Company lists · Data refreshed November 2026

Top 25 Automated fund selection services worldwide

RevenueBase identified 1,169 company matches for automated fund selection services worldwide as of November 2026 and tracks 18,988 professional contacts across them, including 5,622 with verified work emails. India is the largest market and London the largest hub.

This list covers company matches for automated fund selection 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 automated fund selection 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
1,169Companies
18,988Contacts tracked
5,622Verified emails
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The 25 largest automated fund selection services worldwide

Ranked by team size
Top 25 of 1,169 company matches for automated fund selection services worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchBangalore, IndiaHQ recorded Nov 6, 2026501-1,0002,368 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 · Nov 6, 2026 · View company records in RevenueBase
2Exact matchBangalore, IndiaHQ recorded Nov 6, 20261,001-5,000666 contacts →

Exact match

“Founded in 2008, FundsIndia is a wealth management platform helping Indians build, manage, and grow their wealth through expert guidance, innovative technology, and a…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact match香港, Hong KongHQ recorded Nov 6, 20261,001-5,000506 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
4Exact matchNew York, NY, United StatesHQ recorded Nov 6, 202651-200489 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
5Exact matchLondon, United KingdomHQ recorded Nov 6, 2026201-500451 contacts →

Exact match

“Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchWang Mai, ThailandHQ recorded Nov 6, 2026201-500303 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
7Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-200301 contacts →

Exact match

“GEPL Capital Pvt Ltd (SEBI Registration No: has helped investors across India and abroad since 1997 build long-term Financial through equity, mutual funds, insurance, debt and…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchHeidelberg, GermanyHQ recorded Nov 6, 2026201-500296 contacts →

Exact match

“Wir sind eines der modernsten und unabhängigsten Finanzdienstleistungsunternehmen Deutschlands und bieten durch unser breites Spektrum an Software- und Vergleichslösungen die…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchCairo, EgyptHQ recorded Nov 6, 202651-200277 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
10Exact matchBogotá, ColombiaHQ recorded Nov 6, 2026201-500273 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
11Exact matchNew York, NY, United StatesHQ recorded Nov 6, 202651-200256 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
12Exact matchBath, United KingdomHQ recorded Nov 6, 202651-200237 contacts →

Exact match

“We’re Wealthtime - an award-winning investment platform that helps advisers deliver the best outcomes for their clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchLondon, United KingdomHQ recorded Nov 6, 2026201-500226 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
14Exact matchChicago, IL, United StatesHQ recorded Nov 6, 2026201-500221 contacts →

Exact match

“Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchSingaporeHQ recorded Nov 6, 202651-200221 contacts →

Exact match

“Start investing for the future you.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchGurgaon, IndiaHQ recorded Nov 6, 202651-200216 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
17Exact matchWinnipeg, MB, CanadaHQ recorded Nov 6, 202651-200205 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
18Exact matchChicago, IL, United StatesHQ recorded Nov 6, 202651-200205 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
19Exact matchIstanbul, TürkiyeHQ recorded Nov 6, 202651-200198 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
20Exact matchSantiago, ChileHQ recorded Nov 6, 2026n/a197 contacts →

Exact match

“Durante el proceso de ahorro e inversión estaremos contigo.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchAuburn, CA, United StatesHQ recorded Nov 6, 2026201-500188 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
22Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-200167 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
23Exact matchKronberg Im Taunus, GermanyHQ recorded Nov 6, 2026201-500149 contacts →

Exact match

“Die FFB ist eine der größten, unabhängigen Investmentplattformen, die sich auf Dienstleistungen rund um Anlegende und ihre Vermögensziele konzentriert.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchParis, FranceHQ recorded Nov 6, 202651-200137 contacts →

Exact match

“At Shares, we transform the investing experience with technology-driven solutions designed to meet diverse needs – whether you’re an individual investor, a financial advisor, or a…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchNew York, NY, United StatesHQ recorded Nov 6, 202651-200136 contacts →

Exact match

“Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 1,169 automated fund selection services worldwide

See the full list, filter by size, metro and specialty, and access 5,622 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Automated fund selection services worldwide at a glance

As of Nov 6, 2026
29.6%Verified-email coverage
16.2Average contacts per company
1-10Median size (employees)
4.6%Largest-city concentration · London
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
704
11-50
323
51-200
91
201-500
24
501-1,000
10
1,001-5,000
6
5,001-10,000
1
10001+
2

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 fund selection services are linked below.
What qualifies
Company records worldwide whose business descriptions match “automated fund selection 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 5,622 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.

Automated fund selection services by location

11 lists · largest first

Every Automated fund selection services 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 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 fund selection services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many automated fund selection services are there worldwide?

RevenueBase identified 1,169 company matches for automated fund selection 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?

GROWW tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most automated fund selection services?

India leads with 313 companies, followed by the United States (190) and the United Kingdom (69). Every automated fund selection services list by country and city is linked on this page.

Which city has the most automated fund selection services?

London leads with 54 company records, followed by Mumbai (54) and Bangalore (53).

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 5,622 professional contacts with verified work emails tracked across these 1,169 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.