Company lists · Data refreshed September 2026
Top 25 Portfolio accounting software companies based in the United States
RevenueBase identified 59 portfolio accounting software companies headquartered in the United States as of September 2026 and tracks 2,778 professional contacts across them, including 1,227 with verified work emails and 1,042 with mobile numbers. New York is the largest hub.
This list covers portfolio accounting 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 5, 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 portfolio accounting software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,389 contacts → | ||||
Indirect 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 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | 281 contacts → | ||||
Partial 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 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | 183 contacts → | ||||
Partial evidence “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | 157 contacts → | ||||
Partial evidence “Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | 75 contacts → | ||||
Partial evidence “Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | 32 contacts → | ||||
Indirect evidence “Valitana is dedicated to building intuitive, integrated, and customizable platforms for modern investment professionals.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | 27 contacts → | ||||
Partial 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 5, 2026Thanks. The Data Team will review it. | |||||
| 10 | 21 contacts → | ||||
Partial evidence “Moneytree Software has a rich history in financial planning and an eye for making the complex-simple.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 11 | 21 contacts → | ||||
Partial evidence “cofi.ai is a real-time portfolio intelligence platform purpose-built for private equity firms.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 12 | 12 contacts → | ||||
Indirect evidence “CAPS, Inc.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 13 | 11 contacts → | ||||
Partial evidence “Founded in 1994, SoftPak Financial Systems empowers RIAs, family offices, and institutional firms with advanced portfolio optimization, tax-aware rebalancing, reporting, billing…” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 14 | 11 contacts → | ||||
Partial evidence “Intelligent Portfolio Management” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 15 | 8 contacts → | ||||
Strong evidence “Panoramix™ is a portfolio management and reporting platform developed by Sapphire Software Services, officially launched in 2015.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7 contacts → | ||||
Strong evidence “FinFolio makes portfolio management software for investment advisors and professional wealth managers.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 17 | 7 contacts → | ||||
Strong evidence “Perl Street provides portfolio management software that enables distributed energy companies to grow and meet the challenges of an emerging asset class.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 contacts → | ||||
Partial evidence “Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 19 | 6 contacts → | ||||
Partial evidence “AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 contacts → | ||||
Partial evidence “https://apps.apple.com/us/app/astor-portfolio-management/id1618993934” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 contacts → | ||||
Partial evidence “Custom tailored investment portfolio management” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Indirect evidence “First Rate Vantage, a division of First Rate, Inc, is positioned to meet the unique needs of GPs and LPs alike.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 5, 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: portfolio accounting 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 portfolio accounting software companies.
- Partial evidence
- Its own public description names part of portfolio accounting software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name portfolio accounting 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 59 portfolio accounting software companies based in the United States
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Portfolio accounting software companies based in the United States at a glance
As of Sep 5, 2026Companies by employee count
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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 portfolio accounting 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 “portfolio accounting 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 portfolio accounting 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 portfolio accounting 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, 1,227 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 5, 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 portfolio accounting 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 portfolio accounting software companies are there based in the United States?
RevenueBase identified 59 portfolio accounting 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?
Ss&c Advent, headquartered in San Francisco, tops this list with the largest team on record.
Which city has the most portfolio accounting software companies?
New York leads with 8 headquartered companies, followed by San Francisco (6) 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 1,227 verified decision-maker contacts tracked across these 59 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 5, 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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