Company lists · Data refreshed September 2026
Top 25 Automated financial advisory firms worldwide
RevenueBase identified 3,816 company matches for 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 company matches for automated financial advisory firms 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 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 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 automated financial advisory firms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 31,927 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 24,672 contacts → | ||||
Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 11,044 contacts → | ||||
Exact match “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 7,289 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 3,874 contacts → | ||||
Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 2,165 contacts → | ||||
Exact match “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 1,784 contacts → | ||||
Exact match “Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 1,304 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 1,168 contacts → | ||||
Exact match “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 1,042 contacts → | ||||
Exact match “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 992 contacts → | ||||
Exact match “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 982 contacts → | ||||
Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 911 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 838 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 635 contacts → | ||||
Exact match “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 623 contacts → | ||||
Exact match “Founded in 2008, FundsIndia is a technology-first wealth platform built to make investing simple, accessible, and rewarding for every Indian.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 615 contacts → | ||||
Exact match “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 603 contacts → | ||||
Exact match “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 485 contacts → | ||||
Exact match “intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 443 contacts → | ||||
Exact match “Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 441 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 434 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 348 contacts → | ||||
Exact match “Fisdom is an extremely simple app to make smart investments.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 328 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 319 contacts → | ||||
Exact match “Synergy Financial Advisers prides itself on being fully capable of providing a one-stop solutions for your financial planning needs.” Recorded in the RevenueBase company graph · Sep 19, 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 “automated financial advisory firms”. 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 3,816 automated financial advisory firms worldwide
See the full list, filter by size, metro and specialty, and access 49,138 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Automated financial advisory firms worldwide at a glance
As of Sep 19, 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 automated financial advisory firms are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “automated financial advisory firms” 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 49,138 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 September 19, 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.
Automated financial advisory firms by location
20 lists · largest firstEvery 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
- Automated financial advisory firms based in the United States1,154
- Automated financial advisory firms based in India596
- Automated financial advisory firms based in the United Kingdom218
- Automated financial advisory firms based in Canada121
- Automated financial advisory firms based in Australia94
- Automated financial advisory firms based in Brazil93
- Automated financial advisory firms based in Germany79
- Automated financial advisory firms based in Singapore67
- Automated financial advisory firms based in France65
- Automated financial advisory firms based in Spain45
- Automated financial advisory firms based in the United Arab Emirates44
- Automated financial advisory firms based in Switzerland42
- Automated financial advisory firms based in Hong Kong37
- Automated financial advisory firms based in the Netherlands31
- Automated financial advisory firms based in South Africa28
Cities
- Automated financial advisory firms based in Bangalore, India107
- Automated financial advisory firms based in Mumbai, India99
- Automated financial advisory firms based in New York, United States86
- Automated financial advisory firms based in San Francisco, United States53
- Automated financial advisory firms based in Chicago, United States30
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 “automated financial advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many automated financial advisory firms are there worldwide?
RevenueBase identified 3,816 company matches for automated financial advisory firms worldwide as of September 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?
Charles Schwab tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
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 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 49,138 professional contacts with verified work emails tracked across these 3,816 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 September 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 3,816 automated financial advisory firms worldwide. Start with a free account, no credit card.
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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 automated financial advisory firms worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 3,816 matching company records for automated financial advisory firms worldwide, with 133,245 tracked contacts and 49,138 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: September 19, 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 automated financial advisory firms 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 |  Charles Schwababoutschwab.comHQ: Westlake, TX, United StatesReported employees: 10001+ | Westlake, TX, United States | 10001+ | Exact match | 31,927 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Vanguardvanguard.comHQ: Valley Forge, PA, United StatesReported employees: 10001+ | Valley Forge, PA, United States | 10001+ | Exact match | 24,672 contacts → |
“We are a community of 50 million who think-and feel-differently about investing.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  E Trade From Morgan Stanleyetrade.comHQ: Arlington, VA, United StatesReported employees: 1,001-5,000 | Arlington, VA, United States | 1,001-5,000 | Exact match | 11,044 contacts → |
“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Icici Securitiesicicisecurities.comHQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 7,289 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  TD Ameritradetdameritrade.comHQ: Omaha, NE, United StatesReported employees: 5,001-10,000 | Omaha, NE, United States | 5,001-10,000 | Exact match | 3,874 contacts → |
“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  GROWWgroww.inHQ: Bengaluru, IndiaReported employees: 501-1,000 | Bengaluru, India | 501-1,000 | Exact match | 2,165 contacts → |
“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Questrade Financial Groupquestrade.comHQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,784 contacts → |
“Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Addeparaddepar.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,304 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Personal Capitalpersonalcapital.comHQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,168 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  ORIONorion.comHQ: Omaha, NE, United StatesReported employees: 1,001-5,000 | Omaha, NE, United States | 1,001-5,000 | Exact match | 1,042 contacts → |
“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Investcloud, INCinvestcloud.comHQ: West Hollywood, CA, United StatesReported employees: 1,001-5,000 | West Hollywood, CA, United States | 1,001-5,000 | Exact match | 992 contacts → |
“InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Assetmarkassetmark.comHQ: Concord, CA, United StatesReported employees: 1,001-5,000 | Concord, CA, United States | 1,001-5,000 | Exact match | 982 contacts → |
“AssetMark, Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Apex Fintech Solutionsapexfintechsolutions.comHQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 911 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Banca Widibawidiba.itHQ: Milano, ItalyReported employees: 201-500 | Milano, Italy | 201-500 | Exact match | 838 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Bettermentbetterment.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 635 contacts → |
“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Fundsindiafundsindia.comHQ: Bengaluru, IndiaReported employees: 1,001-5,000 | Bengaluru, India | 1,001-5,000 | Exact match | 623 contacts → |
“Founded in 2008, FundsIndia is a technology-first wealth platform built to make investing simple, accessible, and rewarding for every Indian.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Emoney Advisoremoneyadvisor.comHQ: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 615 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Advisor360advisor360.comHQ: Needham, MA, United StatesReported employees: 501-1,000 | Needham, MA, United States | 501-1,000 | Exact match | 603 contacts → |
“Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Intelliflointelliflo.comHQ: Wimbledon, United KingdomReported employees: 201-500 | Wimbledon, United Kingdom | 201-500 | Exact match | 485 contacts → |
“intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Moneyboxmoneyboxapp.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 443 contacts → |
“Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Futu Holdings Limitedfutuholdings.comHQ: 香港, Hong KongReported employees: 1,001-5,000 | 香港, Hong Kong | 1,001-5,000 | Exact match | 441 contacts → |
“Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Publicpublic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Fisdomfisdom.comHQ: Bengaluru North, IndiaReported employees: 501-1,000 | Bengaluru North, India | 501-1,000 | Exact match | 348 contacts → |
“Fisdom is an extremely simple app to make smart investments.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Ponterapontera.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 328 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Synergy Financial Advisers LTDsynergy.com.sgHQ: SingaporeReported employees: 201-500 | Singapore | 201-500 | Exact match | 319 contacts → |
“Synergy Financial Advisers prides itself on being fully capable of providing a one-stop solutions for your financial planning needs.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,816 company matches
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Automated financial advisory firms: dataset insights
September 19, 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
3,809 records in the displayed employee bands.
7 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 3,816 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: September 19, 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 ↗
Automated financial advisory firms by location
20 lists · largest firstEvery 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
- Automated financial advisory firms based in the United States1,154
- Automated financial advisory firms based in India596
- Automated financial advisory firms based in the United Kingdom218
- Automated financial advisory firms based in Canada121
- Automated financial advisory firms based in Australia94
- Automated financial advisory firms based in Brazil93
- Automated financial advisory firms based in Germany79
- Automated financial advisory firms based in Singapore67
- Automated financial advisory firms based in France65
- Automated financial advisory firms based in Spain45
- Automated financial advisory firms based in the United Arab Emirates44
- Automated financial advisory firms based in Switzerland42
- Automated financial advisory firms based in Hong Kong37
- Automated financial advisory firms based in the Netherlands31
- Automated financial advisory firms based in South Africa28
Cities
- Automated financial advisory firms based in Bangalore, India107
- Automated financial advisory firms based in Mumbai, India99
- Automated financial advisory firms based in New York, United States86
- Automated financial advisory firms based in San Francisco, United States53
- Automated financial advisory firms based in Chicago, United States30
Questions about this company list
What does Exact match mean for automated financial advisory firms?
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 automated financial advisory firms did RevenueBase find worldwide?
The saved snapshot records 3,816 matching company records, 133,245 tracked contacts and 49,138 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: September 19, 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 automated financial advisory firms worldwide. Snapshot: September 19, 2026. https://revenuebase.ai/companies/browse/automated-financial-advisory-firms.
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 automated financial advisory firms worldwide
RevenueBase records 3,816 matching company records for automated financial advisory firms worldwide, with 133,245 tracked contacts and 49,138 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: September 19, 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 automated financial advisory firms 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 | Charles Schwababoutschwab.com HQ: Westlake, TX, United StatesReported employees: 10001+ | Westlake, TX, United States | 10001+ | Exact match | 31,927 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Vanguardvanguard.com HQ: Valley Forge, PA, United StatesReported employees: 10001+ | Valley Forge, PA, United States | 10001+ | Exact match | 24,672 contacts → |
“We are a community of 50 million who think-and feel-differently about investing.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | E Trade From Morgan Stanleyetrade.com HQ: Arlington, VA, United StatesReported employees: 1,001-5,000 | Arlington, VA, United States | 1,001-5,000 | Exact match | 11,044 contacts → |
“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Icici Securitiesicicisecurities.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 7,289 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | TD Ameritradetdameritrade.com HQ: Omaha, NE, United StatesReported employees: 5,001-10,000 | Omaha, NE, United States | 5,001-10,000 | Exact match | 3,874 contacts → |
“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | GROWWgroww.in HQ: Bengaluru, IndiaReported employees: 501-1,000 | Bengaluru, India | 501-1,000 | Exact match | 2,165 contacts → |
“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Questrade Financial Groupquestrade.com HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,784 contacts → |
“Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Addeparaddepar.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,304 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Personal Capitalpersonalcapital.com HQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,168 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | ORIONorion.com HQ: Omaha, NE, United StatesReported employees: 1,001-5,000 | Omaha, NE, United States | 1,001-5,000 | Exact match | 1,042 contacts → |
“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Investcloud, INCinvestcloud.com HQ: West Hollywood, CA, United StatesReported employees: 1,001-5,000 | West Hollywood, CA, United States | 1,001-5,000 | Exact match | 992 contacts → |
“InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Assetmarkassetmark.com HQ: Concord, CA, United StatesReported employees: 1,001-5,000 | Concord, CA, United States | 1,001-5,000 | Exact match | 982 contacts → |
“AssetMark, Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Apex Fintech Solutionsapexfintechsolutions.com HQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 911 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Banca Widibawidiba.it HQ: Milano, ItalyReported employees: 201-500 | Milano, Italy | 201-500 | Exact match | 838 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Bettermentbetterment.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 635 contacts → |
“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Fundsindiafundsindia.com HQ: Bengaluru, IndiaReported employees: 1,001-5,000 | Bengaluru, India | 1,001-5,000 | Exact match | 623 contacts → |
“Founded in 2008, FundsIndia is a technology-first wealth platform built to make investing simple, accessible, and rewarding for every Indian.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Emoney Advisoremoneyadvisor.com HQ: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 615 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Advisor360advisor360.com HQ: Needham, MA, United StatesReported employees: 501-1,000 | Needham, MA, United States | 501-1,000 | Exact match | 603 contacts → |
“Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Intelliflointelliflo.com HQ: Wimbledon, United KingdomReported employees: 201-500 | Wimbledon, United Kingdom | 201-500 | Exact match | 485 contacts → |
“intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Moneyboxmoneyboxapp.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 443 contacts → |
“Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Futu Holdings Limitedfutuholdings.com HQ: 香港, Hong KongReported employees: 1,001-5,000 | 香港, Hong Kong | 1,001-5,000 | Exact match | 441 contacts → |
“Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Publicpublic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Fisdomfisdom.com HQ: Bengaluru North, IndiaReported employees: 501-1,000 | Bengaluru North, India | 501-1,000 | Exact match | 348 contacts → |
“Fisdom is an extremely simple app to make smart investments.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Ponterapontera.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 328 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Synergy Financial Advisers LTDsynergy.com.sg HQ: SingaporeReported employees: 201-500 | Singapore | 201-500 | Exact match | 319 contacts → |
“Synergy Financial Advisers prides itself on being fully capable of providing a one-stop solutions for your financial planning needs.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,816 company matches
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Automated financial advisory firms: dataset insights
September 19, 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
3,809 records in the displayed employee bands.
7 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 3,816 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: September 19, 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 ↗
Automated financial advisory firms by location
20 lists · largest firstEvery 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
- Automated financial advisory firms based in the United States1,154
- Automated financial advisory firms based in India596
- Automated financial advisory firms based in the United Kingdom218
- Automated financial advisory firms based in Canada121
- Automated financial advisory firms based in Australia94
- Automated financial advisory firms based in Brazil93
- Automated financial advisory firms based in Germany79
- Automated financial advisory firms based in Singapore67
- Automated financial advisory firms based in France65
- Automated financial advisory firms based in Spain45
- Automated financial advisory firms based in the United Arab Emirates44
- Automated financial advisory firms based in Switzerland42
- Automated financial advisory firms based in Hong Kong37
- Automated financial advisory firms based in the Netherlands31
- Automated financial advisory firms based in South Africa28
Cities
- Automated financial advisory firms based in Bangalore, India107
- Automated financial advisory firms based in Mumbai, India99
- Automated financial advisory firms based in New York, United States86
- Automated financial advisory firms based in San Francisco, United States53
- Automated financial advisory firms based in Chicago, United States30
Questions about this company list
What does Exact match mean for automated financial advisory firms?
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 automated financial advisory firms did RevenueBase find worldwide?
The saved snapshot records 3,816 matching company records, 133,245 tracked contacts and 49,138 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: September 19, 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 automated financial advisory firms worldwide. Snapshot: September 19, 2026. https://revenuebase.ai/companies/browse/automated-financial-advisory-firms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗