- Revenue
- $5.4M
- Customers
- -
- Year founded
- 2018
- Funding
- $2.3M
- Team size
- 58
- Growth
- 60.27%
Top 4 Investment Accounting Software SaaS Companies in May 2026
As of May 2026, there are 4 SaaS companies in Investment Accounting Software. They have combined revenues of $8.3M and employ 87 people. They have raised $2.3M and serve - customers combined.
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Top Investment Accounting Software Companies
Showing 10 of 4 companies ranked by annual revenue.
- Revenue
- $2M
- Customers
- -
- Year founded
- 2014
- Funding
- -
- Team size
- 21
- Growth
- -
3
First Rate Vantage (Part of First Rate)
Arlington, Texas, United States
First Rate Vantage, a division of First Rate, Inc, is positioned to meet the unique needs of GPs and LPs alike. Clients around the world trust us to deliver a reliable investor experience, powerful partnership and portfolio accounting tools, streamlined fundraising, investor reporting, cap table management, and more. Navigating the complexities of managing a fund is challenging enough without the additional constraints of outdated or siloed systems. Our tailored solutions provide fund managers with the tools they require to operate their funds with confidence. For additional information, visit vantage-software.com.
- Revenue
- $550K
- Customers
- -
- Year founded
- 1999
- Funding
- -
- Team size
- 5
- Growth
- -
4
ProfitStance
Provo, Utah, United States
Developer of a tax and accounting platform for cryptocurrency traders, miners and investors. The company offers provides a SaaS platform that serves both individuals, corporate entities, investors and their financial advisors can rely on auditable and defensible records backed accuracy guarantee. It also checks taxes on every transaction calculated accurately, protect the margins on investments and pay IRS fines and interest.
- Revenue
- $331.3K
- Customers
- -
- Year founded
- 2017
- Funding
- -
- Team size
- 3
- Growth
- 26.5%