Top 25 Portfolio management software companies based in the United States

“At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.”

“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.”

“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…”

“MSCI is a leading provider of critical decision support tools and services for the global investment community.”

“DST Systems, Inc.”

“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.”

“Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.”

“Squarepoint is a leading global investment management firm that develops quantitative investment strategies to achieve high quality returns for our clients.”

“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…”

“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.”

“Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.”

“On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…”

“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.”

“AssetMark, Inc.”

“Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…”

“Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.”

“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.”

“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.”

“Eton Solutions is an ERP software product (AtlasFive and EtonAI) and services company founded to handle the complexities of servicing Family Offices, Wealth Owners, RIAs, Business…”

“Rimes provides the Intelligence Fabric for Capital Markets, a trusted data network and intelligence architecture that transforms fragmented data, operations and workflows into…”

“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…”

“Headquartered outside of Boston, Mass.”