Investment Portfolio Management
SaaS Browser tracks 534 Investment Portfolio Management software companies, with 43 added in the past 30 days. The top countries for Investment Portfolio Management SaaS include United States (94), India (32), United Kingdom (26).
Key Data Points for Investment Portfolio Management
Company Size Distribution9
Most Established Investment Portfolio Management Companies
| Company | Employees | Domain Rank | Founded | Added |
|---|---|---|---|---|
| MSCI | 5,000 | 63 | — | 2025-11-25 |
| Bitsgap | 50 | 49 | 2017 | 2025-02-07 |
| Purpose Investments | 200 | 45 | — | 2025-09-10 |
| Simply Safe Dividends | — | 44 | — | 2025-02-04 |
| InvestSMART | 50 | 43 | 1999 | 2025-02-28 |
| iCapital | 5,000 | 43 | 2013 | 2025-05-02 |
| Charles River | 5,000 | 40 | 1984 | 2026-01-24 |
| CWAN | 5,000 | 39 | — | 2025-08-24 |
| InvestNext | 200 | 38 | 2016 | 2025-02-06 |
| Passiv | 10 | 38 | 2017 | 2025-02-07 |
Top 10 Countries for Investment Portfolio Management SaaS
The following countries represent where most Investment Portfolio Management SaaS companies are headquartered, based on our data for 534 software products.
| Country | Count | % of Total |
|---|---|---|
| United States | 94 | 17.6% |
| India | 32 | 6.0% |
| United Kingdom | 26 | 4.9% |
| Australia | 10 | 1.9% |
| Switzerland | 8 | 1.5% |
| Canada | 6 | 1.1% |
| France | 6 | 1.1% |
| Nigeria | 5 | 0.9% |
| Singapore | 5 | 0.9% |
| Ireland | 4 | 0.7% |
SEO & Domain Authority for Investment Portfolio Management
Pricing Data for Investment Portfolio Management
Market Saturation for Investment Portfolio Management
This score is computed from a combination of total products, domain authority, referring domains, company age, traffic growth, pricing, and enterprise presence.
Affiliate Programs in Investment Portfolio Management
23 Investment Portfolio Management SaaS companies offer affiliate programs (4.3% of total).
Most Recently Added Investment Portfolio Management SaaS
Median Age of Investment Portfolio Management SaaS Companies
The median Investment Portfolio Management SaaS company was founded 8.0 years ago (median founding year: 2018).
B2B / B2C Breakdown for Investment Portfolio Management16
Based on 533 companies with consumer type data (99.8% of total).
SaaS Discovery Trend for Investment Portfolio Management
Monthly SaaS discovery count for Investment Portfolio Management compared to its share of all SaaS discovered. A rising percentage indicates this segment is growing faster than the overall market.
Discover Investment Portfolio Management SaaS
Advanced Filters
stockportfolio
This platform provides a comprehensive and user-friendly dashboard designed for long-term investors seeking clarity and control over their investment portfolios by enabling quick, manual tracking of holdings, allocation, and performance without requiring broker integration. It offers key features such as real-time monitoring of position sizes, cost basis, concentration risks, and market comparison through clear, distraction-free visualizations, along with data export options for personal records, helping users identify overexposure, analyze return drivers, and make informed rebalancing decisions. Geared towards individual investors, financial enthusiasts, and anyone managing a diversified or long-term investment strategy, this tool addresses problems like complex portfolio analysis, data fragmentation, and spreadsheet dependency by delivering streamlined insights and peace of mind.
A comprehensive investment management platform provides tools for tracking and optimizing portfolios, conducting in-depth stock research, and monitoring dividend income across multiple brokerage accounts. Key features include real-time performance analytics, automated alerts for portfolio adjustments, and a high-performance stock screener, all designed to empower long-term investors by simplifying the investment process and enhancing decision-making.
stockportfolio
This platform provides a comprehensive and user-friendly dashboard designed for long-term investors seeking clarity and control over their investment portfolios by enabling quick, manual tracking of holdings, allocation, and performance without requiring broker integration. It offers key features such as real-time monitoring of position sizes, cost basis, concentration risks, and market comparison through clear, distraction-free visualizations, along with data export options for personal records, helping users identify overexposure, analyze return drivers, and make informed rebalancing decisions. Geared towards individual investors, financial enthusiasts, and anyone managing a diversified or long-term investment strategy, this tool addresses problems like complex portfolio analysis, data fragmentation, and spreadsheet dependency by delivering streamlined insights and peace of mind.
HoldAtlas
Oblyq
Property Metrics
CashCheater
Frequently Asked Questions
How many Investment Portfolio Management SaaS companies are there?
SaaS Browser tracks 534 Investment Portfolio Management software products as of August 2026. 43 new Investment Portfolio Management SaaS companies have been added in the past 30 days.
How many new Investment Portfolio Management SaaS companies are added each month?
43 new Investment Portfolio Management SaaS companies have been added to SaaS Browser in the past 30 days. Our proprietary crawling infrastructure continuously discovers new software products.
What are the most established Investment Portfolio Management SaaS companies?
The most established Investment Portfolio Management SaaS companies by domain authority include MSCI, Bitsgap, Purpose Investments, Simply Safe Dividends, InvestSMART. These companies represent the highest domain rank scores in the Investment Portfolio Management category.
What is the typical company size for Investment Portfolio Management SaaS?
Among Investment Portfolio Management SaaS companies with employee data, the size distribution is: - 9 (5.7%), - 5 (3.1%), - 20 (12.6%), - 125 (78.6%).
What is the median domain authority for Investment Portfolio Management SaaS companies?
The median domain rank for Investment Portfolio Management SaaS companies is 8, compared to an overall SaaS median of 8. These companies have a median of 2 referring domains.
Which countries have the most Investment Portfolio Management SaaS companies?
The top countries for Investment Portfolio Management SaaS are: United States (94), India (32), United Kingdom (26), Australia (10), Switzerland (8). These represent the largest concentrations of Investment Portfolio Management software companies globally.
What percentage of Investment Portfolio Management SaaS companies offer affiliate programs?
23 Investment Portfolio Management SaaS companies offer affiliate programs, representing 4.3% of all Investment Portfolio Management software tracked by SaaS Browser. The median commission rate is 16%.
What is the median age of Investment Portfolio Management SaaS companies?
The median Investment Portfolio Management SaaS company was founded 8.0 years ago, with a median founding year of 2018.
Are Investment Portfolio Management SaaS companies mostly B2B or B2C?
Based on available data, Investment Portfolio Management SaaS companies break down as follows: Both B2B & B2C (49.0%), Business (B2B) (39.4%), Consumer (B2C) (11.6%).
What are the newest Investment Portfolio Management SaaS companies?
The most recently discovered Investment Portfolio Management SaaS companies include Codify Markets, Jodie, Acubic, AlternativeSoft, Investory. SaaS Browser continuously discovers and indexes new software products using proprietary crawling infrastructure.
About SaaS Browser
SaaS Browser is the largest, most up-to-date SaaS database on the internet, the ultimate prospecting and research tool for SaaS companies.
We discover emerging tools weeks after launch, before they appear in Apollo, ZoomInfo, or other databases. Our purpose-built platform exclusively tracks real software products with verified data, unlike generic prospecting tools polluted with agencies, consultancies, and outdated listings.
From Fortune 500 enterprises to bootstrapped startups launching this week, if it's SaaS, we track it.
How these numbers are calculated
- Total Software. The number of published SaaS companies currently listed for this selection. Only companies that pass our automated quality checks are counted.
- New (Past 30 Days). The net number of SaaS companies newly published for this selection in the last 30 days.
- Affiliate Programs. The number of listed SaaS companies that operate a verified affiliate or referral program.
- Median Age (Years). The median age, in years, of companies in this selection, based on founding year. The median is the middle value, so half are older and half younger.
- New (Past 365 Days). The number of SaaS companies published for this selection over the last 365 days.
- Churned (Past Year). Companies published within the last year that are no longer listed - they went offline, were removed, or stopped passing our quality checks.
- Annual Churn Rate. The annual churn rate - churned companies as a percentage of all companies published in the last year (still-listed plus churned).
- Free Trial. The percentage of listed companies in this selection that offer a free trial.
- Company Size Distribution. Distribution of companies by employee count: solo (1), small (2–50), mid (51–200), large (201–1,000), enterprise (1,000+). Percentages are of companies with employee data.
- Median Domain Rank. The median domain rank (0–100) across listed companies, a measure of search-engine authority. Higher is stronger. Shown against the overall median across all SaaS for comparison.
- Median Referring Domains. The median number of unique referring domains (distinct external sites linking to a company) across listed companies.
- Median Starting Price (USD). The median entry-level monthly price (USD) across companies in this selection with pricing data.
- Median High Price (USD). The median premium monthly price (USD) across companies in this selection with pricing data.
- Saturation Score. A 0–100 market saturation score combining total products, domain authority, referring domains, company age, traffic growth, pricing, and enterprise presence. Higher means more competitive.
- Median Commission. The median affiliate commission rate offered by companies in this selection that run an affiliate program.
- B2B / B2C Breakdown. Breakdown of companies by target market - business (B2B), consumer (B2C), or both - among those with consumer-type data.
