Top 50 Investment Portfolio Management Software Companies (August 2026)

New York, New York, United States

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.

Mountain View, California, United States

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 tools for portfolio management, performance reporting, data aggregation, and client communication.

Bangalore, Karnataka, India

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 no lock-in, with direct dividend payouts.

Incline Village, Nevada, United States

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 of an industry in need of new thinking. We are building an AI-powered platform in the public cloud, purpose-built for the investment management industry to empower business like never before. With a growing campus in Reno, and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by LinkedIn as a “Top U.S. Startup,” and by The Software Report as a “Top 100 Software Company.”

London, England, United Kingdom

data management and analytics software

New York City, New York, United States

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.

Coral Gables, Florida, United States

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 sizes—including private equity managers, private debt managers, public credit managers, fund administrators, and banks—to streamline operations, enhance data accuracy, and drive superior investment decisions. With a global presence spanning North America, Europe, and India. Allvue has made deep investments in AI research and development as part of its commitment to innovation, which will enable clients to optimize workflows, automate processes, and gain deeper analytical insights across the entire investment lifecycle.

Weston, Massachusetts, United States

Leverage our SaaS WealthTech platform to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk.

Wakefield, Massachusetts, United States

wealth management technology solutions

Uberlândia, Minas Gerais, Brazil

Kanastra is the technological backoffice for alternative investments, using proprietary technology for structured fund trust services and securitization services.