Company lists · Data refreshed September 2026

Top 25 Portfolio management software support companies based in the United States

Name: Portfolio management software support companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 648 companies tracked

RevenueBase identified 648 portfolio management software support companies headquartered in the United States as of September 2026 and tracks 34,009 professional contacts across them, including 17,108 with verified work emails. New York is the largest hub.

This list covers portfolio management software support companies headquartered in the United States, 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review

648Companies

34,009Contacts tracked

17,108Verified emails

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The 25 largest portfolio management software support companies based in the United States

Ranked by team size

Top 25 of 648 portfolio management software support companies based in the United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio management software support companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	LPL Financial	Partial evidence	San Diego, CA, United StatesHQ checked Sep 29, 2026	5,001-10,000	13,475 contacts →
	Partial evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 29, 2026
2	Envestnet	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 29, 2026	1,001-5,000	2,766 contacts →
	Partial evidence “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Source: RevenueBase Database · checked Sep 29, 2026
3	Ss&c Advent	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,389 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
4	Personal Capital	Indirect evidence	Redwood City, CA, United StatesHQ checked Sep 29, 2026	201-500	1,168 contacts →
	Indirect evidence “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: RevenueBase Database · checked Sep 29, 2026
5	Waddell & Reed	Partial evidence	Shawnee Mission, KS, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,112 contacts →
	Partial evidence “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Source: RevenueBase Database · checked Sep 29, 2026
6	ORION	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,042 contacts →
	Indirect evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 29, 2026
7	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 29, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 29, 2026
8	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 29, 2026	1,001-5,000	837 contacts →
	Indirect evidence “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Source: RevenueBase Database · checked Sep 29, 2026
9	Betanxt	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	501-1,000	629 contacts →
	Partial evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 29, 2026
10	Emoney Advisor	Indirect evidence	Radnor, PA, United StatesHQ checked Sep 29, 2026	501-1,000	615 contacts →
	Indirect evidence “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: RevenueBase Database · checked Sep 29, 2026
11	EP Wealth Advisors	Partial evidence	Torrance, CA, United StatesHQ checked Sep 29, 2026	501-1,000	573 contacts →
	Partial evidence “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Source: RevenueBase Database · checked Sep 29, 2026
12	Vestmark	Indirect evidence	Wakefield, MA, United StatesHQ checked Sep 29, 2026	201-500	430 contacts →
	Indirect evidence “Headquartered outside of Boston, Mass.” Source: RevenueBase Database · checked Sep 29, 2026
13	Sterling Capital Management LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	51-200	219 contacts →
	Partial evidence “Sterling Capital Management LLC, founded in 1970 and headquartered in Charlotte, NC, is an indirect, wholly-owned asset manager subsidiary of Guardian Capital Group Limited…” Source: RevenueBase Database · checked Sep 29, 2026
14	Nitrogen	Partial evidence	Auburn, CA, United StatesHQ checked Sep 29, 2026	201-500	189 contacts →
	Partial evidence “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Source: RevenueBase Database · checked Sep 29, 2026
15	Ycharts	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	51-200	183 contacts →
	Partial evidence “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: RevenueBase Database · checked Sep 29, 2026
16	Stavtar Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	51-200	163 contacts →
	Partial evidence “Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Source: RevenueBase Database · checked Sep 29, 2026
17	Chronograph	Partial evidence	Brooklyn, United StatesHQ checked Sep 29, 2026	51-200	157 contacts →
	Partial evidence “Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.” Source: RevenueBase Database · checked Sep 29, 2026
18	Rightcapital	Partial evidence	Shelton, CT, United StatesHQ checked Sep 29, 2026	51-200	148 contacts →
	Partial evidence “RightCapital is financial planning software done right.” Source: RevenueBase Database · checked Sep 29, 2026
19	Geowealth	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	51-200	140 contacts →
	Partial evidence “GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Source: RevenueBase Database · checked Sep 29, 2026
20	Meeder Investment Management	Partial evidence	Dublin, OH, United StatesHQ checked Sep 29, 2026	51-200	137 contacts →
	Partial evidence “Meeder Investment Management has helped clients successfully reach their financial goals since 1974.” Source: RevenueBase Database · checked Sep 29, 2026
21	Signal Advisors	Indirect evidence	Detroit, MI, United StatesHQ checked Sep 29, 2026	51-200	134 contacts →
	Indirect evidence “Signal Advisors is the first tech-enabled IMO built by advisors for advisors to empower you to grow and scale more efficiently than ever before.” Source: RevenueBase Database · checked Sep 29, 2026
22	Broadridge Advisor Solutions	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 29, 2026	201-500	134 contacts →
	Indirect evidence “Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing…” Source: RevenueBase Database · checked Sep 29, 2026
23	Apella Wealth	Indirect evidence	West Hartford, CT, United StatesHQ checked Sep 29, 2026	51-200	129 contacts →
	Indirect evidence “At Apella, our focus is You.” Source: RevenueBase Database · checked Sep 29, 2026
24	Myvest	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 29, 2026	51-200	121 contacts →
	Partial evidence “MyVest builds enterprise wealth management technology for the digital age.” Source: RevenueBase Database · checked Sep 29, 2026
25	LOS Angeles Capital Management	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 29, 2026	51-200	116 contacts →
	Partial evidence “Los Angeles Capital Management (LACM) was founded in 2002 by principals seeking to build an independent, client-centric firm focused on Los Angeles Capital's Dynamic Alpha Stock…” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: portfolio management software support companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names portfolio management software support companies.
Partial evidence: Its own public description names part of portfolio management software support companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio management software support companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 648 portfolio management software support companies based in the United States

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Portfolio management software support companies based in the United States at a glance

As of Sep 29, 2026

50.3%Verified-email coverage

52.5Average contacts per company

1-10Median size (employees)

6.6%Largest-city concentration · New York

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

385

11-50

170

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 648 companies.

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 support companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search 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 Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “portfolio management software support companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names portfolio management software support companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among portfolio management software support companies, and records with no verified work email. Companies headquartered outside United States 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 its RevenueBase Smart Search 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, 17,108 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 29, 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.

Portfolio management software support companies by metro

Portfolio management software support companies in New York43

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names portfolio management software support companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many portfolio management software support companies are there based in the United States?

RevenueBase identified 648 portfolio management software support companies headquartered in the United States 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?

LPL Financial, headquartered in San Diego, tops this list with the largest team on record.

Which city has the most portfolio management software support companies?

New York leads with 43 headquartered companies, followed by Chicago (18) and San Francisco (18).

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 17,108 verified decision-maker contacts tracked across these 648 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 29, 2026.

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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 Smart Search, 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.