As of September 2026, Latka tracks 1 investor relationship management software companies with $10M–$100M in annual revenue. They have combined revenues of $11.5M and employ 75 people.
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 1 of 1 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
Latka tracks 1 investor relationship management software companies with $10M–$100M in annual revenue. Together they generate $11.5M in annual revenue and employ 75 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 $11.5M a year, across 1 companies with reported revenue.
Ranked by annual revenue, the leaders are Advyzon.
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