Company lists · Data refreshed September 2026
Top 25 Automated investment platforms worldwide
RevenueBase identified 2,148 automated investment platforms worldwide as of September 2026 and tracks 103,882 professional contacts across them, including 35,666 with verified work emails and 0 with mobile numbers. The United States is the largest market and London the largest hub.
This list covers automated investment 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 14, 2026. Country and city lists for automated investment 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.
The 25 largest automated investment platforms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 11,044 contacts → | ||||
Indirect evidence “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 7,289 contacts → | ||||
Indirect evidence “With over seven decades of ICICI Group’s legacy of trust and financial expertise, ICICI Securities stands as a leading, customer-centric and technology-driven financial services…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 3,874 contacts → | ||||
Indirect evidence “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 3,771 contacts → | ||||
Indirect evidence “Trade.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 2,595 contacts → | ||||
Strong evidence “Hi, we’re eToro, The World’s Leading Social Investment Platform.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 2,165 contacts → | ||||
Partial evidence “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 1,979 contacts → | ||||
Partial 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 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 1,929 contacts → | ||||
Indirect evidence “Better than your bank.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 1,282 contacts → | ||||
Indirect evidence “Choice Equity Broking Private Limited: SEBI Reg No.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1,168 contacts → | ||||
Indirect evidence “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1,088 contacts → | ||||
Indirect evidence “What does your Bank offer?” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 992 contacts → | ||||
Indirect evidence “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 982 contacts → | ||||
Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 911 contacts → | ||||
Indirect evidence “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 891 contacts → | ||||
Indirect evidence “Bitpanda is on a mission to reinvent the world of finance and bring investing closer to everyone, everywhere.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 799 contacts → | ||||
Indirect evidence “5paisa is a tech-first discount broker built by traders, for traders, offering a seamless investing & trading experience.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 521 contacts → | ||||
Indirect evidence “At Paytm Money, we’re on a mission to simplify and democratize investing for every Indian.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 443 contacts → | ||||
Partial 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 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 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 14, 2026Thanks. The Data Team will review it. | |||||
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 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 platforms.
- Partial evidence
- Its own public description names part of automated investment 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 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 2,148 automated investment platforms worldwide
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Automated investment platforms worldwide at a glance
As of Sep 14, 2026Companies by employee count
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 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
- 15 countries, largest first: the United States, India, the United Kingdom, Canada, France, the United Arab Emirates, Brazil, Germany, Singapore, Australia and 5 more. Country and city lists for automated investment platforms are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “automated investment 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 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 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, 35,666 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 14, 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 platforms by location
25 lists · largest firstEvery Automated investment platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Automated investment platforms based in the United States646
- Automated investment platforms based in India534
- Automated investment platforms based in the United Kingdom213
- Automated investment platforms based in Canada90
- Automated investment platforms based in France83
- Automated investment platforms based in the United Arab Emirates80
- Automated investment platforms based in Brazil76
- Automated investment platforms based in Germany75
- Automated investment platforms based in Singapore61
- Automated investment platforms based in Australia60
- Automated investment platforms based in Switzerland60
- Automated investment platforms based in the Netherlands50
- Automated investment platforms based in Spain45
- Automated investment platforms based in Hong Kong44
- Automated investment platforms based in Israel31
Cities
- Automated investment platforms based in London, United Kingdom137
- Automated investment platforms based in Mumbai, India93
- Automated investment platforms based in New York, United States84
- Automated investment platforms based in San Francisco, United States56
- Automated investment platforms based in Bangalore, India52
- Automated investment platforms based in Bengaluru, India52
- Automated investment platforms based in Paris, France51
- Automated investment platforms based in Toronto, Canada37
- Automated investment platforms based in Sao Paulo, Brazil33
- Automated investment platforms based in Sydney, Australia27
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 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 platforms are there worldwide?
RevenueBase identified 2,148 automated investment 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 platforms?
The United States leads with 646 companies, followed by India (534) and the United Kingdom (213). Every automated investment platforms list by country and city is linked on this page.
Which city has the most automated investment platforms?
London leads with 146 headquartered companies, followed by Mumbai (93) and New York (78).
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 35,666 verified decision-maker contacts tracked across these 2,148 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 14, 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.