Top CRM and Investor Relationship Management Software Apps, Market Size and Forecast

Since 2010, our global team of researchers has been studying the patterns of the CRM and Investor Relationship Management software purchases by customers around the world, aggregating massive amounts of data points that form the basis of our CRM and Investor Relationship Management software market size and forecast assumptions and perhaps the rise and fall of certain CRM and Investor Relationship Management vendors.

Custom data cuts related to the CRM and Investor Relationship Management software market are available:
  • Top 10 CRM and Investor Relationship Management software vendors, market share and forecast 2024-2029
  • 2023 CRM and Investor Relationship Management software market by revenue Type (on-prem vs cloud)
  • 2023 CRM and Investor Relationship Management software market by customer size (no. of employees, revenue)
  • 2023 CRM and Investor Relationship Management software market by industry (21 verticals)
  • 2023 CRM and Investor Relationship Management software market by geography (city, state, country, region)
  • 2023 CRM and Investor Relationship Management software market by channel (direct vs indirect)
  • 2023 CRM and Investor Relationship Management software market by product market share

Some of the CRM and Investor Relationship Management apps that we have been tracking include: Notified Platform, S&P Global Enterprise Data Management (ex IHS MarkitEDM), Morningstar Pitchbook, Altvia AIM, Finbourne LUSID – Operational Data Store (ODS), SatuitCRM, NeoXam DataHub, Intapp DealCloud, SimCorp Client Communications, Accutech Cheetah PORTAL, Step Fourth Blue Nova, IVP Enterprise Data Management (EDM), Invessed Client Lifecycle, Dialllog CRM, Iress Xplan Client Portal, Contemi WIN Client Portal, Limina Investment Data Management, Linedata Data Management, Navatar CRM, DTCC Data Services and many others.

Discover Software Buyers actively Evaluating Enterprise Applications

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Logo Vendor Product Category Market Records
Notified Notified Platform CRM and Investor Relationship Management Investment Management 10
S&P Global S&P Global Enterprise Data Management (ex IHS MarkitEDM) CRM and Investor Relationship Management Investment Management 8
Morningstar Morningstar Pitchbook CRM and Investor Relationship Management Investment Management 4
Altvia Solutions Altvia AIM CRM and Investor Relationship Management Investment Management 3
Finbourne technology Finbourne LUSID – Operational Data Store (ODS) CRM and Investor Relationship Management Investment Management 1
Satuit Technologies SatuitCRM CRM and Investor Relationship Management Investment Management 1
SimCorp SimCorp Client Communications CRM and Investor Relationship Management Investment Management 1
NeoXam NeoXam DataHub CRM and Investor Relationship Management Investment Management 1
Intapp Intapp DealCloud CRM and Investor Relationship Management Investment Management 1
Wealthbox Wealthbox CRM and Investor Relationship Management Investment Management 0
Showing 1 to 10 of 56 entries

Buyer Intent: Companies Evaluating CRM and Investor Relationship Management Apps

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating CRM and Investor Relationship Management applications. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating CRM and Investor Relationship Management apps include:

  1. Ace Management Partners, a United States based Banking and Financial Services organization with 10 Employees
  2. Kfin Technologies, a India based Banking and Financial Services company with 5500 Employees
  3. Green Tomato, a Hong Kong based Professional Services organization with 400 Employees
Logo Company Industry Employees Revenue Country Evaluated
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FAQ - APPS RUN THE WORLD CRM and Investor Relationship Management Software Coverage

CRM and Investor Relationship Management is a software category within the Investment Management market used by organizations across 21+ industries.

The most adopted CRM and Investor Relationship Management apps include Notified Platform, S&P Global Enterprise Data Management (ex IHS MarkitEDM), Morningstar Pitchbook, Altvia AIM, Finbourne LUSID – Operational Data Store (ODS), SatuitCRM, SimCorp Client Communications, NeoXam DataHub, Intapp DealCloud and Wealthbox.

Category leaders by customer count include Notified, S&P Global, Morningstar, Altvia Solutions, Finbourne technology, Satuit Technologies, SimCorp, NeoXam, Intapp and Wealthbox.

We currently track 56 CRM and Investor Relationship Management applications with 30 verified customer records.

The dataset is updated daily, covers historical records since the 1990s, and is revalidated once per year.

Over the last 12 months we recorded 4 active evaluations in CRM and Investor Relationship Management, including Ace Management Partners, Kfin Technologies and Green Tomato.

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