Company lists · Data refreshed October 2026
Top 25 AI investment advice software companies worldwide
RevenueBase identified 2,539 company matches for AI investment advice software companies worldwide as of October 2026 and tracks 26,263 professional contacts across them, including 7,979 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for AI investment advice software companies worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 20, 2026. Country and city lists for AI investment advice software companies follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 25 largest AI investment advice software companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,420 contacts → | ||||
Exact match “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 2 | 1,081 contacts → | ||||
Exact match “Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 3 | 625 contacts → | ||||
Exact match “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 4 | 456 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 5 | 328 contacts → | ||||
Exact match “Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 6 | 288 contacts → | ||||
Exact match “Finnomena - Invest with Confidence Finnomena is a leading WealthTech platform in Thailand, continuously growing for over 10 years.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 7 | 269 contacts → | ||||
Exact match “Fisdom is an extremely simple app to make smart investments.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 8 | 265 contacts → | ||||
Exact match “Thndr is a digital investment platform that is designed to simplify investing.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 9 | 246 contacts → | ||||
Exact match “Jump is the end-to-end AI platform built for financial services, designed around how advisors actually work, from data intake to follow-up.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 10 | 237 contacts → | ||||
Exact match “Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 11 | 232 contacts → | ||||
Exact match “Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 12 | 225 contacts → | ||||
Exact match “Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 13 | 205 contacts → | ||||
Exact match “The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 14 | 204 contacts → | ||||
Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 15 | 202 contacts → | ||||
Exact match “At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 16 | 201 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 17 | 197 contacts → | ||||
Exact match “Univest is a trusted stock advisory and brokerage platform that helps investors make smarter investment decisions across stocks, F&O, commodities, IPOs, and mutual funds.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 18 | 193 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 19 | 189 contacts → | ||||
Exact match “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 20 | 188 contacts → | ||||
Exact match “TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 21 | 181 contacts → | ||||
Exact match “Hebbia is the leading AI platform for finance.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 22 | 169 contacts → | ||||
Exact match “Zocks is the AI Assistant for financial services.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 23 | 156 contacts → | ||||
Exact match “JIFFYAI empowers Wealth Management firms to drive growth, operational excellence, and hyper-personalized client engagements.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 24 | 155 contacts → | ||||
Exact match “Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 25 | 149 contacts → | ||||
Exact match “RightCapital is financial planning software done right.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “AI investment advice software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 2,539 AI investment advice software companies worldwide
See the full list, filter by size, metro and specialty, and access 7,979 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
AI investment advice software companies worldwide at a glance
As of Oct 20, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for AI investment advice software companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “AI investment advice software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 7,979 professional contacts with verified work emails across the full matched dataset. 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 October 20, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
AI investment advice software companies by location
21 lists · largest firstEvery AI investment advice software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- AI investment advice software companies based in the United States605
- AI investment advice software companies based in India321
- AI investment advice software companies based in the United Kingdom143
- AI investment advice software companies based in Canada84
- AI investment advice software companies based in France54
- AI investment advice software companies based in the United Arab Emirates54
- AI investment advice software companies based in Singapore51
- AI investment advice software companies based in Switzerland43
- AI investment advice software companies based in Brazil42
- AI investment advice software companies based in Australia40
- AI investment advice software companies based in Germany40
- AI investment advice software companies based in Spain36
- AI investment advice software companies based in Hong Kong28
Cities
- AI investment advice software companies based in New York, United States102
- AI investment advice software companies based in London, United Kingdom101
- AI investment advice software companies based in Bangalore, India63
- AI investment advice software companies based in Mumbai, India61
- AI investment advice software companies based in San Francisco, United States54
- AI investment advice software companies based in Singapore, Singapore47
- AI investment advice software companies based in Toronto, Canada35
- AI investment advice software companies based in Paris, France34
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “AI investment advice software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many AI investment advice software companies are there worldwide?
RevenueBase identified 2,539 company matches for AI investment advice software companies worldwide as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Addepar tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most AI investment advice software companies?
The United States leads with 605 companies, followed by India (321) and the United Kingdom (143). Every AI investment advice software companies list by country and city is linked on this page.
Which city has the most AI investment advice software companies?
London leads with 102 company records, followed by New York (102) and Bangalore (63).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 7,979 professional contacts with verified work emails tracked across these 2,539 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 2,539 AI investment advice software companies worldwide. Start with a free account, no credit card.
Download this list →Related lists
Browse the directory
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 SmartSearch, 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.
More company lists
Company intelligence · public preview
Top 25 AI investment advice software companies worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 2,539 matching company records for AI investment advice software companies worldwide, with 26,263 tracked contacts and 7,979 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 AI investment advice software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Addeparaddepar.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,420 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  ORIONorion.comHQ: Omaha, NE, United StatesReported employees: 1,001-5,000 | Omaha, NE, United States | 1,001-5,000 | Exact match | 1,081 contacts → |
“Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Advisor360advisor360.comHQ: Needham, MA, United StatesReported employees: 501-1,000 | Needham, MA, United States | 501-1,000 | Exact match | 625 contacts → |
“Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Publicpublic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 456 contacts → |
“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.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Communifycommunify.comHQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 328 contacts → |
“Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Finnomenafinnomena.com HQ: Wang Mai, ThailandReported employees: 201-500 | Wang Mai, Thailand | 201-500 | Exact match | 288 contacts → |
“Finnomena - Invest with Confidence Finnomena is a leading WealthTech platform in Thailand, continuously growing for over 10 years.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Fisdomfisdom.comHQ: Bengaluru North, IndiaReported employees: 501-1,000 | Bengaluru North, India | 501-1,000 | Exact match | 269 contacts → |
“Fisdom is an extremely simple app to make smart investments.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | THNDRthndr.app HQ: Cairo, EgyptReported employees: 51-200 | Cairo, Egypt | 51-200 | Exact match | 265 contacts → |
“Thndr is a digital investment platform that is designed to simplify investing.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Jump - Advisor AIjump.aiHQ: Salt Lake City, UT, United StatesReported employees: 201-500 | Salt Lake City, UT, United States | 201-500 | Exact match | 246 contacts → |
“Jump is the end-to-end AI platform built for financial services, designed around how advisors actually work, from data intake to follow-up.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Savvy Wealthsavvywealth.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 237 contacts → |
“Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Necton Investimentosnecton.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 232 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Moneyfarmmoneyfarm.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 225 contacts → |
“Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Zfundszfunds.inHQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 205 contacts → |
“The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Ychartsycharts.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 204 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Forinvestforinvest.comHQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 202 contacts → |
“At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Conquest Planningconquestplanning.comHQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 201 contacts → |
“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…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Univestunivest.inHQ: Gurgaon, IndiaReported employees: 201-500 | Gurgaon, India | 201-500 | Exact match | 197 contacts → |
“Univest is a trusted stock advisory and brokerage platform that helps investors make smarter investment decisions across stocks, F&O, commodities, IPOs, and mutual funds.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  kristal.aikristal.aiHQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 193 contacts → |
“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…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Nitrogennitrogenwealth.comHQ: Auburn, CA, United StatesReported employees: 201-500 | Auburn, CA, United States | 201-500 | Exact match | 189 contacts → |
“Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  TIFINtifin.comHQ: Boulder, CO, United StatesReported employees: 51-200 | Boulder, CO, United States | 51-200 | Exact match | 188 contacts → |
“TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Hebbiahebbia.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 181 contacts → |
“Hebbia is the leading AI platform for finance.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Zocks AI For Advisorszocks.io HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 169 contacts → |
“Zocks is the AI Assistant for financial services.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  jiffy.aijiffy.aiHQ: Palo Alto, CA, United StatesReported employees: 51-200 | Palo Alto, CA, United States | 51-200 | Exact match | 156 contacts → |
“JIFFYAI empowers Wealth Management firms to drive growth, operational excellence, and hyper-personalized client engagements.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Fintoofintoo.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 155 contacts → |
“Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Rightcapitalrightcapital.comHQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 149 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,539 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
AI investment advice software companies: dataset insights
October 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
2,535 records in the displayed employee bands.
4 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 2,539 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
AI investment advice software companies by location
21 lists · largest firstEvery AI investment advice software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- AI investment advice software companies based in the United States605
- AI investment advice software companies based in India321
- AI investment advice software companies based in the United Kingdom143
- AI investment advice software companies based in Canada84
- AI investment advice software companies based in France54
- AI investment advice software companies based in the United Arab Emirates54
- AI investment advice software companies based in Singapore51
- AI investment advice software companies based in Switzerland43
- AI investment advice software companies based in Brazil42
- AI investment advice software companies based in Australia40
- AI investment advice software companies based in Germany40
- AI investment advice software companies based in Spain36
- AI investment advice software companies based in Hong Kong28
Cities
- AI investment advice software companies based in New York, United States102
- AI investment advice software companies based in London, United Kingdom101
- AI investment advice software companies based in Bangalore, India63
- AI investment advice software companies based in Mumbai, India61
- AI investment advice software companies based in San Francisco, United States54
- AI investment advice software companies based in Singapore, Singapore47
- AI investment advice software companies based in Toronto, Canada35
- AI investment advice software companies based in Paris, France34
Questions about this company list
What does Exact match mean for AI investment advice software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many AI investment advice software companies did RevenueBase find worldwide?
The saved snapshot records 2,539 matching company records, 26,263 tracked contacts and 7,979 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 AI investment advice software companies worldwide. Snapshot: October 20, 2026. https://revenuebase.ai/companies/browse/ai-investment-advice-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 AI investment advice software companies worldwide
RevenueBase records 2,539 matching company records for AI investment advice software companies worldwide, with 26,263 tracked contacts and 7,979 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 AI investment advice software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Addeparaddepar.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,420 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | ORIONorion.com HQ: Omaha, NE, United StatesReported employees: 1,001-5,000 | Omaha, NE, United States | 1,001-5,000 | Exact match | 1,081 contacts → |
“Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Advisor360advisor360.com HQ: Needham, MA, United StatesReported employees: 501-1,000 | Needham, MA, United States | 501-1,000 | Exact match | 625 contacts → |
“Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Publicpublic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 456 contacts → |
“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.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Communifycommunify.com HQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 328 contacts → |
“Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Finnomenafinnomena.com HQ: Wang Mai, ThailandReported employees: 201-500 | Wang Mai, Thailand | 201-500 | Exact match | 288 contacts → |
“Finnomena - Invest with Confidence Finnomena is a leading WealthTech platform in Thailand, continuously growing for over 10 years.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fisdomfisdom.com HQ: Bengaluru North, IndiaReported employees: 501-1,000 | Bengaluru North, India | 501-1,000 | Exact match | 269 contacts → |
“Fisdom is an extremely simple app to make smart investments.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | THNDRthndr.app HQ: Cairo, EgyptReported employees: 51-200 | Cairo, Egypt | 51-200 | Exact match | 265 contacts → |
“Thndr is a digital investment platform that is designed to simplify investing.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Jump - Advisor AIjump.ai HQ: Salt Lake City, UT, United StatesReported employees: 201-500 | Salt Lake City, UT, United States | 201-500 | Exact match | 246 contacts → |
“Jump is the end-to-end AI platform built for financial services, designed around how advisors actually work, from data intake to follow-up.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Savvy Wealthsavvywealth.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 237 contacts → |
“Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Necton Investimentosnecton.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 232 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Moneyfarmmoneyfarm.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 225 contacts → |
“Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Zfundszfunds.in HQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 205 contacts → |
“The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ychartsycharts.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 204 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Forinvestforinvest.com HQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 202 contacts → |
“At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Conquest Planningconquestplanning.com HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 201 contacts → |
“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…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Univestunivest.in HQ: Gurgaon, IndiaReported employees: 201-500 | Gurgaon, India | 201-500 | Exact match | 197 contacts → |
“Univest is a trusted stock advisory and brokerage platform that helps investors make smarter investment decisions across stocks, F&O, commodities, IPOs, and mutual funds.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | kristal.aikristal.ai HQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 193 contacts → |
“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…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Nitrogennitrogenwealth.com HQ: Auburn, CA, United StatesReported employees: 201-500 | Auburn, CA, United States | 201-500 | Exact match | 189 contacts → |
“Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | TIFINtifin.com HQ: Boulder, CO, United StatesReported employees: 51-200 | Boulder, CO, United States | 51-200 | Exact match | 188 contacts → |
“TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Hebbiahebbia.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 181 contacts → |
“Hebbia is the leading AI platform for finance.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Zocks AI For Advisorszocks.io HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 169 contacts → |
“Zocks is the AI Assistant for financial services.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | jiffy.aijiffy.ai HQ: Palo Alto, CA, United StatesReported employees: 51-200 | Palo Alto, CA, United States | 51-200 | Exact match | 156 contacts → |
“JIFFYAI empowers Wealth Management firms to drive growth, operational excellence, and hyper-personalized client engagements.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Fintoofintoo.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 155 contacts → |
“Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Rightcapitalrightcapital.com HQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 149 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,539 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
AI investment advice software companies: dataset insights
October 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
2,535 records in the displayed employee bands.
4 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 2,539 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
AI investment advice software companies by location
21 lists · largest firstEvery AI investment advice software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- AI investment advice software companies based in the United States605
- AI investment advice software companies based in India321
- AI investment advice software companies based in the United Kingdom143
- AI investment advice software companies based in Canada84
- AI investment advice software companies based in France54
- AI investment advice software companies based in the United Arab Emirates54
- AI investment advice software companies based in Singapore51
- AI investment advice software companies based in Switzerland43
- AI investment advice software companies based in Brazil42
- AI investment advice software companies based in Australia40
- AI investment advice software companies based in Germany40
- AI investment advice software companies based in Spain36
- AI investment advice software companies based in Hong Kong28
Cities
- AI investment advice software companies based in New York, United States102
- AI investment advice software companies based in London, United Kingdom101
- AI investment advice software companies based in Bangalore, India63
- AI investment advice software companies based in Mumbai, India61
- AI investment advice software companies based in San Francisco, United States54
- AI investment advice software companies based in Singapore, Singapore47
- AI investment advice software companies based in Toronto, Canada35
- AI investment advice software companies based in Paris, France34
Questions about this company list
What does Exact match mean for AI investment advice software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many AI investment advice software companies did RevenueBase find worldwide?
The saved snapshot records 2,539 matching company records, 26,263 tracked contacts and 7,979 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 AI investment advice software companies worldwide. Snapshot: October 20, 2026. https://revenuebase.ai/companies/browse/ai-investment-advice-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗