Company lists · Data refreshed September 2026

Top 25 Investment management software providers based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 12, 2026 93 companies tracked

RevenueBase identified 93 investment management software providers headquartered in New York, United States as of September 2026 and tracks 7,161 professional contacts across them, including 4,299 with verified work emails and 2,324 with mobile numbers. Across the United States, New York is the largest hub for this category.

This list covers investment management software providers headquartered in New York, 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 12, 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 12, 2026 86% judged on-target in blind review

93Companies

7,161Contacts tracked

4,299Verified emails

2,324Mobile numbers

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The 25 largest investment management software providers based in New York, United States

Ranked by team size

Top 25 of 93 investment management software providers based in New York, United States, ranked by team size, largest first. Data refreshed Sep 12, 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	Icapital	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	1,001-5,000	2,016 contacts →
	Partial evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 12, 2026
2	Addepar	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	1,001-5,000	1,304 contacts →
	Partial evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 12, 2026
3	Betanxt	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	501-1,000	629 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 12, 2026
4	RIMES	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	201-500	466 contacts →
	Indirect evidence “Rimes provides the Intelligence Fabric for Capital Markets, a trusted data network and intelligence architecture that transforms fragmented data, operations and workflows into…” Source: RevenueBase Database · checked Sep 12, 2026
5	CAIS	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	201-500	377 contacts →
	Partial evidence “CAIS is the leading alternative investment platform for independent financial advisors.” Source: RevenueBase Database · checked Sep 12, 2026
6	Nirvana Solutions	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 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 12, 2026
7	HOC INC	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	51-200	216 contacts →
	Partial evidence “HOC, founded in 2001, specializes in building software for the energy trading and financial services sectors.” Source: RevenueBase Database · checked Sep 12, 2026
8	Stavtar Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 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 12, 2026
9	Analec	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	51-200	134 contacts →
	Partial evidence “ANALEC believes technology and software can go a long way to fight the structural decline facing full service broker-dealers and help them reset their business models to remain…” Source: RevenueBase Database · checked Sep 12, 2026
10	VISE	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	51-200	99 contacts →
	Indirect evidence “Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Source: RevenueBase Database · checked Sep 12, 2026
11	Masttro	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	51-200	91 contacts →
	Partial evidence “Masttro is the leading provider of wealth management technology.” Source: RevenueBase Database · checked Sep 12, 2026
12	Opto Investments	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	51-200	82 contacts →
	Partial evidence “Opto Investments ("Opto") is engineering the future of private markets so wealth managers can efficiently build, execute, and service white-labeled private investment vehicles -…” Source: RevenueBase Database · checked Sep 12, 2026
13	Bipsync	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	51-200	75 contacts →
	Partial evidence “Bipsync is an AI-powered investment workspace purpose-built for institutional investors.” Source: RevenueBase Database · checked Sep 12, 2026
14	Equity Data Science EDS	Strong evidence	New York, NY, United StatesHQ checked Sep 12, 2026	51-200	73 contacts →
	Strong evidence “Equity Data Science (EDS) is an investment process management (IPM) solutions provider that empowers many of the world's leading hedge funds and asset managers through greater…” Source: RevenueBase Database · checked Sep 12, 2026
15	Dasseti	Strong evidence	New York, NY, United StatesHQ checked Sep 12, 2026	51-200	72 contacts →
	Strong evidence “At Dasseti, our mission is to revolutionize investment data management by seamlessly integrating AI, automation, and human insight.” Source: RevenueBase Database · checked Sep 12, 2026
16	Verity	Strong evidence	New York, NY, United StatesHQ checked Sep 12, 2026	51-200	68 contacts →
	Strong evidence “Verity is a leading provider of research management software, data and analytics delivered through a comprehensive platform to provide best-in-class workflow, portfolio…” Source: RevenueBase Database · checked Sep 12, 2026
17	Koyfin	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	11-50	43 contacts →
	Indirect evidence “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Source: RevenueBase Database · checked Sep 12, 2026
18	Otcfin	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	11-50	42 contacts →
	Partial evidence “OTCFin is a financial technology company which provides integrated solutions to investment managers to help them better and more efficiently manage their portfolios.” Source: RevenueBase Database · checked Sep 12, 2026
19	Vidrio Financial	Strong evidence	New York, NY, United StatesHQ checked Sep 12, 2026	11-50	38 contacts →
	Strong evidence “Designed for institutional investors who allocate investments externally to hedge fund managers and private equity funds, our managed data services and software empower allocators…” Source: RevenueBase Database · checked Sep 12, 2026
20	Athena Systems	Partial evidence	New York, United StatesHQ checked Sep 12, 2026	11-50	36 contacts →
	Partial evidence “Athena is the only system on the market to provide unified Portfolio & Risk Management, Trading, Operations and Accounting, Pre-Trade, At-Trade, and Post-Trade Compliance…” Source: RevenueBase Database · checked Sep 12, 2026
21	Pave Finance	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	11-50	29 contacts →
	Indirect evidence “Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Source: RevenueBase Database · checked Sep 12, 2026
22	RIA In A BOX	Strong evidence	New York, NY, United StatesHQ checked Sep 12, 2026	201-500	22 contacts →
	Strong evidence “Comply RIA (formerly RIA in a Box) is the leading of compliance, cybersecurity, and operational software for wealth managers and investment organizations.” Source: RevenueBase Database · checked Sep 12, 2026
23	Bondwave	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	11-50	21 contacts →
	Indirect evidence “Founded in 2001, BondWave® is a financial technology firm specializing in fixed income solutions.” Source: RevenueBase Database · checked Sep 12, 2026
24	Thinkalpha	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	11-50	16 contacts →
	Partial evidence “THINKalpha is a forward-thinking investment technology platform that enables investors to generate ideas, test and refine investment thesis and execute their strategies.” Source: RevenueBase Database · checked Sep 12, 2026
25	Summa Financial Technology	Strong evidence	New York, NY, United StatesHQ checked Sep 12, 2026	11-50	15 contacts →
	Strong evidence “Summa Financial Technology is a leading innovator of next generation digital solutions for the investment management community.” Source: RevenueBase Database · checked Sep 12, 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 93 investment management software providers based in New York, United States

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Investment management software providers based in New York, United States at a glance

As of Sep 12, 2026

60.0%Verified-email coverage

32.5%Mobile-number coverage

77.0Average contacts per company

11-50Median size (employees)

Sep 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 15.0d

3,5960–30

67131–60

1861–90

690–180

8180+

Company record updated

Median 53.0d

00–30

4,16431–60

2,12561–90

51090–180

362180+

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 New York, 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 New York 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, 4,299 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 12, 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.

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 New York, United States?

RevenueBase identified 93 investment management software providers headquartered in New York, 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?

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

Which city in the United States has the most investment management software providers?

New York leads the United States 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 4,299 verified decision-maker contacts tracked across these 93 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 12, 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.