As of July 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 16 companies ranked by annual revenue.
New York, New York, United States
Repool is the leader in hedge fund software for emerging managers, firms and institutions, and finance professionals. Enabling easy hedge fund launch, management, and back office services.
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.
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.
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.
Each Tuesday, we reverse-engineer a real SaaS company's revenue, profit, CAC, funnels, and its top growth tactic.
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