Company lists · Data refreshed September 2026

Top 25 Investment portfolio management software companies based in the United States

Name: Investment portfolio management software 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 14, 2026 687 companies tracked

RevenueBase identified 687 investment portfolio management software companies headquartered in the United States as of September 2026 and tracks 50,640 professional contacts across them, including 23,587 with verified work emails. New York is the largest hub.

This list covers investment portfolio management software 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 14, 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 14, 2026 86% judged on-target in blind review

687Companies

50,640Contacts tracked

23,587Verified emails

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The 25 largest investment portfolio management software companies based in the United States

Ranked by team size

Top 25 of 687 investment portfolio management software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment portfolio management software 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	Factset	Strong evidence	Norwalk, CT, United StatesHQ checked Sep 14, 2026	10001+	13,385 contacts →
	Strong 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 14, 2026
2	Morningstar	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	10001+	11,150 contacts →
	Indirect evidence “Morningstar, Inc.” Source: RevenueBase Database · checked Sep 14, 2026
3	DST Systems	Indirect evidence	Windsor, CT, United StatesHQ checked Sep 14, 2026	10001+	3,035 contacts →
	Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 14, 2026
4	Envestnet	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 14, 2026	1,001-5,000	2,766 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 14, 2026
5	Ss&c Advent	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 14, 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 14, 2026
6	Addepar	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 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 14, 2026
7	Charles River Development	Partial evidence	Burlington, MA, United StatesHQ checked Sep 14, 2026	1,001-5,000	1,140 contacts →
	Partial evidence “Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Source: RevenueBase Database · checked Sep 14, 2026
8	Waddell & Reed	Strong evidence	Shawnee Mission, KS, United StatesHQ checked Sep 14, 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 14, 2026
9	ORION	Partial evidence	Omaha, NE, United StatesHQ checked Sep 14, 2026	1,001-5,000	1,042 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 14, 2026
10	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 14, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 14, 2026
11	Enfusion NOW Cwan	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 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 14, 2026
12	Confluence	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 14, 2026	501-1,000	712 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 14, 2026
13	Betanxt	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 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 14, 2026
14	Emoney Advisor	Indirect evidence	Radnor, PA, United StatesHQ checked Sep 14, 2026	501-1,000	615 contacts →
	Indirect evidence “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: RevenueBase Database · checked Sep 14, 2026
15	Vestmark	Indirect evidence	Wakefield, MA, United StatesHQ checked Sep 14, 2026	201-500	430 contacts →
	Indirect evidence “Headquartered outside of Boston, Mass.” Source: RevenueBase Database · checked Sep 14, 2026
16	Conning	Strong evidence	Hartford, CT, United StatesHQ checked Sep 14, 2026	201-500	363 contacts →
	Strong evidence “Conning is a leading investment management firm with a long history of serving insurance companies and other institutional investors.” Source: RevenueBase Database · checked Sep 14, 2026
17	Nirvana Solutions	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 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 14, 2026
18	Vichara Technologies	Strong evidence	Fort Lee, NJ, United StatesHQ checked Sep 14, 2026	201-500	256 contacts →
	Strong evidence “Vichara powers the World’s Leading Asset Management Firms and Investment Banks.” Source: RevenueBase Database · checked Sep 14, 2026
19	Sterling Capital Management LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	51-200	219 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 14, 2026
20	Nitrogen	Partial evidence	Auburn, CA, United StatesHQ checked Sep 14, 2026	201-500	189 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 14, 2026
21	Ycharts	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	51-200	183 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 14, 2026
22	Stavtar Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 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 14, 2026
23	Chronograph	Partial evidence	Brooklyn, United StatesHQ checked Sep 14, 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 14, 2026
24	Rightcapital	Partial evidence	Shelton, CT, United StatesHQ checked Sep 14, 2026	51-200	148 contacts →
	Partial evidence “RightCapital is financial planning software done right.” Source: RevenueBase Database · checked Sep 14, 2026
25	Geowealth	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 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 14, 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 portfolio management software 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 portfolio management software companies.
Partial evidence: Its own public description names part of investment portfolio management software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment portfolio management software 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 687 investment portfolio management software companies based in the United States

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Investment portfolio management software companies based in the United States at a glance

As of Sep 14, 2026

46.6%Verified-email coverage

73.7Average contacts per company

1-10Median size (employees)

9.5%Largest-city concentration · New York

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

395

11-50

194

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 687 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 portfolio management software 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 portfolio management software 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 portfolio management software 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 portfolio management software 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, 23,587 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 14, 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 portfolio management software companies by metro

Investment portfolio management software companies in New York65
Investment portfolio management software companies in San Francisco30

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 portfolio management software 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 portfolio management software companies are there based in the United States?

RevenueBase identified 687 investment portfolio management software 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?

Factset, headquartered in Norwalk, tops this list with the largest team on record.

Which city has the most investment portfolio management software companies?

New York leads with 65 headquartered companies, followed by San Francisco (30) and Chicago (23).

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 23,587 verified decision-maker contacts tracked across these 687 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 14, 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.