As of October 2026, Latka tracks 4 investment portfolio management software companies with $100M+ in annual revenue. They have combined revenues of $480.8M and employ 2.4K people. They have raised $648.3M and serve 500 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 4 of 4 companies ranked by annual revenue.
Mountain View, California, United States
Addepar, Inc. is a financial technology company that provides an investment management platform for wealth management firms, family offices, and financial advisors. The platform also offers a comprehensive suite of tools for portfolio management, performance reporting, data aggregation, and client communication.
Bengaluru, Karnataka, India
Smallcase is a fintech company that offers an investment platform allowing users to invest in a basket of stocks and ETFs. It provides professionally built portfolios using quantitative models, zero management fees, and no lock-in, with direct dividend payouts.
Incline Village, Nevada, United States
Ridgeline® is the industry cloud platform for investment management. It was founded in 2017 by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to address the unique technology challenges of an industry in need of new thinking. We are building an AI-powered platform in the public cloud, purpose-built for the investment management industry to empower business like never before. With a growing campus in Reno, and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by LinkedIn as a “Top U.S. Startup,” and by The Software Report as a “Top 100 Software Company.”
Latka tracks 4 investment portfolio management software companies with $100M+ in annual revenue. Together they generate $480.8M in annual revenue and employ 2.4K people.
Addepar is the largest, with $171.3M in annual revenue, founded in 2009.
The average investment portfolio management software company in this list makes $120.2M a year, across 4 companies with reported revenue. They serve 500 customers combined.
Ranked by annual revenue, the leaders are Addepar, smallcase, Ridgeline and FINBOURNE Technology.
The 4 investment portfolio management software companies with $100M+ in annual revenue tracked here have raised $648.3M in disclosed funding between them.
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