Company lists · Data refreshed October 2026

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

RevenueBase identified 146 company matches for investor relationship management software companies associated with the United States as of October 2026 and tracks 10,339 professional contacts across them, including 2,286 with verified work emails. New York is the largest hub.

This list covers company matches for investor relationship management 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 1, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 1, 2026 How this list was built
146Companies
10,339Contacts tracked
2,286Verified 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 146 company matches for investor relationship management software companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchDallas, TX, United StatesHQ recorded Oct 1, 2026n/a5,567 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2Exact matchLancaster, PA, United StatesHQ recorded Oct 1, 20261,001-5,0001,740 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3Exact matchNew York, IL, United StatesHQ recorded Oct 1, 20261,001-5,000959 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4Exact matchSan Francisco, CA, United StatesHQ recorded Oct 1, 2026201-500289 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5Exact matchRockville, MD, United StatesHQ recorded Oct 1, 202651-200183 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6Exact matchLos Altos, CA, United StatesHQ recorded Oct 1, 202651-200126 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202651-200105 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8Exact matchWestport, CT, United StatesHQ recorded Oct 1, 202651-20096 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202651-20096 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10Exact matchNew York, NY, United StatesHQ recorded Oct 1, 2026n/a93 contacts →

Exact match

“RPM Technologies is now a part of Broadridge.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11Exact matchRaleigh, NC, United StatesHQ recorded Oct 1, 202651-20083 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12Exact matchWestlake Village, CA, United StatesHQ recorded Oct 1, 2026201-50067 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13Exact matchPalm City, FL, United StatesHQ recorded Oct 1, 202651-20051 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202611-5044 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202651-20040 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16Exact matchBoston, MA, United StatesHQ recorded Oct 1, 202611-5035 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17Exact matchSt. Petersburg, FL, United StatesHQ recorded Oct 1, 202611-5034 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202611-5034 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19Exact matchAlexandria, VA, United StatesHQ recorded Oct 1, 202611-5026 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20Exact matchNew York, TX, United StatesHQ recorded Oct 1, 202611-5021 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21Exact matchBoston, MA, United StatesHQ recorded Oct 1, 202651-20019 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 1, 2026 · View company records in RevenueBase
22Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202611-5018 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23Exact matchChicago, IL, United StatesHQ recorded Oct 1, 202611-5017 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24Exact matchSanta Monica, CA, United StatesHQ recorded Oct 1, 202611-5016 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202611-5015 contacts →

Exact match

“InspIR is a unique IR strategy firm.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase

Showing 25 of 146 investor relationship management software companies based in the United States

See the full list, filter by size, metro and specialty, and access 2,286 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 1, 2026
22.1%Verified-email coverage
70.8Average contacts per company
1-10Median size (employees)
28.1%Largest-city concentration · New York
Oct 1, 2026Page data refreshed

Companies by employee count

1-10
80
11-50
38
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 146 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 “investor relationship management 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 2,286 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 1, 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.

Investor relationship management software companies by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investor relationship management software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 146 company matches for investor relationship management 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?

Nerium International tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most investor relationship management software companies?

New York leads with 41 company records, followed by San Francisco (8) and Los Angeles (6).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,286 professional contacts with verified work emails tracked across these 146 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 1, 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 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.