Database · checked Sep 28, 2026
23	Roth Capital Partners	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	201-500	273 contacts →
	Partial evidence “ROTH Capital Partners is a relationship-driven investment bank focused on serving growth companies and their investors.” Source: RevenueBase Database · checked Sep 28, 2026
24	Vichara Technologies	Partial evidence	Fort Lee, NJ, United StatesHQ checked Sep 28, 2026	201-500	256 contacts →
	Partial evidence “Vichara powers the World’s Leading Asset Management Firms and Investment Banks.” Source: RevenueBase Database · checked Sep 28, 2026
25	Lab49	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	231 contacts →
	Indirect evidence “Lab49 is a specialist consultancy that designs and develops bespoke and innovative technology solutions in partnership with key participants in financial markets.” 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: investment banking software 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 investment banking software companies.
Partial evidence: Its own public description names part of investment banking software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment banking software 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 771 investment banking software companies based in the United States

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Investment banking software companies based in the United States at a glance

As of Sep 28, 2026

42.2%Verified-email coverage

83.3Average contacts per company

11-50Median size (employees)

24.1%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

304

11-50

311

51-200

105

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 771 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 investment banking software 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.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “investment banking software 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 investment banking software 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 investment banking software companies, 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, 27,076 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.

Investment banking software companies by metro

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 investment banking software 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 investment banking software companies are there based in the United States?

RevenueBase identified 771 investment banking software companies 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?

Broadridge, headquartered in New York, tops this list with the largest team on record.

Which city has the most investment banking software companies?

New York leads with 186 headquartered companies, followed by Chicago (38) and San Francisco (36).

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 27,076 verified decision-maker contacts tracked across these 771 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.