As of September 2026, Latka tracks 8 investor relationship management software companies. They have combined revenues of $26.4M and employ 233 people. They have raised $12.5M.
Every company below sells investor relationship 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 8 of 8 companies ranked by annual revenue.
Chicago, Illinois, United States
Practice management solution for registered investment advisors, providing portfolio management, turnkey asset management solutions, CRM, billing and client communications
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.
United States
We provide next generation technology systems for asset managers. From managing your investor relationships to monitoring your portfolio & fund administration at scale, Atominvest’s modern software can be used to streamline your firm's asset management operations and workflows. Our software provides functionality and workflows to the world's leading private markets / asset management firms and their service providers across the following areas: INVESTOR MANAGEMENT: A unified investor experience and portal to streamline all investor interactions across fundraising, onboarding & subscriptions and reporting. - Fundraising: market funds through datarooms - Onboarding & E-Subscriptions: simplify investor subscriptions, KYC/ AML and tax document completion - Investor Portal / Reporting: securely share reporting documents & data with investors - Investor Lifecycle Management: efficient and scalable investor servicing workflows, information & change requests, contract execution and query management PORTFOLIO MANAGEMENT: Centralize data management and tracking across funds & portfolio companies. Flexible data ingestion and automated workflows for efficient metric collection along with performance analysis & reporting capabilities. - Portfolio monitoring: collect and track key metrics from your investments and monitor your portfolio via customised, dynamic dashboard views - ESG / Impact portfolio tracking and workflows: send ESG questionnaires, track metrics (vs. global standards) and easily report on ESG to investors FUND ACCOUNTING & ADMIN: Powerful fund administration and reporting engine to track fund, asset and investor-specific data and workflows for reporting, notice creation (capital calls, distributions) and investor record management. Our software works across all fund types including: - Private Funds (Private Equity, Credit, Growth Equity, Venture Capital, and Real Assets) - Traditional Open-Ended Funds & Hedge Funds
Boston, Massachusetts, United States
Provider of a cloud-based investor relation platform intended to help issuers to communicate directly with bond investors. The company's cloud-based investor relation platform uses software-as-a-service focus on user-friendly technology enhancements that help public sector CFO's and treasurers make smarter decisions about their bonds, enabling clients to borrow more efficiently in the municipal bond market.
United States
Since 2015, DealFabric has produced and distributed a cloud-based CRM solution dedicated to private equity firms. We improve the efficiency of investment and investor relationship management teams by providing solutions for simple deal flow management, fundraising, fund of funds, contact management, automated or online sharing of information to LP's and fostering collaboration. We are based in Switzerland and France but with a global ambition.
Thame, England, United Kingdom
Invessed provides asset and wealth managers with innovative solutions to engage clients effectively. These include a secure client portal and mobile application featuring extensive wealth reporting tools. Built on a cloud-native platform, Invessed improves wealth and asset management processes by delivering robust engagement and management solutions, simplifying client interactions and financial oversight. Invessed offers a scalable, modular platform that addresses key challenges for asset and wealth managers. It solves lengthy development cycles, simplifying complex integrations and maintenance. Additionally, it ensures consistent brand identity and allows customisation to meet unique business requirements. This facilitates easier management and expansion of digital services.
San Francisco, California, United States
FundPanel handles the details of your capital calls, investor relations, and back-office ops so you don't have to. Providing tools to dozens of the largest funds in the US and around the world.
Toronto, Ontario, Canada
Planworth is a B2B SaaS platform that empowers investment advisors and firms with the tools to guide a client's wealth journey.
Latka tracks 8 investor relationship management software companies with reported revenue. Together they generate $26.4M in annual revenue and employ 233 people.
Advyzon is the largest, with $11.5M in annual revenue, founded in 2012.
The average investor relationship management software company in this list makes $3.3M a year, across 8 companies with reported revenue.
Ranked by annual revenue, the leaders are Advyzon, Assette, Atominvest, BondLink and DealFabric.
The 8 investor relationship management software companies tracked here have raised $12.5M in disclosed funding between them.
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