Company lists · Data refreshed September 2026

Top 25 AI investment advisory platforms worldwide

Name: AI investment advisory platforms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 4,140 companies tracked

RevenueBase identified 4,140 AI investment advisory platforms worldwide as of September 2026 and tracks 49,621 professional contacts across them, including 17,916 with verified work emails. The United States is the largest market and London the largest hub.

This list covers AI investment advisory platforms 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 27, 2026. Country and city lists for AI investment advisory platforms 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 27, 2026 86% judged on-target in blind review

4,140Companies

49,621Contacts tracked

17,916Verified emails

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The 25 largest AI investment advisory platforms worldwide

Ranked by team size

Top 25 of 4,140 AI investment advisory platforms worldwide, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to AI investment advisory 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	GROWW	Partial evidence	Bengaluru, IndiaHQ checked Sep 27, 2026	501-1,000	2,165 contacts →
	Partial evidence “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Source: RevenueBase Database · checked Sep 27, 2026
2	Addepar	Strong evidence	New York, NY, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,304 contacts →
	Strong 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 27, 2026
3	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
4	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
5	Hub24 Limited	Partial evidence	Sydney, AustraliaHQ checked Sep 27, 2026	501-1,000	750 contacts →
	Partial evidence “HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Source: RevenueBase Database · checked Sep 27, 2026
6	Fundsindia	Partial evidence	Bengaluru, IndiaHQ checked Sep 27, 2026	1,001-5,000	623 contacts →
	Partial evidence “Founded in 2008, FundsIndia is a technology-first wealth platform built to make investing simple, accessible, and rewarding for every Indian.” Source: RevenueBase Database · checked Sep 27, 2026
7	Advisor360	Strong evidence	Needham, MA, United StatesHQ checked Sep 27, 2026	501-1,000	603 contacts →
	Strong evidence “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Source: RevenueBase Database · checked Sep 27, 2026
8	Altruist	Partial evidence	Culver City, CA, United StatesHQ checked Sep 27, 2026	201-500	582 contacts →
	Partial evidence “Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients.” Source: RevenueBase Database · checked Sep 27, 2026
9	CLEO	Indirect evidence	London, United KingdomHQ checked Sep 27, 2026	201-500	500 contacts →
	Indirect evidence “Cleo was founded in 2016 by people who'd been burned by banks and frustrated by a financial system that wasn't built for the people using it.” 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	Futu Holdings Limited	Indirect evidence	香港, Hong KongHQ checked Sep 27, 2026	1,001-5,000	441 contacts →
	Indirect evidence “Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide.” 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	CAIS	Strong evidence	New York, NY, United StatesHQ checked Sep 27, 2026	201-500	377 contacts →
	Strong evidence “CAIS is the leading alternative investment platform for independent financial advisors.” Source: RevenueBase Database · checked Sep 27, 2026
14	Fisdom	Partial evidence	Bengaluru North, IndiaHQ checked Sep 27, 2026	501-1,000	348 contacts →
	Partial evidence “Fisdom is an extremely simple app to make smart investments.” Source: RevenueBase Database · checked Sep 27, 2026
15	Communify	Indirect evidence	Broomfield, CO, United StatesHQ checked Sep 27, 2026	201-500	309 contacts →
	Indirect evidence “Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Source: RevenueBase Database · checked Sep 27, 2026
16	Finnomena	Partial evidence	Wang Mai, ThailandHQ checked Sep 27, 2026	201-500	289 contacts →
	Partial evidence “Finnomena - Invest with Confidence Finnomena is a leading WealthTech platform in Thailand, continuously growing for over 10 years.” Source: RevenueBase Database · checked Sep 27, 2026
17	IEQ Capital	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 27, 2026	201-500	285 contacts →
	Strong evidence “IEQ Capital is an independent Registered Investment Advisor and modern family office delivering rigorous investment management alongside comprehensive wealth architecture.” Source: RevenueBase Database · checked Sep 27, 2026
18	THNDR	Strong evidence	Cairo, EgyptHQ checked Sep 27, 2026	51-200	268 contacts →
	Strong evidence “Thndr is a digital investment platform that is designed to simplify investing.” Source: RevenueBase Database · checked Sep 27, 2026
19	Advisors Asset Management, INC	Indirect evidence	Monument, CO, United StatesHQ checked Sep 27, 2026	201-500	267 contacts →
	Indirect evidence “With roots dating back to 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial…” Source: RevenueBase Database · checked Sep 27, 2026
20	Tyba POR Credicorp Capital	Indirect evidence	Bogotá, ColombiaHQ checked Sep 27, 2026	201-500	249 contacts →
	Indirect evidence “Somos una plataforma integral de inversión que combina tecnología, productos diversos y acompañamiento real, para que invertir se sienta claro, confiable y hecho a tu medida.” Source: RevenueBase Database · checked Sep 27, 2026
21	Wealthtime	Strong evidence	Bath, United KingdomHQ checked Sep 27, 2026	51-200	246 contacts →
	Strong evidence “We’re Wealthtime - an award-winning investment platform that helps advisers deliver the best outcomes for their clients.” Source: RevenueBase Database · checked Sep 27, 2026
22	ET Money	Indirect evidence	Gurugram, IndiaHQ checked Sep 27, 2026	51-200	243 contacts →
	Indirect evidence “When you invest with intelligence, life opens up a wealth of choices.” Source: RevenueBase Database · checked Sep 27, 2026
23	TITAN	Strong evidence	New York, NY, United StatesHQ checked Sep 27, 2026	n/a	234 contacts →
	Strong evidence “Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Source: RevenueBase Database · checked Sep 27, 2026
24	RFG Advisory	Strong evidence	Vestavia Hills, AL, United StatesHQ checked Sep 27, 2026	51-200	221 contacts →
	Strong evidence “RFG Advisory is a corporate RIA platform designed to help Independent Advisors eliminate friction, win back time, and scale without compromise.” Source: RevenueBase Database · checked Sep 27, 2026
25	Forinvest	Indirect evidence	Istanbul, TürkiyeHQ checked Sep 27, 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 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: AI investment advisory 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 AI investment advisory platforms.
Partial evidence: Its own public description names part of AI investment advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name AI investment advisory 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 4,140 AI investment advisory platforms worldwide

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AI investment advisory platforms worldwide at a glance

As of Sep 27, 2026

36.1%Verified-email coverage

12.0Average contacts per company

1-10Median size (employees)

3.8%Largest-city concentration · London

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

2,599

11-50

1,178

51-200

250

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 investment advisory 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.
Coverage: Every country. Country and city lists for AI investment advisory platforms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “AI investment advisory 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 AI investment advisory 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 AI investment advisory platforms, 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, 17,916 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.

AI investment advisory platforms by location

25 lists · largest first

Every AI investment advisory platforms 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 investment advisory 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 AI investment advisory platforms are there worldwide?

RevenueBase identified 4,140 AI investment advisory platforms 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?

GROWW, headquartered in Bengaluru, tops this list with the largest team on record.

Which country has the most AI investment advisory platforms?

The United States leads with 1,351 companies, followed by India (545) and the United Kingdom (214). Every AI investment advisory platforms list by country and city is linked on this page.

Which city has the most AI investment advisory platforms?

London leads with 156 headquartered companies, followed by New York (152) and Mumbai (98).

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 17,916 verified decision-maker contacts tracked across these 4,140 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.