Company lists · Data refreshed October 2026

Top 25 Financial advisors using automation companies worldwide

Name: Financial advisors using automation companies worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 7,058 companies tracked

RevenueBase identified 7,058 company matches for financial advisors using automation companies worldwide as of October 2026 and tracks 64,690 professional contacts across them, including 19,461 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for financial advisors using automation companies 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 October 12, 2026. Country and city lists for financial advisors using automation companies 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 Oct 12, 2026 How this list was built

7,058Companies

64,690Contacts tracked

19,461Verified emails

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The 25 largest financial advisors using automation companies worldwide

Ranked by team size

Top 25 of 7,058 company matches for financial advisors using automation companies worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Envestnet	Exact match	Berwyn, PA, United StatesHQ recorded Oct 12, 2026	1,001-5,000	2,851 contacts →
	Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	ORION	Exact match	Omaha, NE, United StatesHQ recorded Oct 12, 2026	1,001-5,000	1,081 contacts →
	Exact match “Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Assetmark	Exact match	Concord, CA, United StatesHQ recorded Oct 12, 2026	1,001-5,000	1,051 contacts →
	Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Phinance S.A	Exact match	Poznań, PolandHQ recorded Oct 12, 2026	1,001-5,000	940 contacts →
	Exact match “POZNAJ PHINANCE Phinance to największa niezależna firma doradztwa finansowego w Polsce, której celem jest zapewnienie spokoju i bezpieczeństwa finansowego klientów oraz budowane z…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	OVB Vermögensberatung AG	Exact match	Cologne, GermanyHQ recorded Oct 12, 2026	1,001-5,000	703 contacts →
	Exact match “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Advisor360	Exact match	Needham, MA, United StatesHQ recorded Oct 12, 2026	501-1,000	625 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 · Oct 12, 2026 · View company records in RevenueBase
7	Emoney Advisor	Exact match	Radnor, PA, United StatesHQ recorded Oct 12, 2026	501-1,000	622 contacts →
	Exact match “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Financial Alliance PTE LTD	Exact match	SingaporeHQ recorded Oct 12, 2026	201-500	472 contacts →
	Exact match “Driven by values and powered by people, Financial Alliance is Singapore's leading and award-winning Financial Advisory Firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Intelliflo	Exact match	Wimbledon, United KingdomHQ recorded Oct 12, 2026	201-500	427 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 · Oct 12, 2026 · View company records in RevenueBase
10	Westpac Wealth Partners	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	201-500	421 contacts →
	Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	NMG Benefits	Exact match	Johannesburg, South AfricaHQ recorded Oct 12, 2026	201-500	390 contacts →
	Exact match “NMG Benefits is a financial advisory firm that provides unbiased advice, fosters industry competition, and simplifies complex financial matters.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Benchmark Capital	Exact match	United KingdomHQ recorded Oct 12, 2026	201-500	340 contacts →
	Exact match “We set the benchmark for financial planning advice, technology and solutions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	49 Financial	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	51-200	330 contacts →
	Exact match “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Viridian Financial Group	Exact match	Melbourne, AustraliaHQ recorded Oct 12, 2026	201-500	327 contacts →
	Exact match “Viridian Financial Group is a leading Australian diversified financial services business.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	EDO Finance	Exact match	Praha 11, Czech RepublicHQ recorded Oct 12, 2026	201-500	325 contacts →
	Exact match “Jsme zdravá síla ve světě financí a realit.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Synergy Financial Advisers LTD	Exact match	SingaporeHQ recorded Oct 12, 2026	201-500	320 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 · Oct 12, 2026 · View company records in RevenueBase
17	Pontera	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	201-500	294 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 · Oct 12, 2026 · View company records in RevenueBase
18	Finnomena	Exact match	Wang Mai, ThailandHQ recorded Oct 12, 2026	201-500	288 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 · Oct 12, 2026 · View company records in RevenueBase
19	SSJ Finance & Securities	Exact match	Ahmedabad, IndiaHQ recorded Oct 12, 2026	201-500	275 contacts →
	Exact match “For over 29 years, SSJ Finance & Securities has been the trusted financial partner for investors across India, from first-time equity investors to seasoned HNIs building…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Banksathi	Exact match	Bangalore, IndiaHQ recorded Oct 12, 2026	51-200	268 contacts →
	Exact match “About Us - BankSathi is a modern digital platform helping financial advisors establish an online presence and sell financial products effortlessly.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Coastal Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Oct 12, 2026	51-200	250 contacts →
	Exact match “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Jump - Advisor AI	Exact match	Salt Lake City, UT, United StatesHQ recorded Oct 12, 2026	201-500	246 contacts →
	Exact match “Jump is the end-to-end AI platform built for financial services, designed around how advisors actually work, from data intake to follow-up.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Savvy Wealth	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	237 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 · Oct 12, 2026 · View company records in RevenueBase
24	Necton Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Oct 12, 2026	201-500	232 contacts →
	Exact match “Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	RFG Advisory	Exact match	Vestavia Hills, AL, United StatesHQ recorded Oct 12, 2026	51-200	220 contacts →
	Exact match “RFG Advisory is a corporate RIA platform designed to help Independent Advisors eliminate friction, win back time, and scale without compromise.” Recorded in the RevenueBase company graph · Oct 12, 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 “financial advisors using automation companies”. 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 7,058 financial advisors using automation companies worldwide

See the full list, filter by size, metro and specialty, and access 19,461 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisors using automation companies worldwide at a glance

As of Oct 12, 2026

30.1%Verified-email coverage

9.2Average contacts per company

1-10Median size (employees)

1.6%Largest-city concentration · London

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

5,086

11-50

1,534

51-200

289

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

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 financial advisors using automation companies are linked below.
What qualifies: Company records worldwide whose business descriptions match “financial advisors using automation companies” 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 19,461 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 October 12, 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.

Financial advisors using automation companies by location

35 lists · largest first

Every Financial advisors using automation 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 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 “financial advisors using automation companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisors using automation companies are there worldwide?

RevenueBase identified 7,058 company matches for financial advisors using automation companies worldwide as of October 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?

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

Which country has the most financial advisors using automation companies?

The United States leads with 3,192 companies, followed by India (700) and the United Kingdom (441). Every financial advisors using automation companies list by country and city is linked on this page.

Which city has the most financial advisors using automation companies?

London leads with 113 company records, followed by Mumbai (99) and New York (93).

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 19,461 professional contacts with verified work emails tracked across these 7,058 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 October 12, 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.