Top 17 Investment Portfolio Management Software Companies With $5M–$10M Revenue (August 2026)

Luxembourg

Next Gate Tech, a Luxembourg-based FundTech, provides SaaS solutions for asset management with machine learning, data analytics, and cloud-based automation.

Bengaluru, Karnataka, India

New age wealth management app for India

Munchen, Bayern, Germany

Qplix delivers next generation SaaS solutions for wealth management and family office.

London, England, United Kingdom

SigTech is a cutting-edge fintech platform blending AI and quantitative analysis for market professionals, including quants. We offer deep financial market data analysis, robust instrument valuation, and advanced strategy backtesting. Ideal for analysts, portfolio managers, and traders, SigTech combines data-driven insights with quantitative modeling, streamlining decision-making in finance. The work on the SigTech platform started in 2013 to manage systematic investments at Brevan Howard, which remains a SigTech client today. After the spinoff into an independent company in early 2019, the team has grown substantially and established SigTech as the leading provider of quant technologies. MAGIC (Multi-Agent Generative Investment Copilots) enhances our platform's capabilities by providing an all-in-one solution for investment professionals. It leverages AI and advanced quantitative tools to deliver unparalleled market insights, helping users build and test investment strategies more efficiently.

Barcelona, Catalonia, Spain

Flanks is a wealth management solution provider reshaping the industry by making holistic wealth management simple and seamless. The company helps various global financial players, including banks, family offices, and portfolio trackers, to streamline their management tasks. Founded in 2019 and headquartered in Barcelona, Spain, Flanks brings together a team of wealth management and tech experts from leading companies. To date, the company has raised a total of 9.8 million euros from investors.

Sheung Wan, Hong Kong

wealth management software solutions

Brooklyn, New York, United States

Fundpath is a critical data and business intelligence service for the wealth and asset management industry, providing investment distribution insights.

London, England, United Kingdom

Deliver data-driven investment decisions, faster, with greater transparency and at scale with our next-generation machine-learning technology. Accelex allows investors and servicers in alternative assets to quickly and easily acquire, extract and analyze investment data. Using artificial intelligence and machine learning, Accelex allows clients to automate the accessing, extracting, organizing and analyzing of data from alternative investment portfolios. This offers clients a more complete picture of investments from the overall portfolio all the way down to the underlying assets. Accelex is headquartered in London with offices in Paris, Luxembourg, New York and Toronto. For more information please visit: www.accelextech.com

London, England, United Kingdom

Helps sales teams close deals

New York, New York, United States

Bipsync is a leading provider of research and workflow management solutions purpose-built for investment management. We use modern technologies, agile processes, and user-centered design to drive speed, agility, quality, and efficiency into our customers’ processes to drive better decisions, faster. Bipsync clients span the entire investment management industry across asset class, strategy and size. The world’s largest allocators right through to pre-launch fund managers rely on Bipsync as a single system of record and modern productivity environment to help them power their unique investment processes and drive operational excellence.