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Investment Portfolio Management

Q: How many companies use Investment Portfolio Management software these days?

Around the world in 2026, over 10,768 companies are currently using one or more Investment Portfolio Management software. Out of these, there are 7,605 companies using Investment Portfolio Management tools that are originally from the United States.

Q: Which company has the most significant market share in the Investment Portfolio Management software space?

The top few companies that have the most significant market share in the Investment Portfolio Management space are Natixis with 16.11% of market share, Wilshire with 12.06% of market share, Invesco with 9.53% of market share. Check for other Investment Portfolio Management technologies market share here.

Q: What are the top industries that usually use Investment Portfolio Management softwares?

The top industries that use Investment Portfolio Management software are Wealth Management (1,236), Asset Management (957), Investment Management (759).

Gain market share and customer base information about the top Investment Portfolio Management software. Check out our list of Investment Portfolio Management 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

13800

Companies Tracked

Categories related to Investment Portfolio Management

Billing And Invoicing

Enterprise Resource Planning (ERP)

Payments Processing

Insurance Administration And Management

POS Systems

Top 5 Investment Portfolio Management technologies in 2026

Over 13800 companies are using Investment Portfolio Management tools. Natixis with 16.11% market share (2223 customers), Wilshire with 12.06% market share (1664 customers), Invesco with 9.53% market share (1315 customers).

Technology

Market Share (Est.)

Customers

Natixis

16.11%

2223

Wilshire

12.06%

1664

Invesco

9.53%

1315

Black Diamond Wealth Platform

9.48%

1308

eFront

7.71%

1064

Others

45.12%

6226

Investment Portfolio Management Customers by Employee Size

The majority of Investment Portfolio Management category falls in the company size of 20 - 49 employees (2472 companies), 0 - 9 employees (2376 companies), 10,000+ employees (2239 companies).

Employee Size

Investment Portfolio Management Customers by Geography

Companies using Investment Portfolio Management technology software are majorly from the United States with 7605 (61.45%), France with 1539 (12.44%), United Kingdom with 1380 (11.15%) customers respectively.

Customers

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Investment Portfolio Management Customers by Industry

Top industries that use Investment Portfolio Management for Wealth Management (1236), Asset Management (957), Investment Management (759).

Customers

Market Share for Top Investment Portfolio Management Technologies

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

Ranking	Technology	Customers	Market share(Est.)(%)
1	Natixis	2223	16.11
2	Wilshire	1664	12.06
3	Invesco	1315	9.53
4	Black Diamond Wealth Platform	1308	9.48
5	eFront	1064	7.71
6	Cboe	774	5.61
7	Morningstar Direct	769	5.57
8	Charles River Investment Management Solution (IMS)	551	3.99
9	Aladdin By Blackrock	508	3.68
10	Tegus	341	2.47
11	FNZ Group	301	2.18
12	Equiniti	295	2.14
13	IHS Markit iLevel	288	2.09
14	Bloomberg EMSX	270	1.96
15	Juniper Square	265	1.92
16	Intelliflo	207	1.50
17	SEI	194	1.41
18	Morningstar Office	170	1.23
19	Allvue	165	1.20
20	PeopleSoft FSCM 9.2 : Deal Management	164	1.19
21	FIS ZaiNet	156	1.13
22	ION Markets	129	0.93
23	Advent Moxy	104	0.75
24	Intralinks InvestorVision	65	0.47
25	SS&C Geneva	64	0.46
26	Covercy	61	0.44
27	Eze Software	53	0.38
28	FactorSoft	52	0.38
29	State Street Alpha	50	0.36
30	Portfolio Valuation	34	0.25
31	AdvisorEngine	34	0.25
32	RiskValue	31	0.22
33	Cobalt Portfolio Management	26	0.19
34	TDX	25	0.18
35	Portfolio Optimization	16	0.12
36	IMS Platform	13	0.09
37	HedgeGuard	11	0.08
38	CGI MPower	9	0.07
39	H&R Block At Home	8	0.06
40	State Street PAM	8	0.06
41	CGI MVest	5	0.04
42	Obsidian Suite	4	0.03
43	SS&C HiPortfolio	4	0.03
44	Riskturn	2	0.01

FAQ

Find answers to the most often asked questions by users.

Who are the top Investment Portfolio Management software market leaders?

Top leaders in the category for Investment Portfolio Management software are Natixis, Wilshire, Invesco. Here, you can view a full list of Investment Portfolio Management tools in the market.