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Top 10 Client Portal Software Companies (November 2026)

As of November 2026, Latka tracks 18 client portal software companies. They have combined revenues of $158.4M and employ 777 people. They have raised $155.1M and serve 3.3K customers combined.

Every company below sells client portal software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.

What Client Portal Software Companies do

Client Portal Software is a digital platform that facilitates secure communication and information exchange between businesses and their clients. These portals enable clients to access personalized data, track project progress, and securely share documents, enhancing transparency and collaboration. Common use cases include customer service, account management, and project coordination across various sectors such as legal, consulting, and finance. Key features of client portal software typically include user authentication, customizable dashboards, file sharing capabilities, and communication tools such as messaging or chat functions. This type of software is primarily utilized by professionals in roles such as customer support, account management, and project management, where maintaining a streamlined flow of information and improving client relationships are critical. By centralizing client interactions and support activities, businesses can reduce operational inefficiencies and enhance client satisfaction.

Companies
18
Revenue
$158.4M
Funding
$155.1M
Employees
777

Filters

Sorting: Highest -> Lowest

Filters

Top Client Portal Software Companies by revenue

Showing 10 of 18 companies ranked by annual revenue.

1Luma logo
Luma

San Francisco, California, United States

Gone are the days of burying queries and requests in endless email threads. We keep people on the same page, put automation to task and create less legwork for overloaded managers leaving more time for the work that matters. As your main communications hub, Luma eases the challenge of managing a growing client base and the production to match it. We keep workflows running smoothly and make sure every shred of key information is reachable within a few clicks. Less time spent putting out fires means more time for creative thinking, distraction-free work, and general sanity.

Revenue
$100M
Year founded
2015
Funding
$130M
Team size
300
2Huemn logo
Huemn

Hyderabad, Telangana, India

Huemn Huemn offers a cloud-based OS that automates a Photography business into a streamlined workflow and powers their shoots, data, client communication, approvals, post-production, deliveries, and more. Huemn does the heavy lifting, so the Photographers can focus on creativity and capture great moments at full throttle.

Revenue
$20.6M
Year founded
2021
Team size
187
3Veriday logo
Veriday

Mississauga, Ontario, Canada

At Veriday, we believe exceptional digital experiences begin with a deep understanding of people—your users, your teams, and your goals. We’re a digital transformation and technology services company specializing in DXP implementations, strategy-led design, and composable digital architectures. As a trusted Liferay Partner, we help organizations across financial services, healthcare, government, and beyond create scalable, secure, and personalized digital solutions that drive measurable impact. What sets us apart? We don’t just implement platforms—we co-create value. Our work is rooted in partnership, agility, and a relentless focus on outcomes over outputs. Whether you’re modernizing a legacy portal, enabling compliant advisor marketing, or building a new digital front door, Veriday brings the strategic insight and technical expertise to make it happen—faster, smarter, and with staying power. Let’s build digital experiences that truly work—for your business and your users. Visit www.veriday.com or write to us at [email protected] for more details.

Revenue
$8M
Year founded
2012
Team size
73
4SuiteDash logo
SuiteDash

Research Triangle Park, North Carolina, United States

SuiteDash’s integrated toolkits & pre-built automations give you an affordable & professional way to streamline your business, collaborate with your team, automate your processes, and delight your clients.

Revenue
$5.6M
Team size
19
5Roojoom logo
Roojoom

Boston, Massachusetts, United States

Provider of an online content connecting platform. The company provides an online platform that helps to strengthen performance of a brand's communications with users.

Revenue
$5.2M
Year founded
2013
Team size
27
6Assembly (Copilot Platforms Inc.) logo
Assembly (Copilot Platforms Inc.)

New York, NY, United States

Create remarkable customer experiences with Assembly (formerly Copilot). Get an out-of-the box branded client portal where customers can message you, pay bills, and share information securely, with a new AI-powered CRM for your team.

Revenue
$3.9M
Year founded
2020
Team size
35
7SuiteFiles logo
SuiteFiles

Wellington, Wellington Region, New Zealand

Save 235+ hours a year with a better way of managing your documents. SuiteFiles combines document and email management, templates, auto-filing, secure client communication, unlimited document signing, and the integrations you need together in one seamless experience. Integrations include Xero Practice Manager, Karbon, Microsoft 365, Quickbooks Online, WorkflowMax, and more.

Revenue
$3.4M
Year founded
2012
Team size
31
8Playbook logo
Playbook

San Francisco, California, United States

Playbook is a beautiful, organized home base for all creative work. For teams, Playbook makes it easy to share, and collaborate on visual projects. For freelancers, Playbook makes collaborating with clients and sharing their work with the world seamless. Playbook runs on advanced and intelligent technology. It automatically imports, tags, categorizes your entire media library, in minutes.

Revenue
$2.2M
Year founded
2020
Funding
$22M
Team size
20
9Clinked logo
Clinked

Cambridge, England, United Kingdom

Cloud-based client portal for teamwork and collaboration.

Revenue
$2M
Customers
2.7K
Funding
$2.4M
Team size
16
10Pigeon logo
Pigeon

United States

Document collection made fast, easy, and secure

Revenue
$2M
Year founded
2022
Team size
13

Frequently asked questions about Client Portal Software Companies

How many client portal software companies are there?

Latka tracks 18 client portal software companies with reported revenue. Together they generate $158.4M in annual revenue and employ 777 people.

Which client portal software company is the largest?

Luma is the largest, with $100M in annual revenue, founded in 2015.

How much revenue does a typical client portal software company make?

The average client portal software company in this list makes $8.8M a year, across 18 companies with reported revenue. They serve 3.3K customers combined.

Who are the leading Client Portal software vendors?

Ranked by annual revenue, the leaders are Luma, Huemn, Veriday, SuiteDash and Roojoom.

How much funding have client portal software companies raised?

The 18 client portal software companies tracked here have raised $155.1M in disclosed funding between them.

Related Content Management Systems categories

Inclusion Criteria

- The software must provide a secure access environment for clients to view and manage their personal information. - It should enable file sharing and document management functionalities to facilitate collaboration. - The platform must support communication tools, such as messaging or notifications, for client interactions. - It should offer customization options for users to tailor their experience to meet specific client needs. - Not just for internal use; it must actively empower clients to engage with their data and business processes.