Company lists · Data refreshed September 2026

Top 25 AI platforms for investment advisors based in the United States

Name: AI platforms for investment advisors based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 890 companies tracked

RevenueBase identified 890 AI platforms for investment advisors headquartered in the United States as of September 2026 and tracks 20,124 professional contacts across them, including 9,972 with verified work emails. New York is the largest hub.

This list covers AI platforms for investment advisors headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review

890Companies

20,124Contacts tracked

9,972Verified emails

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The 25 largest AI platforms for investment advisors based in the United States

Ranked by team size

Top 25 of 890 AI platforms for investment advisors based in the United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to AI platforms for investment advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Envestnet	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 27, 2026	1,001-5,000	2,766 contacts →
	Partial evidence “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Source: RevenueBase Database · checked Sep 27, 2026
2	Addepar	Strong evidence	New York, NY, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,304 contacts →
	Strong evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 27, 2026
3	ORION	Strong evidence	Omaha, NE, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,042 contacts →
	Strong evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 27, 2026
4	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 27, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 27, 2026
5	Enfusion NOW Cwan	Strong evidence	Chicago, IL, United StatesHQ checked Sep 27, 2026	5,001-10,000	818 contacts →
	Strong evidence “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Source: RevenueBase Database · checked Sep 27, 2026
6	Advisor360	Strong evidence	Needham, MA, United StatesHQ checked Sep 27, 2026	501-1,000	603 contacts →
	Strong evidence “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Source: RevenueBase Database · checked Sep 27, 2026
7	Altruist	Partial evidence	Culver City, CA, United StatesHQ checked Sep 27, 2026	201-500	582 contacts →
	Partial evidence “Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients.” Source: RevenueBase Database · checked Sep 27, 2026
8	Farther	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	501-1,000	452 contacts →
	Indirect evidence “Welcome to Intelligent Wealth.” Source: RevenueBase Database · checked Sep 27, 2026
9	Public	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	434 contacts →
	Partial evidence “Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Source: RevenueBase Database · checked Sep 27, 2026
10	Ridgeline	Strong evidence	Incline Village, NV, United StatesHQ checked Sep 27, 2026	201-500	385 contacts →
	Strong evidence “Ridgeline® is the industry cloud platform for investment management.” Source: RevenueBase Database · checked Sep 27, 2026
11	CAIS	Strong evidence	New York, NY, United StatesHQ checked Sep 27, 2026	201-500	377 contacts →
	Strong evidence “CAIS is the leading alternative investment platform for independent financial advisors.” Source: RevenueBase Database · checked Sep 27, 2026
12	Communify	Indirect evidence	Broomfield, CO, United StatesHQ checked Sep 27, 2026	201-500	309 contacts →
	Indirect evidence “Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Source: RevenueBase Database · checked Sep 27, 2026
13	RFG Advisory	Strong evidence	Vestavia Hills, AL, United StatesHQ checked Sep 27, 2026	51-200	221 contacts →
	Strong evidence “RFG Advisory is a corporate RIA platform designed to help Independent Advisors eliminate friction, win back time, and scale without compromise.” Source: RevenueBase Database · checked Sep 27, 2026
14	Savvy Wealth	Partial evidence	New York, United StatesHQ checked Sep 27, 2026	51-200	198 contacts →
	Partial evidence “Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Source: RevenueBase Database · checked Sep 27, 2026
15	TIFIN	Strong evidence	Boulder, CO, United StatesHQ checked Sep 27, 2026	51-200	195 contacts →
	Strong evidence “TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Source: RevenueBase Database · checked Sep 27, 2026
16	Nitrogen	Partial evidence	Auburn, CA, United StatesHQ checked Sep 27, 2026	201-500	189 contacts →
	Partial evidence “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Source: RevenueBase Database · checked Sep 27, 2026
17	Ycharts	Partial evidence	Chicago, IL, United StatesHQ checked Sep 27, 2026	51-200	183 contacts →
	Partial evidence “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: RevenueBase Database · checked Sep 27, 2026
18	Datazoic INC	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	183 contacts →
	Partial evidence “Datazoic is an AI-native product suite built for sell-side Capital Markets.” Source: RevenueBase Database · checked Sep 27, 2026
19	Jump - Advisor AI	Strong evidence	Salt Lake City, UT, United StatesHQ checked Sep 27, 2026	201-500	180 contacts →
	Strong evidence “Trusted by enterprise and loved by advisors, Jump is the leading AI operating system for wealth managers and financial advisors.” Source: RevenueBase Database · checked Sep 27, 2026
20	Investorflow	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 27, 2026	51-200	173 contacts →
	Strong evidence “InvestorFlow is the leading AI-powered platform for capital formation, deployment and investor engagement in the private markets.” Source: RevenueBase Database · checked Sep 27, 2026
21	Fintrx	Strong evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	51-200	159 contacts →
	Strong evidence “FINTRX is the leading private wealth intelligence platform, offering the industry's most expansive and up-to-date data on registered investment advisors, broker-dealers, wealth…” Source: RevenueBase Database · checked Sep 27, 2026
22	Hebbia	Strong evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	157 contacts →
	Strong evidence “Hebbia is the leading AI platform for finance.” Source: RevenueBase Database · checked Sep 27, 2026
23	Fundguard	Strong evidence	Dedham, MA, United StatesHQ checked Sep 27, 2026	51-200	146 contacts →
	Strong evidence “FundGuard is the new era investment accounting utility that is transforming legacy investment operations with our AI-powered, cloud native and multi-asset class SaaS platform for…” Source: RevenueBase Database · checked Sep 27, 2026
24	Geowealth	Strong evidence	Chicago, IL, United StatesHQ checked Sep 27, 2026	51-200	140 contacts →
	Strong evidence “GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Source: RevenueBase Database · checked Sep 27, 2026
25	Perigon Wealth Management	Partial evidence	San Francisco, United StatesHQ checked Sep 27, 2026	51-200	138 contacts →
	Partial evidence “Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and…” Source: RevenueBase Database · checked Sep 27, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: AI platforms for investment advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names AI platforms for investment advisors.
Partial evidence: Its own public description names part of AI platforms for investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name AI platforms for investment advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 890 AI platforms for investment advisors based in the United States

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AI platforms for investment advisors based in the United States at a glance

As of Sep 27, 2026

49.6%Verified-email coverage

22.6Average contacts per company

1-10Median size (employees)

17.4%Largest-city concentration · New York

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

520

11-50

277

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 890 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among AI platforms for investment advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “AI platforms for investment advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names AI platforms for investment advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among AI platforms for investment advisors, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 9,972 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

AI platforms for investment advisors by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names AI platforms for investment advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many AI platforms for investment advisors are there based in the United States?

RevenueBase identified 890 AI platforms for investment advisors headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Envestnet, headquartered in Berwyn, tops this list with the largest team on record.

Which city has the most AI platforms for investment advisors?

New York leads with 155 headquartered companies, followed by San Francisco (63) and Chicago (26).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 9,972 verified decision-maker contacts tracked across these 890 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.