Company lists · Data refreshed September 2026
Top 16 Portfolio management software companies based in Italy
RevenueBase identified 34 company matches for portfolio management software companies associated with Italy as of September 2026 and tracks 742 professional contacts across them, including 137 with verified work emails and 28 with mobile numbers. Milan is the largest hub.
This list covers company matches for portfolio management software companies associated with Italy, 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 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 16 largest portfolio management software companies based in Italy
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 424 contacts → | ||||
Exact match “IT SOFTWARE -the Technancial Company- is focused on designing and developing cutting-edge solutions to satisfy the needs of the most sophisticated financial institutions.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 2 | 45 contacts → | ||||
Exact match “Axyon AI is an Italian fintech company committed to making the investment management industry more robust through the power of AI.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 3 | 33 contacts → | ||||
Exact match “Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 4 | 30 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 5 | 15 contacts → | ||||
Exact match “Marzotto Sim è autorizzata ad offre servizi di-Negoziazione per conto proprio (Delibera n.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 6 | 10 contacts → | ||||
Exact match “Moneyviz è il primo software italiano che rende alla portata di tutti strumenti e informazioni finora riservati esclusivamente agli investitori professionali.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 7 | 10 contacts → | ||||
Exact match “Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “InvestPlan è una società di consulenza finanziaria indipendente.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “QBit è una società pionieristica nel campo delle tecnologie finanziarie, specializzata nell'applicazione dell'intelligenza artificiale per rivoluzionare l'analisi e la gestione…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “Deltahedge è la nuova piattaforma di analisi finanziaria per il wealth management- Valutazione fondi e ETF - Ricerca e comparazione avanzata - Analisi e construzione di…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Aiutiamo le persone ad individuare soluzioni personalizzate di investimento tramite- analisi di serie storiche- utilizzo di modelli statistici avanzati- scrupolosa profilazione…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “MoneyMate da soluzioni tecnologiche avanzate per l'industria del risparmio gestito.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Macroasset partners with financial advisors, private bankers, and family offices through independent research, multi-asset allocation, and bespoke advisory.” Recorded in the RevenueBase company graph · Sep 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 management software companies”. 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 16 of 34 portfolio management software companies based in Italy
See the full list, filter by size, metro and specialty, and access 137 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio management software companies based in Italy 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
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 Italy whose business descriptions match “portfolio management software companies” 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 137 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 September 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.
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 management software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio management software companies are there based in Italy?
RevenueBase identified 34 company matches for portfolio management software companies associated with Italy as of September 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?
IT Software tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio management software companies?
Milan leads with 13 company records, followed by Rome (5) and Turin (3).
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 137 professional contacts with verified work emails tracked across these 34 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 September 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 34 portfolio management software companies based in Italy. Start with a free account, no credit card.
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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.
More company lists
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Company intelligence · public preview
Top 16 portfolio management software companies based in Italy
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 34 matching company records for portfolio management software companies based in Italy, with 742 tracked contacts and 137 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 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 16 portfolio management software companies based in Italy
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 |  IT Softwareitsoftware.itHQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 424 contacts → |
“IT SOFTWARE -the Technancial Company- is focused on designing and developing cutting-edge solutions to satisfy the needs of the most sophisticated financial institutions.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Axyon AIaxyon.aiHQ: Modena, ItalyReported employees: 11-50 | Modena, Italy | 11-50 | Exact match | 45 contacts → |
“Axyon AI is an Italian fintech company committed to making the investment management industry more robust through the power of AI.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Gamma Capital Markets Succursale Italianagammamarkets.itHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 33 contacts → |
“Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Valuecubevaluecuberesearch.comHQ: Siena, ItalyReported employees: 11-50 | Siena, Italy | 11-50 | Exact match | 30 contacts → |
“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…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Marzotto SIM S.P.Amarzottosim.comHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 15 contacts → |
“Marzotto Sim è autorizzata ad offre servizi di-Negoziazione per conto proprio (Delibera n.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Moneyvizmoneyviz.itHQ: Turin, ItalyReported employees: 1-10 | Turin, Italy | 1-10 | Exact match | 10 contacts → |
“Moneyviz è il primo software italiano che rende alla portata di tutti strumenti e informazioni finora riservati esclusivamente agli investitori professionali.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  QADRAqadra.comHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 10 contacts → |
“Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Investplan SCFinvestplan.comHQ: Florence, ItalyReported employees: 1-10 | Florence, Italy | 1-10 | Exact match | 9 contacts → |
“InvestPlan è una società di consulenza finanziaria indipendente.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Panrhema SCFpanrhema.comHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 7 contacts → |
“Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Essedi Softwareessedisoftware.itHQ: Fiorano Modenese, ItalyReported employees: 1-10 | Fiorano Modenese, Italy | 1-10 | Exact match | 7 contacts → |
“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.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Qbit SCFqbitfinance.itHQ: Rome, ItalyReported employees: 1-10 | Rome, Italy | 1-10 | Exact match | 6 contacts → |
“QBit è una società pionieristica nel campo delle tecnologie finanziarie, specializzata nell'applicazione dell'intelligenza artificiale per rivoluzionare l'analisi e la gestione…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Quantalys Italia Harvest Groupquantalys.itHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Deltahedgedeltahedge.comHQ: Bologna, ItalyReported employees: 1-10 | Bologna, Italy | 1-10 | Exact match | 4 contacts → |
“Deltahedge è la nuova piattaforma di analisi finanziaria per il wealth management- Valutazione fondi e ETF - Ricerca e comparazione avanzata - Analisi e construzione di…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Davide Berti Wealth Managementdavideberti.itHQ: Genoa, ItalyReported employees: 11-50 | Genoa, Italy | 11-50 | Exact match | 3 contacts → |
“Aiutiamo le persone ad individuare soluzioni personalizzate di investimento tramite- analisi di serie storiche- utilizzo di modelli statistici avanzati- scrupolosa profilazione…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Moneymate Italiamoneymate.itHQ: Novara, ItalyReported employees: 1-10 | Novara, Italy | 1-10 | Exact match | 2 contacts → |
“MoneyMate da soluzioni tecnologiche avanzate per l'industria del risparmio gestito.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Macroassetmacroasset.itHQ: Genoa, ItalyReported employees: 1-10 | Genoa, Italy | 1-10 | Exact match | 1 contacts → |
“Macroasset partners with financial advisors, private bankers, and family offices through independent research, multi-asset allocation, and bespoke advisory.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 34 company matches
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Portfolio management software companies: dataset insights
September 5, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
34 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.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 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 ↗
Questions about this company list
What does Exact match mean for portfolio management software companies?
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 management software companies did RevenueBase find based in Italy?
The saved snapshot records 34 matching company records, 742 tracked contacts and 137 verified emails. The public preview displays 16 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: September 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 management software companies by geography
- Portfolio management software companies based in the United States
- Portfolio management software companies based in the United Kingdom
- Portfolio management software companies based in Switzerland
- Portfolio management software companies based in Brazil
- Portfolio management software companies based in Canada
- Portfolio management software companies based in France
- Portfolio management software companies based in Germany
- Portfolio management software companies based in Australia
- Portfolio management software companies based in the Netherlands
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Cite this list
RevenueBase Data Team. Top 16 portfolio management software companies based in Italy. Snapshot: September 5, 2026. https://revenuebase.ai/companies/portfolio-management-software-companies/italy.
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 management software companies based in the United States
- Portfolio management software companies based in the United Kingdom
- Portfolio management software companies based in Switzerland
- Portfolio management software companies based in Brazil
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Company intelligence · public preview
Top 16 portfolio management software companies based in Italy
RevenueBase records 34 matching company records for portfolio management software companies based in Italy, with 742 tracked contacts and 137 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 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 16 portfolio management software companies based in Italy
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 | IT Softwareitsoftware.it HQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 424 contacts → |
“IT SOFTWARE -the Technancial Company- is focused on designing and developing cutting-edge solutions to satisfy the needs of the most sophisticated financial institutions.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Axyon AIaxyon.ai HQ: Modena, ItalyReported employees: 11-50 | Modena, Italy | 11-50 | Exact match | 45 contacts → |
“Axyon AI is an Italian fintech company committed to making the investment management industry more robust through the power of AI.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Gamma Capital Markets Succursale Italianagammamarkets.it HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 33 contacts → |
“Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Valuecubevaluecuberesearch.com HQ: Siena, ItalyReported employees: 11-50 | Siena, Italy | 11-50 | Exact match | 30 contacts → |
“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…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Marzotto SIM S.P.Amarzottosim.com HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 15 contacts → |
“Marzotto Sim è autorizzata ad offre servizi di-Negoziazione per conto proprio (Delibera n.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Moneyvizmoneyviz.it HQ: Turin, ItalyReported employees: 1-10 | Turin, Italy | 1-10 | Exact match | 10 contacts → |
“Moneyviz è il primo software italiano che rende alla portata di tutti strumenti e informazioni finora riservati esclusivamente agli investitori professionali.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | QADRAqadra.com HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 10 contacts → |
“Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Investplan SCFinvestplan.com HQ: Florence, ItalyReported employees: 1-10 | Florence, Italy | 1-10 | Exact match | 9 contacts → |
“InvestPlan è una società di consulenza finanziaria indipendente.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Panrhema SCFpanrhema.com HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 7 contacts → |
“Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Essedi Softwareessedisoftware.it HQ: Fiorano Modenese, ItalyReported employees: 1-10 | Fiorano Modenese, Italy | 1-10 | Exact match | 7 contacts → |
“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.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Qbit SCFqbitfinance.it HQ: Rome, ItalyReported employees: 1-10 | Rome, Italy | 1-10 | Exact match | 6 contacts → |
“QBit è una società pionieristica nel campo delle tecnologie finanziarie, specializzata nell'applicazione dell'intelligenza artificiale per rivoluzionare l'analisi e la gestione…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Quantalys Italia Harvest Groupquantalys.it HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Deltahedgedeltahedge.com HQ: Bologna, ItalyReported employees: 1-10 | Bologna, Italy | 1-10 | Exact match | 4 contacts → |
“Deltahedge è la nuova piattaforma di analisi finanziaria per il wealth management- Valutazione fondi e ETF - Ricerca e comparazione avanzata - Analisi e construzione di…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Davide Berti Wealth Managementdavideberti.it HQ: Genoa, ItalyReported employees: 11-50 | Genoa, Italy | 11-50 | Exact match | 3 contacts → |
“Aiutiamo le persone ad individuare soluzioni personalizzate di investimento tramite- analisi di serie storiche- utilizzo di modelli statistici avanzati- scrupolosa profilazione…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Moneymate Italiamoneymate.it HQ: Novara, ItalyReported employees: 1-10 | Novara, Italy | 1-10 | Exact match | 2 contacts → |
“MoneyMate da soluzioni tecnologiche avanzate per l'industria del risparmio gestito.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Macroassetmacroasset.it HQ: Genoa, ItalyReported employees: 1-10 | Genoa, Italy | 1-10 | Exact match | 1 contacts → |
“Macroasset partners with financial advisors, private bankers, and family offices through independent research, multi-asset allocation, and bespoke advisory.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Portfolio management software companies: dataset insights
September 5, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
34 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.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 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 ↗
Questions about this company list
What does Exact match mean for portfolio management software companies?
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 management software companies did RevenueBase find based in Italy?
The saved snapshot records 34 matching company records, 742 tracked contacts and 137 verified emails. The public preview displays 16 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: September 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.
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Cite this list
RevenueBase Data Team. Top 16 portfolio management software companies based in Italy. Snapshot: September 5, 2026. https://revenuebase.ai/companies/portfolio-management-software-companies/italy.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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