The closest alternatives to smallcase are Ridgeline, FINBOURNE Technology and Pontera. smallcase generates $105.1M in revenue with 356 employees. Every one of the 20 alternatives below is compared with smallcase on revenue, funding, customers, team size and founding year.
smallcase is pinned as the first column so every figure is read against it. Blank cells are figures we have not verified, never zeros.
| Company |  smallcaseThis company |  Ridgeline |  FINBOURNE Technology |  Pontera |  Advisor360° |  Allvue Systems |  Vestmark, Inc. |  Kanastra |  ZILO |  R A I N M A K E R™ |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $105.1M | $104.4M | $100M | $69.1M | $63.9M | $63.9M | $57.4M | $51.5M | $49.9M | $47M |
| Funding raised | Not disclosed | Not disclosed | $5.5M | Not disclosed | Not disclosed | Not disclosed | $13.4M | Not disclosed | Not disclosed | Not disclosed |
| Customers | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | 1M | Not disclosed | Not disclosed | Not disclosed |
| Team size | 356 | 458 | 273 | 338 | 581 | 581 | 389 | 199 | 168 | 427 |
| Founded | 2015 | 2017 | 2016 | 2012 | Not disclosed | 2019 | 2001 | 2022 | 2020 | 2012 |
| HQ | Bangalore, India | United States | United Kingdom | United States | United States | United States | United States | Brazil | United Kingdom | United States |
United States · Investment Portfolio Management Software
Ridgeline® is the industry cloud platform for investment management. It was founded in 2017 by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to address the unique technology challenges…
United Kingdom · Investment Portfolio Management Software
Developer of an advanced financial software created to liberate the world's largest financial institutions from the limitations of their data systems and equip them to build a simple, connected and more informed future…
FINBOURNE Technology revenue & fundingsmallcase vs FINBOURNE Technology
United States · Investment Portfolio Management Software
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling their financial advisors to manage, balance, and trade clients' retirement accounts securely and compliantly.
United States · Investment Portfolio Management Software
Leverage our SaaS WealthTech platform to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk.
United States · Investment Portfolio Management Software
Allvue Systems is a recognized leader of cloud-based technology, data, and services solutions for alternative investment managers in the private capital markets. Our integrated suite of software empowers firms of all…
United States · Investment Portfolio Management Software
Vestmark is a leading provider of portfolio management/trading solutions and outsourced services, offering a technology platform that enables broker dealers, investment managers, RIAs, and bank trusts.
Brazil · Investment Portfolio Management Software
Kanastra is the technological backoffice for alternative investments, using proprietary technology for structured fund trust services and securitization services.
United Kingdom · Investment Portfolio Management Software
ZILO is a London-based technology company transforming the financial industry with innovative, cloud-native solutions, focused on creating sustainable value for global asset and wealth management firms.
United States · Investment Portfolio Management Software
R A I N M A K E R™ provides a comprehensive transaction management tool designed specifically for capital markets. Our platform streamlines deal processes, enhances collaboration, and offers insightful analytics to help…
R A I N M A K E R™ revenue & fundingsmallcase vs R A I N M A K E R™
United States · Investment Portfolio Management Software
Developer of an online portfolio management platform. The company provides a cloud-based portfolio and risk management platform for hedge funds and asset managers. It's platform provides asset managers order and…
United Kingdom · Investment Portfolio Management Software
Fundcraft is Europe's premier provider of end-to-end digital fund operations for the alternative asset management industry, offering a unified digital fund operations platform.
United States · Investment Portfolio Management Software
Addepar, Inc. is a financial technology company that provides an investment management platform for wealth management firms, family offices, and financial advisors. The platform also offers a comprehensive suite of…
United States · Investment Portfolio Management Software
Public is an investing platform that allows users to invest in stocks, ETFs, options, crypto, and bonds with a focus on community and social interaction.
United States · Investment Portfolio Management Software
Building the next generation of wealth
Hong Kong · Investment Portfolio Management Software
Provider of a wealth management platform intended to automate data analysis and operational processes associated with managing investment data. The company's enterprise SaaS platform MPro, integrates and analyzes data…
United States · Investment Portfolio Management Software
Range is an AI wealthtech platform that provides wealth management and financial advisory services, empowering high earners to manage their money more effectively.
Canada · Investment Portfolio Management Software
Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These…
United States · Investment Portfolio Management Software
Alphastream is the leading AI platform transforming private credit workflows. We leverage advanced natural language processing to turn complex credit agreements, loan documents, and financial reports into actionable…
United States · Investment Portfolio Management Software
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale. Vise’s mission is to enable financial advisors to deliver better investment outcomes…
United States · Investment Portfolio Management Software
InvestorFlow is the leading industry cloud for the alternative assets industry, turning relationships into capital, investment opportunities and partnerships. InvestorFlow’s client management and investor relations…
smallcase ranks #3 of 105 Investment Portfolio Management Software companies by annual revenue, putting it in the top 3% of the market.
The closest alternatives to smallcase are Ridgeline, FINBOURNE Technology and Pontera, all active in Investment Portfolio Management Software. This page compares each of them with smallcase on revenue, funding, customers and team size.
Ridgeline is the closest alternative to smallcase, generating $104.4M in revenue. Which alternative fits best depends on budget and company size, so compare all 20 alternatives above before choosing.
smallcase generates $105.1M in revenue.
Yes. smallcase generates $105.1M in revenue versus $104.4M at Ridgeline.
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