Company lists · Data refreshed September 2026

Top 25 Automated investment management platforms worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 4,278 companies tracked

RevenueBase identified 4,278 automated investment management platforms worldwide as of September 2026 and tracks 97,142 professional contacts across them, including 37,514 with verified work emails. The United States is the largest market and London the largest hub.

This list covers automated investment management platforms 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 27, 2026. Country and city lists for automated investment management platforms 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 27, 2026 86% judged on-target in blind review

4,278Companies

97,142Contacts tracked

37,514Verified emails

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The 25 largest automated investment management platforms worldwide

Ranked by team size

Top 25 of 4,278 automated investment management platforms worldwide, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to automated investment management platforms: 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 27, 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 27, 2026
2	ETORO	Strong evidence	London, United KingdomHQ checked Sep 27, 2026	1,001-5,000	2,595 contacts →
	Strong evidence “Hi, we’re eToro, The World’s Leading Social Investment Platform.” Source: RevenueBase Database · checked Sep 27, 2026
3	Icapital	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	1,001-5,000	2,016 contacts →
	Partial evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 27, 2026
4	Squarepoint	Strong evidence	New York, NY, United StatesHQ checked Sep 27, 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 27, 2026
5	ORION	Strong evidence	Omaha, NE, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,042 contacts →
	Strong 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 27, 2026
6	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 27, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 27, 2026
7	Enfusion NOW Cwan	Strong evidence	Chicago, IL, United StatesHQ checked Sep 27, 2026	5,001-10,000	818 contacts →
	Strong evidence “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Source: RevenueBase Database · checked Sep 27, 2026
8	Hub24 Limited	Partial evidence	Sydney, AustraliaHQ checked Sep 27, 2026	501-1,000	750 contacts →
	Partial evidence “HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Source: RevenueBase Database · checked Sep 27, 2026
9	Artisan Partners	Strong evidence	Milwaukee, WI, United StatesHQ checked Sep 27, 2026	501-1,000	660 contacts →
	Strong evidence “Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients…” Source: RevenueBase Database · checked Sep 27, 2026
10	Betterment	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 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 27, 2026
11	Betanxt	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	501-1,000	629 contacts →
	Partial evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 27, 2026
12	Fundsindia	Partial evidence	Bengaluru, IndiaHQ checked Sep 27, 2026	1,001-5,000	623 contacts →
	Partial 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 27, 2026
13	Dezerv	Strong evidence	Mumbai, IndiaHQ checked Sep 27, 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 27, 2026
14	Farther	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	501-1,000	452 contacts →
	Indirect evidence “Welcome to Intelligent Wealth.” Source: RevenueBase Database · checked Sep 27, 2026
15	Moneybox	Strong evidence	London, United KingdomHQ checked Sep 27, 2026	201-500	443 contacts →
	Strong 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 27, 2026
16	Futu Holdings Limited	Indirect evidence	香港, Hong KongHQ checked Sep 27, 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 27, 2026
17	Dynamo Software	Indirect evidence	Watertown, MA, United StatesHQ checked Sep 27, 2026	201-500	440 contacts →
	Indirect evidence “Since 1998, the Dynamo team and its Client Services and Support organization have worked alongside fund managers, institutional investors, and service providers to identify and…” Source: RevenueBase Database · checked Sep 27, 2026
18	Public	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	434 contacts →
	Partial 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 27, 2026
19	Wealthfront	Indirect evidence	Palo Alto, CA, United StatesHQ checked Sep 27, 2026	201-500	416 contacts →
	Indirect evidence “Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.” Source: RevenueBase Database · checked Sep 27, 2026
20	7im	Strong evidence	London, United KingdomHQ checked Sep 27, 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 27, 2026
21	Toss Securities	Partial evidence	서울시, South KoreaHQ checked Sep 27, 2026	201-500	386 contacts →
	Partial evidence “Toss Securities is a technology-driven financial innovator redefining investment standards by breaking down complexity and information barriers.” Source: RevenueBase Database · checked Sep 27, 2026
22	Fisdom	Partial evidence	Bengaluru North, IndiaHQ checked Sep 27, 2026	501-1,000	348 contacts →
	Partial evidence “Fisdom is an extremely simple app to make smart investments.” Source: RevenueBase Database · checked Sep 27, 2026
23	TRADU	Partial evidence	London, United KingdomHQ checked Sep 27, 2026	201-500	347 contacts →
	Partial evidence “Introducing Tradu, the platform built for smarter investing with an institutional edge.” Source: RevenueBase Database · checked Sep 27, 2026
24	Finnomena	Partial evidence	Wang Mai, ThailandHQ checked Sep 27, 2026	201-500	289 contacts →
	Partial evidence “Finnomena - Invest with Confidence Finnomena is a leading WealthTech platform in Thailand, continuously growing for over 10 years.” Source: RevenueBase Database · checked Sep 27, 2026
25	THNDR	Strong evidence	Cairo, EgyptHQ checked Sep 27, 2026	51-200	268 contacts →
	Strong evidence “Thndr is a digital investment platform that is designed to simplify investing.” Source: RevenueBase Database · checked Sep 27, 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 platforms. 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 platforms.
Partial evidence: Its own public description names part of automated investment management platforms, 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 platforms. 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 4,278 automated investment management platforms worldwide

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Automated investment management platforms worldwide at a glance

As of Sep 27, 2026

38.6%Verified-email coverage

22.7Average contacts per company

1-10Median size (employees)

4.1%Largest-city concentration · London

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

2,664

11-50

1,204

51-200

262

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 platforms, 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 platforms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “automated investment management platforms”. 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 platforms), 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 platforms, 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, 37,514 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 27, 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 platforms by location

23 lists · largest first

Every Automated investment management platforms 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 platforms, 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 platforms are there worldwide?

RevenueBase identified 4,278 automated investment management platforms 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 platforms?

The United States leads with 1,058 companies, followed by India (586) and the United Kingdom (234). Every automated investment management platforms list by country and city is linked on this page.

Which city has the most automated investment management platforms?

London leads with 174 headquartered companies, followed by New York (115) and Mumbai (97).

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 37,514 verified decision-maker contacts tracked across these 4,278 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 27, 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.