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Top 2 Investment Accounting Software Companies Under $1M Revenue (September 2026)

As of September 2026, Latka tracks 2 investment accounting software companies under $1M in annual revenue. They have combined revenues of $881.3K and employ 8 people.

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
2
Revenue
$881.3K
Funding
-
Employees
8

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Top Investment Accounting Software Companies Under $1M Revenue

Showing 2 of 2 companies ranked by annual revenue.

1First Rate Vantage (Part of First Rate) logo
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 Navigating the complexities of managing a fund is challenging enough without the additional constraints of outdated or siloed systems.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
2ProfitStance logo
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 Under $1M Revenue

How many investment accounting software companies under $1M in annual revenue are there?

Latka tracks 2 investment accounting software companies under $1M in annual revenue. Together they generate $881.3K in annual revenue and employ 8 people.

Which investment accounting software company under $1M in annual revenue is the largest?

First Rate Vantage (Part of First Rate) is the largest, with $550K in annual revenue, founded in 1999.

How much revenue does a typical investment accounting software company under $1M in annual revenue make?

The average investment accounting software company in this list makes $440.7K a year, across 2 companies with reported revenue.

Who are the leading Investment Accounting software vendors under $1M in annual revenue?

Ranked by annual revenue, the leaders are First Rate Vantage (Part of First Rate) and ProfitStance.

Related Vertical Industry Software categories

All Vertical Industry Software SaaS categoriesEvery category we track inside Vertical Industry Software, each ranked by revenue.Browse every SaaS industryThe full A-Z of SaaS categories Latka tracks, from Investment Accounting to everything else.