Company lists · Data refreshed September 2026

Top 25 Investment performance analytics companies based in the United States

Name: Investment performance analytics 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 326 companies tracked

RevenueBase identified 326 investment performance analytics companies headquartered in the United States as of September 2026 and tracks 84,628 professional contacts across them, including 37,790 with verified work emails. New York is the largest hub.

This list covers investment performance analytics 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

326Companies

84,628Contacts tracked

37,790Verified emails

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The 25 largest investment performance analytics companies based in the United States

Ranked by team size

Top 25 of 326 investment performance analytics 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 performance analytics 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	State Street	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	10001+	41,744 contacts →
	Strong evidence “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Source: RevenueBase Database · checked Sep 28, 2026
2	Factset	Partial evidence	Norwalk, CT, United StatesHQ checked Sep 28, 2026	10001+	13,385 contacts →
	Partial evidence “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Source: RevenueBase Database · checked Sep 28, 2026
3	Morningstar	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	10001+	11,150 contacts →
	Indirect evidence “Morningstar, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
4	Msci INC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	7,504 contacts →
	Partial evidence “MSCI is a leading provider of critical decision support tools and services for the global investment community.” Source: RevenueBase Database · checked Sep 28, 2026
5	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
6	Addepar	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 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 28, 2026
7	Loomis, Sayles & Company	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	501-1,000	1,010 contacts →
	Partial evidence “For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Source: RevenueBase Database · checked Sep 28, 2026
8	Enfusion NOW Cwan	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	5,001-10,000	818 contacts →
	Strong evidence “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Source: RevenueBase Database · checked Sep 28, 2026
9	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
10	RIMES	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 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 28, 2026
11	Hartford Investment Management Co. Himco	Partial evidence	Hartford, CT, United StatesHQ checked Sep 28, 2026	201-500	312 contacts →
	Partial evidence “Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Source: RevenueBase Database · checked Sep 28, 2026
12	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
13	First Rate, INC	Partial evidence	Arlington, TX, United StatesHQ checked Sep 28, 2026	51-200	204 contacts →
	Partial evidence “First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments.” Source: RevenueBase Database · checked Sep 28, 2026
14	Ycharts	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	183 contacts →
	Partial 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
15	Arcana	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	175 contacts →
	Partial evidence “Arcana enables institutional investors to understand their portfolio risks, decompose single stock & book performance, drill into crowding, and isolate their idiosyncratic…” Source: RevenueBase Database · checked Sep 28, 2026
16	Activeviam	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	51-200	166 contacts →
	Partial evidence “ActiveViam is a fast-growing financial data analytics solution provider.” Source: RevenueBase Database · checked Sep 28, 2026
17	Chronograph	Partial evidence	Brooklyn, United StatesHQ checked Sep 28, 2026	51-200	157 contacts →
	Partial evidence “Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.” Source: RevenueBase Database · checked Sep 28, 2026
18	Nasdaq Evestment	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	5,001-10,000	156 contacts →
	Strong evidence “Nasdaq eVestment provides institutional investment data, analytics and market intelligence covering public and private markets.” Source: RevenueBase Database · checked Sep 28, 2026
19	Solovis	Partial evidence	Irving, TX, United StatesHQ checked Sep 28, 2026	201-500	122 contacts →
	Partial evidence “Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Source: RevenueBase Database · checked Sep 28, 2026
20	Backstop Solutions Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	119 contacts →
	Partial evidence “ION Analytics, a leader in services, data, and predictive capabilities for global capital markets, acquired Backstop in late 2021 with a shared desire to help clients break down…” Source: RevenueBase Database · checked Sep 28, 2026
21	Eagle Asset Management	Partial evidence	Saint Petersburg, FL, United StatesHQ checked Sep 28, 2026	51-200	91 contacts →
	Partial evidence “Eagle Asset Management, an affiliate of Raymond James Investment Management, combines the exceptional insight and agility of individual investment teams with the strength and…” Source: RevenueBase Database · checked Sep 28, 2026
22	NED Davis Research	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 28, 2026	51-200	82 contacts →
	Partial evidence “Founded in 1980, Ned Davis Research Group is an independent investment research firm with over 1,100 institutional clients in over three dozen countries.” Source: RevenueBase Database · checked Sep 28, 2026
23	Jacobi	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	75 contacts →
	Partial evidence “Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.” Source: RevenueBase Database · checked Sep 28, 2026
24	Equity Data Science EDS	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	73 contacts →
	Partial 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 28, 2026
25	Dasseti	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	72 contacts →
	Partial evidence “At Dasseti, our mission is to revolutionize investment data management by seamlessly integrating AI, automation, and human insight.” 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 performance analytics 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 performance analytics companies.
Partial evidence: Its own public description names part of investment performance analytics companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment performance analytics 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 326 investment performance analytics companies based in the United States

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Investment performance analytics companies based in the United States at a glance

As of Sep 28, 2026

44.7%Verified-email coverage

259.6Average contacts per company

1-10Median size (employees)

19.3%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

166

11-50

112

51-200

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 326 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 performance analytics 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 performance analytics 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 performance analytics 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 performance analytics 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, 37,790 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 performance analytics companies by metro

Investment performance analytics companies in New York63

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 performance analytics 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 performance analytics companies are there based in the United States?

RevenueBase identified 326 investment performance analytics 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?

State Street, headquartered in Boston, tops this list with the largest team on record.

Which city has the most investment performance analytics companies?

New York leads with 63 headquartered companies, followed by Boston (19) and San Francisco (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 37,790 verified decision-maker contacts tracked across these 326 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.