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Investment And Finance Services

Q: How many companies use Investment And Finance Services software these days?

Around the world in 2025, over 14,466 companies are currently using one or more Investment And Finance Services software. Out of these, there are 12,564 companies using Investment And Finance Services tools that are originally from the United States.

Q: Which company has the most significant market share in the Investment And Finance Services software space?

The top few companies that have the most significant market share in the Investment And Finance Services space are Q4 with 29.51% of market share, Morningstar with 16.55% of market share, Coinbase with 12.00% of market share. Check for other Investment And Finance Services technologies market share here.

Q: What are the top industries that usually use Investment And Finance Services softwares?

The top industries that use Investment And Finance Services software are Wealth Management (1,238), Financial Planning (881), Investment Management (834).

Gain market share and customer base information about the top Investment And Finance Services software. Check out our list of Investment And Finance Services Software, analyze them by marketshare, region, company size along with information about competitors, prospects, tech stacks, funding information, contract renewal dates and more.

Technologies Tracked

19091

Companies Tracked

Categories related to Investment And Finance Services

Billing And Invoicing

Enterprise Resource Planning (ERP)

POS Systems

Payments Processing

Insurance Administration And Management

Top 5 Investment And Finance Services technologies in 2025

Over 19091 companies are using Investment And Finance Services tools. Q4 with 29.51% market share (5633 customers), Morningstar with 16.55% market share (3160 customers), Coinbase with 12.00% market share (2290 customers).

Technology

Market Share (Est.)

Customers

29.51%

5633

Morningstar

16.55%

3160

Coinbase

12.00%

2290

Orion Advisor

7.75%

1480

FactSet Research Management

3.74%

714

Others

30.45%

5814

Investment And Finance Services Customers by Employee Size

The majority of Investment And Finance Services category falls in the company size of 0 - 9 employees (5141 companies), 20 - 49 employees (3759 companies), 100 - 249 employees (2060 companies).

Employee Size

Investment And Finance Services Customers by Geography

Companies using Investment And Finance Services technology software are majorly from the United States with 12564 (74.83%), United Kingdom with 1181 (7.03%), Canada with 707 (4.21%) customers respectively.

Customers

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Investment And Finance Services Customers by Industry

Top industries that use Investment And Finance Services for Wealth Management (1238), Financial Planning (881), Investment Management (834).

Customers

Market Share for Top Investment And Finance Services Technologies

Analyze the market share of popular Investment And Finance Services technologies along with information about competitors, prospects, tech stacks, funding information, contract renewal dates and more

Ranking	Technology	Customers	Market share(Est.)(%)
1	Q4	5633	29.51
2	Morningstar	3160	16.55
3	Coinbase	2290	12.00
4	Orion Advisor	1480	7.75
5	FactSet Research Management	714	3.74
6	Binance	579	3.03
7	SimCorp	487	2.55
8	Criteo Direct Bidder	447	2.34
9	Fidessa	389	2.04
10	Avaloq	343	1.80
11	SS&C	338	1.77
12	Preqin	269	1.41
13	SimCorp Dimension	251	1.31
14	eMoney	243	1.27
15	Wealth EOffice	218	1.14
16	Advisor360	215	1.13
17	Dynamo Software	203	1.06
18	Blackrock Investors	200	1.05
19	Eltropy	184	0.96
20	Fidelity International	144	0.75
21	Chadbourne & Parke	104	0.54
22	Temenos Multifonds	81	0.42
23	BMO Nesbitt Burns	80	0.42
24	UPHOLD	79	0.41
25	Wealth Management Platform	70	0.37
26	InvestCloud	69	0.36
27	WorldFavor	55	0.29
28	Bankers Realm	52	0.27
29	Vestmark	48	0.25
30	SAP Investment Management	47	0.25
31	PM1e	45	0.24
32	RIA Database	41	0.21
33	Mercury	40	0.21
34	Portfolio Lab	36	0.19
35	HYIP Investment Script	25	0.13
36	QuantFACTORY and QuantFEED	24	0.13
37	TechRules Tower	23	0.12
38	Tercero	23	0.12
39	Valutico	22	0.12
40	Smartleaf	20	0.10
41	Silicon Valley Bank	19	0.10
42	DiligenceVault	17	0.09
43	WealthNET	17	0.09
44	Pitch Deck Template	16	0.08
45	Integrata	16	0.08
46	FundWare	13	0.07
47	GlobalAsset	13	0.07
48	Republic	12	0.06
49	ClickSuper	12	0.06
50	FundManager.io	12	0.06
51	Balance	12	0.06
52	Smartbooks	10	0.05
53	TradeLog	10	0.05
54	Chartsmart	10	0.05
55	Acuris	10	0.05
56	Accretive Solutions	9	0.05
57	Wealth Office	9	0.05
58	Investment Account Manager	8	0.04
59	VectorVest	8	0.04
60	Bipsync	7	0.04
61	M2Advisor	7	0.04
62	Assetmax	7	0.04
63	Personal Capital Wealth Management	6	0.03
64	Founder Shield	5	0.03
65	AdvisorVision	5	0.03
66	eReportal	5	0.03
67	Kranz and Associates	4	0.02
68	PortfolioNet	4	0.02
69	Solovis	4	0.02
70	ETNA Trader	4	0.02
71	2IQ	4	0.02
72	FINTRX Platform	3	0.02
73	FIN GPS	3	0.02
74	Agilis Investment Management	3	0.02
75	Pagaya Investments	3	0.02
76	Moka Financial Technologies	3	0.02
77	Burkland Associates	2	0.01
78	Captools/net	2	0.01
79	Formula Stocks	2	0.01
80	LienApp	2	0.01
81	SS&C eReportal	2	0.01

FAQ

Find answers to the most often asked questions by users.

Who are the top Investment And Finance Services software market leaders?

Top leaders in the category for Investment And Finance Services software are Q4, Morningstar, Coinbase. Here, you can view a full list of Investment And Finance Services tools in the market.