As of August 2026, Latka tracks 27 investment portfolio management software companies with $10M–$100M in annual revenue. They have combined revenues of $815.9M and employ 5.8K people. They have raised $373.7M and serve 1M customers combined.
Every company below sells investment portfolio management software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.
Sorting: Highest -> Lowest
Showing 10 of 27 companies ranked by annual revenue.
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.
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.
Wan Chai, Hong Kong, Hong Kong
Provider of a wealth management platform intended to automate data analysis and operational processes associated with managing investment data. The company's enterprise SaaS platform MPro, integrates and analyzes data from all sources and provides highly customizable compliance management tools to streamline the entire investment process with data-driven methods, enabling wealth managers, family offices and private banks to serve their clients by eliminating manual errors occurring while handling bulk investment related data.
Latka tracks 27 investment portfolio management software companies with $10M–$100M in annual revenue. Together they generate $815.9M in annual revenue and employ 5.8K people.
Pontera is the largest, with $69.1M in annual revenue, founded in 2012.
The average investment portfolio management software company in this list makes $30.2M a year, across 27 companies with reported revenue. They serve 1M customers combined.
Ranked by annual revenue, the leaders are Pontera, Allvue Systems, Advisor360°, Vestmark, Inc. and Kanastra.
The 27 investment portfolio management software companies with $10M–$100M in annual revenue tracked here have raised $373.7M in disclosed funding between them.
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