As of May 2026, there are 8 SaaS companies in Investor Relationship Management Software. They have combined revenues of $26.4M and employ 233 people. They have raised $12.5M and serve - customers combined.
Sorting: Highest -> Lowest
Showing 10 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
Each Tuesday, we reverse-engineer a real SaaS company's revenue, profit, CAC, funnels, and its top growth tactic.
Sign up to access all features
Sign up with GoogleSign up with LinkedInAlready have an account? Log in
GetLatka is trusted by 200k+ founders, researchers, and marketers.
No contracts, cancel at any time