Company lists · Data refreshed September 2026

Top 16 Portfolio management software companies based in Italy

RevenueBase identified 34 portfolio management software companies headquartered in Italy as of September 2026 and tracks 742 professional contacts across them, including 137 with verified work emails and 28 with mobile numbers. Milano is the largest hub.

This list covers portfolio management software companies headquartered in Italy, 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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review
34Companies
742Contacts tracked
137Verified emails
28Mobile numbers
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The 16 largest portfolio management software companies based in Italy

Ranked by team size
Top 16 of 34 portfolio management software companies based in Italy, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names portfolio management software companies: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
IT SoftwarePartial evidence
Milan, ItalyHQ checked Sep 5, 202651-200424

“IT SOFTWARE -the Technancial Company- is focused on designing and developing cutting-edge solutions to satisfy the needs of the most sophisticated financial institutions.”

Source: company website · checked Sep 5, 2026
2
Axyon AIPartial evidence
Modena, ItalyHQ checked Sep 5, 202611-5045

“Axyon AI is an Italian fintech company committed to making the investment management industry more robust through the power of AI.”

Source: company website · checked Sep 5, 2026
3Milan, ItalyHQ checked Sep 5, 202611-5033

“Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.”

Source: company website · checked Sep 5, 2026
4
ValuecubePartial evidence
Siena, ItalyHQ checked Sep 5, 202611-5030

“Valuecube’s mission is to develop innovative software applications in the field of finance, meeting the most advanced IT and financial analysis standards and to spread the use of…”

Source: company website · checked Sep 5, 2026
5
Marzotto SIM S.P.AIndirect evidence
Milano, ItalyHQ checked Sep 5, 202611-5015

“Marzotto Sim è autorizzata ad offre servizi di-Negoziazione per conto proprio (Delibera n.”

Source: company website · checked Sep 5, 2026
6
MoneyvizPartial evidence
Turin, ItalyHQ checked Sep 5, 20261-1010

“Moneyviz è il primo software italiano che rende alla portata di tutti strumenti e informazioni finora riservati esclusivamente agli investitori professionali.”

Source: company website · checked Sep 5, 2026
7
QADRAPartial evidence
Milan, ItalyHQ checked Sep 5, 20261-1010

“Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers.”

Source: company website · checked Sep 5, 2026
8
Investplan SCFIndirect evidence
Florence, ItalyHQ checked Sep 5, 20261-109

“InvestPlan è una società di consulenza finanziaria indipendente.”

Source: company website · checked Sep 5, 2026
9
Panrhema SCFIndirect evidence
Milan, ItalyHQ checked Sep 5, 20261-107

“Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.”

Source: company website · checked Sep 5, 2026
10
Essedi SoftwarePartial evidence
Fiorano Modenese, ItalyHQ checked Sep 5, 20261-107

“In Essedi Software, operiamo da anni nella consulenza e nella commercializzazione di soluzioni software ad alto valore aggiunto, nell’area di gestione e controllo finanziario.”

Source: company website · checked Sep 5, 2026
11
Qbit SCFIndirect evidence
Rome, ItalyHQ checked Sep 5, 20261-106

“QBit è una società pionieristica nel campo delle tecnologie finanziarie, specializzata nell'applicazione dell'intelligenza artificiale per rivoluzionare l'analisi e la gestione…”

Source: company website · checked Sep 5, 2026
12Milano, ItalyHQ checked Sep 5, 20261-105

“Fondata nel 2007 ed attiva in Italia dal 2016, Quantalys Italia Harvest Group è una società indipendente specializzata nella fornitura di dati, nell’analisi di strumenti…”

Source: company website · checked Sep 5, 2026
13
DeltahedgePartial evidence
Bologna, ItalyHQ checked Sep 5, 20261-104

“Deltahedge è la nuova piattaforma di analisi finanziaria per il wealth management- Valutazione fondi e ETF - Ricerca e comparazione avanzata - Analisi e construzione di…”

Source: company website · checked Sep 5, 2026
14Genoa, ItalyHQ checked Sep 5, 202611-503

“Aiutiamo le persone ad individuare soluzioni personalizzate di investimento tramite- analisi di serie storiche- utilizzo di modelli statistici avanzati- scrupolosa profilazione…”

Source: company website · checked Sep 5, 2026
15
Moneymate ItaliaIndirect evidence
Novara, ItalyHQ checked Sep 5, 20261-102

“MoneyMate da soluzioni tecnologiche avanzate per l'industria del risparmio gestito.”

Source: company website · checked Sep 5, 2026
16
MacroassetIndirect evidence
Genova, ItalyHQ checked Sep 5, 20261-101

“Macroasset partners with financial advisors, private bankers, and family offices through independent research, multi-asset allocation, and bespoke advisory.”

Source: company website · checked Sep 5, 2026

Showing 16 of 34 portfolio management software companies based in Italy

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Portfolio management software companies based in Italy at a glance

As of Sep 5, 2026
1-10Median size (employees)
MilanoLargest hub · 6 HQs
28Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
22
11-50
10
51-200
2

Verified emails by last verification

0–30
131
31–60
6
61–90
0
90–180
0
180+
0

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 management 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 Italy whose own description of what they do matches “portfolio management 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 management software companies, and records with no verified work email. Companies headquartered outside Italy 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, 137 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 management software companies are there based in Italy?

RevenueBase identified 34 portfolio management software companies headquartered in Italy 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?

IT Software, headquartered in Milan, tops this list with the largest team on record.

Which city has the most portfolio management software companies?

Milano leads with 6 headquartered companies, followed by Milan (5) and Roma (3).

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 137 verified decision-maker contacts tracked across these 34 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.