Sustainability Management
AI-driven ESG and temperature score platform that scores public companies on Global Compact principles.
Tiered plans
2013Solo / freelancerLondon, UK
Investment Management Software
Platforms for managing investment portfolios, trading, and reporting for asset managers.
Wealth Management
Portfolio tracking and analytics platform for retail investors with dividend and performance tracking.
Tiered plans · Free plan
201811-50London, UK
Investment Management Software
Treasury and liquidity management platform for hedge funds, asset managers, and private markets.
Custom quote
201051-200New York, NY
Accounting Software
Maybe is an open-source personal finance and wealth management application that was initially a commercial product and pivoted to open source.
Free trial
20241-10Open Source
Investment Management Software
Investment management system with OMS and portfolio tools.
Tiered plans
201411-50London, UK
Banking Software
Compliance automation for registered investment advisors and wealth management firms.
Usage-based · Free plan
202111-50Toronto, Canada
C
Investment Research Platforms
AI platform for investment professionals to research and analyze alternative assets
$5k-$50k/year
202311-50New York, NY
Fund Accounting
Asset management technology and credit solutions.
Custom quote
19981,000+Neuilly-sur-Seine, FRA
Fund Accounting
Real estate investment management software for fund managers covering accounting, investor reporting, and waterfall calculations.
Custom quote
200551-200Irvine, CA
Investment Management Software
Investment management platform by State Street providing OMS, compliance, and risk for asset managers.
Custom quote
19841,000+Burlington, MA
Fund Accounting
Fund administration technology.
Custom quote
19865,000+Windsor, CT
Wealth Management
European wealth management platform for banks and advisors with front-to-back office solutions.
Custom quote
1990501-1,000Milan, Italy
AI Financial Advisors
AI investment management platform for independent financial advisors.
Custom quote
201651-200New York, NY
Investment Research Platforms
AI investment research platform that analyzes markets for PMs.
Custom quote
2017201-1,000New York, NY
Investment Management Software
Institutional digital asset trading platform providing execution, OMS, and portfolio management across venues.
Enterprise
2018201-500New York, NY
Real Estate Technology
Opportunity zone investment management and reporting.
Custom quote
200951-200Scottsdale, AZ
Document Intelligence
AI platform for alternative investments automating data collection and document processing.
Custom enterprise pricing
201751-200New York, NY
RAG Platforms
Investment management platform providing due diligence, ESG, and ODD workflow automation for allocators.
Enterprise
201551-200New York, NY
V
Investment Management Software
Investment reporting for asset managers (FactSet).
Custom quote · Free trial
200351-200London, UK
Banking Software
CRM and research management platform for alternative investment firms.
Custom quote
2003201-500Chicago, IL
Banking Software
Investment management software for private equity, credit, and alternatives.
Custom quote
2019501-1,000Coral Gables, FL
Investment Management Software
German investment API for brokerages and neobanks.
Custom quote
201751-200Berlin, Germany
AI Agents
AI-powered investment analytics platform providing stock ratings and market insights using machine learning.
Subscription
201511-50Seattle, WA
Investment Research Platforms
Investment reporting and RFP automation for asset managers.
Custom quote · Free plan
201411-50Boston, MA
Healthcare Analytics
Cerner (now Oracle Health) provides electronic health records and health IT solutions for hospitals, clinics, and health systems worldwide.
Custom enterprise pricing
19795,000+Kansas City, Missouri
Financial Consolidation
Family office general ledger and performance reporting.
Custom quote
201051-200Mumbai, IND
Real Estate Portfolio Management
Investment management software for real estate fund managers with investor portals and capital raise tools.
Custom quote · Free trial
20061,000+Santa Barbara, CA
Fund Accounting
Real estate investment management platform for GPs with investor portal, CRM, fund administration, and reporting.
Tiered plans
201951-200New York, NY
Investment Management Software
Alternative investment platform providing technology for advisors to access private markets products.
Enterprise
2013501-1,000New York, NY
Banking Software
Post-trade processing and data management platform for hedge funds.
Custom quote
20151,000+New York, NY
Tenant Screening Platforms
AppFolio is a cloud-based property management platform for residential, commercial, and community association management with AI-powered features.
Custom quote · Free trial
20061-50Santa Barbara, California
Wealth Management
Investment management software for asset managers with portfolio management, trading, and compliance.
Custom quote
198951-200Greenwich, CT
Energy Procurement
Yardi is an enterprise property management and real estate investment management platform serving commercial, residential, and affordable housing sectors.
Per seat
19845,000+Santa Barbara, California
Wealth Management
Wealth management software for investment managers with portfolio management and performance analytics.
Custom quote · Free plan
199951-200Helsinki, Finland
Real Estate Technology
Real estate syndication investor management software.
$$$
20201-10San Francisco, CA
Banking Software
CRM and investor relations software for asset managers.
Tiered plans
200151-200Norwell, MA
Investment Management Software
German brokerage API for fintechs and investment apps.
Custom quote
202011-50Berlin, Germany
Investment Management Software
Cloud-based investment management platform from SS&C Eze for hedge funds.
Custom quote
19951,000+New York, NY
RAG Platforms
Investment data management platform providing cloud-native investment operations for asset managers.
Custom quote
2016201-500London, UK
Investment Management Software
SINAI provides carbon management and decarbonization intelligence using marginal abatement cost curve analysis for enterprise climate strategy.
Custom quote
2017201-1,000San Francisco, California
Investment Management Software
GTreasury provides digital treasury management with cash management, payments, financial instruments, and risk analytics for corporate treasury.
Custom quote
2004201-1,000Chicago, Illinois
Fund Accounting
Juniper Square provides investment management software for real estate GPs with fundraising, investor relations, and fund administration.
Custom quote
2015201-500San Francisco, California
Accounting Software
Family office integrated platform (AtlasFive).
Custom quote
2015201-500Raleigh, NC
Fund Accounting
LP reporting and investment accounting.
Custom quote
20041,000+Boise, ID
S
Wealth Management
B2B wealth management technology platform for banks and advisors with digital onboarding and portfolios.
Usage-based · Free plan
200651-200San Francisco, CA
Wealth Management
Global wealth management platform offering technology and administration services for banks.
Custom quote
20035,000+Edinburgh, UK
Fund Accounting
Investment management software suite including Geneva, APX, and Moxy.
Custom quote
19835,000+New York, NY
AI Financial Advisors
AI-powered personalization platform for wealth enterprises with client insights and segmentation.
Custom quote
2018201-500Boulder, CO
Real Estate Technology
Capital raising and investor management for sponsors.
Tiered plans
20161-50Detroit, MI
Banking Software
Cloud-based investment management platform for hedge funds and asset managers.
Custom quote
2002501-1,000Chicago, IL
RAG Platforms
Alternative investment platform connecting advisors to fund data and reporting for private investments.
Tiered plans · Free plan
201511-50Salt Lake City, UT
Investment Management Software
Epic Systems is the largest provider of electronic health records (EHR) in the United States, serving hospitals, health systems, and academic medical centers. Its integrated platform covers...
$100,000+ implementation
19795,000+Verona, Wisconsin
Investment Management Software
Culture Amp is an employee experience platform that combines engagement surveys, performance management, and people analytics to help organizations improve retention, performance, and workpl...
~$5 / employee / month
2011501-1,000Melbourne, Australia
Investment Management Software
Whatfix is a digital adoption platform that provides in-app guidance, self-help widgets, and analytics to improve user onboarding and software adoption across enterprise applications.
Custom pricing
2014501-1,000San Jose, California