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Vendors specializing in investor reporting platforms within the Fund Administration, Investor Services & Back Office category. There are currently 80 vendors in this subcategory.
Building trust in onchain capital markets
Blockworks is a New York-based data, software and market-intelligence company serving investors, institutions and businesses participating in onchain capital markets.…
Navigate Complexity with Certainty — Global Asset Servicing & Fund Governance
Waystone is a global asset-servicing provider supporting investment managers, investment funds and institutional investors with administration, governance, risk and…
Equity that motivates everyone — Cap Table & Equity Management Platform
Cake Equity is a cap table and equity management platform for startups and growing companies. The platform helps founders, finance teams, lawyers, employees and…
Every great company is built by people who have a stake in it — Global Equity & Compensation Platform
Ledgy is a global equity and executive compensation platform helping private and public companies manage ownership from incorporation through IPO and beyond. Founded in…
Secure Virtual Data Rooms for Fundraising, Investor Relations & Due Diligence with Blockchain Tokenization Guidance
Digify is a cloud-based document security and virtual data room (VDR) provider serving fundraising, investor relations, and due-diligence workflows. Headquartered in San…
European Virtual Data Rooms with Blockchain-Protected Transaction Archiving for Financial, Real-Estate & Fundraising Deals
Drooms is a European virtual data room (VDR) provider serving financial-services, real-estate, and fundraising transactions. Headquartered in Frankfurt, Germany, Drooms…
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ACA Group is a compliance and risk management consultancy and software provider for investment managers and financial institutions. Its services support regulatory compliance, risk monitoring, and reporting relevant to tokenized asset and compliance markets.
ActiveCampaign provides marketing automation, email marketing, and customer-experience automation for businesses. Its tools support lead nurturing and investor communication relevant to tokenized-asset and digital-securities marketing.
Addepar is a wealth management technology platform providing portfolio aggregation, reporting, and analytics for financial advisors and family offices. Its infrastructure supports multi-asset tracking and reporting relevant to tokenized asset and wealth management markets.
Agora is a real estate investment management software platform that helps firms manage cap tables, automate waterfalls and capital calls, and administer fund structures. Its purpose-built AI tools support workflows across asset classes including multifamily, commercial, and private real estate, streamlining investor relations and fund administration for real estate investment firms.
AppFolio Investment Manager is a real estate investment management software platform that helps firms maximize returns, manage investor relationships, and work efficiently. It covers fundraising workflows, investor distributions, investor management, and reporting for real estate investment sponsors and fund managers.
Arcesium is an investment management and fund administration technology platform supporting hedge funds, private equity, and asset managers. Its infrastructure supports accounting, compliance, and investor reporting relevant to tokenized fund and asset servicing markets.
Assure provides comprehensive structuring and administrative services for the syndicate and venture investment community. It offers fund administration, SPV management, accounting, and investor reporting for private equity, real estate, and venture capital syndicates, helping managers launch and operate investment vehicles across multiple jurisdictions.
Avaloq is a banking and wealth-management technology platform providing core banking, front-office, and wealth-management solutions for financial institutions. Its infrastructure supports tokenized-asset accounts and wealth workflows.
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