Company lists · Data verified August 2026

Top 25 Automated investment platforms based in the United States

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

Compiled by the RevenueBase Data Team Verified Aug 28, 2026 648 companies tracked

There are 648 automated investment platforms headquartered in the United States (RevenueBase, August 2026). RevenueBase tracks 63,803 professional contacts across them, including 26,443 with verified work emails and 24,865 with mobile numbers. New York is the largest hub.

This list covers automated investment 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. Data current as of August 28, 2026.

648Companies

63,803Contacts tracked

26,443Verified emails

24,865Mobile numbers

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The 25 largest automated investment platforms based in the United States

Ranked by team size

Top 25 of 648 automated investment platforms based in the United States, ranked by team size, largest first. Data verified Aug 28, 2026. Click a count to unlock that company's people.
#	Company	HQ	Employees	Contacts	Verified emails
1	E Trade From Morgan Stanley	Sandy, UT	1,001-5,000	11,045	1,137
2	TD Ameritrade	Omaha, NE	5,001-10,000	3,891	707
3	Robinhood	Menlo Park, CA	1,001-5,000	3,869	1,576
4	Wealthsimple	New York	1,001-5,000	1,887	1,151
5	Personal Capital	Atlanta, GA	201-500	1,154	9
6	ORION	Hebron, KY	1,001-5,000	1,037	304
7	Assetmark	Los Angeles, CA	501-1,000	973	742
8	Apex Fintech Solutions	Chicago, IL	501-1,000	948	568
9	Betterment	New York, NY	501-1,000	620	457
10	Wealthfront	Palo Alto, CA	201-500	415	279
11	STASH	NY	201-500	241	83
12	Savvy Wealth	Remote	51-200	199	111
13	Financial Engines	Overland Park, KS	501-1,000	196	55
14	Tastytrade	Chicago, IL	201-500	195	70
15	Certified Financial Services	Paramus, NJ	51-200	194	78
16	Nitrogen	Auburn, CA	201-500	178	90
17	Geowealth	Chicago, IL	51-200	140	94
18	Signal Advisors	Detroit, MI	51-200	132	88
19	Halo Investing	Chicago, IL	51-200	119	71
20	Arta Finance	Mountain View, CA	51-200	113	67
21	Advyzon	Chicago, IL	51-200	106	73
22	BEEM	San Francisco, CA	51-200	100	45
23	VISE	New York, NY	51-200	99	48
24	JIKO	San Francisco, CA	51-200	85	43
25	Advisorengine	Raleigh, NC	51-200	81	65

Showing 25 of 648 automated investment platforms based in the United States

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Automated investment platforms based in the United States at a glance

As of Aug 28, 2026

1-10Median size (employees)

New YorkLargest hub · 87 HQs

24,865Contacts with mobile numbers

116Emails re-verified in last 30 days

Companies by employee count

1-10

405

11-50

176

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Automated investment platforms by metro

Metro	Companies
Automated investment platforms in New York	87
Automated investment platforms in San Francisco	57
Automated investment platforms in Los Angeles	21
Automated investment platforms in Chicago	18
Automated investment platforms in Austin	15
Automated investment platforms in New York City	13
Automated investment platforms in Miami	12

How this list was built

Source: The RevenueBase company graph: 21.3 million companies and 398.9 million professional contacts resolved from primary sources.
Inclusion: Companies whose own business descriptions match “automated investment platforms”, with match quality audited by blind human judging, and headquartered in the United States.
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: Contact records re-verify on a rolling cadence; 116 contacts on this list were re-verified in the last 30 days.
Refresh: Lists are refreshed periodically as the underlying company graph is re-verified. Last verified Aug 28, 2026.

Frequently asked

How many automated investment platforms are there based in the United States?

There are 648 automated investment platforms headquartered in the United States as of August 2026 (RevenueBase).

What is the largest company on this list?

E Trade From Morgan Stanley, headquartered in Sandy, tops this list with the largest team on record.

Which city has the most automated investment platforms?

New York leads with 87 headquartered companies, followed by San Francisco (57) and Los Angeles (21).

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 26,443 verified decision-maker contacts tracked across these 648 companies.

How current is this list?

The list is refreshed periodically as the underlying company graph is re-verified. It was last verified on August 28, 2026.

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About this data

RevenueBase is a B2B contact data platform. Its company graph covers 21.3 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, the same data that powers RevenueBase's B2B data products and the free research portal.