Company lists · Data refreshed September 2026

Top 25 Algorithmic wealth management companies worldwide

Name: Algorithmic wealth management companies worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 6,352 companies tracked

RevenueBase identified 6,352 algorithmic wealth management companies worldwide as of September 2026 and tracks 165,721 professional contacts across them, including 61,370 with verified work emails and 0 with mobile numbers. The United States is the largest market and London the largest hub.

This list covers algorithmic wealth management companies worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 16, 2026. Country and city lists for algorithmic wealth management companies follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review

6,352Companies

165,721Contacts tracked

61,370Verified emails

0Mobile numbers

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The 25 largest algorithmic wealth management companies worldwide

Ranked by team size

Top 25 of 6,352 algorithmic wealth management companies worldwide, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to algorithmic wealth management companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Charles Schwab	Indirect evidence	Westlake, TX, United StatesHQ checked Sep 16, 2026	10001+	31,927 contacts →
	Indirect evidence “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Source: RevenueBase Database · checked Sep 16, 2026
2	Vanguard	Indirect evidence	Valley Forge, PA, United StatesHQ checked Sep 16, 2026	10001+	24,672 contacts →
	Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Sep 16, 2026
3	TD Ameritrade	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 16, 2026	5,001-10,000	3,874 contacts →
	Indirect evidence “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Source: RevenueBase Database · checked Sep 16, 2026
4	Envestnet	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 16, 2026	1,001-5,000	2,766 contacts →
	Partial evidence “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Source: RevenueBase Database · checked Sep 16, 2026
5	TWO Sigma	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	1,001-5,000	2,154 contacts →
	Partial evidence “Two Sigma is a leading quantitative investment management and trading firm with more than $70 billion in assets under management.” Source: RevenueBase Database · checked Sep 16, 2026
6	Vontobel	Partial evidence	Zürich, SwitzerlandHQ checked Sep 16, 2026	1,001-5,000	2,067 contacts →
	Partial evidence “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Source: RevenueBase Database · checked Sep 16, 2026
7	Squarepoint	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,979 contacts →
	Partial evidence “Squarepoint is a leading global investment management firm that develops quantitative investment strategies to achieve high quality returns for our clients.” Source: RevenueBase Database · checked Sep 16, 2026
8	Addepar	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,304 contacts →
	Indirect 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 16, 2026
9	Personal Capital	Indirect evidence	Redwood City, CA, United StatesHQ checked Sep 16, 2026	201-500	1,168 contacts →
	Indirect evidence “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: RevenueBase Database · checked Sep 16, 2026
10	Waddell & Reed	Partial evidence	Shawnee Mission, KS, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,112 contacts →
	Partial evidence “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Source: RevenueBase Database · checked Sep 16, 2026
11	ORION	Partial evidence	Omaha, NE, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,042 contacts →
	Partial 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 16, 2026
12	Investcloud, INC	Partial evidence	West Hollywood, CA, United StatesHQ checked Sep 16, 2026	1,001-5,000	992 contacts →
	Partial evidence “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Source: RevenueBase Database · checked Sep 16, 2026
13	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 16, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 16, 2026
14	Apex Fintech Solutions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	501-1,000	911 contacts →
	Indirect evidence “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Source: RevenueBase Database · checked Sep 16, 2026
15	Banca Widiba	Indirect evidence	Milano, ItalyHQ checked Sep 16, 2026	201-500	838 contacts →
	Indirect evidence “Un punto di riferimento sul mercato per l’innovazione e per il modello di business unico basato sul binomio tra digitale e relazione, Banca Widiba offre una piattaforma online…” Source: RevenueBase Database · checked Sep 16, 2026
16	OVB Vermögensberatung AG	Indirect evidence	Köln, GermanyHQ checked Sep 16, 2026	1,001-5,000	708 contacts →
	Indirect evidence “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Source: RevenueBase Database · checked Sep 16, 2026
17	Oppenheimerfunds	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 16, 2026	5,001-10,000	683 contacts →
	Partial evidence “Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income…” Source: RevenueBase Database · checked Sep 16, 2026
18	Share India Securities Limited	Indirect evidence	Noida, IndiaHQ checked Sep 16, 2026	501-1,000	638 contacts →
	Indirect evidence “Established in 1994, Share India Securities Limited was incepted with the idea of steady growth today to continue multiplying in the future.” Source: RevenueBase Database · checked Sep 16, 2026
19	Betterment	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	501-1,000	635 contacts →
	Indirect evidence “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Source: RevenueBase Database · checked Sep 16, 2026
20	Betanxt	Strong evidence	New York, NY, United StatesHQ checked Sep 16, 2026	501-1,000	629 contacts →
	Strong evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 16, 2026
21	Dezerv	Strong evidence	Mumbai, IndiaHQ checked Sep 16, 2026	501-1,000	589 contacts →
	Strong evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 16, 2026
22	EP Wealth Advisors	Strong evidence	Torrance, CA, United StatesHQ checked Sep 16, 2026	501-1,000	573 contacts →
	Strong evidence “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Source: RevenueBase Database · checked Sep 16, 2026
23	Alphagrep	Indirect evidence	Mumbai, IndiaHQ checked Sep 16, 2026	201-500	453 contacts →
	Indirect evidence “Founded in 2010, AlphaGrep is a quantitative trading and investment firm.” Source: RevenueBase Database · checked Sep 16, 2026
24	Farther	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	501-1,000	452 contacts →
	Partial evidence “Welcome to Intelligent Wealth.” Source: RevenueBase Database · checked Sep 16, 2026
25	Capital Fund Management CFM	Partial evidence	Paris, FranceHQ checked Sep 16, 2026	201-500	443 contacts →
	Partial evidence “Capital Fund Management (CFM) is a successful alternative investment manager and a pioneer in the field of quantitative trading applied to capital markets across the globe.” Source: RevenueBase Database · checked Sep 16, 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: algorithmic wealth management companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names algorithmic wealth management companies.
Partial evidence: Its own public description names part of algorithmic wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name algorithmic wealth management companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 6,352 algorithmic wealth management companies worldwide

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Algorithmic wealth management companies worldwide at a glance

As of Sep 16, 2026

37.0%Verified-email coverage

26.1Average contacts per company

1-10Median size (employees)

3.6%Largest-city concentration · London

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

4,267

11-50

1,556

51-200

352

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 algorithmic wealth management companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage: 20 countries, largest first: the United States, India, the United Kingdom, Brazil, Canada, Australia, Germany, France, Switzerland, the United Arab Emirates and 10 more. Country and city lists for algorithmic wealth management companies are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “algorithmic wealth management companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names algorithmic wealth management companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among algorithmic wealth management companies, and records with no verified work email.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 61,370 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 16, 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.

Algorithmic wealth management companies by location

49 lists · largest first

Every Algorithmic wealth management companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names algorithmic wealth management companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many algorithmic wealth management companies are there worldwide?

RevenueBase identified 6,352 algorithmic wealth management companies worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Charles Schwab, headquartered in Westlake, tops this list with the largest team on record.

Which country has the most algorithmic wealth management companies?

The United States leads with 3,297 companies, followed by India (1,042) and the United Kingdom (378). Every algorithmic wealth management companies list by country and city is linked on this page.

Which city has the most algorithmic wealth management companies?

London leads with 231 headquartered companies, followed by New York (199) and Mumbai (168).

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 61,370 verified decision-maker contacts tracked across these 6,352 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 16, 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.