Company lists · Data refreshed October 2026
Top 25 Investment portfolio accounting services based in the United States
RevenueBase identified 411 company matches for investment portfolio accounting services associated with the United States as of October 2026 and tracks 5,501 professional contacts across them, including 1,532 with verified work emails. New York is the largest hub.
This list covers company matches for investment portfolio accounting services associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 22, 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.
The 25 largest investment portfolio accounting services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 830 contacts → | ||||
Exact match “SS & C Eze is now part of SS & C Advent, the unified home for investment and alternative management technology-combining Eze's front-office expertise with Advent’s deep…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 2 | 281 contacts → | ||||
Exact match “Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 3 | 263 contacts → | ||||
Exact match “AGM's brokerage team is now a part of Lee & Associates.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 4 | 115 contacts → | ||||
Exact match “Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 5 | 111 contacts → | ||||
Exact match “Frankel Loughran Starr & Vallone LLP (FLSV), a premier accounting, tax advisory and compliance firm focused primarily in the financial services industry, was formed in 1995 by…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 6 | 105 contacts → | ||||
Exact match “Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 7 | 100 contacts → | ||||
Exact match “Asset Vantage was founded in 2011 by a family office of a technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 8 | 78 contacts → | ||||
Exact match “At Lucida, we are committed to illuminating financial possibilities and empowering our clients through exceptional accounting services.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 9 | 49 contacts → | ||||
Exact match “BURGHER HAGGARD is a boutique professional services firm providing three core services: Financial Administration, Consolidated Reporting, and Consulting.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 10 | 41 contacts → | ||||
Exact match “Reliant Fund Services, LLC (“RFS”) provides full administration and accounting solutions to middle-market Private Equity and Venture Capital Funds.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 11 | 40 contacts → | ||||
Exact match “Compass Rose Asset Management LP” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 12 | 39 contacts → | ||||
Exact match “Aquilance (formerly My Accountant) was founded to address the complex financial administration needs of families and individuals of wealth.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 13 | 32 contacts → | ||||
Exact match “Unify your front-to-back office workflows-from diligence to monitoring to actionable reporting.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 14 | 32 contacts → | ||||
Exact match “Mirador is now part of iCapital.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 15 | 28 contacts → | ||||
Exact match “Investment Metrics, a Confluence Company, is a leading global provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 16 | 27 contacts → | ||||
Exact match “Fleming Fund Services (FFS) is a registered CPA firm formed in Our goal is to provide high quality comprehensive accounting, administration, and advisory services in the…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 17 | 26 contacts → | ||||
Exact match “LICCAR is a full-service fund administrator and public accounting firm specializing in fund accounting, financial reporting, investor services, tax preparation, performance…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 18 | 25 contacts → | ||||
Exact match “Concord International Investments, L.P, a member subsidiary of the New York-based Concord Group, has been one of the leading managers of Egyptian equities in the world since 1994.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 19 | 25 contacts → | ||||
Exact match “Operose Advisors is dedicated to growing the Wealth, Knowledge and Professional Networks of the clients we serve.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 20 | 24 contacts → | ||||
Exact match “ACI is the leading provider of FinOp and regulatory reporting services for U.S.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 21 | 21 contacts → | ||||
Exact match “Alpha Creek Accounting is headquartered in the Atlanta, GA metro area, and has provided accounting services for over multifamily units across the country.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 22 | 20 contacts → | ||||
Exact match “CFO4Life offers individuals and businesses unparalleled service in investment portfolio management and financial planning.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 23 | 20 contacts → | ||||
Exact match “Strata Fund Solutions, LLC (Strata) formed in early 2008 with three founding members.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 24 | 19 contacts → | ||||
Exact match “GreenHill strives to help wealth management companies focus on what they do best by becoming their investment and performance reporting partner.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 25 | 18 contacts → | ||||
Exact match “Insight Wealth Group works with a select group of high net worth investors to provide a holistic approach to wealth management.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “investment portfolio accounting services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 411 investment portfolio accounting services based in the United States
See the full list, filter by size, metro and specialty, and access 1,532 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment portfolio accounting services based in the United States at a glance
As of Oct 22, 2026Companies by employee count
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 411 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- 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
- Company records associated with the United States whose business descriptions match “investment portfolio accounting services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 1,532 professional contacts with verified work emails across the full matched dataset. 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 October 22, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Investment portfolio accounting services by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment portfolio accounting services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment portfolio accounting services are there based in the United States?
RevenueBase identified 411 company matches for investment portfolio accounting services associated with the United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Ss&c EZE tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment portfolio accounting services?
New York leads with 29 company records, followed by Chicago (9) and Austin (6).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,532 professional contacts with verified work emails tracked across these 411 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 411 investment portfolio accounting services based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Investment portfolio accounting services by geography
- Investment portfolio accounting services based in London, United Kingdom
- Investment portfolio accounting services based in New York, United States
- Investment portfolio accounting services based in Australia
- Investment portfolio accounting services based in Brazil
- Investment portfolio accounting services based in Canada
- Investment portfolio accounting services based in France
- Investment portfolio accounting services based in India
- Investment portfolio accounting services based in the United Kingdom
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment portfolio accounting services based in London, United Kingdom
- Investment portfolio accounting services based in New York, United States
- Investment portfolio accounting services based in Australia
- Investment portfolio accounting services based in Brazil
- Investment portfolio accounting services based in Canada
- Investment portfolio accounting services based in France
Company intelligence · public preview
Top 25 investment portfolio accounting services based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 411 matching company records for investment portfolio accounting services based in the United States, with 5,501 tracked contacts and 1,532 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 22, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment portfolio accounting services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Ss&c EZEadvent.comHQ: Windsor, CT, United StatesReported employees: 1,001-5,000 | Windsor, CT, United States | 1,001-5,000 | Exact match | 830 contacts → |
“SS & C Eze is now part of SS & C Advent, the unified home for investment and alternative management technology-combining Eze's front-office expertise with Advent’s deep…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Princeton Financial Systemspfs.comHQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 281 contacts → |
“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  AGM INC IS NOW A Part Of LEE & Associatesagmrealestate.comHQ: Bellevue, WA, United StatesReported employees: Not recorded | Bellevue, WA, United States | Not recorded | Exact match | 263 contacts → |
“AGM's brokerage team is now a part of Lee & Associates.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Cheetahcheetahinc.comHQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 115 contacts → |
“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Flsv LLPflsv.comHQ: Garden City, NY, United StatesReported employees: 51-200 | Garden City, NY, United States | 51-200 | Exact match | 111 contacts → |
“Frankel Loughran Starr & Vallone LLP (FLSV), a premier accounting, tax advisory and compliance firm focused primarily in the financial services industry, was formed in 1995 by…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Boston Financial Advisory Groupbostonfagroup.comHQ: Monroeville, PA, United StatesReported employees: 51-200 | Monroeville, PA, United States | 51-200 | Exact match | 105 contacts → |
“Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Asset Vantageassetvantage.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 100 contacts → |
“Asset Vantage was founded in 2011 by a family office of a technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Lucida TAX Accounting Solutionslucida.comHQ: Brookfield, WI, United StatesReported employees: 51-200 | Brookfield, WI, United States | 51-200 | Exact match | 78 contacts → |
“At Lucida, we are committed to illuminating financial possibilities and empowering our clients through exceptional accounting services.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Burgher Haggardburgherhaggard.comHQ: Fort Worth, TX, United StatesReported employees: 11-50 | Fort Worth, TX, United States | 11-50 | Exact match | 49 contacts → |
“BURGHER HAGGARD is a boutique professional services firm providing three core services: Financial Administration, Consolidated Reporting, and Consulting.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Reliant Fund Services, LLCreliantfundservices.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 41 contacts → |
“Reliant Fund Services, LLC (“RFS”) provides full administration and accounting solutions to middle-market Private Equity and Venture Capital Funds.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Compass Rose Asset Management, LPcompassroseam.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“Compass Rose Asset Management LP” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Aquilanceaquilance.com HQ: Trumbull, CT, United StatesReported employees: 11-50 | Trumbull, CT, United States | 11-50 | Exact match | 39 contacts → |
“Aquilance (formerly My Accountant) was founded to address the complex financial administration needs of families and individuals of wealth.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Lumoniclumonic.comHQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 32 contacts → |
“Unify your front-to-back office workflows-from diligence to monitoring to actionable reporting.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Mirador, LLCmirador.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 32 contacts → |
“Mirador is now part of iCapital.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Investment Metricsinvmetrics.comHQ: Norwalk, CT, United StatesReported employees: 51-200 | Norwalk, CT, United States | 51-200 | Exact match | 28 contacts → |
“Investment Metrics, a Confluence Company, is a leading global provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Fleming Fund Servicesflemingfundservices.comHQ: Bel Air, MD, United StatesReported employees: 11-50 | Bel Air, MD, United States | 11-50 | Exact match | 27 contacts → |
“Fleming Fund Services (FFS) is a registered CPA firm formed in Our goal is to provide high quality comprehensive accounting, administration, and advisory services in the…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Liccar Fund Servicesliccar.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 26 contacts → |
“LICCAR is a full-service fund administrator and public accounting firm specializing in fund accounting, financial reporting, investor services, tax preparation, performance…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Concord International Investments, L.Pconcordus.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 25 contacts → |
“Concord International Investments, L.P, a member subsidiary of the New York-based Concord Group, has been one of the leading managers of Egyptian equities in the world since 1994.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Operoseoperoseadvisors.comHQ: Milwaukee, WI, United StatesReported employees: 11-50 | Milwaukee, WI, United States | 11-50 | Exact match | 25 contacts → |
“Operose Advisors is dedicated to growing the Wealth, Knowledge and Professional Networks of the clients we serve.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  ACIacisecure.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 24 contacts → |
“ACI is the leading provider of FinOp and regulatory reporting services for U.S.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Alpha Creek Accounting, LLCalphacreek.comHQ: Sandy Springs, GA, United StatesReported employees: 11-50 | Sandy Springs, GA, United States | 11-50 | Exact match | 21 contacts → |
“Alpha Creek Accounting is headquartered in the Atlanta, GA metro area, and has provided accounting services for over multifamily units across the country.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Cfo4lifemycfo4life.com HQ: Coppell, TX, United StatesReported employees: 11-50 | Coppell, TX, United States | 11-50 | Exact match | 20 contacts → |
“CFO4Life offers individuals and businesses unparalleled service in investment portfolio management and financial planning.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Strata Fund Solutions LLCstratafs.comHQ: Salt Lake City, UT, United StatesReported employees: 201-500 | Salt Lake City, UT, United States | 201-500 | Exact match | 20 contacts → |
“Strata Fund Solutions, LLC (Strata) formed in early 2008 with three founding members.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Greenhill Investment Reportingghill.com HQ: Gaithersburg, MD, United StatesReported employees: 11-50 | Gaithersburg, MD, United States | 11-50 | Exact match | 19 contacts → |
“GreenHill strives to help wealth management companies focus on what they do best by becoming their investment and performance reporting partner.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Insight Wealth Groupinsightwealthgroup.comHQ: West Des Moines, IA, United StatesReported employees: 1-10 | West Des Moines, IA, United States | 1-10 | Exact match | 18 contacts → |
“Insight Wealth Group works with a select group of high net worth investors to provide a holistic approach to wealth management.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 411 company matches
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Investment portfolio accounting services: dataset insights
October 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
410 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 411 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment portfolio accounting services by metro
Questions about this company list
What does Exact match mean for investment portfolio accounting services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment portfolio accounting services did RevenueBase find based in the United States?
The saved snapshot records 411 matching company records, 5,501 tracked contacts and 1,532 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment portfolio accounting services by geography
- Investment portfolio accounting services based in London, United Kingdom
- Investment portfolio accounting services based in New York, United States
- Investment portfolio accounting services based in Australia
- Investment portfolio accounting services based in Brazil
- Investment portfolio accounting services based in Canada
- Investment portfolio accounting services based in France
- Investment portfolio accounting services based in India
- Investment portfolio accounting services based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 investment portfolio accounting services based in the United States. Snapshot: October 22, 2026. https://revenuebase.ai/companies/investment-portfolio-accounting-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment portfolio accounting services based in London, United Kingdom
- Investment portfolio accounting services based in New York, United States
- Investment portfolio accounting services based in Australia
- Investment portfolio accounting services based in Brazil
- Investment portfolio accounting services based in Canada
- Investment portfolio accounting services based in France
Company intelligence · public preview
Top 25 investment portfolio accounting services based in the United States
RevenueBase records 411 matching company records for investment portfolio accounting services based in the United States, with 5,501 tracked contacts and 1,532 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 22, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment portfolio accounting services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Ss&c EZEadvent.com HQ: Windsor, CT, United StatesReported employees: 1,001-5,000 | Windsor, CT, United States | 1,001-5,000 | Exact match | 830 contacts → |
“SS & C Eze is now part of SS & C Advent, the unified home for investment and alternative management technology-combining Eze's front-office expertise with Advent’s deep…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Princeton Financial Systemspfs.com HQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 281 contacts → |
“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | AGM INC IS NOW A Part Of LEE & Associatesagmrealestate.com HQ: Bellevue, WA, United StatesReported employees: Not recorded | Bellevue, WA, United States | Not recorded | Exact match | 263 contacts → |
“AGM's brokerage team is now a part of Lee & Associates.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Cheetahcheetahinc.com HQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 115 contacts → |
“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Flsv LLPflsv.com HQ: Garden City, NY, United StatesReported employees: 51-200 | Garden City, NY, United States | 51-200 | Exact match | 111 contacts → |
“Frankel Loughran Starr & Vallone LLP (FLSV), a premier accounting, tax advisory and compliance firm focused primarily in the financial services industry, was formed in 1995 by…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Boston Financial Advisory Groupbostonfagroup.com HQ: Monroeville, PA, United StatesReported employees: 51-200 | Monroeville, PA, United States | 51-200 | Exact match | 105 contacts → |
“Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Asset Vantageassetvantage.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 100 contacts → |
“Asset Vantage was founded in 2011 by a family office of a technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Lucida TAX Accounting Solutionslucida.com HQ: Brookfield, WI, United StatesReported employees: 51-200 | Brookfield, WI, United States | 51-200 | Exact match | 78 contacts → |
“At Lucida, we are committed to illuminating financial possibilities and empowering our clients through exceptional accounting services.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Burgher Haggardburgherhaggard.com HQ: Fort Worth, TX, United StatesReported employees: 11-50 | Fort Worth, TX, United States | 11-50 | Exact match | 49 contacts → |
“BURGHER HAGGARD is a boutique professional services firm providing three core services: Financial Administration, Consolidated Reporting, and Consulting.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Reliant Fund Services, LLCreliantfundservices.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 41 contacts → |
“Reliant Fund Services, LLC (“RFS”) provides full administration and accounting solutions to middle-market Private Equity and Venture Capital Funds.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Compass Rose Asset Management, LPcompassroseam.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“Compass Rose Asset Management LP” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Aquilanceaquilance.com HQ: Trumbull, CT, United StatesReported employees: 11-50 | Trumbull, CT, United States | 11-50 | Exact match | 39 contacts → |
“Aquilance (formerly My Accountant) was founded to address the complex financial administration needs of families and individuals of wealth.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Lumoniclumonic.com HQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 32 contacts → |
“Unify your front-to-back office workflows-from diligence to monitoring to actionable reporting.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mirador, LLCmirador.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 32 contacts → |
“Mirador is now part of iCapital.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Investment Metricsinvmetrics.com HQ: Norwalk, CT, United StatesReported employees: 51-200 | Norwalk, CT, United States | 51-200 | Exact match | 28 contacts → |
“Investment Metrics, a Confluence Company, is a leading global provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Fleming Fund Servicesflemingfundservices.com HQ: Bel Air, MD, United StatesReported employees: 11-50 | Bel Air, MD, United States | 11-50 | Exact match | 27 contacts → |
“Fleming Fund Services (FFS) is a registered CPA firm formed in Our goal is to provide high quality comprehensive accounting, administration, and advisory services in the…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Liccar Fund Servicesliccar.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 26 contacts → |
“LICCAR is a full-service fund administrator and public accounting firm specializing in fund accounting, financial reporting, investor services, tax preparation, performance…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Concord International Investments, L.Pconcordus.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 25 contacts → |
“Concord International Investments, L.P, a member subsidiary of the New York-based Concord Group, has been one of the leading managers of Egyptian equities in the world since 1994.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Operoseoperoseadvisors.com HQ: Milwaukee, WI, United StatesReported employees: 11-50 | Milwaukee, WI, United States | 11-50 | Exact match | 25 contacts → |
“Operose Advisors is dedicated to growing the Wealth, Knowledge and Professional Networks of the clients we serve.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | ACIacisecure.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 24 contacts → |
“ACI is the leading provider of FinOp and regulatory reporting services for U.S.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Alpha Creek Accounting, LLCalphacreek.com HQ: Sandy Springs, GA, United StatesReported employees: 11-50 | Sandy Springs, GA, United States | 11-50 | Exact match | 21 contacts → |
“Alpha Creek Accounting is headquartered in the Atlanta, GA metro area, and has provided accounting services for over multifamily units across the country.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Cfo4lifemycfo4life.com HQ: Coppell, TX, United StatesReported employees: 11-50 | Coppell, TX, United States | 11-50 | Exact match | 20 contacts → |
“CFO4Life offers individuals and businesses unparalleled service in investment portfolio management and financial planning.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Strata Fund Solutions LLCstratafs.com HQ: Salt Lake City, UT, United StatesReported employees: 201-500 | Salt Lake City, UT, United States | 201-500 | Exact match | 20 contacts → |
“Strata Fund Solutions, LLC (Strata) formed in early 2008 with three founding members.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Greenhill Investment Reportingghill.com HQ: Gaithersburg, MD, United StatesReported employees: 11-50 | Gaithersburg, MD, United States | 11-50 | Exact match | 19 contacts → |
“GreenHill strives to help wealth management companies focus on what they do best by becoming their investment and performance reporting partner.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Insight Wealth Groupinsightwealthgroup.com HQ: West Des Moines, IA, United StatesReported employees: 1-10 | West Des Moines, IA, United States | 1-10 | Exact match | 18 contacts → |
“Insight Wealth Group works with a select group of high net worth investors to provide a holistic approach to wealth management.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 411 company matches
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Investment portfolio accounting services: dataset insights
October 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
410 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 411 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment portfolio accounting services by metro
Questions about this company list
What does Exact match mean for investment portfolio accounting services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment portfolio accounting services did RevenueBase find based in the United States?
The saved snapshot records 411 matching company records, 5,501 tracked contacts and 1,532 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment portfolio accounting services by geography
- Investment portfolio accounting services based in London, United Kingdom
- Investment portfolio accounting services based in New York, United States
- Investment portfolio accounting services based in Australia
- Investment portfolio accounting services based in Brazil
- Investment portfolio accounting services based in Canada
- Investment portfolio accounting services based in France
- Investment portfolio accounting services based in India
- Investment portfolio accounting services based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 investment portfolio accounting services based in the United States. Snapshot: October 22, 2026. https://revenuebase.ai/companies/investment-portfolio-accounting-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Investment portfolio accounting services based in London, United Kingdom
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- Investment portfolio accounting services based in Australia
- Investment portfolio accounting services based in Brazil
- Investment portfolio accounting services based in Canada
- Investment portfolio accounting services based in France