Investment Management Software companies

AppFolio builds cloud-based property and investment management software with agentic AI and automation, supporting 8 million units for over 20,000 real estate c…

Finario provides an enterprise software platform for capital expenditure management, unifying budgeting, forecasting, approvals, and reporting.

Deeter Analytics is a privately held investment research and trading firm managing about $500 million, building foundational AI models and statistical trading a…

Confluence Technologies provides automated back-office software and data analytics solutions for the investment management industry, covering performance measur…

Equi is a San Francisco-based SEC-registered investment advisor and digital family office running a tech-driven multi-manager hedge fund platform and white-labe…

Copilot Money is a personal finance app that uses AI to automatically track accounts, spending, and investments and help users manage their finances.

Embrace Software Inc. acquires and invests in niche software companies, providing them with resources and capital to scale across ten industry verticals includi…

Allocate, founded in 2021, provides infrastructure and AI-powered tools connecting wealth advisors and family offices with private fund managers, handling subsc…

Luma Financial Technologies provides a carrier-neutral fintech platform for researching, pricing, ordering and managing alternative investments such as structur…

Dimensional Fund Advisors is a global investment firm that applies financial science and academic research to manage assets across mutual funds, ETFs, and susta…

SEI is a global financial technology and operations company providing investment processing, fund administration, and wealth management solutions to the asset m…

ION Group builds mission-critical financial software and data solutions - including trading platforms, risk management, and analytics - for corporations, banks,…

Aquila Software Group permanently invests in and supports market-leading software companies across enterprise, vertical SaaS, and data sectors globally.

MDOTM builds AI-driven investment solutions for institutional investors, including the Sphere platform for portfolio rebalancing, asset allocation and generativ…

Dodge & Cox is a San Francisco-based investment management firm that manages equity and fixed income portfolios for clients globally, with roles spanning invest…

Poesis builds AI-native foundation models for asset management, developing large investment models designed to deliver and continuously improve investment perfo…

InvestCloud provides a technology-driven global platform for wealth management, supporting over 550 clients with assets under management exceeding $6 trillion.