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Top 3 Investor Reporting Software SaaS Companies in May 2026

As of May 2026, there are 3 SaaS companies in Investor Reporting Software. They have combined revenues of $154.3M and employ 1K people. They have raised $238M and serve 150 customers combined.

Companies
3
Revenue
$154.3M
Funding
$238M
Employees
1K

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Top Investor Reporting Software Companies

Showing 10 of 1 companies ranked by annual revenue.

1
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 Navigating the complexities of managing a fund is challenging enough without the additional constraints of outdated or siloed systems.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
Customers
-
Year founded
1999
Funding
-
Team size
5
Growth
-