Company lists · Data refreshed September 2026

Top 25 Investor relationship management software companies based in the United States

RevenueBase identified 126 investor relationship management software companies headquartered in the United States as of September 2026 and tracks 10,232 professional contacts across them, including 2,260 with verified work emails. New York is the largest hub.

This list covers investor relationship 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
126Companies
10,232Contacts tracked
2,260Verified emails
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The 25 largest investor relationship management software companies based in the United States

Ranked by team size
Top 25 of 126 investor relationship 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 investor relationship 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceDallas, TX, United StatesHQ checked Sep 14, 2026n/a5,567 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
2Strong evidenceLancaster, PA, United StatesHQ checked Sep 14, 20261,001-5,0001,740 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 14, 2026
3Indirect evidenceNew York, IL, United StatesHQ checked Sep 14, 20261,001-5,000959 contacts →

Indirect evidence

“We are Notified, and your story goes here.”

Source: RevenueBase Database · checked Sep 14, 2026
4Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 2026201-500289 contacts →

Partial evidence

“Deals are won through relationships-but most CRMs weren't built to track them.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceRockville, MD, United StatesHQ checked Sep 14, 202651-200183 contacts →

Indirect evidence

“ISS-Corporate is a leading provider of robust SaaS and expert advisory services to companies, globally.”

Source: RevenueBase Database · checked Sep 14, 2026
6Strong evidenceLos Altos, CA, United StatesHQ checked Sep 14, 202651-200126 contacts →

Strong evidence

“Anduin is empowering lasting investor relationships in the private markets.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceNew York, NY, United StatesHQ checked Sep 14, 202651-200105 contacts →

Indirect evidence

“Navatar is revolutionizing private markets technology by transforming CRM from a data-entry tool into a strategic intelligence platform.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceWestport, CT, United StatesHQ checked Sep 14, 202651-20096 contacts →

Indirect evidence

“For 30+ years, this mindset has fueled Rivel’s commitment to providing companies with actionable insights and advisory solutions that elevate performance and support informed…”

Source: RevenueBase Database · checked Sep 14, 2026
9Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 202651-20096 contacts →

Partial evidence

“Mediant, a BetaNXT business, delivers investor communications solutions to brokers, corporate issuers and funds.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceNew York, NY, United StatesHQ checked Sep 14, 2026n/a93 contacts →

Indirect evidence

“RPM Technologies is now a part of Broadridge.”

Source: RevenueBase Database · checked Sep 14, 2026
11Partial evidenceRaleigh, NC, United StatesHQ checked Sep 14, 202651-20083 contacts →

Partial evidence

“ACCESS Newswire is a leading communications and compliance company, providing solutions for both Public Relations and Investor Relations Professionals.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 2026201-50067 contacts →

Indirect evidence

“SRAX is a financial technology company that unlocks data and insights for publicly traded companies.”

Source: RevenueBase Database · checked Sep 14, 2026
13Partial evidencePalm City, FL, United StatesHQ checked Sep 14, 202651-20051 contacts →

Partial evidence

“Equisolve provides website development and ongoing management services for public companies.”

Source: RevenueBase Database · checked Sep 14, 2026
14Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 202611-5044 contacts →

Partial evidence

“IR Impact, formerly IR Magazine, is the global leader in investor relations intelligence, providing IR professionals with the insights, data and connections they need to navigate…”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceNew York, NY, United StatesHQ checked Sep 14, 202651-20040 contacts →

Indirect evidence

“Founded in 2016, KoreConX is the first secure, all-in-one platform that manages private companies' capital market activity and stakeholder communications.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceBoston, MA, United StatesHQ checked Sep 14, 202611-5035 contacts →

Indirect evidence

“BondLink is a venture-backed financial technology company developing solutions for issuers in the approximately $4 trillion municipal bond market.”

Source: RevenueBase Database · checked Sep 14, 2026
17Partial evidenceSt. Petersburg, FL, United StatesHQ checked Sep 14, 202611-5034 contacts →

Partial evidence

“Water Tower Research (WTR) is modernizing Investor Engagement through research-driven communications.”

Source: RevenueBase Database · checked Sep 14, 2026
18Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 202611-5034 contacts →

Partial evidence

“Piacente Financial Communications is a full-service investor relations and financial communications firm serving Asia-based clients listed in the U.S, Hong Kong and Southeast Asia.”

Source: RevenueBase Database · checked Sep 14, 2026
19Partial evidenceAlexandria, VA, United StatesHQ checked Sep 14, 202611-5026 contacts →

Partial evidence

“Telemet offers an integrated solution for investment and investor relations professionals, universities, and private investors.”

Source: RevenueBase Database · checked Sep 14, 2026
20Partial evidenceNew York, TX, United StatesHQ checked Sep 14, 202611-5021 contacts →

Partial evidence

“MZ Group North America is the US division of MZ Group, a global leader in investor relations and financial communications with over 25+ years of experience.”

Source: RevenueBase Database · checked Sep 14, 2026
21Indirect evidenceBoston, MA, United StatesHQ checked Sep 14, 202651-20019 contacts →

Indirect evidence

“VIRTUA is a financial services technology company focused on the intersection of fundamental financial modeling and Web-enabled information delivery.”

Source: RevenueBase Database · checked Sep 14, 2026
22Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 202611-5018 contacts →

Partial evidence

“LHA partners with public and private companies to implement custom-designed, strategic investor relations programs.”

Source: RevenueBase Database · checked Sep 14, 2026
23Partial evidenceChicago, IL, United StatesHQ checked Sep 14, 202611-5017 contacts →

Partial evidence

“Visible.vc simplifies the private capital markets by equipping founders and investors with the tools they need to thrive.”

Source: RevenueBase Database · checked Sep 14, 2026
24Strong evidenceSanta Monica, CA, United StatesHQ checked Sep 14, 202611-5016 contacts →

Strong evidence

“IRTH Communications provides Financial Communications, Investor Relations Management (IRM), Investor Marketing Services, Strategic and Capital Formation Consulting to our clients.”

Source: RevenueBase Database · checked Sep 14, 2026
25Indirect evidenceNew York, NY, United StatesHQ checked Sep 14, 202611-5015 contacts →

Indirect evidence

“InspIR is a unique IR strategy firm.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 126 investor relationship management software companies based in the United States

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Investor relationship management software companies based in the United States at a glance

As of Sep 14, 2026
22.1%Verified-email coverage
81.2Average contacts per company
1-10Median size (employees)
27.8%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
69
11-50
29
51-200
14
201-500
2
501-1,000
1
1,001-5,000
2
10001+
9

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 126 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 investor relationship 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 “investor relationship 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 investor relationship 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 investor relationship 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, 2,260 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.

Investor relationship management software companies by metro

  • Investor relationship management software companies in New York35

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 investor relationship 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 investor relationship management software companies are there based in the United States?

RevenueBase identified 126 investor relationship 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?

Nerium International, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most investor relationship management software companies?

New York leads with 35 headquartered companies, followed by San Francisco (7) and Austin (4).

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 2,260 verified decision-maker contacts tracked across these 126 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.