Company lists · Data refreshed September 2026

Top 25 Investment management software providers based in the United States

Name: Investment management software providers based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 472 companies tracked

RevenueBase identified 472 investment management software providers headquartered in the United States as of September 2026 and tracks 24,377 professional contacts across them, including 10,545 with verified work emails and 9,352 with mobile numbers. New York is the largest hub.

This list covers investment management software providers 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 2026.

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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

472Companies

24,377Contacts tracked

10,545Verified emails

9,352Mobile numbers

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

Ranked by team size

Top 25 of 472 investment management software providers based in the United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment management software providers: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	DST SystemsIndirect evidence	Windsor, CT, United StatesHQ checked Sep 4, 2026	10001+	3,032
	“DST Systems, Inc.” Source: company website · checked Sep 4, 2026
2	EnvestnetIndirect evidence	Berwyn, PA, United StatesHQ checked Sep 4, 2026	1,001-5,000	2,779
	“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Source: company website · checked Sep 4, 2026
3	Ss&c AdventPartial evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	1,001-5,000	1,386
	“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: company website · checked Sep 4, 2026
4	Waddell & ReedStrong evidence	Shawnee Mission, KS, United StatesHQ checked Sep 4, 2026	1,001-5,000	1,112
	“On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Source: company website · checked Sep 4, 2026
5	ORIONPartial evidence	Omaha, KY, United StatesHQ checked Sep 4, 2026	1,001-5,000	1,037
	“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: company website · checked Sep 4, 2026
6	AssetmarkIndirect evidence	Concord, CA, United StatesHQ checked Sep 4, 2026	501-1,000	973
	“AssetMark, Inc.” Source: company website · checked Sep 4, 2026
7	ConfluenceStrong evidence	Pittsburgh, PA, United StatesHQ checked Sep 4, 2026	501-1,000	709
	“Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Source: company website · checked Sep 4, 2026
8	BetanxtPartial evidence	New York, NC, United StatesHQ checked Sep 4, 2026	501-1,000	624
	“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: company website · checked Sep 4, 2026
9	Emoney AdvisorIndirect evidence	Radnor, PA, United StatesHQ checked Sep 4, 2026	501-1,000	612
	“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: company website · checked Sep 4, 2026
10	Allvue SystemsPartial evidence	Coral Gables, IL, United StatesHQ checked Sep 4, 2026	501-1,000	611
	“Allvue Systems is a recognized leader of cloud-based technology, data, and services solutions for alternative investment managers in the private capital markets.” Source: company website · checked Sep 4, 2026
11	AltruistIndirect evidence	Culver City, CA, United StatesHQ checked Sep 4, 2026	201-500	585
	“Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients.” Source: company website · checked Sep 4, 2026
12	Eton Solutions LPPartial evidence	Morrisville, NC, United StatesHQ checked Sep 4, 2026	201-500	473
	“Eton Solutions is an ERP software product (AtlasFive and EtonAI) and services company founded to handle the complexities of servicing Family Offices, Wealth Owners, RIAs, Business…” Source: company website · checked Sep 4, 2026
13	Dynamo SoftwareIndirect evidence	Watertown, MA, United StatesHQ checked Sep 4, 2026	201-500	436
	“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: company website · checked Sep 4, 2026
14	VestmarkIndirect evidence	Wakefield, MA, United StatesHQ checked Sep 4, 2026	201-500	425
	“Headquartered outside of Boston, Mass.” Source: company website · checked Sep 4, 2026
15	CAISPartial evidence	New York, NY, United StatesHQ checked Sep 4, 2026	201-500	370
	“CAIS is the leading alternative investment platform for independent financial advisors.” Source: company website · checked Sep 4, 2026
16	Fi-TekPartial evidence	Edison, MI, United StatesHQ checked Sep 4, 2026	201-500	221
	“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: company website · checked Sep 4, 2026
17	HOC INCPartial evidence	New York, NY, United StatesHQ checked Sep 4, 2026	51-200	217
	“HOC, founded in 2001, specializes in building software for the energy trading and financial services sectors.” Source: company website · checked Sep 4, 2026
18	Sterling Capital Management LLCPartial evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	51-200	216
	“Sterling Capital Management LLC, founded in 1970 and headquartered in Charlotte, NC, is an indirect, wholly-owned asset manager subsidiary of Guardian Capital Group Limited…” Source: company website · checked Sep 4, 2026
19	YchartsStrong evidence	Chicago, NY, United StatesHQ checked Sep 4, 2026	51-200	180
	“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: company website · checked Sep 4, 2026
20	NitrogenPartial evidence	Auburn, CA, United StatesHQ checked Sep 4, 2026	201-500	178
	“Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Source: company website · checked Sep 4, 2026
21	Stavtar SolutionsPartial evidence	New York, NY, United StatesHQ checked Sep 4, 2026	51-200	162
	“Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Source: company website · checked Sep 4, 2026
22	ChronographIndirect evidence	Brooklyn, United StatesHQ checked Sep 4, 2026	51-200	159
	“Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.” Source: company website · checked Sep 4, 2026
23	RightcapitalPartial evidence	Shelton, CT, United StatesHQ checked Sep 4, 2026	51-200	148
	“RightCapital is financial planning software done right.” Source: company website · checked Sep 4, 2026
24	Meeder Investment ManagementStrong evidence	Dublin, OH, United StatesHQ checked Sep 4, 2026	51-200	144
	“Meeder Investment Management has helped clients successfully reach their financial goals since 1974.” Source: company website · checked Sep 4, 2026
25	GeowealthStrong evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	51-200	140
	“GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Source: company website · checked Sep 4, 2026

Showing 25 of 472 investment management software providers based in the United States

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

As of Sep 4, 2026

11-50Median size (employees)

New YorkLargest hub · 59 HQs

9,352Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

221

11-50

146

51-200

201-500

501-1,000

1,001-5,000

10001+

Verified emails by last verification

0–30

31–60

927

61–90

5,691

90–180

3,875

180+

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 providers, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 providers”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment management software providers, 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 an evidence 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, 10,545 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 4, 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 providers by metro

Investment management software providers in New York59

Frequently asked

How many investment management software providers are there based in the United States?

RevenueBase identified 472 investment management software providers 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 investment management software providers?

New York leads with 59 headquartered companies, followed by San Francisco (20) and Boston (17).

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 10,545 verified decision-maker contacts tracked across these 472 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 4, 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 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.