Company lists · Data refreshed September 2026

Top 25 Ai-driven portfolio management companies worldwide

Name: Ai-driven portfolio management companies worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 5,307 companies tracked

RevenueBase identified 5,307 ai-driven portfolio management companies worldwide as of September 2026 and tracks 51,207 professional contacts across them, including 14,180 with verified work emails. The United States is the largest market and London the largest hub.

This list covers ai-driven portfolio management companies worldwide, 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 19, 2026. Country and city lists for ai-driven portfolio management companies follow the table.

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 19, 2026 86% judged on-target in blind review

5,307Companies

51,207Contacts tracked

14,180Verified emails

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The 25 largest ai-driven portfolio management companies worldwide

Ranked by team size

Top 25 of 5,307 ai-driven portfolio management companies worldwide, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to ai-driven portfolio management companies: 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	TWO Sigma	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	2,154 contacts →
	Partial evidence “Two Sigma is a leading quantitative investment management and trading firm with more than $70 billion in assets under management.” Source: RevenueBase Database · checked Sep 19, 2026
2	Squarepoint	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,979 contacts →
	Partial 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 19, 2026
3	Addepar	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,304 contacts →
	Partial 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 19, 2026
4	Share India Securities Limited	Indirect evidence	Noida, IndiaHQ checked Sep 19, 2026	501-1,000	638 contacts →
	Indirect evidence “Established in 1994, Share India Securities Limited was incepted with the idea of steady growth today to continue multiplying in the future.” Source: RevenueBase Database · checked Sep 19, 2026
5	Advisor360	Partial evidence	Needham, MA, United StatesHQ checked Sep 19, 2026	501-1,000	603 contacts →
	Partial evidence “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Source: RevenueBase Database · checked Sep 19, 2026
6	Dezerv	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	501-1,000	589 contacts →
	Partial evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 19, 2026
7	Capital Fund Management CFM	Partial evidence	Paris, FranceHQ checked Sep 19, 2026	201-500	443 contacts →
	Partial evidence “Capital Fund Management (CFM) is a successful alternative investment manager and a pioneer in the field of quantitative trading applied to capital markets across the globe.” Source: RevenueBase Database · checked Sep 19, 2026
8	Public	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 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 19, 2026
9	Toss Securities	Partial evidence	서울시, South KoreaHQ checked Sep 19, 2026	201-500	386 contacts →
	Partial evidence “Toss Securities is a technology-driven financial innovator redefining investment standards by breaking down complexity and information barriers.” Source: RevenueBase Database · checked Sep 19, 2026
10	73 Strings	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	300 contacts →
	Strong evidence “73 Strings is an award-winning agentic AI company transforming private capital operations through intelligent data extraction, portfolio monitoring, and valuation automation.” Source: RevenueBase Database · checked Sep 19, 2026
11	Finnomena	Indirect evidence	Wang Mai, ThailandHQ checked Sep 19, 2026	201-500	289 contacts →
	Indirect evidence “Finnomena - Invest with Confidence Finnomena is a leading WealthTech platform in Thailand, continuously growing for over 10 years.” Source: RevenueBase Database · checked Sep 19, 2026
12	Ubiquant	Indirect evidence	北京市, ChinaHQ checked Sep 19, 2026	201-500	268 contacts →
	Indirect evidence “Ubiquant is positioned as a technology company that specializes in quantitative methods for value discovery.” Source: RevenueBase Database · checked Sep 19, 2026
13	Croesus	Strong evidence	Laval, QC, CanadaHQ checked Sep 19, 2026	201-500	238 contacts →
	Strong evidence “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Source: RevenueBase Database · checked Sep 19, 2026
14	Forinvest	Indirect evidence	Istanbul, TürkiyeHQ checked Sep 19, 2026	51-200	217 contacts →
	Indirect evidence “At ForInvest, we're working to make investing easy and accessible for everyone!” Source: RevenueBase Database · checked Sep 19, 2026
15	Stashaway	Indirect evidence	SingaporeHQ checked Sep 19, 2026	51-200	216 contacts →
	Indirect evidence “Start investing for the future you.” Source: RevenueBase Database · checked Sep 19, 2026
16	Trexquant Investment LP	Partial evidence	Stamford, CT, United StatesHQ checked Sep 19, 2026	51-200	201 contacts →
	Partial evidence “Trexquant is a leading quantitative finance firm specializing in the development of multi-asset portfolios through advanced machine learning methods.” Source: RevenueBase Database · checked Sep 19, 2026
17	Savvy Wealth	Indirect evidence	New York, United StatesHQ checked Sep 19, 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 19, 2026
18	TIFIN	Strong evidence	Boulder, CO, United StatesHQ checked Sep 19, 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 19, 2026
19	Conquest Planning	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 19, 2026	51-200	180 contacts →
	Partial evidence “Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Source: RevenueBase Database · checked Sep 19, 2026
20	Jump - Advisor AI	Partial evidence	Salt Lake City, UT, United StatesHQ checked Sep 19, 2026	201-500	180 contacts →
	Partial 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 19, 2026
21	kristal.ai	Partial evidence	SingaporeHQ checked Sep 19, 2026	51-200	177 contacts →
	Partial evidence “Kristal.AI is an award-winning digital private wealth platform, licensed and operational in Singapore, Hong Kong, India, and UAE We unlock sophisticated investment opportunities…” Source: RevenueBase Database · checked Sep 19, 2026
22	Zfunds	Indirect evidence	Gurugram, IndiaHQ checked Sep 19, 2026	51-200	165 contacts →
	Indirect evidence “The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Source: RevenueBase Database · checked Sep 19, 2026
23	Hebbia	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	157 contacts →
	Partial evidence “Hebbia is the leading AI platform for finance.” Source: RevenueBase Database · checked Sep 19, 2026
24	jiffy.ai	Strong evidence	Palo Alto, United StatesHQ checked Sep 19, 2026	51-200	156 contacts →
	Strong evidence “JIFFYAI empowers Wealth Management firms to drive growth, operational excellence, and hyper-personalized client engagements.” Source: RevenueBase Database · checked Sep 19, 2026
25	JMI Equity	Strong evidence	Washington, DC, United StatesHQ checked Sep 19, 2026	51-200	152 contacts →
	Strong evidence “Founded in 1992, JMI Equity has focused on investing in exceptional software and AI-driven companies from scaling stages through later growth.” Source: RevenueBase Database · checked Sep 19, 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-driven portfolio management companies. 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-driven portfolio management companies.
Partial evidence: Its own public description names part of ai-driven portfolio management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name ai-driven portfolio management companies. 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 5,307 ai-driven portfolio management companies worldwide

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Ai-driven portfolio management companies worldwide at a glance

As of Sep 19, 2026

27.7%Verified-email coverage

9.6Average contacts per company

1-10Median size (employees)

5.4%Largest-city concentration · London

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

3,499

11-50

1,439

51-200

269

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

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-driven portfolio management companies, 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.
Coverage: Every country. Country and city lists for ai-driven portfolio management companies are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “ai-driven portfolio management companies”. 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-driven portfolio management companies), 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-driven portfolio management companies, and records with no verified work email.
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, 14,180 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 19, 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-driven portfolio management companies by location

29 lists · largest first

Every Ai-driven portfolio management companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

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-driven portfolio management companies, 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-driven portfolio management companies are there worldwide?

RevenueBase identified 5,307 ai-driven portfolio management companies worldwide 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?

TWO Sigma, headquartered in New York, tops this list with the largest team on record.

Which country has the most ai-driven portfolio management companies?

The United States leads with 1,335 companies, followed by India (474) and the United Kingdom (353). Every ai-driven portfolio management companies list by country and city is linked on this page.

Which city has the most ai-driven portfolio management companies?

London leads with 285 headquartered companies, followed by New York (235) and San Francisco (120).

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 14,180 verified decision-maker contacts tracked across these 5,307 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 19, 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.