Top 15 Investment Portfolio Management Software Companies Under $1M Revenue (August 2026)

United States

We aim to bring simplicity, efficiency and transparency to the wealth industry. Traditionally, analyzing wealth is a complex process which doesn't help advisor productivity. Furthermore, explaining wealth is often jargon intense which doesn't help stakeholders' understanding of what they own. Our modular wealth platform is designed to support wealth firms, online platforms, family offices, asset or fund managers with time saving analytics, user friendly visualizations and personalized portfolio Insights.

London, England, United Kingdom

Provider of SaaS reporting service. The company engages in providing services such as software as service for the private wealth management and institutional asset management firms.

Thame, England, United Kingdom

Invessed provides asset and wealth managers with innovative solutions to engage clients effectively. These include a secure client portal and mobile application featuring extensive wealth reporting tools. Built on a cloud-native platform, Invessed improves wealth and asset management processes by delivering robust engagement and management solutions, simplifying client interactions and financial oversight. Invessed offers a scalable, modular platform that addresses key challenges for asset and wealth managers. It solves lengthy development cycles, simplifying complex integrations and maintenance. Additionally, it ensures consistent brand identity and allows customisation to meet unique business requirements. This facilitates easier management and expansion of digital services.

Toronto, Ontario, Canada

AI-Driven Portfolio Management System

Helsinki, Finland

Developer of financial modeling and simulation software designed to help investment analysts around the globe increase performance and accuracy of results in their everyday tasks. The company's software offers features such as financial modeling, analyzing, asset management, reporting and top-down visualization of investment performance for a real estate portfolio of any complexity and international scale, enabling financial market professionals to optimize their business processes.

Brooklyn, New York, United States

Provider of a cloud computing platform for the analysis and portfolio management. The company helps in making investment in structured finance by bringing the SaaS data and analytics together to replace desktop tools, providing data from leading trustees of asset-backed securities and direct and up-to-date access to loan-level and deal level information.

United States

LinkedTrade is a leading SaaS Multi-Issuer Structured Products Platform that offers end-to-end automation for the design, pricing, trading and post-trade monitoring of structured investments. At the forefront of the digital transformation of our industry, we leverage modern technologies to offer our clients a digital access to Global Capital Markets with real-time pricing, real-time execution and portfolio analysis. We help to improve client services and we make investing in structured products fast, easy and cost-effective.

San Francisco, California, United States

Financial copilot for institutional investors

Winterthur, Zürich, Switzerland

Swiss company Alphasys AG combines IT expertise with know-how from the financial world. With the portfolio management system "Netfolio"​, Alphasys has developed a professional, flexible solution for in-depth asset management. Software and services meet the highest requirements when it comes to convenience, security and compliance. The ScanEngine for automatic entry of bank documents and the integrated CRM simplify administration and adherence with regulatory provisions. In addition to software for asset management, Alphasys also offers its customers an extensive range of services, from data hosting to document processing.

United States

Cloud9Trader is a web-based framework for developing algorithmic trading scripts, enabling you to turn your trading strategies into effective and profitable algorithms and trade them live with your broker. You develop trading algorithms directly in the browser with the help of our simple, effective JavaScript API. You then backtest on our powerful cloud servers against every tick of actual historical price data so you can be completely confident in your algorithm’s performance before trading live. Also incorporated is an optimization framework for determining an algorithm's most profitable parameter set for any given market conditions and a rich interface for monitoring performance in live trading, complete with full logging, analytics and beautiful charting. We have a range of built in technical indicators that you can use in your algorithms or plot onto charts to aid in analyzing the market. If you have specific requirements, Cloud9Trader also includes a full suite to write and test your own indicators. You can either connect the platform live to your broker for streaming prices and trade execution, or practice with a demo account where you can trade like-for-like against foreign exchange pairs, stock indices, metals and commodities. If algorithmic trading isn't for you, additionally included is a clean, intuitive, low latency HTML5 platform for discretionary trading where you can stream live price updates, browse live updating price charts and track all of your positions. Trading foreign exchange and/or contracts for differences on margin carries a high level of risk, and may not be suitable for all investors. The possibility exists that you could sustain a loss in excess of your deposited funds and therefore, you should not speculate with capital that you cannot afford to lose.