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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 13,544 companies are currently using one or more Investment And Finance Services software. Out of these, there are 12,269 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 28.17% of market share, Morningstar with 17.16% of market share, Coinbase with 11.36% 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 (1,269), Financial Planning (892), Investment Management (852).

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

18841

Companies Tracked

Categories related to Investment And Finance Services

Billing And Invoicing

Enterprise Resource Planning (ERP)

Payments Processing

POS Systems

Insurance Administration And Management

Top 5 Investment And Finance Services technologies in 2025

Over 18841 companies are using Investment And Finance Services tools. Q4 with 28.17% market share (5308 customers), Morningstar with 17.16% market share (3234 customers), Coinbase with 11.36% market share (2141 customers).

Technology

Market Share (Est.)

Customers

28.17%

5308

Morningstar

17.16%

3234

Coinbase

11.36%

2141

Orion Advisor

8.16%

1537

FactSet Research Management

3.80%

716

Others

31.34%

5905

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 (5081 companies), 20 - 49 employees (3667 companies), 100 - 249 employees (2117 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 12269 (74.43%), United Kingdom with 1182 (7.17%), Canada with 700 (4.25%) 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 (1269), Financial Planning (892), Investment Management (852).

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	5308	28.17
2	Morningstar	3234	17.16
3	Coinbase	2141	11.36
4	Orion Advisor	1537	8.16
5	FactSet Research Management	716	3.80
6	Binance	598	3.17
7	SimCorp	458	2.43
8	Criteo Direct Bidder	438	2.32
9	Fidessa	388	2.06
10	Avaloq	331	1.76
11	SS&C	325	1.72
12	Advisor360	270	1.43
13	Preqin	264	1.40
14	SimCorp Dimension	244	1.30
15	eMoney	232	1.23
16	Wealth EOffice	219	1.16
17	Eltropy	210	1.11
18	Blackrock Investors	201	1.07
19	Dynamo Software	192	1.02
20	Fidelity International	145	0.77
21	UPHOLD	105	0.56
22	Chadbourne & Parke	101	0.54
23	BMO Nesbitt Burns	87	0.46
24	RIA Database	80	0.42
25	Temenos Multifonds	76	0.40
26	InvestCloud	72	0.38
27	Wealth Management Platform	67	0.36
28	WorldFavor	54	0.29
29	Vestmark	53	0.28
30	Bankers Realm	51	0.27
31	SAP Investment Management	48	0.25
32	PM1e	47	0.25
33	Mercury	43	0.23
34	Portfolio Lab	33	0.18
35	MoneyLion	33	0.18
36	Valutico	26	0.14
37	TechRules Tower	23	0.12
38	QuantFACTORY and QuantFEED	23	0.12
39	Smartleaf	19	0.10
40	Pitch Deck Template	18	0.10
41	Tercero	17	0.09
42	WealthNET	16	0.08
43	Silicon Valley Bank	15	0.08
44	Integrata	15	0.08
45	FundWare	15	0.08
46	GlobalAsset	15	0.08
47	Omega Point	15	0.08
48	ClickSuper	13	0.07
49	FundManager.io	13	0.07
50	HYIP Investment Script	13	0.07
51	Republic	12	0.06
52	Balance	12	0.06
53	Acuris	11	0.06
54	Smartbooks	10	0.05
55	Chartsmart	10	0.05
56	Accretive Solutions	9	0.05
57	TradeLog	9	0.05
58	Assetmax	9	0.05
59	VectorVest	8	0.04
60	Wealth Office	7	0.04
61	Personal Capital Wealth Management	6	0.03
62	Investment Account Manager	6	0.03
63	M2Advisor	6	0.03
64	eReportal	6	0.03
65	Qfund	6	0.03
66	Founder Shield	5	0.03
67	DiligenceVault	5	0.03
68	AdvisorVision	5	0.03
69	Bipsync	5	0.03
70	Kranz and Associates	4	0.02
71	FIN GPS	4	0.02
72	Solovis	4	0.02
73	Agilis Investment Management	4	0.02
74	2IQ	4	0.02
75	FINTRX Platform	3	0.02
76	ETNA Trader	3	0.02
77	Moka Financial Technologies	3	0.02
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.