Company lists · Data refreshed September 2026
Top 25 Private equity portfolio management software companies based in the United States
RevenueBase identified 816 private equity portfolio management software companies headquartered in the United States as of September 2026 and tracks 16,088 professional contacts across them, including 8,692 with verified work emails. New York is the largest hub.
This list covers private equity portfolio management software 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.
The 25 largest private equity portfolio management software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,966 contacts → | ||||
Partial evidence “Carta powers interconnectivity in private markets, uniting data, people, and workflows in one connected system.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 881 contacts → | ||||
Strong evidence “TA is a leading global private equity firm focused on scaling growth in profitable companies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 616 contacts → | ||||
Partial evidence “Allvue Systems is a recognized leader of cloud-based technology, data, and services solutions for alternative investment managers in the private capital markets.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 513 contacts → | ||||
Strong evidence “PSG is a growth equity firm that partners with software and technology-enabled services companies to help them navigate transformational growth, capitalize on strategic…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 478 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 337 contacts → | ||||
Strong evidence “W Capital Partners is a private equity firm that provides secondary liquidity to shareholders in private businesses and growth capital for those companies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 309 contacts → | ||||
Strong evidence “Thoma Bravo is the world’s largest software-focused investment firm, with more than $172 billion in assets under management as of March 31, 2026.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 278 contacts → | ||||
Strong evidence “Alpine Investors is a people-driven private equity firm that invests in software and services businesses.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 245 contacts → | ||||
Partial evidence “Banyan Software provides the best permanent home for successful enterprise software businesses, their employees, and customers to preserve the legacy of founders, while helping…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 227 contacts → | ||||
Strong evidence “Carlyle AlpInvest is a leading global private equity investor with $107 billion of assets under management as of March 31, 2026, and employs more than 260 people in New York…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 208 contacts → | ||||
Indirect evidence “Aumni, a J.P.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 168 contacts → | ||||
Strong evidence “LLR Partners is a lower middle market private equity firm focused on investing in software and tech-enabled companies within the knowledge economy.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 159 contacts → | ||||
Strong evidence “FALCON, Private Equity’s C-Suite Recruiter, is built to drive top-quartile performance for CEOs, CFOs, GPs and LPs who participate in the private equity-backed, middle market.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 157 contacts → | ||||
Strong evidence “Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 152 contacts → | ||||
Strong evidence “Founded in 1992, JMI Equity has focused on investing in exceptional software and AI-driven companies from scaling stages through later growth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 144 contacts → | ||||
Indirect evidence “Formed in 2005, Lime Rock Resources acquires, operates, and improves lower-risk oil and gas properties in the United States.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 138 contacts → | ||||
Strong evidence “Kingfish is a different kind of private equity firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 135 contacts → | ||||
Partial evidence “FTV Capital is a growth equity investment firm that has raised over $10.2 billion to invest in high-growth companies offering a range of innovative solutions in financial…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 126 contacts → | ||||
Strong evidence “Golden Gate Capital is a San Francisco-based private equity investment firm with approximately $20 billion in cumulative committed capital.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 125 contacts → | ||||
Strong evidence “Incline Equity Partners is the driving force in middle market private equity.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 124 contacts → | ||||
Strong evidence “LLCP is a middle-market private equity firm with a 42-year track record of investing across various targeted sectors, including Business Services, Franchising & Multi-unit…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 120 contacts → | ||||
Strong evidence “Founded in 1982, The Sterling Group, is a private equity investment firm that targets controlling interests in basic manufacturing, industrial services and distribution companies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 114 contacts → | ||||
Partial evidence “LP Analyst is the industry leading portfolio managed data and technology platform provider working with more than 100 of the largest institutional investors globally to help…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 112 contacts → | ||||
Strong evidence “One Rock Capital Partners is a New York-based private equity firm with ~$10.0 billion of cumulative capital commitments focused on investing in companies across a range of…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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: private equity portfolio management software 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 private equity portfolio management software companies.
- Partial evidence
- Its own public description names part of private equity portfolio management software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name private equity portfolio management software 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 816 private equity portfolio management software companies based in the United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 8,692 reachable decision-makers.
Free signup · no credit card
Private equity portfolio management software companies based in the United States at a glance
As of Sep 29, 2026Companies by employee count
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 816 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 private equity portfolio management software 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 “private equity portfolio management software 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 private equity portfolio management software 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 private equity portfolio management software 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, 8,692 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.
Private equity portfolio management software companies by metro
- Private equity portfolio management software companies in New York120
- Private equity portfolio management software companies in San Francisco43
- Private equity portfolio management software companies in Chicago42
- Private equity portfolio management software companies in Dallas34
- Private equity portfolio management software companies in Austin30
- Private equity portfolio management software companies in Boston30
- Private equity portfolio management software companies in Los Angeles25
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 private equity portfolio management software 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 private equity portfolio management software companies are there based in the United States?
RevenueBase identified 816 private equity portfolio management software 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?
CARTA, headquartered in San Francisco, tops this list with the largest team on record.
Which city has the most private equity portfolio management software companies?
New York leads with 120 headquartered companies, followed by San Francisco (43) and Chicago (42).
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 8,692 verified decision-maker contacts tracked across these 816 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.
Ready to reach these companies? Verified emails and direct dials for all 816 private equity portfolio management software companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Private equity portfolio management software companies by geography
- Private equity portfolio management software companies based in Toronto, Canada
- Private equity portfolio management software companies based in Paris, France
- Private equity portfolio management software companies based in London, United Kingdom
- Private equity portfolio management software companies based in Austin, United States
- Private equity portfolio management software companies based in Boston, United States
- Private equity portfolio management software companies based in Chicago, United States
- Private equity portfolio management software companies based in Dallas, United States
- Private equity portfolio management software companies based in Los Angeles, United States
- Private equity portfolio management software companies based in New York, United States
- Private equity portfolio management software companies based in San Francisco, United States
- Private equity portfolio management software companies based in Australia
- Private equity portfolio management software companies based in Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Private equity portfolio management software companies based in Toronto, Canada
- Private equity portfolio management software companies based in Paris, France
- Private equity portfolio management software companies based in London, United Kingdom
- Private equity portfolio management software companies based in Austin, United States
- Private equity portfolio management software companies based in Boston, United States
- Private equity portfolio management software companies based in Chicago, United States