Company lists · Data refreshed September 2026
Top 16 Portfolio management software companies based in Chicago, United States
RevenueBase identified 31 company matches for portfolio management software companies associated with Chicago, United States as of September 2026 and tracks 1,677 professional contacts across them, including 1,143 with verified work emails. Across the United States, New York is the largest hub for this category (110 companies); Chicago has 31.
This list covers company matches for portfolio management software companies associated with Chicago, United States, 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 14, 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 Chicago, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 818 contacts → | ||||
Exact match “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 2 | 183 contacts → | ||||
Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 3 | 140 contacts → | ||||
Exact match “GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 4 | 110 contacts → | ||||
Exact match “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 5 | 108 contacts → | ||||
Exact match “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 6 | 107 contacts → | ||||
Exact match “Founded in 1994, Segall Bryant & Hamill (SBH) provides professional portfolio management of domestic and international equity and fixed income portfolios, as well as alternative…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 7 | 57 contacts → | ||||
Exact match “KKM is a boutique investment solutions firm that creates research-based financial products.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 8 | 53 contacts → | ||||
Exact match “Hundreds of managed risk investments work collectively to bring fundamental risk management tools to institutions and individuals navigating financial markets.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 9 | 25 contacts → | ||||
Exact match “Hull Tactical (HTAA, LLC) is a Registered Investment Advisor founded in 2013 focusing on quantitative asset management.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 10 | 15 contacts → | ||||
Exact match “NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 11 | 12 contacts → | ||||
Exact match “Astor Investment Management: Fundamentally Driven We provide advisory services and investment solutions.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “Invest in your financial future with IASG.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “Delivering a wealth of services, KAM provides calculated investment strategy with personal attention that remains rare.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “Spider Financial provides analytical and statistical software tools and services for securities trading, risk management and financial operations.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Advanced Objects is a software development and technology consulting firm that enables Broker/Dealer platforms, RIAs, Asset Managers and Financial Advisors to scale their business…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 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 31 portfolio management software companies based in Chicago, United States
See the full list, filter by size, metro and specialty, and access 1,143 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio management software companies based in Chicago, United States at a glance
As of Sep 14, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 31 companies.
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 Chicago, United States 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 1,143 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 14, 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.
Portfolio management software companies by metro in the United States
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 Chicago, United States?
RevenueBase identified 31 company matches for portfolio management software companies associated with Chicago, United States 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?
Enfusion NOW Cwan tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most portfolio management software companies?
New York leads the United States with 110 company records, followed by San Francisco (36) and Boston (32). Chicago has 31.
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 1,143 professional contacts with verified work emails tracked across these 31 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 14, 2026.
Ready to reach these companies? Verified emails and direct dials for all 31 portfolio management software companies based in Chicago, United States. Start with a free account, no credit card.
Download this list →Related lists
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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.
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- Portfolio management software companies based in the United States
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Company intelligence · public preview
Top 16 portfolio management software companies based in Chicago, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 31 matching company records for portfolio management software companies based in Chicago, United States, with 1,677 tracked contacts and 1,143 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 14, 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 Chicago, United States
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 |  Enfusion NOW Cwancwan.comHQ: Chicago, IL, United StatesReported employees: 5,001-10,000 | Chicago, IL, United States | 5,001-10,000 | Exact match | 818 contacts → |
“Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ychartsycharts.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Geowealthgeowealth.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 140 contacts → |
“GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Kovitzkovitz.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 110 contacts → |
“Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Advyzonadvyzon.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 108 contacts → |
“In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Segall Bryant & Hamillsbhic.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 107 contacts → |
“Founded in 1994, Segall Bryant & Hamill (SBH) provides professional portfolio management of domestic and international equity and fixed income portfolios, as well as alternative…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  KKM Financialkkmfinancial.comHQ: Chicago, IL, United StatesReported employees: Not recorded | Chicago, IL, United States | Not recorded | Exact match | 57 contacts → |
“KKM is a boutique investment solutions firm that creates research-based financial products.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Milliman Financial Risk Managementfrm.milliman.comHQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 53 contacts → |
“Hundreds of managed risk investments work collectively to bring fundamental risk management tools to institutions and individuals navigating financial markets.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Hull Tactical Asset Allocation Htaahulltactical.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 25 contacts → |
“Hull Tactical (HTAA, LLC) is a Registered Investment Advisor founded in 2013 focusing on quantitative asset management.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Nextcapitalnextcapital.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 15 contacts → |
“NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Astor Investment Management LLCastorim.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 12 contacts → |
“Astor Investment Management: Fundamentally Driven We provide advisory services and investment solutions.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 7 contacts → |
“Invest in your financial future with IASG.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Kruse Asset Managementkruseassetmanagement.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 4 contacts → |
“Delivering a wealth of services, KAM provides calculated investment strategy with personal attention that remains rare.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Spider Financial Corpnumxl.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 4 contacts → |
“Spider Financial provides analytical and statistical software tools and services for securities trading, risk management and financial operations.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Advanced Objectsadvancedobjects.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 2 contacts → |
“Advanced Objects is a software development and technology consulting firm that enables Broker/Dealer platforms, RIAs, Asset Managers and Financial Advisors to scale their business…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Recondite Capitalreconditecapital.comHQ: Chicago, United StatesReported employees: 1-10 | Chicago, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 16 of 31 company matches
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Portfolio management software companies: dataset insights
September 14, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
31 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.
Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 31 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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 14, 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 ↗
Portfolio management software companies by metro in the United States
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 Chicago, United States?
The saved snapshot records 31 matching company records, 1,677 tracked contacts and 1,143 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 14, 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 Italy
- Portfolio management software companies based in the Netherlands
- Portfolio management software companies based in Sydney, Australia
- Portfolio management software companies based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 16 portfolio management software companies based in Chicago, United States. Snapshot: September 14, 2026. https://revenuebase.ai/companies/portfolio-management-software-companies/united-states/chicago.
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
- Portfolio management software companies based in Canada
- Portfolio management software companies based in France
Company intelligence · public preview
Top 16 portfolio management software companies based in Chicago, United States
RevenueBase records 31 matching company records for portfolio management software companies based in Chicago, United States, with 1,677 tracked contacts and 1,143 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 14, 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 Chicago, United States
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 | Enfusion NOW Cwancwan.com HQ: Chicago, IL, United StatesReported employees: 5,001-10,000 | Chicago, IL, United States | 5,001-10,000 | Exact match | 818 contacts → |
“Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ychartsycharts.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Geowealthgeowealth.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 140 contacts → |
“GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Kovitzkovitz.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 110 contacts → |
“Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Advyzonadvyzon.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 108 contacts → |
“In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Segall Bryant & Hamillsbhic.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 107 contacts → |
“Founded in 1994, Segall Bryant & Hamill (SBH) provides professional portfolio management of domestic and international equity and fixed income portfolios, as well as alternative…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | KKM Financialkkmfinancial.com HQ: Chicago, IL, United StatesReported employees: Not recorded | Chicago, IL, United States | Not recorded | Exact match | 57 contacts → |
“KKM is a boutique investment solutions firm that creates research-based financial products.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Milliman Financial Risk Managementfrm.milliman.com HQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 53 contacts → |
“Hundreds of managed risk investments work collectively to bring fundamental risk management tools to institutions and individuals navigating financial markets.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Hull Tactical Asset Allocation Htaahulltactical.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 25 contacts → |
“Hull Tactical (HTAA, LLC) is a Registered Investment Advisor founded in 2013 focusing on quantitative asset management.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Nextcapitalnextcapital.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 15 contacts → |
“NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Astor Investment Management LLCastorim.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 12 contacts → |
“Astor Investment Management: Fundamentally Driven We provide advisory services and investment solutions.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 7 contacts → |
“Invest in your financial future with IASG.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Kruse Asset Managementkruseassetmanagement.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 4 contacts → |
“Delivering a wealth of services, KAM provides calculated investment strategy with personal attention that remains rare.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Spider Financial Corpnumxl.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 4 contacts → |
“Spider Financial provides analytical and statistical software tools and services for securities trading, risk management and financial operations.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Advanced Objectsadvancedobjects.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 2 contacts → |
“Advanced Objects is a software development and technology consulting firm that enables Broker/Dealer platforms, RIAs, Asset Managers and Financial Advisors to scale their business…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Recondite Capitalreconditecapital.com HQ: Chicago, United StatesReported employees: 1-10 | Chicago, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 16 of 31 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Portfolio management software companies: dataset insights
September 14, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
31 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.
Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 31 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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 14, 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 ↗
Portfolio management software companies by metro in the United States
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 Chicago, United States?
The saved snapshot records 31 matching company records, 1,677 tracked contacts and 1,143 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 14, 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 Chicago, United States. Snapshot: September 14, 2026. https://revenuebase.ai/companies/portfolio-management-software-companies/united-states/chicago.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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