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, how directly it supports the match, 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 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 portfolio accounting software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,389 | ||||
“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: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | Princeton Financial SystemsPartial evidence | 281 | |||
“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | YchartsPartial evidence | 183 | |||
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | 163 | ||||
“Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | 157 | ||||
“Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | 83 | ||||
“Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | 75 | ||||
“Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | ValitanaIndirect evidence | 32 | |||
“Valitana is dedicated to building intuitive, integrated, and customizable platforms for modern investment professionals.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | Investment MetricsPartial evidence | 27 | |||
“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: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 10 | Moneytree SoftwarePartial evidence | 21 | |||
“Moneytree Software has a rich history in financial planning and an eye for making the complex-simple.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 11 | 21 | ||||
“cofi.ai is a real-time portfolio intelligence platform purpose-built for private equity firms.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 12 | 12 | ||||
“CAPS, Inc.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 13 | Softpak Financial Systems, INCPartial evidence | 11 | |||
“Founded in 1994, SoftPak Financial Systems empowers RIAs, family offices, and institutional firms with advanced portfolio optimization, tax-aware rebalancing, reporting, billing…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 14 | STOICPartial evidence | 11 | |||
“Intelligent Portfolio Management” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 15 | 8 | ||||
“Panoramix™ is a portfolio management and reporting platform developed by Sapphire Software Services, officially launched in 2015.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7 | ||||
“FinFolio makes portfolio management software for investment advisors and professional wealth managers.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 17 | 7 | ||||
“Perl Street provides portfolio management software that enables distributed energy companies to grow and meet the challenges of an emerging asset class.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 | ||||
“Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 19 | 6 | ||||
“AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 | ||||
“https://apps.apple.com/us/app/astor-portfolio-management/id1618993934” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 21 | Stratico LLCPartial evidence | 5 | |||
“Custom tailored investment portfolio management” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 22 | First Rate Vantage Part Of First RateIndirect evidence | 4 | |||
“First Rate Vantage, a division of First Rate, Inc, is positioned to meet the unique needs of GPs and LPs alike.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 | ||||
Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 | ||||
“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: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 25 | Trulytics Financial CorpIndirect evidence | 2 | |||
Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
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
Verified emails by last verification
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 evidence 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 SmartSearch, 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.
- 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 an evidence 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
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 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.
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