Company lists · Data refreshed September 2026
Top 25 Investor reporting software companies based in the United States
RevenueBase identified 98 investor reporting software companies headquartered in the United States as of September 2026 and tracks 21,235 professional contacts across them, including 8,504 with verified work emails. New York is the largest hub.
This list covers investor 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 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.
The 25 largest investor reporting software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 13,385 contacts → | ||||
Strong evidence “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 3,035 contacts → | ||||
Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 1,389 contacts → | ||||
Partial evidence “SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 330 contacts → | ||||
Indirect evidence “We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 183 contacts → | ||||
Strong evidence “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 163 contacts → | ||||
Partial evidence “Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 72 contacts → | ||||
Partial evidence “At Dasseti, our mission is to revolutionize investment data management by seamlessly integrating AI, automation, and human insight.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 72 contacts → | ||||
Strong evidence “Investors like General Catalyst, Bessemer Venture Partners, and Accel use Standard Metrics to streamline partner meetings, portfolio reviews, LP reporting, valuations processes…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 63 contacts → | ||||
Partial evidence “Assette software automates the data enablement, content creation, approval and delivery of a firm’s sales and client content using their data platform of choice.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 55 contacts → | ||||
Partial evidence “ICD is a trusted provider of institutional investment technology.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 43 contacts → | ||||
Partial evidence “Integra Mortgage Solutions is a software development company specialized in delivering technology solutions for the mortgage industry.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 39 contacts → | ||||
Indirect evidence “Mirador is now part of iCapital.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 32 contacts → | ||||
Partial evidence “Valitana is dedicated to building intuitive, integrated, and customizable platforms for modern investment professionals.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 27 contacts → | ||||
Strong evidence “Investment Metrics, a Confluence Company, is a leading global provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 25 contacts → | ||||
Indirect evidence “CPA firms are spending 15-20 hours a month building reports their clients barely look at.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 25 contacts → | ||||
Partial evidence “Scalable, secure, integrated, effective and practical solutions for: Investments Accounting ( Including Impaired and OTTI Securities Accounting ), Multi-Obligor Securities, FAS…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 19 contacts → | ||||
Indirect evidence “Trefis technology transforms complex, static analyses–such as Excel-based data models–into simple, visual interactive experiences that let you develop “what-if” scenarios, assess…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 19 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, 2026Thanks. The Data Team will review it. | |||||
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: investor 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 investor reporting software companies.
- Partial evidence
- Its own public description names part of investor 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 investor 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 98 investor reporting software companies based in the United States
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Investor reporting software companies based in the United States at a glance
As of Sep 14, 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 98 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 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 “investor 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 investor 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 investor 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, 8,504 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.
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 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 investor reporting software companies are there based in the United States?
RevenueBase identified 98 investor 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 investor reporting software companies?
New York leads with 16 headquartered companies, followed by Boston (4) and San Francisco (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 8,504 verified decision-maker contacts tracked across these 98 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.
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