Top 8 Investor Relationship Management Software SaaS Companies in May 2026

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.