The closest alternatives to Advent Software, Inc. are Public.com, Addepar and smallcase. Advent Software, Inc. generates $396.8M in revenue with 1.7K employees. Every one of the 20 alternatives below is compared with Advent Software, Inc. on revenue, funding, customers, team size and founding year.
Advent Software, Inc. is pinned as the first column so every figure is read against it. Blank cells are figures we have not verified, never zeros.
| Company |  Advent Software, Inc.This company |  Public.com |  Addepar |  smallcase |  Ridgeline |  FINBOURNE Technology |  Pontera |  Advisor360° |  Allvue Systems |  Vestmark, Inc. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $396.8M | $174.4M | $171.3M | $105.1M | $104.4M | $100M | $69.1M | $63.9M | $63.9M | $57.4M |
| Funding raised | $400K | Not disclosed | $644.5M | Not disclosed | Not disclosed | $5.5M | Not disclosed | Not disclosed | Not disclosed | $13.4M |
| Customers | 5M | Not disclosed | 500 | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | 1M |
| Team size | 1.7K | 796 | 1.4K | 356 | 458 | 273 | 338 | 581 | 581 | 389 |
| Founded | 1983 | 2019 | 2009 | 2015 | 2017 | 2016 | 2012 | Not disclosed | 2019 | 2001 |
| HQ | United States | United States | United States | India | United States | United Kingdom | United States | United States | United States | United States |
United States · Investment Portfolio Management Software
Public is an investing platform that allows users to invest in stocks, ETFs, options, crypto, and bonds with a focus on community and social interaction.
Public.com revenue & fundingAdvent Software, Inc. vs Public.com
United States · Investment Portfolio Management Software
Addepar, Inc. is a financial technology company that provides an investment management platform for wealth management firms, family offices, and financial advisors. The platform also offers a comprehensive suite of…
India · Investment Portfolio Management Software
Smallcase is a fintech company that offers an investment platform allowing users to invest in a basket of stocks and ETFs. It provides professionally built portfolios using quantitative models, zero management fees, and…
smallcase revenue & fundingAdvent Software, Inc. vs smallcase
United States · Investment Portfolio Management Software
Ridgeline® is the industry cloud platform for investment management. It was founded in 2017 by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to address the unique technology challenges…
Ridgeline revenue & fundingAdvent Software, Inc. vs Ridgeline
United Kingdom · Investment Portfolio Management Software
Developer of an advanced financial software created to liberate the world's largest financial institutions from the limitations of their data systems and equip them to build a simple, connected and more informed future…
FINBOURNE Technology revenue & fundingAdvent Software, Inc. vs FINBOURNE Technology
United States · Investment Portfolio Management Software
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling their financial advisors to manage, balance, and trade clients' retirement accounts securely and compliantly.
United States · Investment Portfolio Management Software
Leverage our SaaS WealthTech platform to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk.
Advisor360° revenue & fundingAdvent Software, Inc. vs Advisor360°
United States · Investment Portfolio Management Software
Allvue Systems is a recognized leader of cloud-based technology, data, and services solutions for alternative investment managers in the private capital markets. Our integrated suite of software empowers firms of all…
Allvue Systems revenue & fundingAdvent Software, Inc. vs Allvue Systems
United States · Investment Portfolio Management Software
Vestmark is a leading provider of portfolio management/trading solutions and outsourced services, offering a technology platform that enables broker dealers, investment managers, RIAs, and bank trusts.
Vestmark, Inc. revenue & fundingAdvent Software, Inc. vs Vestmark, Inc.
Brazil · Investment Portfolio Management Software
Kanastra is the technological backoffice for alternative investments, using proprietary technology for structured fund trust services and securitization services.
United Kingdom · Investment Portfolio Management Software
ZILO is a London-based technology company transforming the financial industry with innovative, cloud-native solutions, focused on creating sustainable value for global asset and wealth management firms.
United States · Investment Portfolio Management Software
R A I N M A K E R™ provides a comprehensive transaction management tool designed specifically for capital markets. Our platform streamlines deal processes, enhances collaboration, and offers insightful analytics to help…
R A I N M A K E R™ revenue & fundingAdvent Software, Inc. vs R A I N M A K E R™
United States · Investment Portfolio Management Software
Developer of an online portfolio management platform. The company provides a cloud-based portfolio and risk management platform for hedge funds and asset managers. It's platform provides asset managers order and…
United Kingdom · Investment Portfolio Management Software
Fundcraft is Europe's premier provider of end-to-end digital fund operations for the alternative asset management industry, offering a unified digital fund operations platform.
Fundcraft revenue & fundingAdvent Software, Inc. vs Fundcraft
Hong Kong · Investment Portfolio Management Software
Provider of a wealth management platform intended to automate data analysis and operational processes associated with managing investment data. The company's enterprise SaaS platform MPro, integrates and analyzes data…
United States · Investment Portfolio Management Software
Building the next generation of wealth
United States · Investment Portfolio Management Software
Range is an AI wealthtech platform that provides wealth management and financial advisory services, empowering high earners to manage their money more effectively.
range.com revenue & fundingAdvent Software, Inc. vs range.com
Canada · Investment Portfolio Management Software
Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These…
United States · Investment Portfolio Management Software
Alphastream is the leading AI platform transforming private credit workflows. We leverage advanced natural language processing to turn complex credit agreements, loan documents, and financial reports into actionable…
Alphastream revenue & fundingAdvent Software, Inc. vs Alphastream
United States · Investment Portfolio Management Software
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale. Vise’s mission is to enable financial advisors to deliver better investment outcomes…
Advent Software, Inc. ranks #1 of 105 Investment Portfolio Management Software companies by annual revenue, putting it in the top 1% of the market.
| Date | Round | Amount | Valuation |
|---|---|---|---|
| Mar 2021 | Funding round | $400K | Not disclosed |
The closest alternatives to Advent Software, Inc. are Public.com, Addepar and smallcase, all active in Investment Portfolio Management Software. This page compares each of them with Advent Software, Inc. on revenue, funding, customers and team size.
Public.com is the closest alternative to Advent Software, Inc., generating $174.4M in revenue. Which alternative fits best depends on budget and company size, so compare all 20 alternatives above before choosing.
Advent Software, Inc. generates $396.8M in revenue.
Advent Software, Inc. has raised $400K in funding.
Advent Software, Inc. has 5M customers.
Yes. Advent Software, Inc. generates $396.8M in revenue versus $174.4M at Public.com.
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