As of October 2026, Latka tracks 99 investment portfolio management software companies. They have combined revenues of $1.5B and employ 10.5K people. They have raised $1.1B and serve 1.2M customers combined.
Every company below sells investment portfolio management 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.
Sorting: Highest -> Lowest
Showing 10 of 99 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.
Bengaluru, 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.”
New York, 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.
Latka tracks 99 investment portfolio management software companies with reported revenue. Together they generate $1.5B in annual revenue and employ 10.5K people.
Addepar is the largest, with $171.3M in annual revenue, founded in 2009.
The average investment portfolio management software company in this list makes $15.3M a year, across 99 companies with reported revenue. They serve 1.2M customers combined.
Ranked by annual revenue, the leaders are Addepar, smallcase, Ridgeline, FINBOURNE Technology and Pontera.
The 99 investment portfolio management software companies tracked here have raised $1.1B in disclosed funding between them.
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