Each Tuesday, we reverse-engineer a real SaaS company's revenue, profit, CAC, funnels, and its top growth tactic.
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As of August 2026, there are 93 SaaS companies in Investment Portfolio Management Software. They have combined revenues of $1.3B and employ 9.8K people. They have raised $990M and serve 1.2M customers combined.
Sorting: Highest -> Lowest
Showing 10 of 93 companies ranked by annual revenue.
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.
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.”
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.
Uberlândia, Minas Gerais, Brazil
Kanastra is the technological backoffice for alternative investments, using proprietary technology for structured fund trust services and securitization services.
London, England, United Kingdom
ZILO is a London-based technology company transforming the financial industry with innovative, cloud-native solutions, focused on creating sustainable value for global asset and wealth management firms.
Dallas, Texas, United States
R A I N M A K E R™ provides a comprehensive transaction management tool designed specifically for capital markets. Our platform streamlines deal processes, enhances collaboration, and offers insightful analytics to help you close deals faster and more efficiently. With features like custom workflows, secure data sharing, and automated reporting, we empower private capital market professionals to manage their transactions seamlessly.
