1
Public.com
New York, New York, United States
Public is an investing platform that allows users to invest in stocks, ETFs, options, crypto, and bonds with a focus on community and social interaction.
- Revenue
- $174.4M
- Year founded
- 2019
- Team size
- 796
Top 5 Investment Portfolio Management Software Companies $100M+ Revenue (August 2026)
As of August 2026, Latka tracks 5 investment portfolio management software companies with $100M+ in annual revenue. They have combined revenues of $655.2M and employ 3.2K people. They have raised $650M 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.
- Companies
- 5
- Revenue
- $655.2M
- Funding
- $650M
- Employees
- 3.2K
Filters
Sorting: Highest -> Lowest
Top Investment Portfolio Management Software Companies $100M+ Revenue
Showing 5 of 5 companies ranked by annual revenue.
2
Addepar
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.
- Revenue
- $171.3M
- Customers
- 500
- Year founded
- 2009
- Funding
- $644.5M
- Team size
- 1.4K
3
smallcase
Bangalore, 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.
- Revenue
- $105.1M
- Year founded
- 2015
- Team size
- 356
4
Ridgeline
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.”
- Revenue
- $104.4M
- Year founded
- 2017
- Team size
- 458
- Revenue
- $100M
- Year founded
- 2016
- Funding
- $5.5M
- Team size
- 273
Frequently asked questions about Investment Portfolio Management Software Companies $100M+ Revenue
How many investment portfolio management software companies with $100M+ in annual revenue are there?
Latka tracks 5 investment portfolio management software companies with $100M+ in annual revenue. Together they generate $655.2M in annual revenue and employ 3.2K people.
Which investment portfolio management software company with $100M+ in annual revenue is the largest?
Public.com is the largest, with $174.4M in annual revenue, founded in 2019.
How much revenue does a typical investment portfolio management software company with $100M+ in annual revenue make?
The average investment portfolio management software company in this list makes $131M a year, across 5 companies with reported revenue. They serve 500 customers combined.
Who are the leading Investment Portfolio Management software vendors with $100M+ in annual revenue?
Ranked by annual revenue, the leaders are Public.com, Addepar, smallcase, Ridgeline and FINBOURNE Technology.
How much funding have investment portfolio management software companies with $100M+ in annual revenue raised?
The 5 investment portfolio management software companies with $100M+ in annual revenue tracked here have raised $650M in disclosed funding between them.