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Top 1 Investor Reporting Software Companies Under $1M Revenue (September 2026)

As of September 2026, Latka tracks 1 investor reporting software companies under $1M in annual revenue. They have combined revenues of $550K and employ 5 people.

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
1
Revenue
$550K
Funding
-
Employees
5

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Top Investor Reporting Software Companies Under $1M Revenue

Showing 1 of 1 companies ranked by annual revenue.

1First Rate Vantage (Part of First Rate) logo
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 Navigating the complexities of managing a fund is challenging enough without the additional constraints of outdated or siloed systems.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 Under $1M Revenue

How many investor reporting software companies under $1M in annual revenue are there?

Latka tracks 1 investor reporting software companies under $1M in annual revenue. Together they generate $550K in annual revenue and employ 5 people.

Which investor reporting software company under $1M in annual revenue is the largest?

First Rate Vantage (Part of First Rate) is the largest, with $550K in annual revenue, founded in 1999.

How much revenue does a typical investor reporting software company under $1M in annual revenue make?

The average investor reporting software company in this list makes $550K a year, across 1 companies with reported revenue.

Who are the leading Investor Reporting software vendors under $1M in annual revenue?

Ranked by annual revenue, the leaders are First Rate Vantage (Part of First Rate).

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