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, its RevenueBase Smart Search rating, 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 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 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. RevenueBase Smart Search rates how each company's information relates to investment management software providers: 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 4, 2026	10001+	3,032 contacts →
	Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 4, 2026
2	Envestnet	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 4, 2026	1,001-5,000	2,779 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 4, 2026
3	Ss&c Advent	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	1,001-5,000	1,386 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 4, 2026
4	Waddell & Reed	Strong evidence	Shawnee Mission, KS, United StatesHQ checked Sep 4, 2026	1,001-5,000	1,112 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 4, 2026
5	ORION	Partial evidence	Omaha, KY, United StatesHQ checked Sep 4, 2026	1,001-5,000	1,037 contacts →
	Partial evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 4, 2026
6	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 4, 2026	501-1,000	973 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 4, 2026
7	Confluence	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 4, 2026	501-1,000	709 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 4, 2026
8	Betanxt	Partial evidence	New York, NC, United StatesHQ checked Sep 4, 2026	501-1,000	624 contacts →
	Partial evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 4, 2026
9	Emoney Advisor	Indirect evidence	Radnor, PA, United StatesHQ checked Sep 4, 2026	501-1,000	612 contacts →
	Indirect evidence “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: RevenueBase Database · checked Sep 4, 2026
10	Allvue Systems	Partial evidence	Coral Gables, IL, United StatesHQ checked Sep 4, 2026	501-1,000	611 contacts →
	Partial evidence “Allvue Systems is a recognized leader of cloud-based technology, data, and services solutions for alternative investment managers in the private capital markets.” Source: RevenueBase Database · checked Sep 4, 2026
11	Altruist	Indirect evidence	Culver City, CA, United StatesHQ checked Sep 4, 2026	201-500	585 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 4, 2026
12	Eton Solutions LP	Partial evidence	Morrisville, NC, United StatesHQ checked Sep 4, 2026	201-500	473 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 4, 2026
13	Dynamo Software	Indirect evidence	Watertown, MA, United StatesHQ checked Sep 4, 2026	201-500	436 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 4, 2026
14	Vestmark	Indirect evidence	Wakefield, MA, United StatesHQ checked Sep 4, 2026	201-500	425 contacts →
	Indirect evidence “Headquartered outside of Boston, Mass.” Source: RevenueBase Database · checked Sep 4, 2026
15	CAIS	Partial evidence	New York, NY, United StatesHQ checked Sep 4, 2026	201-500	370 contacts →
	Partial evidence “CAIS is the leading alternative investment platform for independent financial advisors.” Source: RevenueBase Database · checked Sep 4, 2026
16	Fi-Tek	Partial evidence	Edison, MI, United StatesHQ checked Sep 4, 2026	201-500	221 contacts →
	Partial 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 4, 2026
17	HOC INC	Partial evidence	New York, NY, United StatesHQ checked Sep 4, 2026	51-200	217 contacts →
	Partial evidence “HOC, founded in 2001, specializes in building software for the energy trading and financial services sectors.” Source: RevenueBase Database · checked Sep 4, 2026
18	Sterling Capital Management LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 4, 2026	51-200	216 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 4, 2026
19	Ycharts	Strong evidence	Chicago, NY, United StatesHQ checked Sep 4, 2026	51-200	180 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 4, 2026
20	Nitrogen	Partial evidence	Auburn, CA, United StatesHQ checked Sep 4, 2026	201-500	178 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 4, 2026
21	Stavtar Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 4, 2026	51-200	162 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 4, 2026
22	Chronograph	Indirect evidence	Brooklyn, United StatesHQ checked Sep 4, 2026	51-200	159 contacts →
	Indirect evidence “Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.” Source: RevenueBase Database · checked Sep 4, 2026
23	Rightcapital	Partial evidence	Shelton, CT, United StatesHQ checked Sep 4, 2026	51-200	148 contacts →
	Partial evidence “RightCapital is financial planning software done right.” Source: RevenueBase Database · checked Sep 4, 2026
24	Meeder Investment Management	Strong evidence	Dublin, OH, United StatesHQ checked Sep 4, 2026	51-200	144 contacts →
	Strong evidence “Meeder Investment Management has helped clients successfully reach their financial goals since 1974.” Source: RevenueBase Database · checked Sep 4, 2026
25	Geowealth	Strong evidence	Chicago, IL, United StatesHQ checked Sep 4, 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 4, 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 providers. 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 providers.
Partial evidence: Its own public description names part of investment management software providers, 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 providers. 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 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

43.3%Verified-email coverage

38.4%Mobile-number coverage

51.6Average contacts per company

11-50Median size (employees)

12.5%Largest-city concentration · New York

Sep 4, 2026Page data refreshed

Companies by employee count

1-10

221

11-50

146

51-200

201-500

501-1,000

1,001-5,000

10001+

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

00–30

92731–60

5,69161–90

3,87590–180

52180+

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 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 providers”. 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 providers), 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 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 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, 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

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 providers, 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 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 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.