Company lists · Data refreshed September 2026

Top 19 Portfolio analytics platforms based in San Francisco, United States

RevenueBase identified 53 portfolio analytics platforms headquartered in San Francisco, United States as of September 2026 and tracks 1,976 professional contacts across them, including 863 with verified work emails. Across the United States, New York is the largest hub for this category (148 companies); San Francisco follows with 53.

This list covers portfolio analytics platforms headquartered in San Francisco, 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 29, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
53Companies
1,976Contacts tracked
863Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 19 largest portfolio analytics platforms based in San Francisco, United States

Ranked by team size
Top 19 of 53 portfolio analytics platforms based in San Francisco, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio analytics platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 20261,001-5,0001,389 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 29, 2026
2Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202651-200121 contacts →

Indirect evidence

“MyVest builds enterprise wealth management technology for the digital age.”

Source: RevenueBase Database · checked Sep 29, 2026
3Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202651-20075 contacts →

Strong 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 29, 2026
4Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202651-20063 contacts →

Indirect evidence

“Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.”

Source: RevenueBase Database · checked Sep 29, 2026
5Partial evidenceSan Francisco, United StatesHQ checked Sep 29, 202611-5016 contacts →

Partial evidence

“We are an AI-native infrastructure platform for wealth management firms.”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidenceSan Francisco, United StatesHQ checked Sep 29, 20261-1016 contacts →

Partial evidence

“A next generation AI-enabled market intelligence platform for the asset and wealth management industry.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-5015 contacts →

Partial evidence

“StratiFi is an AI-powered platform that streamlines investment workflows for wealth managers by integrating risk management, compliance, and investment strategies into one unified…”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 2026n/a15 contacts →

Indirect 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 29, 2026
9Partial evidenceSan Francisco, United StatesHQ checked Sep 29, 202611-5012 contacts →

Partial evidence

“Revere provides venture capital data and portfolio management solutions to asset allocators.”

Source: RevenueBase Database · checked Sep 29, 2026
10Partial evidenceSan Francisco, United StatesHQ checked Sep 29, 202611-5010 contacts →

Partial evidence

“A next-generation SaaS investment platform where institutional investors can develop and empower their systematic investment strategies”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 20261-107 contacts →

Partial evidence

“Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings.”

Source: RevenueBase Database · checked Sep 29, 2026
12Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-506 contacts →

Strong evidence

“Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-506 contacts →

Indirect evidence

“Manifold Partners is a Systematic Asset Manager and Quant Research Advisory firm.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

“Macroaxis is a sophisticated, yet simple to use personalized investment management service.”

Source: RevenueBase Database · checked Sep 29, 2026
15Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“Accountable Finance provides a simple, powerful platform that empowers investors to make smarter, data-driven decisions.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceSan Francisco, United StatesHQ checked Sep 29, 202611-505 contacts →

Indirect evidence

“Sagehood's intelligent investment approach harnesses the power of machine learning to provide a holistic understanding of the financial market.”

Source: RevenueBase Database · checked Sep 29, 2026
17Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-503 contacts →

Partial evidence

“AltX is the go-to intelligence platform for the hedge fund market.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Arcadia Capital Group is an investment management company focused on developing advanced and proprietary financial technology.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-502 contacts →

Indirect evidence

“The strategy layer of agentic trading.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 19 of 53 portfolio analytics platforms based in San Francisco, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 863 reachable decision-makers.

Free signup · no credit card

View the full list →

Portfolio analytics platforms based in San Francisco, United States at a glance

As of Sep 29, 2026
43.7%Verified-email coverage
37.3Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
19
51-200
3
201-500
1
1,001-5,000
1
10001+
1

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 53 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 portfolio analytics platforms, 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 San Francisco, United States whose own description of what they do matches “portfolio analytics platforms”. 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 analytics platforms), 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 analytics platforms, and records with no verified work email. Companies headquartered outside San Francisco 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, 863 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 29, 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.

Portfolio analytics platforms by metro in the United States

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 analytics platforms, 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 analytics platforms are there based in San Francisco, United States?

RevenueBase identified 53 portfolio analytics platforms headquartered in San Francisco, 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 in the United States has the most portfolio analytics platforms?

New York leads the United States with 148 headquartered companies, followed by San Francisco (53) and Boston (29).

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 863 verified decision-maker contacts tracked across these 53 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 29, 2026.

Ready to reach these companies? Verified emails and direct dials for all 53 portfolio analytics platforms based in San Francisco, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.