Company lists · Data refreshed September 2026

Top 25 Automated financial advisory firms worldwide

Name: Automated financial advisory firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 3,816 companies tracked

RevenueBase identified 3,816 automated financial advisory firms worldwide as of September 2026 and tracks 133,245 professional contacts across them, including 49,138 with verified work emails. The United States is the largest market and London the largest hub.

This list covers automated financial advisory firms worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026. Country and city lists for automated financial advisory firms follow the table.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

3,816Companies

133,245Contacts tracked

49,138Verified emails

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The 25 largest automated financial advisory firms worldwide

Ranked by team size

Top 25 of 3,816 automated financial advisory firms worldwide, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to automated financial advisory firms: 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 19, 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 19, 2026
2	Vanguard	Indirect evidence	Valley Forge, PA, United StatesHQ checked Sep 19, 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 19, 2026
3	E Trade From Morgan Stanley	Indirect evidence	Arlington, VA, United StatesHQ checked Sep 19, 2026	1,001-5,000	11,044 contacts →
	Indirect evidence “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Source: RevenueBase Database · checked Sep 19, 2026
4	Icici Securities	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	1,001-5,000	7,289 contacts →
	Partial evidence “With over seven decades of ICICI Group’s legacy of trust and financial expertise, ICICI Securities stands as a leading, customer-centric and technology-driven financial services…” Source: RevenueBase Database · checked Sep 19, 2026
5	TD Ameritrade	Partial evidence	Omaha, NE, United StatesHQ checked Sep 19, 2026	5,001-10,000	3,874 contacts →
	Partial evidence “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Source: RevenueBase Database · checked Sep 19, 2026
6	GROWW	Partial evidence	Bengaluru, IndiaHQ checked Sep 19, 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 19, 2026
7	Questrade Financial Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1,001-5,000	1,784 contacts →
	Partial evidence “Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Source: RevenueBase Database · checked Sep 19, 2026
8	Addepar	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,304 contacts →
	Partial evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 19, 2026
9	Personal Capital	Indirect evidence	Redwood City, CA, United StatesHQ checked Sep 19, 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 19, 2026
10	ORION	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,042 contacts →
	Indirect 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 19, 2026
11	Investcloud, INC	Partial evidence	West Hollywood, CA, United StatesHQ checked Sep 19, 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 19, 2026
12	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 19, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 19, 2026
13	Apex Fintech Solutions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 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 19, 2026
14	Banca Widiba	Indirect evidence	Milano, ItalyHQ checked Sep 19, 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 19, 2026
15	Betterment	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 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 19, 2026
16	Fundsindia	Indirect evidence	Bengaluru, IndiaHQ checked Sep 19, 2026	1,001-5,000	623 contacts →
	Indirect 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 19, 2026
17	Emoney Advisor	Partial evidence	Radnor, PA, United StatesHQ checked Sep 19, 2026	501-1,000	615 contacts →
	Partial evidence “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: RevenueBase Database · checked Sep 19, 2026
18	Advisor360	Partial evidence	Needham, MA, United StatesHQ checked Sep 19, 2026	501-1,000	603 contacts →
	Partial evidence “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Source: RevenueBase Database · checked Sep 19, 2026
19	Intelliflo	Partial evidence	Wimbledon, United KingdomHQ checked Sep 19, 2026	201-500	485 contacts →
	Partial evidence “intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Source: RevenueBase Database · checked Sep 19, 2026
20	Moneybox	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	201-500	443 contacts →
	Indirect evidence “Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Source: RevenueBase Database · checked Sep 19, 2026
21	Futu Holdings Limited	Indirect evidence	香港, Hong KongHQ checked Sep 19, 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 19, 2026
22	Public	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	434 contacts →
	Indirect evidence “Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Source: RevenueBase Database · checked Sep 19, 2026
23	Fisdom	Indirect evidence	Bengaluru North, IndiaHQ checked Sep 19, 2026	501-1,000	348 contacts →
	Indirect evidence “Fisdom is an extremely simple app to make smart investments.” Source: RevenueBase Database · checked Sep 19, 2026
24	Pontera	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	328 contacts →
	Strong evidence “Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Source: RevenueBase Database · checked Sep 19, 2026
25	Synergy Financial Advisers LTD	Partial evidence	SingaporeHQ checked Sep 19, 2026	201-500	319 contacts →
	Partial evidence “Synergy Financial Advisers prides itself on being fully capable of providing a one-stop solutions for your financial planning needs.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: automated financial advisory firms. 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 automated financial advisory firms.
Partial evidence: Its own public description names part of automated financial advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name automated financial advisory firms. 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 3,816 automated financial advisory firms worldwide

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Automated financial advisory firms worldwide at a glance

As of Sep 19, 2026

36.9%Verified-email coverage

34.9Average contacts per company

1-10Median size (employees)

3.5%Largest-city concentration · London

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

2,398

11-50

1,027

51-200

242

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 automated financial advisory firms, 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 automated financial advisory firms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “automated financial advisory firms”. 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 automated financial advisory firms), 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 automated financial advisory firms, 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, 49,138 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Automated financial advisory firms by location

21 lists · largest first

Every Automated financial advisory firms 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 automated financial advisory firms, 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 automated financial advisory firms are there worldwide?

RevenueBase identified 3,816 automated financial advisory firms 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 automated financial advisory firms?

The United States leads with 1,154 companies, followed by India (596) and the United Kingdom (218). Every automated financial advisory firms list by country and city is linked on this page.

Which city has the most automated financial advisory firms?

London leads with 133 headquartered companies, followed by Mumbai (99) and New York (87).

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 49,138 verified decision-maker contacts tracked across these 3,816 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.