Company lists · Data refreshed October 2026
Top 25 Investment simulation software companies based in the United States
RevenueBase identified 69 company matches for investment simulation software companies associated with the United States as of October 2026 and tracks 753 professional contacts across them, including 293 with verified work emails. New York is the largest hub.
This list covers company matches for investment simulation software companies 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 20, 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 simulation software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 204 contacts → | ||||
Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 2 | 149 contacts → | ||||
Exact match “RightCapital is financial planning software done right.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 3 | 41 contacts → | ||||
Exact match “Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 4 | 20 contacts → | ||||
Exact match “Moneytree Software has a rich history in financial planning and an eye for making the complex-simple.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 5 | 16 contacts → | ||||
Exact match “Founded out of Carnegie Mellon University’s Swartz Center in 2019.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 6 | 15 contacts → | ||||
Exact match “RetireReady Solutions has been providing retirement software to advisors since 1986.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 7 | 15 contacts → | ||||
Exact match “VIRTUA is a financial services technology company focused on the intersection of fundamental financial modeling and Web-enabled information delivery.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “Slope Software is an actuarial financial projection modeling software company, designed using modern thinking that breaks through all the limitations of traditional financial…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “Clear Confident Investing” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “InsMark is a financial software company based out of San Ramon, CA, founded in 1983 by Robert B.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “JourneyGuide is not your typical retirement planning tool – it’s a new approach to retirement income planning.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “ProjectionLab empowers individuals and financial professionals to create beautiful and intuitive financial plans.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “We are a financial research-tools company that provides users the opportunity to a one-of-a-kind research and trade engine.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “XENO builds tools that help individuals and institutions to plan, save, and invest for their financial goals.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Financial professionals have far TOO MANY software subscriptions.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Equities Lab is a powerful stock analysis platform that gives individual investors and students access to a comprehensive screening and backtesting tool.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Wealth Transformed ALQYMI® is a software development company focused on creating proprietary solutions that unleash the true power of wealth for financial advisors and their…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “WealthTrace is a financial planning software that helps individuals and advisors build long-term plans with confidence.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Capital Dots - Investment Strategy Software System.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Pimmit Capital LLC assists clients with investment portfolio construction by building analytical tools that assist with identifying long term quantitative risks and rewards.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Frontier Financial Planning is a Computer Software company located at 322 Courtyard Drive Hillsborough, New Jersey 08844, United States.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Financial advisor software designed to help you more accurately evaluate the performance of your practice, provide more meaningful advice, streamline compliance oversight, and…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Retirement in a Nutshell retirement planning software was developed for financial advisors who need a simpler solution for their clients.” Recorded in the RevenueBase company graph · Oct 20, 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 simulation software companies”. 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 69 investment simulation software companies based in the United States
See the full list, filter by size, metro and specialty, and access 293 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment simulation software companies based in the United States at a glance
As of Oct 20, 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 69 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 simulation software companies” 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 293 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 20, 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.
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 simulation software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment simulation software companies are there based in the United States?
RevenueBase identified 69 company matches for investment simulation software companies 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?
Ycharts tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment simulation software companies?
New York leads with 5 company records, followed by San Francisco (5) and Chicago (4).
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 293 professional contacts with verified work emails tracked across these 69 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 69 investment simulation software companies based in the United States. Start with a free account, no credit card.
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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 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
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- AI companies based in the United States
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Company intelligence · public preview
Top 25 investment simulation software companies 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 69 matching company records for investment simulation software companies based in the United States, with 753 tracked contacts and 293 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 20, 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 simulation software companies 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 |  Ychartsycharts.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 204 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Rightcapitalrightcapital.comHQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 149 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Income LABincomelab.ioHQ: Golden, CO, United StatesReported employees: 11-50 | Golden, CO, United States | 11-50 | Exact match | 41 contacts → |
“Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Moneytree Softwaremoneytree.comHQ: Muncie, IN, United StatesReported employees: 11-50 | Muncie, IN, United States | 11-50 | Exact match | 20 contacts → |
“Moneytree Software has a rich history in financial planning and an eye for making the complex-simple.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Troutwoodtroutwood.comHQ: Pittsburgh, PA, United StatesReported employees: 11-50 | Pittsburgh, PA, United States | 11-50 | Exact match | 16 contacts → |
“Founded out of Carnegie Mellon University’s Swartz Center in 2019.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Retireready Solutionsretireready.comHQ: Salem, OR, United StatesReported employees: 1-10 | Salem, OR, United States | 1-10 | Exact match | 15 contacts → |
“RetireReady Solutions has been providing retirement software to advisors since 1986.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Virtua Researchvirtuaresearch.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 15 contacts → |
“VIRTUA is a financial services technology company focused on the intersection of fundamental financial modeling and Web-enabled information delivery.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Slope Softwareslopesoftware.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 7 contacts → |
“Slope Software is an actuarial financial projection modeling software company, designed using modern thinking that breaks through all the limitations of traditional financial…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Advisoryworld Financial Technologyadvisoryworld.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 6 contacts → |
“AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | TYKRtykr.com HQ: Wauwatosa, WI, United StatesReported employees: 1-10 | Wauwatosa, WI, United States | 1-10 | Exact match | 6 contacts → |
“Clear Confident Investing” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Insmarkinsmark.comHQ: San Ramon, CA, United StatesReported employees: 11-50 | San Ramon, CA, United States | 11-50 | Exact match | 5 contacts → |
“InsMark is a financial software company based out of San Ramon, CA, founded in 1983 by Robert B.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Journeyguide Planning Softwarejourneyguideplanning.comHQ: Fort Wayne, IN, United StatesReported employees: 1-10 | Fort Wayne, IN, United States | 1-10 | Exact match | 5 contacts → |
“JourneyGuide is not your typical retirement planning tool – it’s a new approach to retirement income planning.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Projectionlabprojectionlab.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 4 contacts → |
“ProjectionLab empowers individuals and financial professionals to create beautiful and intuitive financial plans.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Brentmark, INCbrentmark.comHQ: Vowinckel, PA, United StatesReported employees: 1-10 | Vowinckel, PA, United States | 1-10 | Exact match | 4 contacts → |
“Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Portfolio123portfolio123.com HQ: United StatesReported employees: 1-10 | United States | 1-10 | Exact match | 3 contacts → |
“We are a financial research-tools company that provides users the opportunity to a one-of-a-kind research and trade engine.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  XENOmyxeno.comHQ: Brooklyn, United StatesReported employees: 11-50 | Brooklyn, United States | 11-50 | Exact match | 2 contacts → |
“XENO builds tools that help individuals and institutions to plan, save, and invest for their financial goals.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Onpointe Softwareonpointeriskanalyzer.com HQ: Saint Joseph, MI, United StatesReported employees: 11-50 | Saint Joseph, MI, United States | 11-50 | Exact match | 2 contacts → |
“Financial professionals have far TOO MANY software subscriptions.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Equities Lab, LLCequitieslab.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 2 contacts → |
“Equities Lab is a powerful stock analysis platform that gives individual investors and students access to a comprehensive screening and backtesting tool.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Alqymialqymi.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 2 contacts → |
“Wealth Transformed ALQYMI® is a software development company focused on creating proprietary solutions that unleash the true power of wealth for financial advisors and their…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Wealthtracemywealthtrace.comHQ: Zionsville, IN, United StatesReported employees: 1-10 | Zionsville, IN, United States | 1-10 | Exact match | 2 contacts → |
“WealthTrace is a financial planning software that helps individuals and advisors build long-term plans with confidence.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Capital Dotscapitaldots.com HQ: San Jose, CA, United StatesReported employees: 11-50 | San Jose, CA, United States | 11-50 | Exact match | 1 contacts → |
“Capital Dots - Investment Strategy Software System.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Pimmit Capital LLCpimmitgroup.com HQ: Washington, DC, United StatesReported employees: 1-10 | Washington, DC, United States | 1-10 | Exact match | 1 contacts → |
“Pimmit Capital LLC assists clients with investment portfolio construction by building analytical tools that assist with identifying long term quantitative risks and rewards.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Frontier Financial Planningfrontierplanning.comHQ: Hillsborough, NJ, United StatesReported employees: 1-10 | Hillsborough, NJ, United States | 1-10 | Exact match | 1 contacts → |
“Frontier Financial Planning is a Computer Software company located at 322 Courtyard Drive Hillsborough, New Jersey 08844, United States.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Advisormetrixadvisormetrix.com HQ: Midvale, UT, United StatesReported employees: 1-10 | Midvale, UT, United States | 1-10 | Exact match | 1 contacts → |
“Financial advisor software designed to help you more accurately evaluate the performance of your practice, provide more meaningful advice, streamline compliance oversight, and…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Retirement In A Nutshellretirementinanutshell.com HQ: Woodland, CA, United StatesReported employees: 1-10 | Woodland, CA, United States | 1-10 | Exact match | 1 contacts → |
“Retirement in a Nutshell retirement planning software was developed for financial advisors who need a simpler solution for their clients.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 69 company matches
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Investment simulation software companies: dataset insights
October 20, 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
69 records in the displayed employee bands.
0 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 69 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 20, 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 ↗
Questions about this company list
What does Exact match mean for investment simulation software companies?
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 simulation software companies did RevenueBase find based in the United States?
The saved snapshot records 69 matching company records, 753 tracked contacts and 293 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 20, 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
Cite this list
RevenueBase Data Team. Top 25 investment simulation software companies based in the United States. Snapshot: October 20, 2026. https://revenuebase.ai/companies/investment-simulation-software-companies/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
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 investment simulation software companies based in the United States
RevenueBase records 69 matching company records for investment simulation software companies based in the United States, with 753 tracked contacts and 293 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 20, 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 simulation software companies 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 | Ychartsycharts.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 204 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Rightcapitalrightcapital.com HQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 149 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Income LABincomelab.io HQ: Golden, CO, United StatesReported employees: 11-50 | Golden, CO, United States | 11-50 | Exact match | 41 contacts → |
“Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Moneytree Softwaremoneytree.com HQ: Muncie, IN, United StatesReported employees: 11-50 | Muncie, IN, United States | 11-50 | Exact match | 20 contacts → |
“Moneytree Software has a rich history in financial planning and an eye for making the complex-simple.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Troutwoodtroutwood.com HQ: Pittsburgh, PA, United StatesReported employees: 11-50 | Pittsburgh, PA, United States | 11-50 | Exact match | 16 contacts → |
“Founded out of Carnegie Mellon University’s Swartz Center in 2019.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Retireready Solutionsretireready.com HQ: Salem, OR, United StatesReported employees: 1-10 | Salem, OR, United States | 1-10 | Exact match | 15 contacts → |
“RetireReady Solutions has been providing retirement software to advisors since 1986.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Virtua Researchvirtuaresearch.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 15 contacts → |
“VIRTUA is a financial services technology company focused on the intersection of fundamental financial modeling and Web-enabled information delivery.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Slope Softwareslopesoftware.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 7 contacts → |
“Slope Software is an actuarial financial projection modeling software company, designed using modern thinking that breaks through all the limitations of traditional financial…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Advisoryworld Financial Technologyadvisoryworld.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 6 contacts → |
“AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | TYKRtykr.com HQ: Wauwatosa, WI, United StatesReported employees: 1-10 | Wauwatosa, WI, United States | 1-10 | Exact match | 6 contacts → |
“Clear Confident Investing” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Insmarkinsmark.com HQ: San Ramon, CA, United StatesReported employees: 11-50 | San Ramon, CA, United States | 11-50 | Exact match | 5 contacts → |
“InsMark is a financial software company based out of San Ramon, CA, founded in 1983 by Robert B.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Journeyguide Planning Softwarejourneyguideplanning.com HQ: Fort Wayne, IN, United StatesReported employees: 1-10 | Fort Wayne, IN, United States | 1-10 | Exact match | 5 contacts → |
“JourneyGuide is not your typical retirement planning tool – it’s a new approach to retirement income planning.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Projectionlabprojectionlab.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 4 contacts → |
“ProjectionLab empowers individuals and financial professionals to create beautiful and intuitive financial plans.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Brentmark, INCbrentmark.com HQ: Vowinckel, PA, United StatesReported employees: 1-10 | Vowinckel, PA, United States | 1-10 | Exact match | 4 contacts → |
“Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Portfolio123portfolio123.com HQ: United StatesReported employees: 1-10 | United States | 1-10 | Exact match | 3 contacts → |
“We are a financial research-tools company that provides users the opportunity to a one-of-a-kind research and trade engine.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | XENOmyxeno.com HQ: Brooklyn, United StatesReported employees: 11-50 | Brooklyn, United States | 11-50 | Exact match | 2 contacts → |
“XENO builds tools that help individuals and institutions to plan, save, and invest for their financial goals.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Onpointe Softwareonpointeriskanalyzer.com HQ: Saint Joseph, MI, United StatesReported employees: 11-50 | Saint Joseph, MI, United States | 11-50 | Exact match | 2 contacts → |
“Financial professionals have far TOO MANY software subscriptions.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Equities Lab, LLCequitieslab.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 2 contacts → |
“Equities Lab is a powerful stock analysis platform that gives individual investors and students access to a comprehensive screening and backtesting tool.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Alqymialqymi.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 2 contacts → |
“Wealth Transformed ALQYMI® is a software development company focused on creating proprietary solutions that unleash the true power of wealth for financial advisors and their…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Wealthtracemywealthtrace.com HQ: Zionsville, IN, United StatesReported employees: 1-10 | Zionsville, IN, United States | 1-10 | Exact match | 2 contacts → |
“WealthTrace is a financial planning software that helps individuals and advisors build long-term plans with confidence.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Capital Dotscapitaldots.com HQ: San Jose, CA, United StatesReported employees: 11-50 | San Jose, CA, United States | 11-50 | Exact match | 1 contacts → |
“Capital Dots - Investment Strategy Software System.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Pimmit Capital LLCpimmitgroup.com HQ: Washington, DC, United StatesReported employees: 1-10 | Washington, DC, United States | 1-10 | Exact match | 1 contacts → |
“Pimmit Capital LLC assists clients with investment portfolio construction by building analytical tools that assist with identifying long term quantitative risks and rewards.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Frontier Financial Planningfrontierplanning.com HQ: Hillsborough, NJ, United StatesReported employees: 1-10 | Hillsborough, NJ, United States | 1-10 | Exact match | 1 contacts → |
“Frontier Financial Planning is a Computer Software company located at 322 Courtyard Drive Hillsborough, New Jersey 08844, United States.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Advisormetrixadvisormetrix.com HQ: Midvale, UT, United StatesReported employees: 1-10 | Midvale, UT, United States | 1-10 | Exact match | 1 contacts → |
“Financial advisor software designed to help you more accurately evaluate the performance of your practice, provide more meaningful advice, streamline compliance oversight, and…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Retirement In A Nutshellretirementinanutshell.com HQ: Woodland, CA, United StatesReported employees: 1-10 | Woodland, CA, United States | 1-10 | Exact match | 1 contacts → |
“Retirement in a Nutshell retirement planning software was developed for financial advisors who need a simpler solution for their clients.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Investment simulation software companies: dataset insights
October 20, 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
69 records in the displayed employee bands.
0 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 69 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 20, 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 ↗
Questions about this company list
What does Exact match mean for investment simulation software companies?
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 simulation software companies did RevenueBase find based in the United States?
The saved snapshot records 69 matching company records, 753 tracked contacts and 293 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 20, 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
Cite this list
RevenueBase Data Team. Top 25 investment simulation software companies based in the United States. Snapshot: October 20, 2026. https://revenuebase.ai/companies/investment-simulation-software-companies/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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