Company lists · Data refreshed September 2026

Top 25 Automated investment management companies worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 3,069 companies tracked

RevenueBase identified 3,069 automated investment management companies worldwide as of September 2026 and tracks 74,088 professional contacts across them, including 29,104 with verified work emails. The United States is the largest market and London the largest hub.

This list covers automated investment 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 19, 2026. Country and city lists for automated investment 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 19, 2026 86% judged on-target in blind review

3,069Companies

74,088Contacts tracked

29,104Verified emails

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The 25 largest automated investment management companies worldwide

Ranked by team size

Top 25 of 3,069 automated investment management companies worldwide, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to automated investment 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	Partial evidence	Westlake, TX, United StatesHQ checked Sep 19, 2026	10001+	31,927 contacts →
	Partial 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	TWO Sigma	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	2,154 contacts →
	Strong 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 19, 2026
3	Squarepoint	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,979 contacts →
	Strong 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 19, 2026
4	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
5	Dezerv	Strong evidence	Mumbai, IndiaHQ checked Sep 19, 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 19, 2026
6	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
7	7im	Strong evidence	London, United KingdomHQ checked Sep 19, 2026	201-500	403 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
8	Fisdom	Partial evidence	Bengaluru North, IndiaHQ checked Sep 19, 2026	501-1,000	348 contacts →
	Partial evidence “Fisdom is an extremely simple app to make smart investments.” Source: RevenueBase Database · checked Sep 19, 2026
9	Finnomena	Indirect evidence	Wang Mai, ThailandHQ checked Sep 19, 2026	201-500	289 contacts →
	Indirect evidence “Finnomena - Invest with Confidence Finnomena is a leading WealthTech platform in Thailand, continuously growing for over 10 years.” Source: RevenueBase Database · checked Sep 19, 2026
10	THNDR	Partial evidence	Cairo, EgyptHQ checked Sep 19, 2026	51-200	268 contacts →
	Partial evidence “Thndr is a digital investment platform that is designed to simplify investing.” Source: RevenueBase Database · checked Sep 19, 2026
11	Tyba POR Credicorp Capital	Indirect evidence	Bogotá, ColombiaHQ checked Sep 19, 2026	201-500	249 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
12	ET Money	Indirect evidence	Gurugram, IndiaHQ checked Sep 19, 2026	51-200	243 contacts →
	Indirect evidence “When you invest with intelligence, life opens up a wealth of choices.” Source: RevenueBase Database · checked Sep 19, 2026
13	Croesus	Partial evidence	Laval, QC, CanadaHQ checked Sep 19, 2026	201-500	238 contacts →
	Partial evidence “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Source: RevenueBase Database · checked Sep 19, 2026
14	STASH	Indirect evidence	NY, United StatesHQ checked Sep 19, 2026	201-500	237 contacts →
	Indirect evidence “Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Source: RevenueBase Database · checked Sep 19, 2026
15	Necton Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 19, 2026	201-500	221 contacts →
	Indirect evidence “Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Source: RevenueBase Database · checked Sep 19, 2026
16	Forinvest	Indirect evidence	Istanbul, TürkiyeHQ checked Sep 19, 2026	51-200	217 contacts →
	Indirect evidence “At ForInvest, we're working to make investing easy and accessible for everyone!” Source: RevenueBase Database · checked Sep 19, 2026
17	Stashaway	Indirect evidence	SingaporeHQ checked Sep 19, 2026	51-200	216 contacts →
	Indirect evidence “Start investing for the future you.” Source: RevenueBase Database · checked Sep 19, 2026
18	Moneyfarm	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	201-500	208 contacts →
	Indirect evidence “Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Source: RevenueBase Database · checked Sep 19, 2026
19	Savvy Wealth	Indirect evidence	New York, United StatesHQ checked Sep 19, 2026	51-200	198 contacts →
	Indirect evidence “Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Source: RevenueBase Database · checked Sep 19, 2026
20	Financial Engines	Partial evidence	Sunnyvale, CA, United StatesHQ checked Sep 19, 2026	501-1,000	196 contacts →
	Partial evidence “Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Source: RevenueBase Database · checked Sep 19, 2026
21	Nitrogen	Partial evidence	Auburn, CA, United StatesHQ checked Sep 19, 2026	201-500	189 contacts →
	Partial evidence “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Source: RevenueBase Database · checked Sep 19, 2026
22	Tastytrade	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	201-500	189 contacts →
	Indirect evidence “Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Source: RevenueBase Database · checked Sep 19, 2026
23	Conquest Planning	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 19, 2026	51-200	180 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
24	kristal.ai	Partial evidence	SingaporeHQ checked Sep 19, 2026	51-200	177 contacts →
	Partial evidence “Kristal.AI is an award-winning digital private wealth platform, licensed and operational in Singapore, Hong Kong, India, and UAE We unlock sophisticated investment opportunities…” Source: RevenueBase Database · checked Sep 19, 2026
25	Endowus	Partial evidence	SingaporeHQ checked Sep 19, 2026	51-200	174 contacts →
	Partial evidence “Endowus is Asia’s leading independent wealth advisor and investment platform.” 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 investment 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 automated investment management companies.
Partial evidence: Its own public description names part of automated investment management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name automated investment 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 3,069 automated investment management companies worldwide

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Automated investment management companies worldwide at a glance

As of Sep 19, 2026

39.3%Verified-email coverage

24.1Average contacts per company

1-10Median size (employees)

3.8%Largest-city concentration · London

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

1,968

11-50

843

51-200

166

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 investment 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: Every country. Country and city lists for automated investment management companies are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “automated investment 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 automated investment 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 automated investment 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, 29,104 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 investment management companies by location

16 lists · largest first

Every Automated investment 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 automated investment 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 automated investment management companies are there worldwide?

RevenueBase identified 3,069 automated investment 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 automated investment management companies?

The United States leads with 854 companies, followed by India (446) and the United Kingdom (157). Every automated investment management companies list by country and city is linked on this page.

Which city has the most automated investment management companies?

London leads with 117 headquartered companies, followed by New York (78) and Mumbai (71).

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 29,104 verified decision-maker contacts tracked across these 3,069 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.