Top 93 Investment Portfolio Management Software SaaS Companies in May 2026

United States

EndoTech LTD was founded in 2012 and is the home of the first true SaaS solution for AI-driven automated trading. We aim to provide outsized, non-correlated returns across a range of financial assets with an emphasis on cryptocurrencies. Based on our clients’ risk-reward profiles, we have created a variety of strategies that strike the balance between full automation and personalization, and this means that our 20+ strategies have proven to be suitable for any type of investor. Since inception, EndoTech has set out to be the most highly performant and scalable quantitative trading SaaS provider for automated trading in the field of digital assets and beyond, with deep technology being at the heart of what we do. The crown jewel of our operation is undoubtedly the results, alongside a high level of transparency. We believe that a company with true results should display a full track record at any time, including live trading. On the trading side, the HWM system is used to ensure the highest level of client confidence, and to adhere to the value of integrity we hold at utmost importance. Last but not least, the main revenue source for the company is the performance fees that move in tandem with results, rather than inflated administrative fees that are non-related to performance. Founded by Dr. Anna Becker and Dmitry Gooshchin, EndoTech takes pride in a lean and effective team of programmers to constantly enhance our proprietary algorithms. We believe that the cryptocurrency market is the most promising asset class there is, and that AI is leading the way on the tech scene. Combining these two elements creates a fascinating environment where true innovation can prosper. After a decade of operation, we are excited for the next ten years of proven results and enhancement of our technology.

Copenhagen, Capital Region of Denmark, Denmark

In a rapidly evolving financial landscape, the tools of yesterday won't cut it. Thus we created Performativ - the future of wealth management software, a system that isn't just powerful and secure, but also attuned to the growing demands of the digital age. Our mission from day one has been clear: to revolutionize the wealth management sector. We strive to empower professionals and their clients, positioning them at the forefront of the industry's evolution, ready to seize tomorrow's opportunities.

Greenwich, Connecticut, United States

INDATA is a leading specialized provider of SaaS (Software-as-a-Service), technology and managed outsourcing services for buyside firms, including trade order management (OMS), portfolio management, compliance, portfolio accounting and front-to-back office. INDATA iPM Portfolio Architect AI™ is the industry’s first portfolio construction, modeling, rebalancing and reporting tool based on AI and Machine Learning. INDATA’s iPM – Intelligent Portfolio Management® technology platform allows end users to efficiently collaborate in real-time across the enterprise and contains the best of class functionality demanded by sophisticated institutional investors, wealth managers, and hedge funds. The company’s mission is to provide clients with cutting edge technology products and services to increase trading and operational efficiency while reducing risk and administrative overhead. INDATA provides software and services to a variety of buyside clients including asset managers, registered investment advisors, banks and wealth management firms, pension funds and hedge funds. Assets under management range from under $1 billion to more than $100 billion across a variety of asset classes globally. For more information, visit www.indataipm.com

New York, New York, United States

Developer of a cloud-based due-diligence platform designed to transform, streamline and simplify processes. The company's platform allows users to efficiently respond to multiple investors and transform the current process of funding in hedge funds, private equity funds, exchange-traded funds, and mutual funds, enabling asset allocators and investment managers to automate repeated tasks and scale their active investor engagement by eliminating manually intensive copy-paste tasks.

Woburn, Massachusetts, United States

The future of wealth management is digital and FusionIQ is leading the way with the flexible, easy-to-implement solutions financial advisors and institutions need to win in competitive markets. FusionIQ One is the most comprehensive cloud-native wealth management platform available, seamlessly integrating four core modules – Hybrid Digital Advice, Self-Directed Investing, Digital Marketplace, and finTAMP – through one digital workflow to empower investors and advisors. As a core integration platform, the award-winning FusionIQ One eliminates the friction between the front, middle, and back offices resulting in easy, hassle-free implementation and greater flexibility, efficiency, productivity, and profitability. FusionIQ One powers a suite of products including FIQ Freedom, FIQ Journey, FIQ Market One, FIQ TAMP+, and FIQ Wallet, making it easy for banks, broker-dealers, credit unions, family offices, RIAs, wallet companies, and asset managers to scale. These pre-integrated platforms deliver the digital experience clients and advisors want and the seamless workflows and process automations wealth management enterprises need for profitable organic growth. With highly configurable white-label platform integrations complete in as little as six weeks, it's easy to see why FusionIQ One’s integrated multi-custodian, multilingual, and multi-asset class platform is the leading digital solution for advisors and institutions today.

London, London, United Kingdom

Allocator is a data and software-as-a-service company, providing integrated data and software solutions to the alternative investments industry. Our mission is to help private capital investors transform their investment operations and research processes by providing a world-class data and analytics platform to inform their investment decision support systems. We offer LPs access to their investment data in a standardised and consistent format removing the need for investment teams to spend their time on data management processes. We transform their investment and research requirements into actionable insights so that they can spend more time making investment decisions and less time on managing data. We offer a flexible solutions suite to enhance and compliment all institutional investing workflows in a scalable and easily integrable manner, keeping our clients focused on building strong investment outcomes. Our clients include fund of funds, family offices, private banks, wealth managers, pension funds, endowments, insurance companies, sovereign wealth funds and oCIOs in 15 countries across Europe, North America and Asia Pacific. To learn more contact us at: www.allocator.com

Pittsburgh, Pennsylvania, United States

Developer of an IRA technology platform intended to offer Web-based institutional IRA record-keeping services. The company's paperless and end-to-end white label IRA platform provides a wide range of institutionally-priced investment choices and access to professional advice, education and other financial services, enabling financial organizations to extend IRA options, investment ideas and advice to all individuals saving for retirement.

West Palm Beach, Florida, United States

Developer of a cloud-based Web investment portal and database platform intended to provide hedge fund and portfolio investment information. The company's platform seamlessly integrates with hedge fund advisory firms, making it easy to customize and allocate assets and options strategies for clients, enabling hedge fund managers and clients to access customized investment portfolios, comprehensive reports and other similar due intelligence reports.

Toronto, Ontario, Canada

Developer of a cloud based digital bond issuance platform designed to make new bond issuance digital, transparent and secure. The company's cloud based digital bond issuance platform digitizes the end-to-end process, allowing dealers and investors to connect with corporate and government issuers directly, thus offering market analytics for corporate treasurers, enabling corporate bond issuers to get updates about bond markets and issue bonds as per requirements.

Vancouver, Canada

MyFO delivers the most advanced family office experience, seamlessly combining efficiency with secure, centralized tools to transform wealth management.