Company lists · Data refreshed September 2026

Top 25 Financial advisory AI software companies worldwide

Name: Financial advisory AI software companies worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 5,096 companies tracked

RevenueBase identified 5,096 financial advisory AI software companies worldwide as of September 2026 and tracks 49,205 professional contacts across them, including 15,702 with verified work emails. The United States is the largest market and London the largest hub.

This list covers financial advisory AI software 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 28, 2026. Country and city lists for financial advisory AI software 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 28, 2026 86% judged on-target in blind review

5,096Companies

49,205Contacts tracked

15,702Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial advisory AI software companies worldwide

Ranked by team size

Top 25 of 5,096 financial advisory AI software companies worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisory AI software 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	Envestnet	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,766 contacts →
	Partial evidence “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Source: RevenueBase Database · checked Sep 28, 2026
2	Addepar	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,304 contacts →
	Strong evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 28, 2026
3	ORION	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,042 contacts →
	Indirect 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 28, 2026
4	Emoney Advisor	Partial evidence	Radnor, PA, United StatesHQ checked Sep 28, 2026	501-1,000	615 contacts →
	Partial evidence “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: RevenueBase Database · checked Sep 28, 2026
5	Advisor360	Strong evidence	Needham, MA, United StatesHQ checked Sep 28, 2026	501-1,000	603 contacts →
	Strong evidence “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Source: RevenueBase Database · checked Sep 28, 2026
6	Intelliflo	Strong evidence	Wimbledon, United KingdomHQ checked Sep 28, 2026	201-500	485 contacts →
	Strong evidence “intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Source: RevenueBase Database · checked Sep 28, 2026
7	Pagaya	Partial evidence	NY, United StatesHQ checked Sep 28, 2026	501-1,000	475 contacts →
	Partial evidence “Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Source: RevenueBase Database · checked Sep 28, 2026
8	Yodlee	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1,001-5,000	346 contacts →
	Indirect evidence “Connect Data.” Source: RevenueBase Database · checked Sep 28, 2026
9	Synergy Financial Advisers LTD	Partial evidence	SingaporeHQ checked Sep 28, 2026	201-500	319 contacts →
	Partial evidence “Synergy Financial Advisers prides itself on being fully capable of providing a one-stop solutions for your financial planning needs.” Source: RevenueBase Database · checked Sep 28, 2026
10	Königswege Gmbh	Partial evidence	Heidelberg, GermanyHQ checked Sep 28, 2026	201-500	309 contacts →
	Partial evidence “Wir sind eines der modernsten und unabhängigsten Finanzdienstleistungsunternehmen Deutschlands und bieten durch unser breites Spektrum an Software- und Vergleichslösungen die…” Source: RevenueBase Database · checked Sep 28, 2026
11	Finnomena	Indirect evidence	Wang Mai, ThailandHQ checked Sep 28, 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 28, 2026
12	Croesus	Partial evidence	Laval, QC, CanadaHQ checked Sep 28, 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 28, 2026
13	Fintechos	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	226 contacts →
	Strong evidence “FintechOS is the AI platform for financial product operations.” Source: RevenueBase Database · checked Sep 28, 2026
14	Necton Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 28, 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 28, 2026
15	Forinvest	Indirect evidence	Istanbul, TürkiyeHQ checked Sep 28, 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 28, 2026
16	Akur8	Partial evidence	Paris, FranceHQ checked Sep 28, 2026	201-500	212 contacts →
	Partial evidence “Akur8’s Global Actuarial AI Platform is transforming the insurance industry with an innovative suite of pricing and reserving solutions.” Source: RevenueBase Database · checked Sep 28, 2026
17	DNA Growth	Indirect evidence	Bay, United StatesHQ checked Sep 28, 2026	51-200	208 contacts →
	Indirect evidence “We simplify finance for fast-growing businesses and finance heads and empower the people behind them.” Source: RevenueBase Database · checked Sep 28, 2026
18	Mindbridge	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 28, 2026	51-200	200 contacts →
	Partial evidence “MindBridge is the leader in Autonomous Financial Oversight (AFO).” Source: RevenueBase Database · checked Sep 28, 2026
19	Savvy Wealth	Strong evidence	New York, United StatesHQ checked Sep 28, 2026	51-200	198 contacts →
	Strong 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 28, 2026
20	Galytix	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	197 contacts →
	Strong evidence “Galytix (GX) is a specialised AI firm built exclusively for financial institutions.” Source: RevenueBase Database · checked Sep 28, 2026
21	TIFIN	Partial evidence	Boulder, CO, United StatesHQ checked Sep 28, 2026	51-200	195 contacts →
	Partial evidence “TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Source: RevenueBase Database · checked Sep 28, 2026
22	Nitrogen	Strong evidence	Auburn, CA, United StatesHQ checked Sep 28, 2026	201-500	189 contacts →
	Strong 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 28, 2026
23	Ycharts	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	183 contacts →
	Partial evidence “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: RevenueBase Database · checked Sep 28, 2026
24	Datazoic INC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	183 contacts →
	Partial evidence “Datazoic is an AI-native product suite built for sell-side Capital Markets.” Source: RevenueBase Database · checked Sep 28, 2026
25	Conquest Planning	Strong evidence	Winnipeg, MB, CanadaHQ checked Sep 28, 2026	51-200	180 contacts →
	Strong 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 28, 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: financial advisory AI software 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 financial advisory AI software companies.
Partial evidence: Its own public description names part of financial advisory AI software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisory AI software 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 5,096 financial advisory AI software companies worldwide

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 15,702 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial advisory AI software companies worldwide at a glance

As of Sep 28, 2026

31.9%Verified-email coverage

9.7Average contacts per company

1-10Median size (employees)

4.4%Largest-city concentration · London

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

3,364

11-50

1,356

51-200

270

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 financial advisory AI software 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 financial advisory AI software companies are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “financial advisory AI software 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 financial advisory AI software 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 financial advisory AI software 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, 15,702 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 28, 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.

Financial advisory AI software companies by location

35 lists · largest first

Every Financial advisory AI software 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 financial advisory AI software 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 financial advisory AI software companies are there worldwide?

RevenueBase identified 5,096 financial advisory AI software 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?

Envestnet, headquartered in Berwyn, tops this list with the largest team on record.

Which country has the most financial advisory AI software companies?

The United States leads with 1,263 companies, followed by India (517) and the United Kingdom (324). Every financial advisory AI software companies list by country and city is linked on this page.

Which city has the most financial advisory AI software companies?

London leads with 224 headquartered companies, followed by New York (200) and San Francisco (118).

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 15,702 verified decision-maker contacts tracked across these 5,096 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 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 5,096 financial advisory AI software companies worldwide. Start with a free account, no credit card.

Download this list →

Related lists

Browse the directory

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.