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Top Rated Hedge Fund Software with Small business - Page 2

Last updated: November 2026

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69 software options

wealthpilot logo

SaaS solution for asset managers, advisors, and bankers

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wealthpilot is a SaaS solution, which is used in different areas of asset management and is designed for asset advisors, managers, bankers, insurance businesses, and associations. wealthpilot also provides iOS and Android mobile applications.

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WealthERP logo

Cloud-based financial services platform for wealth advisors

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WealthERP is a cloud-based wealth management and financial services platform designed to streamline investment as well as 360-degree portfolio management for financial advisors, planners, and distributors.

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FinDash logo

Cloud-based financial dashboard for finance teams

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Cloud-based financial dashboard platform for finance teams, offering data visualization, real-time reporting, and KPI tracking.

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Wavvest logo

Wealth management platform for investment advisors

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Wavvest offers a comprehensive RIA platform that integrates financial planning tools with client management capabilities. Advisors can provide clients with co-branded mobile and web portals while accessing outsourced back-office support for trading and asset management.

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AlphaSense logo

Cloud AI market intelligence platform for enterprises

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Cloud-based AI market intelligence platform for enterprises, aggregating 500M+ documents with generative search and summarization.

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eCIO logo

Investment management / OCIO services for nonprofits

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eCIO is a registered fiduciary investment advisor dedicated exclusively to providing institutional investment management and OCIO services with personalized support to nonprofits, foundations, endowments, and associations.

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Capitally logo

Find your way to Financial Independence

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Capitally is an investment tracker that helps users aggregate all accounts for a consolidated portfolio view. It provides powerful analytics and custom benchmarks to help DIY investors optimize strategy across stocks, funds, crypto, real estate, and other assets.

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B1 Financial logo

Financial and credit management solution

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B1 Financial provides financial & credit management solutions for businesses. The cloud-based platform assists businesses with accounting and risk modelling, customer data handling and business growth strategies.

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INDIS logo

Cloud-based risk management solution

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INDIS is a cloud-based solution designed for insurers and mutual investors, which automates business processes through regulations by analyzing financial and non-financial data.

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etops Asset Manager Pro logo

End-to-end portfolio management with full compliance

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etops Asset Manager Pro is a platform for institutional asset managers to manage portfolios, generate orders, validate compliance, and reconcile transactions across asset classes.

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iFXhub logo

Cloud-based forex telemetry for multi-account traders

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Cloud-based forex analytics platform connecting MetaTrader and cTrader accounts for real-time drawdown tracking and risk monitoring.

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Wylth logo

Cloud wealth-tech platform for MFDs, IFAs & RIAs

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Cloud-based wealth-tech platform for Indian MFDs, IFAs, and RIAs, combining mutual fund execution, CRM, and multi-asset portfolio.

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Everysk logo

AI-embedded workflow automation for investment operations

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Everysk gives hedge funds an AI-powered digital workforce to automate trade operations, multi-prime broker allocation, compliance monitoring, risk analytics, and investor reporting. No-code workflows connect hundreds of pre-built robots to replace manual processes across front to back offices.

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Athena Systems logo

Financial risk management platform

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Athena Systems is a financial risk management system that extracts data from any technology, checks for exposure rules, normalizes source data and presents real-time results.

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Diversiview logo

Portfolio analysis and optimization software

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Diversiview is portfolio analysis and optimization software that helps investors and investment professionals run a comprehensive analysis of their mixed investment portfolios, identify areas of potential improvement and take steps to optimize the asset allocation to suit their risk-return goals.

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Vantage Insight logo

Private Equity, Venture Capital and Real Estate Private Equi

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Investor and general partner portal for all reporting and performance analysis on investment activities.

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Ashta.ai logo

Fund ops platform for PE, VC, and private credit managers.

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Ashta.ai is a fund operations platform for private markets, combining LP onboarding, KYC/AML, subscription documents, capital calls, and ILPA-aligned reporting in one audit-ready workflow that integrates with Investran, Allvue, and FundCount.

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Upogee logo

Portfolio clarity without the trading noise

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Portfolio tracking and analysis for self-directed investors, with multi-account visibility, review-first workflows, manual entry and supported CSV imports without requiring broker credentials.

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Eze Investment Suite logo

Suite of tools for investment management

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Eze Investment Suite is a cloud-based investment management platform which offers an integrated suite of tools for order management, execution management, portfolio management and accounting, investor accounting, commission management, and compliance

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Repool logo

All-in-one launch or admin for your hedge fund

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The modern, tech-enabled fund administration solution you've been searching for.

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Finapolis logo

Investment research and portfolio platform for US stocks

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One web app for US stock screening, DCF valuation, equity research reports, options strategies and portfolio tracking.

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Hedge Fund-in-a-Box logo

Hedge fund management software

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Repool is a cloud-based hedge fund management software that helps investors launch hedge funds. It offers digital tools for executing offering documents, managing investor identities, and tax reporting.

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Visible for Investors logo

VC fund portfolio monitoring and reporting

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Visible Monitor is a portfolio monitoring platform for venture capital funds, streamlining data collection and reporting. Its AI-powered tools extract metrics from emails, attachments, and PDFs, centralizing portfolio data without requiring founder accounts. It offers customizable dashboards, integrations with tools like Google Sheets and Airtable, and LP reporting features to help investment teams track KPIs and analyze fund performance.

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Crypto Excel logo

Crypto portfolio management & tracking system

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Crypto Excel is a cryptocurrency portfolio management web application that helps users track their investments across multiple platforms. The tool offers real-time monitoring of crypto assets, automated sale alerts at three profit-taking levels, and loss limitation notifications. Compatible with Windows, Mac, Android, and iOS devices, it supports over fifteen thousand cryptocurrencies and five different currencies for portfolio tracking.

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1Token logo

Institutional Crypto Financial Software Provider

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1Token provides a front- to back-office operating system (cloud & on-premise) to help crypto financial institutions / DAOs better manage sales & trading, order, portfolio, risk, collateral, accounting, treasury, liquidity, etc.

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