Company lists · Data refreshed September 2026

Top 25 Investment management software consultants based in the United States

Name: Investment management software consultants 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 1,214 companies tracked

RevenueBase identified 1,214 investment management software consultants headquartered in the United States as of September 2026 and tracks 26,661 professional contacts across them, including 8,928 with verified work emails. New York is the largest hub.

This list covers investment management software consultants 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

1,214Companies

26,661Contacts tracked

8,928Verified emails

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The 25 largest investment management software consultants based in the United States

Ranked by team size

Top 25 of 1,214 investment management software consultants 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 management software consultants: 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	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
2	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
3	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
4	Indus Valley Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,345 contacts →
	Indirect evidence “Indus Valley Partners (IVP) is a leading global provider of enterprise-wide technology solutions, consulting, and digital-first managed services to 235+ top fund managers on the…” Source: RevenueBase Database · checked Sep 28, 2026
5	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
6	Confluence	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	501-1,000	712 contacts →
	Strong 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
7	Dynamo Software	Indirect evidence	Watertown, MA, United StatesHQ checked Sep 28, 2026	201-500	440 contacts →
	Indirect 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
8	E-Business International INC	Partial evidence	Monmouth Junction, NJ, United StatesHQ checked Sep 28, 2026	51-200	352 contacts →
	Partial evidence “e-Business International Inc is emerging as a leader in business analytics software and services, and it is the largest independent vendor in the business intelligence market.” Source: RevenueBase Database · checked Sep 28, 2026
9	Princeton Financial Systems	Strong evidence	Princeton, NJ, United StatesHQ checked Sep 28, 2026	201-500	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 28, 2026
10	Vichara Technologies	Strong evidence	Fort Lee, NJ, United StatesHQ checked Sep 28, 2026	201-500	256 contacts →
	Strong evidence “Vichara powers the World’s Leading Asset Management Firms and Investment Banks.” Source: RevenueBase Database · checked Sep 28, 2026
11	Bridgepoint Consulting	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	201-500	250 contacts →
	Partial evidence “Bridgepoint Consulting, an Addison Group company, is a leading management consulting firm that offers a full suite of services and solutions to help companies navigate the…” Source: RevenueBase Database · checked Sep 28, 2026
12	ZEN & ART	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	236 contacts →
	Indirect evidence “Zen & Art is a group of talented and experienced technologists and business practitioners who recognize the need for a simplistic approach amidst mass disruption.” Source: RevenueBase Database · checked Sep 28, 2026
13	Lab49	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	231 contacts →
	Partial 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
14	Nitrogen	Partial evidence	Auburn, CA, United StatesHQ checked Sep 28, 2026	201-500	189 contacts →
	Partial evidence “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Source: RevenueBase Database · checked Sep 28, 2026
15	Ycharts	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	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 28, 2026
16	Envestnet Tamarac	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 28, 2026	1,001-5,000	174 contacts →
	Indirect evidence “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Source: RevenueBase Database · checked Sep 28, 2026
17	SSI Consulting	Partial evidence	Vienna, VA, United StatesHQ checked Sep 28, 2026	201-500	165 contacts →
	Partial evidence “Since 1983 SSi Consulting has been helping our customers with accounting and ERP software selection, implementation, consulting, support, training and cloud services.” Source: RevenueBase Database · checked Sep 28, 2026
18	Itech AG	Indirect evidence	Arlington, VA, United StatesHQ checked Sep 28, 2026	201-500	163 contacts →
	Indirect evidence “iTech AG helps organizations streamline operations by transitioning legacy systems, processes, and workflows into modern platforms through innovative technology solutions.” Source: RevenueBase Database · checked Sep 28, 2026
19	Stavtar Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	163 contacts →
	Partial 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	Cedar Management Consulting International	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	155 contacts →
	Indirect evidence “Cedar is a global strategy consulting, research, & analytics firm with a 35-year track record & clients across multiple industry sectors.” Source: RevenueBase Database · checked Sep 28, 2026
21	Rightcapital	Partial evidence	Shelton, CT, United StatesHQ checked Sep 28, 2026	51-200	148 contacts →
	Partial evidence “RightCapital is financial planning software done right.” Source: RevenueBase Database · checked Sep 28, 2026
22	Soho Square Solutions	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	142 contacts →
	Strong evidence “Experts on financial regulatory & compliance, business analysis, project Implementation and delivery for Corporate and Investment Banking, Asset management clients Firm…” Source: RevenueBase Database · checked Sep 28, 2026
23	Geowealth	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	140 contacts →
	Strong evidence “GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Source: RevenueBase Database · checked Sep 28, 2026
24	Blytheco	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 28, 2026	51-200	133 contacts →
	Indirect evidence “For over 45 years, Blytheco has been the transformation partner of choice for over companies nationwide.” Source: RevenueBase Database · checked Sep 28, 2026
25	Vertical Relevance	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	129 contacts →
	Indirect evidence “Vertical Relevance is an industry-focused consulting firm with deep expertise in financial services and additional regulated industries.” 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 management software consultants. 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 management software consultants.
Partial evidence: Its own public description names part of investment management software consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management software consultants. 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 1,214 investment management software consultants based in the United States

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Investment management software consultants based in the United States at a glance

As of Sep 28, 2026

33.5%Verified-email coverage

22.0Average contacts per company

1-10Median size (employees)

12.4%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

729

11-50

319

51-200

127

201-500

501-1,000

1,001-5,000

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 1,214 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 management software consultants, 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 management software consultants”. 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 management software consultants), 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 management software consultants, 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, 8,928 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 management software consultants 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 management software consultants, 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 management software consultants are there based in the United States?

RevenueBase identified 1,214 investment management software consultants 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?

Genpact Headstrong Capital Markets, headquartered in Reston, tops this list with the largest team on record.

Which city has the most investment management software consultants?

New York leads with 150 headquartered companies, followed by Chicago (36) and Atlanta (28).

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 8,928 verified decision-maker contacts tracked across these 1,214 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.