Company lists · Data refreshed September 2026

Top 25 Investment reporting software companies based in the United States

Name: Investment reporting 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 28, 2026 284 companies tracked

RevenueBase identified 284 investment reporting software companies headquartered in the United States as of September 2026 and tracks 29,993 professional contacts across them, including 12,917 with verified work emails. New York is the largest hub.

This list covers investment reporting 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 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

284Companies

29,993Contacts tracked

12,917Verified emails

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The 25 largest investment reporting software companies based in the United States

Ranked by team size

Top 25 of 284 investment reporting software 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 reporting 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 28, 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 28, 2026
2	DST Systems	Indirect evidence	Windsor, CT, United StatesHQ checked Sep 28, 2026	10001+	3,035 contacts →
	Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
3	Donnelley Financial Solutions Dfin	Strong evidence	Lancaster, PA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,740 contacts →
	Strong evidence “DFIN is the leading global provider of compliance and regulatory software and services, fueling end-to-end investment company regulatory compliance needs, complex capital markets…” Source: RevenueBase Database · checked Sep 28, 2026
4	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
5	Charles River Development	Partial evidence	Burlington, MA, United StatesHQ checked Sep 28, 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 28, 2026
6	Enfusion NOW Cwan	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	5,001-10,000	818 contacts →
	Partial 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
7	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
8	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
9	Dynamo Software	Indirect evidence	Watertown, MA, United StatesHQ checked Sep 28, 2026	201-500	440 contacts →
	Indirect evidence “Since 1998, the Dynamo team and its Client Services and Support organization have worked alongside fund managers, institutional investors, and service providers to identify and…” Source: RevenueBase Database · checked Sep 28, 2026
10	Nirvana Solutions	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 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 28, 2026
11	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
12	Vichara Technologies	Partial evidence	Fort Lee, NJ, United StatesHQ checked Sep 28, 2026	201-500	256 contacts →
	Partial evidence “Vichara powers the World’s Leading Asset Management Firms and Investment Banks.” Source: RevenueBase Database · checked Sep 28, 2026
13	HOC INC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 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 28, 2026
14	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
15	Ycharts	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 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 28, 2026
16	Stavtar Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 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 28, 2026
17	Broadridge Advisor Solutions	Partial evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	201-500	134 contacts →
	Partial evidence “Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing…” Source: RevenueBase Database · checked Sep 28, 2026
18	Analec	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 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 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	Cheetah	Strong evidence	Muncie, IN, United StatesHQ checked Sep 28, 2026	201-500	115 contacts →
	Strong evidence “Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Source: RevenueBase Database · checked Sep 28, 2026
21	Advyzon	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	108 contacts →
	Indirect evidence “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Source: RevenueBase Database · checked Sep 28, 2026
22	Asset Vantage	Partial evidence	Stamford, CT, United StatesHQ checked Sep 28, 2026	51-200	96 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
23	Fi-Tek Wealth Solutions	Indirect evidence	Stamford, CT, United StatesHQ checked Sep 28, 2026	51-200	83 contacts →
	Indirect evidence “Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family.” Source: RevenueBase Database · checked Sep 28, 2026
24	ETNA	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	51-200	81 contacts →
	Partial evidence “ETNA is a software development company empowering brokers, dealers, and financial advisors with trading, wealth management, and back-office solutions for 22+ years.” Source: RevenueBase Database · checked Sep 28, 2026
25	Cssi Solutions	Strong evidence	King Of Prussia, PA, United StatesHQ checked Sep 28, 2026	11-50	79 contacts →
	Strong evidence “CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems.” 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 reporting 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 reporting software companies.
Partial evidence: Its own public description names part of investment reporting 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 reporting 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 284 investment reporting software companies based in the United States

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Investment reporting software companies based in the United States at a glance

As of Sep 28, 2026

43.1%Verified-email coverage

105.6Average contacts per company

11-50Median size (employees)

18.7%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

106

11-50

104

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 284 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 reporting 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 reporting 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 reporting 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 reporting 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, 12,917 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 reporting software companies by metro

Investment reporting software companies in New York53

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 reporting 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 reporting software companies are there based in the United States?

RevenueBase identified 284 investment reporting 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 reporting software companies?

New York leads with 53 headquartered companies, followed by Chicago (12) and San Francisco (12).

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 12,917 verified decision-maker contacts tracked across these 284 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.