Company lists · Data refreshed November 2026
Top 25 Portfolio analytics platforms based in the United States
RevenueBase identified 668 company matches for portfolio analytics platforms associated with the United States as of November 2026 and tracks 99,707 professional contacts across them, including 43,297 with verified work emails. New York is the largest hub.
This list covers company matches for portfolio analytics platforms 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 November 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 analytics platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 44,198 contacts → | ||||
Exact match “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 11,549 contacts → | ||||
Exact match “Morningstar, Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 8,001 contacts → | ||||
Exact match “MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 3,195 contacts → | ||||
Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 2,993 contacts → | ||||
Exact match “WorldQuant is a global quantitative asset management firm with over $7 billion in assets under management.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 2,921 contacts → | ||||
Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 2,426 contacts → | ||||
Exact match “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 1,629 contacts → | ||||
Exact match “PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 1,465 contacts → | ||||
Exact match “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 1,075 contacts → | ||||
Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 1,059 contacts → | ||||
Exact match “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 841 contacts → | ||||
Exact match “Founded in 2005, Seeking Alpha is an industry-leading financial research platform powered by one of the world’s largest investing communities.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 834 contacts → | ||||
Exact match “SS & C Eze is now part of SS & C Advent, the unified home for investment and alternative management technology-combining Eze's front-office expertise with Advent’s deep…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 732 contacts → | ||||
Exact match “Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 671 contacts → | ||||
Exact match “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 602 contacts → | ||||
Exact match “GoldenSource is the Modern Financial Data Management Platform for capital markets, delivered through cloud-native infrastructure designed to ground AI in governed capital markets…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 511 contacts → | ||||
Exact match “Since our founding in 1996, we have been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics and software that redefines pricing…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 492 contacts → | ||||
Exact match “Rimes provides the Intelligence Fabric for Capital Markets, a trusted data network and intelligence architecture that transforms fragmented data, operations and workflows into…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 489 contacts → | ||||
Exact match “Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 466 contacts → | ||||
Exact match “Headquartered outside of Boston, Mass.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 450 contacts → | ||||
Exact match “Since 1998, the Dynamo team and its Client Services and Support organization have worked alongside fund managers, institutional investors, and service providers to identify and…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 380 contacts → | ||||
Exact match “CAIS is the leading alternative investment platform for independent financial advisors.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 343 contacts → | ||||
Exact match “We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 339 contacts → | ||||
Exact match “Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 310 contacts → | ||||
Exact match “TS Imagine provides a unified, multi-asset platform for global banks, asset managers, hedge funds and prime brokers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “portfolio analytics platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 668 portfolio analytics platforms based in the United States
See the full list, filter by size, metro and specialty, and access 43,297 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio analytics platforms based in the United States at a glance
As of Nov 5, 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 668 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 “portfolio analytics platforms” 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 43,297 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 November 5, 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.
Portfolio analytics platforms 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 “portfolio analytics platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio analytics platforms are there based in the United States?
RevenueBase identified 668 company matches for portfolio analytics platforms associated with the United States as of November 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?
State Street tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio analytics platforms?
New York leads with 139 company records, followed by San Francisco (39) and Boston (24).
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 43,297 professional contacts with verified work emails tracked across these 668 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 668 portfolio analytics platforms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Portfolio analytics platforms by geography
- Portfolio analytics platforms based in Sao Paulo, Brazil
- Portfolio analytics platforms based in Toronto, Canada
- Portfolio analytics platforms based in Paris, France
- Portfolio analytics platforms based in Bangalore, India
- Portfolio analytics platforms based in Mumbai, India
- Portfolio analytics platforms based in Singapore, Singapore
- Portfolio analytics platforms based in London, United Kingdom
- Portfolio analytics platforms based in New York, United States
- Portfolio analytics platforms based in San Francisco, United States
- Portfolio analytics platforms based in Australia
- Portfolio analytics platforms based in Brazil
- Portfolio analytics platforms based in Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio analytics platforms based in Sao Paulo, Brazil
- Portfolio analytics platforms based in Toronto, Canada
- Portfolio analytics platforms based in Paris, France
- Portfolio analytics platforms based in Bangalore, India
- Portfolio analytics platforms based in Mumbai, India
- Portfolio analytics platforms based in Singapore, Singapore
Company intelligence · public preview
Top 25 portfolio analytics platforms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 668 matching company records for portfolio analytics platforms based in the United States, with 99,707 tracked contacts and 43,297 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio analytics platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  State Streetstatestreet.comHQ: Boston, MA, United StatesReported employees: 10001+ | Boston, MA, United States | 10001+ | Exact match | 44,198 contacts → |
“At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Morningstarmorningstar.comHQ: Chicago, IL, United StatesReported employees: 10001+ | Chicago, IL, United States | 10001+ | Exact match | 11,549 contacts → |
“Morningstar, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Msci INCmsci.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 8,001 contacts → |
“MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  DST Systemsssctech.comHQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,195 contacts → |
“DST Systems, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Worldquantworldquant.comHQ: Old Greenwich, CT, United StatesReported employees: 1,001-5,000 | Old Greenwich, CT, United States | 1,001-5,000 | Exact match | 2,993 contacts → |
“WorldQuant is a global quantitative asset management firm with over $7 billion in assets under management.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Envestnetenvestnet.comHQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 2,921 contacts → |
“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Icapitalicapital.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,426 contacts → |
“Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Pitchbookpitchbook.comHQ: Seattle, WA, United StatesReported employees: 1,001-5,000 | Seattle, WA, United States | 1,001-5,000 | Exact match | 1,629 contacts → |
“PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Addeparaddepar.comHQ: New York, IL, United StatesReported employees: 1,001-5,000 | New York, IL, United States | 1,001-5,000 | Exact match | 1,465 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Assetmarkassetmark.comHQ: Concord, CA, United StatesReported employees: 1,001-5,000 | Concord, CA, United States | 1,001-5,000 | Exact match | 1,075 contacts → |
“AssetMark, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Apex Fintech Solutionsapexfintechsolutions.comHQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 1,059 contacts → |
“Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Seeking Alphaseekingalpha.comHQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 841 contacts → |
“Founded in 2005, Seeking Alpha is an industry-leading financial research platform powered by one of the world’s largest investing communities.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ss&c EZEadvent.comHQ: Windsor, CT, United StatesReported employees: 1,001-5,000 | Windsor, CT, United States | 1,001-5,000 | Exact match | 834 contacts → |
“SS & C Eze is now part of SS & C Advent, the unified home for investment and alternative management technology-combining Eze's front-office expertise with Advent’s deep…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Confluenceconfluence.comHQ: Pittsburgh, PA, United StatesReported employees: 501-1,000 | Pittsburgh, PA, United States | 501-1,000 | Exact match | 732 contacts → |
“Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Betanxtbetanxt.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 671 contacts → |
“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Goldensourcethegoldensource.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 602 contacts → |
“GoldenSource is the Modern Financial Data Management Platform for capital markets, delivered through cloud-native infrastructure designed to ground AI in governed capital markets…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Numerixnumerix.comHQ: New York, NM, United StatesReported employees: 201-500 | New York, NM, United States | 201-500 | Exact match | 511 contacts → |
“Since our founding in 1996, we have been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics and software that redefines pricing…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  RIMESrimes.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 492 contacts → |
“Rimes provides the Intelligence Fabric for Capital Markets, a trusted data network and intelligence architecture that transforms fragmented data, operations and workflows into…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Publicpublic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 489 contacts → |
“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Vestmarkvestmark.comHQ: Wakefield, MA, United StatesReported employees: 201-500 | Wakefield, MA, United States | 201-500 | Exact match | 466 contacts → |
“Headquartered outside of Boston, Mass.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Dynamo Softwaredynamosoftware.comHQ: Watertown, MA, United StatesReported employees: 201-500 | Watertown, MA, United States | 201-500 | Exact match | 450 contacts → |
“Since 1998, the Dynamo team and its Client Services and Support organization have worked alongside fund managers, institutional investors, and service providers to identify and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  CAIScaisgroup.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 380 contacts → |
“CAIS is the leading alternative investment platform for independent financial advisors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Nirvana Solutionsnirvanasolutions.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 343 contacts → |
“We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Communifycommunify.comHQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 339 contacts → |
“Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  TS Imaginetsimagine.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 310 contacts → |
“TS Imagine provides a unified, multi-asset platform for global banks, asset managers, hedge funds and prime brokers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 668 company matches
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Portfolio analytics platforms: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
668 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 668 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio analytics platforms by metro
Questions about this company list
What does Exact match mean for portfolio analytics platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio analytics platforms did RevenueBase find based in the United States?
The saved snapshot records 668 matching company records, 99,707 tracked contacts and 43,297 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Portfolio analytics platforms by geography
- Portfolio analytics platforms based in Sao Paulo, Brazil
- Portfolio analytics platforms based in Toronto, Canada
- Portfolio analytics platforms based in Paris, France
- Portfolio analytics platforms based in Bangalore, India
- Portfolio analytics platforms based in Mumbai, India
- Portfolio analytics platforms based in Singapore, Singapore
- Portfolio analytics platforms based in London, United Kingdom
- Portfolio analytics platforms based in New York, United States
- Portfolio analytics platforms based in San Francisco, United States
- Portfolio analytics platforms based in Australia
- Portfolio analytics platforms based in Brazil
- Portfolio analytics platforms based in Canada
Cite this list
RevenueBase Data Team. Top 25 portfolio analytics platforms based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/portfolio-analytics-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio analytics platforms based in Sao Paulo, Brazil
- Portfolio analytics platforms based in Toronto, Canada
- Portfolio analytics platforms based in Paris, France
- Portfolio analytics platforms based in Bangalore, India
- Portfolio analytics platforms based in Mumbai, India
- Portfolio analytics platforms based in Singapore, Singapore
Company intelligence · public preview
Top 25 portfolio analytics platforms based in the United States
RevenueBase records 668 matching company records for portfolio analytics platforms based in the United States, with 99,707 tracked contacts and 43,297 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio analytics platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | State Streetstatestreet.com HQ: Boston, MA, United StatesReported employees: 10001+ | Boston, MA, United States | 10001+ | Exact match | 44,198 contacts → |
“At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Morningstarmorningstar.com HQ: Chicago, IL, United StatesReported employees: 10001+ | Chicago, IL, United States | 10001+ | Exact match | 11,549 contacts → |
“Morningstar, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Msci INCmsci.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 8,001 contacts → |
“MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | DST Systemsssctech.com HQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,195 contacts → |
“DST Systems, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Worldquantworldquant.com HQ: Old Greenwich, CT, United StatesReported employees: 1,001-5,000 | Old Greenwich, CT, United States | 1,001-5,000 | Exact match | 2,993 contacts → |
“WorldQuant is a global quantitative asset management firm with over $7 billion in assets under management.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Envestnetenvestnet.com HQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 2,921 contacts → |
“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Icapitalicapital.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,426 contacts → |
“Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Pitchbookpitchbook.com HQ: Seattle, WA, United StatesReported employees: 1,001-5,000 | Seattle, WA, United States | 1,001-5,000 | Exact match | 1,629 contacts → |
“PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Addeparaddepar.com HQ: New York, IL, United StatesReported employees: 1,001-5,000 | New York, IL, United States | 1,001-5,000 | Exact match | 1,465 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Assetmarkassetmark.com HQ: Concord, CA, United StatesReported employees: 1,001-5,000 | Concord, CA, United States | 1,001-5,000 | Exact match | 1,075 contacts → |
“AssetMark, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Apex Fintech Solutionsapexfintechsolutions.com HQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 1,059 contacts → |
“Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Seeking Alphaseekingalpha.com HQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 841 contacts → |
“Founded in 2005, Seeking Alpha is an industry-leading financial research platform powered by one of the world’s largest investing communities.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ss&c EZEadvent.com HQ: Windsor, CT, United StatesReported employees: 1,001-5,000 | Windsor, CT, United States | 1,001-5,000 | Exact match | 834 contacts → |
“SS & C Eze is now part of SS & C Advent, the unified home for investment and alternative management technology-combining Eze's front-office expertise with Advent’s deep…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Confluenceconfluence.com HQ: Pittsburgh, PA, United StatesReported employees: 501-1,000 | Pittsburgh, PA, United States | 501-1,000 | Exact match | 732 contacts → |
“Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Betanxtbetanxt.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 671 contacts → |
“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Goldensourcethegoldensource.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 602 contacts → |
“GoldenSource is the Modern Financial Data Management Platform for capital markets, delivered through cloud-native infrastructure designed to ground AI in governed capital markets…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Numerixnumerix.com HQ: New York, NM, United StatesReported employees: 201-500 | New York, NM, United States | 201-500 | Exact match | 511 contacts → |
“Since our founding in 1996, we have been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics and software that redefines pricing…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | RIMESrimes.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 492 contacts → |
“Rimes provides the Intelligence Fabric for Capital Markets, a trusted data network and intelligence architecture that transforms fragmented data, operations and workflows into…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Publicpublic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 489 contacts → |
“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Vestmarkvestmark.com HQ: Wakefield, MA, United StatesReported employees: 201-500 | Wakefield, MA, United States | 201-500 | Exact match | 466 contacts → |
“Headquartered outside of Boston, Mass.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Dynamo Softwaredynamosoftware.com HQ: Watertown, MA, United StatesReported employees: 201-500 | Watertown, MA, United States | 201-500 | Exact match | 450 contacts → |
“Since 1998, the Dynamo team and its Client Services and Support organization have worked alongside fund managers, institutional investors, and service providers to identify and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | CAIScaisgroup.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 380 contacts → |
“CAIS is the leading alternative investment platform for independent financial advisors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Nirvana Solutionsnirvanasolutions.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 343 contacts → |
“We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Communifycommunify.com HQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 339 contacts → |
“Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | TS Imaginetsimagine.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 310 contacts → |
“TS Imagine provides a unified, multi-asset platform for global banks, asset managers, hedge funds and prime brokers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 668 company matches
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Portfolio analytics platforms: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
668 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 668 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio analytics platforms by metro
Questions about this company list
What does Exact match mean for portfolio analytics platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio analytics platforms did RevenueBase find based in the United States?
The saved snapshot records 668 matching company records, 99,707 tracked contacts and 43,297 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Portfolio analytics platforms by geography
- Portfolio analytics platforms based in Sao Paulo, Brazil
- Portfolio analytics platforms based in Toronto, Canada
- Portfolio analytics platforms based in Paris, France
- Portfolio analytics platforms based in Bangalore, India
- Portfolio analytics platforms based in Mumbai, India
- Portfolio analytics platforms based in Singapore, Singapore
- Portfolio analytics platforms based in London, United Kingdom
- Portfolio analytics platforms based in New York, United States
- Portfolio analytics platforms based in San Francisco, United States
- Portfolio analytics platforms based in Australia
- Portfolio analytics platforms based in Brazil
- Portfolio analytics platforms based in Canada
Cite this list
RevenueBase Data Team. Top 25 portfolio analytics platforms based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/portfolio-analytics-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Portfolio analytics platforms based in Sao Paulo, Brazil
- Portfolio analytics platforms based in Toronto, Canada
- Portfolio analytics platforms based in Paris, France
- Portfolio analytics platforms based in Bangalore, India
- Portfolio analytics platforms based in Mumbai, India
- Portfolio analytics platforms based in Singapore, Singapore