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Top 1 Investor Relationship Management Software Companies With $5M–$10M Revenue (September 2026)

As of September 2026, Latka tracks 1 investor relationship management software companies with $5M–$10M in annual revenue. They have combined revenues of $6.5M and employ 73 people. They have raised $500K.

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.

Companies
1
Revenue
$6.5M
Funding
$500K
Employees
73

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Top Investor Relationship Management Software Companies With $5M–$10M Revenue

Showing 1 of 1 companies ranked by annual revenue.

1Assette logo
Assette

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.

Revenue
$6.5M
Year founded
1998
Funding
$500K
Team size
73

Frequently asked questions about Investor Relationship Management Software Companies With $5M–$10M Revenue

How many investor relationship management software companies with $5M–$10M in annual revenue are there?

Latka tracks 1 investor relationship management software companies with $5M–$10M in annual revenue. Together they generate $6.5M in annual revenue and employ 73 people.

Which investor relationship management software company with $5M–$10M in annual revenue is the largest?

Assette is the largest, with $6.5M in annual revenue, founded in 1998.

How much revenue does a typical investor relationship management software company with $5M–$10M in annual revenue make?

The average investor relationship management software company in this list makes $6.5M a year, across 1 companies with reported revenue.

Who are the leading Investor Relationship Management software vendors with $5M–$10M in annual revenue?

Ranked by annual revenue, the leaders are Assette.

How much funding have investor relationship management software companies with $5M–$10M in annual revenue raised?

The 1 investor relationship management software companies with $5M–$10M in annual revenue tracked here have raised $500K in disclosed funding between them.

Related Vertical Industry Software categories

All Vertical Industry Software SaaS categoriesEvery category we track inside Vertical Industry Software, each ranked by revenue.Browse every SaaS industryThe full A-Z of SaaS categories Latka tracks, from Investor Relationship Management to everything else.