Top 93 Investment Portfolio Management Software SaaS Companies in May 2026

London, England, United Kingdom

data management and analytics software

New York City, 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.

Wakefield, Massachusetts, United States

wealth management technology solutions

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.

Dallas, Texas, United States

R A I N M A K E R™ provides a comprehensive transaction management tool designed specifically for capital markets. Our platform streamlines deal processes, enhances collaboration, and offers insightful analytics to help you close deals faster and more efficiently. With features like custom workflows, secure data sharing, and automated reporting, we empower private capital market professionals to manage their transactions seamlessly.

Chicago, Illinois, United States

Developer of an online portfolio management platform. The company provides a cloud-based portfolio and risk management platform for hedge funds and asset managers. It's platform provides asset managers order and execution and portfolio management, reconciliations, valuations and risk, full fund accounting and management across asset classes on a single data set.

London, Greater London, United Kingdom

Fundcraft is Europe's premier provider of end-to-end digital fund operations for the alternative asset management industry, offering a unified digital fund operations platform.