Top 8 Investor Relations Software Companies With $5M–$10M Revenue (September 2026)

New York, New York, United States

Entera is the leading 3-sided marketplace focused on connecting Enterprise and Mid-Market investors, sellers and services providers in the single-family residential market. Powered by modern data science and Artificial Intelligence (AI), Entera’s marketplace offers the most seamless solution for investors to access, evaluate, transact and operate their single-family real estate investments. Backed by leading venture capital investors Goldman Sachs Growth, Bullpen Capital, and Craft Ventures, Entera is focused on delivering software innovation and offline service solutions that enable its’ investor clients to scale their operations quickly, make more market data-driven decisions confidently, and maximize financial returns. Since its inception in 2018, Entera has transacted on more than 15,000 single family homes valued at $5 Billion across 29 US markets. The company is headquartered in New York City, New York and Houston, Texas. Learn more at www.entera.ai.

Helsinki, Uusimaa, Finland

Inven is an AI company that develops B2B SaaS solutions for M&A, private equity, and management consulting professionals. The company offers an intelligent platform for deal sourcing, helping professionals discover high-potential private companies.

Stockholm, Stockholm County, Sweden

Quartr is a software company serving the world of finance. The Quartr ecosystem gives millions of investors, corporate professionals, and journalists easy access to first-party information from 11,000+ public companies through a variety of services. Quartr's product suite includes a free mobile app for both iOS and Android, a web app that caters to the needs of corporate professionals and retail investors alike, an embeddable player for investor relations sites, and an API solution that gives third parties the ability to stream live earnings calls and distribute documents such as slide decks, earnings reports, and financial segment data from 10,000+ public companies. All products are built with the same purpose – to bring the financial community closer together.

London, England, United Kingdom

Helps sales teams close deals

New York, New York, United States

Bipsync is a leading provider of research and workflow management solutions purpose-built for investment management. We use modern technologies, agile processes, and user-centered design to drive speed, agility, quality, and efficiency into our customers’ processes to drive better decisions, faster. Bipsync clients span the entire investment management industry across asset class, strategy and size. The world’s largest allocators right through to pre-launch fund managers rely on Bipsync as a single system of record and modern productivity environment to help them power their unique investment processes and drive operational excellence.

Boston, Massachusetts, United States

Developer of a cloud-based sales and client communications software designed to improve the way institutional investment management firms communicate with their clients. The company's software integrates data from multiple sources and generates information such as fact sheets, pitch books, database input, client presentations and client reports, enabling institutional asset managers to build trust with clients and consultants.

Zurich, Zurich, Switzerland

Developer of a lifecycle management platform designed to provide a fast and cost-effective way of replacing investment funds. The company's platform streamlines and automates the Actively Managed Certificates value chain that is presently manual and offers a shared services platform for asset managers and issuers, enabling clients to take advantage of mutual funds at lower costs, faster time-to-market and fewer legal or regulatory requirements.

New York, New York, United States

Investment Due Diligence Software