1
Juniper Square
San Francisco, California, United States
real estate investment management software platform
- Revenue
- $139.8M
- Customers
- 150
- Year founded
- 2014
- Funding
- $238M
- Team size
- 816
- Growth
- 29.16%
Top 3 Investor Reporting Software Companies (September 2026)
As of September 2026, Latka tracks 3 investor reporting software companies. They have combined revenues of $154.3M and employ 1K people. They have raised $238M and serve 150 customers combined.
Every company below sells investor reporting 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
- 3
- Revenue
- $154.3M
- Funding
- $238M
- Employees
- 1K
Filters
Sorting: Highest -> Lowest
Top Investor Reporting Software Companies by revenue
Showing 3 of 3 companies ranked by annual revenue.
2
Canoe
New York, New York, United States
Developer of data management software designed to streamline investment document management and data extraction. The company's software leverages artificial intelligence (AI) and machine learning technology to identify, categorize and store investment data, thereby eliminating latency and providing a better way to manage the documents and data associated with alternative investments, enabling users to minimize manual data entry into reporting and accounting systems.
- Revenue
- $14M
- Year founded
- 2017
- Team size
- 180
3
First Rate Vantage (Part of First Rate)
Arlington, Texas, United States
First Rate Vantage, a division of First Rate, Inc, is positioned to meet the unique needs of GPs and LPs alike. Clients around the world trust us to deliver a reliable investor experience, powerful partnership and portfolio accounting tools, streamlined fundraising, investor reporting, cap table management, and more. Navigating the complexities of managing a fund is challenging enough without the additional constraints of outdated or siloed systems. Our tailored solutions provide fund managers with the tools they require to operate their funds with confidence. For additional information, visit vantage-software.com.
- Revenue
- $550K
- Year founded
- 1999
- Team size
- 5
Frequently asked questions about Investor Reporting Software Companies
How many investor reporting software companies are there?
Latka tracks 3 investor reporting software companies with reported revenue. Together they generate $154.3M in annual revenue and employ 1K people.
Which investor reporting software company is the largest?
Juniper Square is the largest, with $139.8M in annual revenue, founded in 2014.
How much revenue does a typical investor reporting software company make?
The average investor reporting software company in this list makes $51.4M a year, across 3 companies with reported revenue. They serve 150 customers combined.
Who are the leading Investor Reporting software vendors?
Ranked by annual revenue, the leaders are Juniper Square, Canoe and First Rate Vantage (Part of First Rate).
How much funding have investor reporting software companies raised?
The 3 investor reporting software companies tracked here have raised $238M in disclosed funding between them.