Company lists · Data refreshed September 2026

Top 25 Automated investment management platforms based in the United States

Name: Automated investment management platforms 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 1,058 companies tracked

RevenueBase identified 1,058 automated investment management platforms headquartered in the United States as of September 2026 and tracks 51,614 professional contacts across them, including 27,541 with verified work emails. New York is the largest hub.

This list covers automated investment management platforms 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

1,058Companies

51,614Contacts tracked

27,541Verified emails

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The 25 largest automated investment management platforms based in the United States

Ranked by team size

Top 25 of 1,058 automated investment management platforms 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 automated investment management platforms: 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	Charles Schwab	Partial evidence	Westlake, TX, United StatesHQ checked Sep 27, 2026	10001+	31,927 contacts →
	Partial evidence “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Source: RevenueBase Database · checked Sep 27, 2026
2	Icapital	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	1,001-5,000	2,016 contacts →
	Partial evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 27, 2026
3	Squarepoint	Strong evidence	New York, NY, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,979 contacts →
	Strong evidence “Squarepoint is a leading global investment management firm that develops quantitative investment strategies to achieve high quality returns for our clients.” Source: RevenueBase Database · checked Sep 27, 2026
4	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
5	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
6	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
7	Artisan Partners	Strong evidence	Milwaukee, WI, United StatesHQ checked Sep 27, 2026	501-1,000	660 contacts →
	Strong evidence “Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients…” Source: RevenueBase Database · checked Sep 27, 2026
8	Betterment	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	501-1,000	635 contacts →
	Indirect evidence “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Source: RevenueBase Database · checked Sep 27, 2026
9	Betanxt	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	501-1,000	629 contacts →
	Partial evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 27, 2026
10	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
11	Dynamo Software	Indirect evidence	Watertown, MA, United StatesHQ checked Sep 27, 2026	201-500	440 contacts →
	Indirect evidence “Since 1998, the Dynamo team and its Client Services and Support organization have worked alongside fund managers, institutional investors, and service providers to identify and…” Source: RevenueBase Database · checked Sep 27, 2026
12	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
13	Wealthfront	Indirect evidence	Palo Alto, CA, United StatesHQ checked Sep 27, 2026	201-500	416 contacts →
	Indirect evidence “Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.” Source: RevenueBase Database · checked Sep 27, 2026
14	STASH	Indirect evidence	NY, United StatesHQ checked Sep 27, 2026	201-500	237 contacts →
	Indirect evidence “Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Source: RevenueBase Database · checked Sep 27, 2026
15	Savvy Wealth	Indirect evidence	New York, United StatesHQ checked Sep 27, 2026	51-200	198 contacts →
	Indirect 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
16	Financial Engines	Partial evidence	Sunnyvale, CA, United StatesHQ checked Sep 27, 2026	501-1,000	196 contacts →
	Partial evidence “Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Source: RevenueBase Database · checked Sep 27, 2026
17	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
18	Tastytrade	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 27, 2026	201-500	189 contacts →
	Indirect evidence “Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Source: RevenueBase Database · checked Sep 27, 2026
19	Jump - Advisor AI	Indirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 27, 2026	201-500	180 contacts →
	Indirect 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	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
21	Apella Wealth	Indirect evidence	West Hartford, CT, United StatesHQ checked Sep 27, 2026	51-200	129 contacts →
	Indirect evidence “At Apella, our focus is You.” Source: RevenueBase Database · checked Sep 27, 2026
22	Myvest	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 27, 2026	51-200	121 contacts →
	Partial evidence “MyVest builds enterprise wealth management technology for the digital age.” Source: RevenueBase Database · checked Sep 27, 2026
23	Halo Investing	Strong evidence	Chicago, IL, United StatesHQ checked Sep 27, 2026	51-200	120 contacts →
	Strong evidence “Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Source: RevenueBase Database · checked Sep 27, 2026
24	Arta Finance	Indirect evidence	Mountain View, CA, United StatesHQ checked Sep 27, 2026	51-200	113 contacts →
	Indirect evidence “Arta is an AI-driven wealth and financial technology company headquartered in the United States and Singapore.” Source: RevenueBase Database · checked Sep 27, 2026
25	Advyzon	Partial evidence	Chicago, IL, United StatesHQ checked Sep 27, 2026	51-200	108 contacts →
	Partial evidence “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” 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: automated investment management platforms. 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 automated investment management platforms.
Partial evidence: Its own public description names part of automated investment management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name automated investment management platforms. 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 1,058 automated investment management platforms based in the United States

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Automated investment management platforms based in the United States at a glance

As of Sep 27, 2026

53.4%Verified-email coverage

48.8Average contacts per company

1-10Median size (employees)

10.9%Largest-city concentration · New York

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

707

11-50

258

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 1,058 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 automated investment management platforms, 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 “automated investment management platforms”. 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 automated investment management platforms), 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 automated investment management platforms, 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, 27,541 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.

Automated investment management platforms by metro

Automated investment management platforms in New York115
Automated investment management platforms in San Francisco71
Automated investment management platforms in Chicago25
Automated investment management platforms in Miami25

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 automated investment management platforms, 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 automated investment management platforms are there based in the United States?

RevenueBase identified 1,058 automated investment management platforms 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?

Charles Schwab, headquartered in Westlake, tops this list with the largest team on record.

Which city has the most automated investment management platforms?

New York leads with 115 headquartered companies, followed by San Francisco (71) and Chicago (25).

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 27,541 verified decision-maker contacts tracked across these 1,058 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.