Company lists · Data refreshed November 2026
Top 25 AI investment recommendation services worldwide
RevenueBase identified 3,375 company matches for AI investment recommendation services worldwide as of November 2026 and tracks 31,753 professional contacts across them, including 8,447 with verified work emails. The United States is the largest market and New York the largest hub.
This list covers company matches for AI investment recommendation services 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 November 6, 2026. Country and city lists for AI investment recommendation services 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 recommendation services worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,465 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 506 contacts → | ||||
Exact match “Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 489 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 321 contacts → | ||||
Exact match “Ubiquant is positioned as a technology company that specializes in quantitative methods for value discovery.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 309 contacts → | ||||
Exact match “Infront is a leading European fintech in the wealth management and trading spaces.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 303 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 277 contacts → | ||||
Exact match “Thndr is a digital investment platform that is designed to simplify investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 273 contacts → | ||||
Exact match “Fisdom is an extremely simple app to make smart investments.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 273 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 256 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 256 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 231 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 228 contacts → | ||||
Exact match “Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 226 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 216 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 205 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 205 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 198 contacts → | ||||
Exact match “At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 195 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 188 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 185 contacts → | ||||
Exact match “Hebbia is the leading AI platform for finance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 182 contacts → | ||||
Exact match “TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 167 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 155 contacts → | ||||
Exact match “JIFFYAI empowers Wealth Management firms to drive growth, operational excellence, and hyper-personalized client engagements.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 140 contacts → | ||||
Exact match “Tristone provides high-quality, AI-enabled investment research & analytics and transaction support services to investment funds, investment advisors, corporates, and investment…” Recorded in the RevenueBase company graph · Nov 6, 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 recommendation services”. 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 3,375 AI investment recommendation services worldwide
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AI investment recommendation services worldwide at a glance
As of Nov 6, 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 recommendation services are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “AI investment recommendation services” 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 8,447 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 November 6, 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 recommendation services by location
26 lists · largest firstEvery AI investment recommendation services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- AI investment recommendation services based in the United States914
- AI investment recommendation services based in India444
- AI investment recommendation services based in the United Kingdom164
- AI investment recommendation services based in Canada97
- AI investment recommendation services based in the United Arab Emirates65
- AI investment recommendation services based in Singapore61
- AI investment recommendation services based in Brazil60
- AI investment recommendation services based in France58
- AI investment recommendation services based in Germany56
- AI investment recommendation services based in Switzerland51
- AI investment recommendation services based in Hong Kong41
- AI investment recommendation services based in Spain41
- AI investment recommendation services based in Australia31
- AI investment recommendation services based in Israel28
Cities
- AI investment recommendation services based in New York, United States141
- AI investment recommendation services based in London, United Kingdom121
- AI investment recommendation services based in Mumbai, India82
- AI investment recommendation services based in Bangalore, India77
- AI investment recommendation services based in San Francisco, United States61
- AI investment recommendation services based in Singapore, Singapore56
- AI investment recommendation services based in Toronto, Canada47
- AI investment recommendation services based in Dubai, United Arab Emirates45
- AI investment recommendation services based in Paris, France38
- AI investment recommendation services based in Chicago, United States27
- AI investment recommendation services based in Hong Kong, Hong Kong27
- AI investment recommendation services based in Sao Paulo, Brazil27
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 recommendation services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many AI investment recommendation services are there worldwide?
RevenueBase identified 3,375 company matches for AI investment recommendation services worldwide as of November 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 recommendation services?
The United States leads with 914 companies, followed by India (444) and the United Kingdom (164). Every AI investment recommendation services list by country and city is linked on this page.
Which city has the most AI investment recommendation services?
New York leads with 142 company records, followed by London (121) and Mumbai (82).
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 8,447 professional contacts with verified work emails tracked across these 3,375 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 November 6, 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 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 recommendation services worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 3,375 matching company records for AI investment recommendation services worldwide, with 31,753 tracked contacts and 8,447 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: November 6, 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 recommendation services 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, IL, United StatesReported employees: 1,001-5,000 | New York, IL, United States | 1,001-5,000 | Exact match | 1,465 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Futu Holdings Limitedfutuholdings.comHQ: 香港, Hong KongReported employees: 1,001-5,000 | 香港, Hong Kong | 1,001-5,000 | Exact match | 506 contacts → |
“Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Publicpublic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 489 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Ubiquantubiquant.comHQ: 北京市, ChinaReported employees: 201-500 | 北京市, China | 201-500 | Exact match | 321 contacts → |
“Ubiquant is positioned as a technology company that specializes in quantitative methods for value discovery.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Infrontinfront.coHQ: Oslo, NorwayReported employees: 501-1,000 | Oslo, Norway | 501-1,000 | Exact match | 309 contacts → |
“Infront is a leading European fintech in the wealth management and trading spaces.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Finnomenafinnomena.comHQ: Wang Mai, ThailandReported employees: 201-500 | Wang Mai, Thailand | 201-500 | Exact match | 303 contacts → |
“Finnomena - Invest with Confidence Finnomena is a leading WealthTech platform in Thailand, continuously growing for over 10 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  THNDRthndr.appHQ: Cairo, EgyptReported employees: 51-200 | Cairo, Egypt | 51-200 | Exact match | 277 contacts → |
“Thndr is a digital investment platform that is designed to simplify investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Fisdomfisdom.comHQ: Bengaluru North, IndiaReported employees: 501-1,000 | Bengaluru North, India | 501-1,000 | Exact match | 273 contacts → |
“Fisdom is an extremely simple app to make smart investments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Tyba POR Credicorp Capitalbento.meHQ: Bogotá, ColombiaReported employees: 201-500 | Bogotá, Colombia | 201-500 | Exact match | 273 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Jump - Advisor AIjump.aiHQ: Salt Lake City, UT, United StatesReported employees: 201-500 | Salt Lake City, UT, United States | 201-500 | Exact match | 256 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Savvy Wealthsavvywealth.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 256 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Necton Investimentosnecton.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 231 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Trading Centraltradingcentral.comHQ: Paris, NY, FranceReported employees: 51-200 | Paris, NY, France | 51-200 | Exact match | 228 contacts → |
“Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Moneyfarmmoneyfarm.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 226 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Zfundszfunds.inHQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 216 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 · November 6, 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 | 205 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Ychartsycharts.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 205 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Forinvestforinvest.comHQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 198 contacts → |
“At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  kristal.aikristal.aiHQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 195 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Nitrogennitrogenwealth.comHQ: Auburn, CA, United StatesReported employees: 201-500 | Auburn, CA, United States | 201-500 | Exact match | 188 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 · November 6, 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 | 185 contacts → |
“Hebbia is the leading AI platform for finance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  TIFINtifin.comHQ: Boulder, CO, United StatesReported employees: 51-200 | Boulder, CO, United States | 51-200 | Exact match | 182 contacts → |
“TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Fintoofintoo.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 167 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  jiffy.aijiffy.aiHQ: Palo Alto, CA, United StatesReported employees: 51-200 | Palo Alto, CA, United States | 51-200 | Exact match | 155 contacts → |
“JIFFYAI empowers Wealth Management firms to drive growth, operational excellence, and hyper-personalized client engagements.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Tristonetristone-partners.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 140 contacts → |
“Tristone provides high-quality, AI-enabled investment research & analytics and transaction support services to investment funds, investment advisors, corporates, and investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,375 company matches
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AI investment recommendation services: dataset insights
November 6, 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
3,372 records in the displayed employee bands.
3 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 3,375 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: November 6, 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 recommendation services by location
26 lists · largest firstEvery AI investment recommendation services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- AI investment recommendation services based in the United States914
- AI investment recommendation services based in India444
- AI investment recommendation services based in the United Kingdom164
- AI investment recommendation services based in Canada97
- AI investment recommendation services based in the United Arab Emirates65
- AI investment recommendation services based in Singapore61
- AI investment recommendation services based in Brazil60
- AI investment recommendation services based in France58
- AI investment recommendation services based in Germany56
- AI investment recommendation services based in Switzerland51
- AI investment recommendation services based in Hong Kong41
- AI investment recommendation services based in Spain41
- AI investment recommendation services based in Australia31
- AI investment recommendation services based in Israel28
Cities
- AI investment recommendation services based in New York, United States141
- AI investment recommendation services based in London, United Kingdom121
- AI investment recommendation services based in Mumbai, India82
- AI investment recommendation services based in Bangalore, India77
- AI investment recommendation services based in San Francisco, United States61
- AI investment recommendation services based in Singapore, Singapore56
- AI investment recommendation services based in Toronto, Canada47
- AI investment recommendation services based in Dubai, United Arab Emirates45
- AI investment recommendation services based in Paris, France38
- AI investment recommendation services based in Chicago, United States27
- AI investment recommendation services based in Hong Kong, Hong Kong27
- AI investment recommendation services based in Sao Paulo, Brazil27
Questions about this company list
What does Exact match mean for AI investment recommendation services?
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 recommendation services did RevenueBase find worldwide?
The saved snapshot records 3,375 matching company records, 31,753 tracked contacts and 8,447 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: November 6, 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.
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Cite this list
RevenueBase Data Team. Top 25 AI investment recommendation services worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/ai-investment-recommendation-services.
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 recommendation services worldwide
RevenueBase records 3,375 matching company records for AI investment recommendation services worldwide, with 31,753 tracked contacts and 8,447 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: November 6, 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 recommendation services 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, IL, United StatesReported employees: 1,001-5,000 | New York, IL, United States | 1,001-5,000 | Exact match | 1,465 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Futu Holdings Limitedfutuholdings.com HQ: 香港, Hong KongReported employees: 1,001-5,000 | 香港, Hong Kong | 1,001-5,000 | Exact match | 506 contacts → |
“Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Publicpublic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 489 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Ubiquantubiquant.com HQ: 北京市, ChinaReported employees: 201-500 | 北京市, China | 201-500 | Exact match | 321 contacts → |
“Ubiquant is positioned as a technology company that specializes in quantitative methods for value discovery.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Infrontinfront.co HQ: Oslo, NorwayReported employees: 501-1,000 | Oslo, Norway | 501-1,000 | Exact match | 309 contacts → |
“Infront is a leading European fintech in the wealth management and trading spaces.” Recorded description excerpt · November 6, 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 | 303 contacts → |
“Finnomena - Invest with Confidence Finnomena is a leading WealthTech platform in Thailand, continuously growing for over 10 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | THNDRthndr.app HQ: Cairo, EgyptReported employees: 51-200 | Cairo, Egypt | 51-200 | Exact match | 277 contacts → |
“Thndr is a digital investment platform that is designed to simplify investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Fisdomfisdom.com HQ: Bengaluru North, IndiaReported employees: 501-1,000 | Bengaluru North, India | 501-1,000 | Exact match | 273 contacts → |
“Fisdom is an extremely simple app to make smart investments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Tyba POR Credicorp Capitalbento.me HQ: Bogotá, ColombiaReported employees: 201-500 | Bogotá, Colombia | 201-500 | Exact match | 273 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Jump - Advisor AIjump.ai HQ: Salt Lake City, UT, United StatesReported employees: 201-500 | Salt Lake City, UT, United States | 201-500 | Exact match | 256 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Savvy Wealthsavvywealth.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 256 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Necton Investimentosnecton.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 231 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Trading Centraltradingcentral.com HQ: Paris, NY, FranceReported employees: 51-200 | Paris, NY, France | 51-200 | Exact match | 228 contacts → |
“Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Moneyfarmmoneyfarm.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 226 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Zfundszfunds.in HQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 216 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 · November 6, 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 | 205 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Ychartsycharts.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 205 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Forinvestforinvest.com HQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 198 contacts → |
“At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | kristal.aikristal.ai HQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 195 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Nitrogennitrogenwealth.com HQ: Auburn, CA, United StatesReported employees: 201-500 | Auburn, CA, United States | 201-500 | Exact match | 188 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 · November 6, 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 | 185 contacts → |
“Hebbia is the leading AI platform for finance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | TIFINtifin.com HQ: Boulder, CO, United StatesReported employees: 51-200 | Boulder, CO, United States | 51-200 | Exact match | 182 contacts → |
“TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Fintoofintoo.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 167 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | jiffy.aijiffy.ai HQ: Palo Alto, CA, United StatesReported employees: 51-200 | Palo Alto, CA, United States | 51-200 | Exact match | 155 contacts → |
“JIFFYAI empowers Wealth Management firms to drive growth, operational excellence, and hyper-personalized client engagements.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Tristonetristone-partners.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 140 contacts → |
“Tristone provides high-quality, AI-enabled investment research & analytics and transaction support services to investment funds, investment advisors, corporates, and investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,375 company matches
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AI investment recommendation services: dataset insights
November 6, 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
3,372 records in the displayed employee bands.
3 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 3,375 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: November 6, 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 recommendation services by location
26 lists · largest firstEvery AI investment recommendation services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- AI investment recommendation services based in the United States914
- AI investment recommendation services based in India444
- AI investment recommendation services based in the United Kingdom164
- AI investment recommendation services based in Canada97
- AI investment recommendation services based in the United Arab Emirates65
- AI investment recommendation services based in Singapore61
- AI investment recommendation services based in Brazil60
- AI investment recommendation services based in France58
- AI investment recommendation services based in Germany56
- AI investment recommendation services based in Switzerland51
- AI investment recommendation services based in Hong Kong41
- AI investment recommendation services based in Spain41
- AI investment recommendation services based in Australia31
- AI investment recommendation services based in Israel28
Cities
- AI investment recommendation services based in New York, United States141
- AI investment recommendation services based in London, United Kingdom121
- AI investment recommendation services based in Mumbai, India82
- AI investment recommendation services based in Bangalore, India77
- AI investment recommendation services based in San Francisco, United States61
- AI investment recommendation services based in Singapore, Singapore56
- AI investment recommendation services based in Toronto, Canada47
- AI investment recommendation services based in Dubai, United Arab Emirates45
- AI investment recommendation services based in Paris, France38
- AI investment recommendation services based in Chicago, United States27
- AI investment recommendation services based in Hong Kong, Hong Kong27
- AI investment recommendation services based in Sao Paulo, Brazil27
Questions about this company list
What does Exact match mean for AI investment recommendation services?
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 recommendation services did RevenueBase find worldwide?
The saved snapshot records 3,375 matching company records, 31,753 tracked contacts and 8,447 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: November 6, 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.
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Cite this list
RevenueBase Data Team. Top 25 AI investment recommendation services worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/ai-investment-recommendation-services.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗