- Revenue
- $5.4M
- Year founded
- 2018
- Funding
- $2.3M
- Team size
- 58
Top 4 Investment Accounting Software Companies (August 2026)
As of August 2026, Latka tracks 4 investment accounting software companies. They have combined revenues of $8.3M and employ 87 people. They have raised $2.3M.
Every company below sells investment accounting 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.
- Companies
- 4
- Revenue
- $8.3M
- Funding
- $2.3M
- Employees
- 87
Filters
Sorting: Highest -> Lowest
Top Investment Accounting Software Companies by revenue
Showing 4 of 4 companies ranked by annual revenue.
- Revenue
- $2M
- Year founded
- 2014
- Team size
- 21
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 Navigating the complexities of managing a fund is challenging enough without the additional constraints of outdated or siloed systems.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
- Year founded
- 1999
- Team size
- 5
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
- Year founded
- 2017
- Team size
- 3
Frequently asked questions about Investment Accounting Software Companies
How many investment accounting software companies are there?
Latka tracks 4 investment accounting software companies with reported revenue. Together they generate $8.3M in annual revenue and employ 87 people.
Which investment accounting software company is the largest?
Diligend is the largest, with $5.4M in annual revenue, founded in 2018.
How much revenue does a typical investment accounting software company make?
The average investment accounting software company in this list makes $2.1M a year, across 4 companies with reported revenue.
Who are the leading Investment Accounting software vendors?
Ranked by annual revenue, the leaders are Diligend, Limina, First Rate Vantage (Part of First Rate) and ProfitStance.
How much funding have investment accounting software companies raised?
The 4 investment accounting software companies tracked here have raised $2.3M in disclosed funding between them.