Company lists · Data refreshed September 2026

Top 25 Automated savings platforms based in the United States

RevenueBase identified 135 automated savings platforms headquartered in the United States as of September 2026 and tracks 4,387 professional contacts across them, including 2,237 with verified work emails. New York is the largest hub.

This list covers automated savings 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
135Companies
4,387Contacts tracked
2,237Verified emails
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The 25 largest automated savings platforms based in the United States

Ranked by team size
Top 25 of 135 automated savings 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 savings 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSan Mateo, CA, United StatesHQ checked Sep 27, 20261,001-5,000708 contacts →

Indirect evidence

“Freedom Financial Network is a leading digital personal finance company, built to help people.”

Source: RevenueBase Database · checked Sep 27, 2026
2Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 2026501-1,000635 contacts →

Partial 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
3Indirect evidenceIrvine, CA, United StatesHQ checked Sep 27, 2026501-1,000527 contacts →

Indirect evidence

“Acorns believes that anyone can achieve financial wellness, that’s why they’ve been building simple, powerful money tools for everyday Americans and their kids since 2014.”

Source: RevenueBase Database · checked Sep 27, 2026
4Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 2026501-1,000524 contacts →

Partial evidence

“Vestwell is the backbone of the modern savings economy.”

Source: RevenueBase Database · checked Sep 27, 2026
5Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 2026501-1,000476 contacts →

Indirect evidence

“Varo is an entirely new kind of bank.”

Source: RevenueBase Database · checked Sep 27, 2026
6Partial evidencePalo Alto, CA, United StatesHQ checked Sep 27, 2026201-500416 contacts →

Partial 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
7Partial evidenceChicago, IL, United StatesHQ checked Sep 27, 202651-200174 contacts →

Partial evidence

“M1 is a fast-growing fintech company and personal finance platform made for the modern era.”

Source: RevenueBase Database · checked Sep 27, 2026
8Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202651-20087 contacts →

Partial evidence

“100% Bank, 100% Tech: Where safety meets innovation Jiko is an innovative banking platform that delivers financial safety, speed, and simplicity to its clients by owning and…”

Source: RevenueBase Database · checked Sep 27, 2026
9Strong evidenceSan Francisco, United StatesHQ checked Sep 27, 202611-5077 contacts →

Strong evidence

“Atlas is an accessible rewards credit card and automation platform, that helps people save more with less effort.”

Source: RevenueBase Database · checked Sep 27, 2026
10Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-20060 contacts →

Indirect evidence

“Our mission is to help people find money happiness.”

Source: RevenueBase Database · checked Sep 27, 2026
11Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202651-20056 contacts →

Indirect evidence

“We’re on a mission to make financial health effortless for everyone.”

Source: RevenueBase Database · checked Sep 27, 2026
12Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 202611-5038 contacts →

Indirect evidence

“Hiatus was founded in 2016 in order to democratize financial advice.”

Source: RevenueBase Database · checked Sep 27, 2026
13Partial evidenceTampa, FL, United StatesHQ checked Sep 27, 202611-5029 contacts →

Partial evidence

“It's simple: Shop, pay bills, and transact at the companies & brands you use everyday, and our app will automatically purchase $1 worth of stock in those companies for you.”

Source: RevenueBase Database · checked Sep 27, 2026
14Indirect evidenceSan Francisco, United StatesHQ checked Sep 27, 202611-5025 contacts →

Indirect evidence

“We believe everyone deserves access to better and smarter ways to manage their money.”

Source: RevenueBase Database · checked Sep 27, 2026
15Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 2026201-50021 contacts →

Indirect evidence

“We're on a mission to help people achieve financial progress.”

Source: RevenueBase Database · checked Sep 27, 2026
16Strong evidenceNewport Beach, CA, United StatesHQ checked Sep 27, 202611-5021 contacts →

Strong evidence

“ATM.com is building the everyday money platform for underserved Americans-one place to smooth cash flow, avoid junk fees, and grow savings.”

Source: RevenueBase Database · checked Sep 27, 2026
17Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 27, 202611-5018 contacts →

Indirect evidence

“At iFlip, we believe you should have access to the same tools and data as Wall Street professionals.”

Source: RevenueBase Database · checked Sep 27, 2026
18Indirect evidencePleasant Grove, UT, United StatesHQ checked Sep 27, 202611-5017 contacts →

Indirect evidence

“Qube Money helps people spend intentionally and live freely.”

Source: RevenueBase Database · checked Sep 27, 2026
19Indirect evidenceDenver, CO, United StatesHQ checked Sep 27, 20261-1017 contacts →

Indirect evidence

“WalletGyde provides an easier way to save your money.”

Source: RevenueBase Database · checked Sep 27, 2026
20Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202611-5016 contacts →

Indirect evidence

“Trim's mission is to make Americans financially healthy at scale.”

Source: RevenueBase Database · checked Sep 27, 2026
21Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 202611-5015 contacts →

Indirect evidence

“Sootchy is an innovative financial technology company on a mission to eradicate student loan debt.”

Source: RevenueBase Database · checked Sep 27, 2026
22Strong evidenceAnn Arbor, MI, United StatesHQ checked Sep 27, 202611-5015 contacts →

Strong evidence

“Michigan-based Plinqit is an innovative fintech company that offers two ways to grow deposits, High Yield Savings by Plinqit and automatic savings.”

Source: RevenueBase Database · checked Sep 27, 2026
23Indirect evidenceSeattle, WA, United StatesHQ checked Sep 27, 20261-1014 contacts →

Indirect evidence

“Originally founded by CEO Erin Papworth and CRO Maia Monell, Nav.it is a diverse team from across the U.S.”

Source: RevenueBase Database · checked Sep 27, 2026
24Indirect evidenceNew York, United StatesHQ checked Sep 27, 20261-1012 contacts →

Indirect evidence

“Surmount is the infrastructure behind modern investing.”

Source: RevenueBase Database · checked Sep 27, 2026
25Indirect evidenceTysons, VA, United StatesHQ checked Sep 27, 202611-5012 contacts →

Indirect evidence

“Wellthi is a global financial technology company that helps financial institutions drive loyalty, engagement, and conversion, while giving people and businesses better tools to…”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 135 automated savings platforms based in the United States

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Automated savings platforms based in the United States at a glance

As of Sep 27, 2026
51.0%Verified-email coverage
32.5Average contacts per company
1-10Median size (employees)
16.3%Largest-city concentration · New York
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
74
11-50
43
51-200
9
201-500
3
501-1,000
4
1,001-5,000
2

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 135 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 savings 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 savings 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 savings 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 savings 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, 2,237 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.

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 savings 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 savings platforms are there based in the United States?

RevenueBase identified 135 automated savings 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?

Freedom Financial Network, headquartered in San Mateo, tops this list with the largest team on record.

Which city has the most automated savings platforms?

New York leads with 22 headquartered companies, followed by San Francisco (11) and Los Angeles (9).

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 2,237 verified decision-maker contacts tracked across these 135 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.