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.
The 16 largest portfolio management software companies based in Italy
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 424 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 45 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 33 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 4 | ValuecubePartial evidence | 30 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 15 | ||||
“Marzotto Sim è autorizzata ad offre servizi di-Negoziazione per conto proprio (Delibera n.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | MoneyvizPartial evidence | 10 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 7 | QADRAPartial evidence | 10 | |||
“Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 | ||||
“InvestPlan è una società di consulenza finanziaria indipendente.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 10 | Essedi SoftwarePartial evidence | 7 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 12 | Quantalys Italia Harvest GroupIndirect evidence | 5 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 15 | Moneymate ItaliaIndirect evidence | 2 | |||
“MoneyMate da soluzioni tecnologiche avanzate per l'industria del risparmio gestito.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 16 | MacroassetIndirect evidence | 1 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
Showing 16 of 34 portfolio management software companies based in Italy
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 137 reachable decision-makers.
Free signup · no credit card
Portfolio management software companies based in Italy at a glance
As of Sep 5, 2026Companies by employee count
Verified emails by last verification
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among portfolio 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.
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.
Get the full listRelated 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
- Portfolio management software companies based in Boston, United States
- Portfolio management software companies based in Chicago, United States
- Portfolio management software companies based in New York, United States
Browse the directory
Browse: Companies home · All Italy lists · All Portfolio management software companies lists · New 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 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 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