Top 25 Portfolio management software companies based in New York, United States

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

“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.”

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

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

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

“CAIS is the leading alternative investment platform for independent financial advisors.”

“We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.”

“TS Imagine delivers a best-in-class SaaS platform for integrated electronic front-office trading, portfolio management, and financial risk management tools to the buy-side and…”

“Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.”

“ANALEC believes technology and software can go a long way to fight the structural decline facing full service broker-dealers and help them reset their business models to remain…”

“Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.”

“Masttro is the leading provider of wealth management technology.”

“Opto Investments ("Opto") is engineering the future of private markets so wealth managers can efficiently build, execute, and service white-labeled private investment vehicles -…”

“Bipsync is an AI-powered investment workspace purpose-built for institutional investors.”

“Equity Data Science (EDS) is an investment process management (IPM) solutions provider that empowers many of the world's leading hedge funds and asset managers through greater…”

“Verity is a leading provider of research management software, data and analytics delivered through a comprehensive platform to provide best-in-class workflow, portfolio…”

“Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.”

“OTCFin is a financial technology company which provides integrated solutions to investment managers to help them better and more efficiently manage their portfolios.”

“Designed for institutional investors who allocate investments externally to hedge fund managers and private equity funds, our managed data services and software empower allocators…”

“Portfolio management is the balancing act of ensuring idea quality and position size are highly correlated while adhering to risk and exposure constraints.”

“IMTC delivers the operational infrastructure and intelligence asset and wealth management firms need to optimize across fixed income accounts, execute with precision, and scale…”