Company lists · Data refreshed September 2026
Top 25 Financial advisory AI software companies worldwide
RevenueBase identified 5,096 company matches for 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 company matches for financial advisory AI software 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 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 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.
The 25 largest financial advisory AI software companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,766 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 1,304 contacts → | ||||
Exact match “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 1,042 contacts → | ||||
Exact match “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 615 contacts → | ||||
Exact match “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 603 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 485 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 475 contacts → | ||||
Exact match “Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 346 contacts → | ||||
Exact match “Connect Data.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 319 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 309 contacts → | ||||
Exact match “Wir sind eines der modernsten und unabhängigsten Finanzdienstleistungsunternehmen Deutschlands und bieten durch unser breites Spektrum an Software- und Vergleichslösungen die…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 289 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 238 contacts → | ||||
Exact match “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 226 contacts → | ||||
Exact match “FintechOS is the AI platform for financial product operations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 221 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 217 contacts → | ||||
Exact match “At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 212 contacts → | ||||
Exact match “Akur8’s Global Actuarial AI Platform is transforming the insurance industry with an innovative suite of pricing and reserving solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 208 contacts → | ||||
Exact match “We simplify finance for fast-growing businesses and finance heads and empower the people behind them.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 200 contacts → | ||||
Exact match “MindBridge is the leader in Autonomous Financial Oversight (AFO).” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 198 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 197 contacts → | ||||
Exact match “Galytix (GX) is a specialised AI firm built exclusively for financial institutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 195 contacts → | ||||
Exact match “TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 189 contacts → | ||||
Exact match “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 183 contacts → | ||||
Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 183 contacts → | ||||
Exact match “Datazoic is an AI-native product suite built for sell-side Capital Markets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 180 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 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 advisory AI software 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 5,096 financial advisory AI software companies worldwide
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Financial advisory AI software companies worldwide at a glance
As of Sep 28, 2026Companies by employee count
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 advisory AI software companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “financial advisory AI software 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 15,702 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 September 28, 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 advisory AI software companies by location
34 lists · largest firstEvery 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
- Financial advisory AI software companies based in the United States1,263
- Financial advisory AI software companies based in India517
- Financial advisory AI software companies based in the United Kingdom324
- Financial advisory AI software companies based in Canada179
- Financial advisory AI software companies based in Australia103
- Financial advisory AI software companies based in Brazil102
- Financial advisory AI software companies based in France99
- Financial advisory AI software companies based in Singapore98
- Financial advisory AI software companies based in the United Arab Emirates95
- Financial advisory AI software companies based in Germany94
- Financial advisory AI software companies based in the Netherlands61
- Financial advisory AI software companies based in Switzerland58
- Financial advisory AI software companies based in Spain57
- Financial advisory AI software companies based in Hong Kong50
- Financial advisory AI software companies based in Italy47
- Financial advisory AI software companies based in Israel38
- Financial advisory AI software companies based in South Africa34
- Financial advisory AI software companies based in Sweden33
- Financial advisory AI software companies based in Türkiye33
Cities
- Financial advisory AI software companies based in New York, United States230
- Financial advisory AI software companies based in London, United Kingdom222
- Financial advisory AI software companies based in San Francisco, United States118
- Financial advisory AI software companies based in Bangalore, India104
- Financial advisory AI software companies based in Singapore, Singapore88
- Financial advisory AI software companies based in Mumbai, India81
- Financial advisory AI software companies based in Toronto, Canada72
- Financial advisory AI software companies based in Dubai, United Arab Emirates68
- Financial advisory AI software companies based in Paris, France59
- Financial advisory AI software companies based in Sao Paulo, Brazil52
- Financial advisory AI software companies based in Sydney, Australia52
- Financial advisory AI software companies based in Austin, United States36
- Financial advisory AI software companies based in Boston, United States28
- Financial advisory AI software companies based in Chicago, United States28
- Financial advisory AI software companies based in Hyderabad, India27
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 advisory AI software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial advisory AI software companies are there worldwide?
RevenueBase identified 5,096 company matches for financial advisory AI software companies worldwide as of September 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 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 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 15,702 professional contacts with verified work emails tracked across these 5,096 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 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.
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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.
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Company intelligence · public preview
Top 25 financial advisory AI software companies worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 5,096 matching company records for financial advisory AI software companies worldwide, with 49,205 tracked contacts and 15,702 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial advisory AI software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Envestnetenvestnet.comHQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 2,766 contacts → |
“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Addeparaddepar.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,304 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  ORIONorion.comHQ: Omaha, NE, United StatesReported employees: 1,001-5,000 | Omaha, NE, United States | 1,001-5,000 | Exact match | 1,042 contacts → |
“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Emoney Advisoremoneyadvisor.comHQ: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 615 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Advisor360advisor360.comHQ: Needham, MA, United StatesReported employees: 501-1,000 | Needham, MA, United States | 501-1,000 | Exact match | 603 contacts → |
“Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Intelliflointelliflo.comHQ: Wimbledon, United KingdomReported employees: 201-500 | Wimbledon, United Kingdom | 201-500 | Exact match | 485 contacts → |
“intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Pagayapagaya.comHQ: NY, United StatesReported employees: 501-1,000 | NY, United States | 501-1,000 | Exact match | 475 contacts → |
“Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Yodleeyodlee.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 346 contacts → |
“Connect Data.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Synergy Financial Advisers LTDsynergy.com.sgHQ: SingaporeReported employees: 201-500 | Singapore | 201-500 | Exact match | 319 contacts → |
“Synergy Financial Advisers prides itself on being fully capable of providing a one-stop solutions for your financial planning needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Königswege Gmbhkoenigswege.comHQ: Heidelberg, GermanyReported employees: 201-500 | Heidelberg, Germany | 201-500 | Exact match | 309 contacts → |
“Wir sind eines der modernsten und unabhängigsten Finanzdienstleistungsunternehmen Deutschlands und bieten durch unser breites Spektrum an Software- und Vergleichslösungen die…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Finnomenafinnomena.com HQ: Wang Mai, ThailandReported employees: 201-500 | Wang Mai, Thailand | 201-500 | Exact match | 289 contacts → |
“Finnomena - Invest with Confidence Finnomena is a leading WealthTech platform in Thailand, continuously growing for over 10 years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Croesuscroesus.comHQ: Laval, QC, CanadaReported employees: 201-500 | Laval, QC, Canada | 201-500 | Exact match | 238 contacts → |
“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Fintechosfintechos.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 226 contacts → |
“FintechOS is the AI platform for financial product operations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Necton Investimentosnecton.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 221 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Forinvestforinvest.comHQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 217 contacts → |
“At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Akur8akur8.comHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 212 contacts → |
“Akur8’s Global Actuarial AI Platform is transforming the insurance industry with an innovative suite of pricing and reserving solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  DNA Growthdnagrowth.comHQ: Bay, United StatesReported employees: 51-200 | Bay, United States | 51-200 | Exact match | 208 contacts → |
“We simplify finance for fast-growing businesses and finance heads and empower the people behind them.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Mindbridgemindbridge.aiHQ: Ottawa, ON, CanadaReported employees: 51-200 | Ottawa, ON, Canada | 51-200 | Exact match | 200 contacts → |
“MindBridge is the leader in Autonomous Financial Oversight (AFO).” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Savvy Wealthsavvywealth.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 198 contacts → |
“Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Galytixgalytix.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 197 contacts → |
“Galytix (GX) is a specialised AI firm built exclusively for financial institutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  TIFINtifin.comHQ: Boulder, CO, United StatesReported employees: 51-200 | Boulder, CO, United States | 51-200 | Exact match | 195 contacts → |
“TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Nitrogennitrogenwealth.comHQ: Auburn, CA, United StatesReported employees: 201-500 | Auburn, CA, United States | 201-500 | Exact match | 189 contacts → |
“Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Ychartsycharts.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Datazoic INCdatazoic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 183 contacts → |
“Datazoic is an AI-native product suite built for sell-side Capital Markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Conquest Planningconquestplanning.comHQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 180 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 5,096 company matches
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Financial advisory AI software companies: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
5,091 records in the displayed employee bands.
5 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 5,096 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial advisory AI software companies by location
34 lists · largest firstEvery 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
- Financial advisory AI software companies based in the United States1,263
- Financial advisory AI software companies based in India517
- Financial advisory AI software companies based in the United Kingdom324
- Financial advisory AI software companies based in Canada179
- Financial advisory AI software companies based in Australia103
- Financial advisory AI software companies based in Brazil102
- Financial advisory AI software companies based in France99
- Financial advisory AI software companies based in Singapore98
- Financial advisory AI software companies based in the United Arab Emirates95
- Financial advisory AI software companies based in Germany94
- Financial advisory AI software companies based in the Netherlands61
- Financial advisory AI software companies based in Switzerland58
- Financial advisory AI software companies based in Spain57
- Financial advisory AI software companies based in Hong Kong50
- Financial advisory AI software companies based in Italy47
- Financial advisory AI software companies based in Israel38
- Financial advisory AI software companies based in South Africa34
- Financial advisory AI software companies based in Sweden33
- Financial advisory AI software companies based in Türkiye33
Cities
- Financial advisory AI software companies based in New York, United States230
- Financial advisory AI software companies based in London, United Kingdom222
- Financial advisory AI software companies based in San Francisco, United States118
- Financial advisory AI software companies based in Bangalore, India104
- Financial advisory AI software companies based in Singapore, Singapore88
- Financial advisory AI software companies based in Mumbai, India81
- Financial advisory AI software companies based in Toronto, Canada72
- Financial advisory AI software companies based in Dubai, United Arab Emirates68
- Financial advisory AI software companies based in Paris, France59
- Financial advisory AI software companies based in Sao Paulo, Brazil52
- Financial advisory AI software companies based in Sydney, Australia52
- Financial advisory AI software companies based in Austin, United States36
- Financial advisory AI software companies based in Boston, United States28
- Financial advisory AI software companies based in Chicago, United States28
- Financial advisory AI software companies based in Hyderabad, India27
Questions about this company list
What does Exact match mean for financial advisory AI software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial advisory AI software companies did RevenueBase find worldwide?
The saved snapshot records 5,096 matching company records, 49,205 tracked contacts and 15,702 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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RevenueBase Data Team. Top 25 financial advisory AI software companies worldwide. Snapshot: September 28, 2026. https://revenuebase.ai/companies/browse/financial-advisory-ai-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Top 25 financial advisory AI software companies worldwide
RevenueBase records 5,096 matching company records for financial advisory AI software companies worldwide, with 49,205 tracked contacts and 15,702 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial advisory AI software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Envestnetenvestnet.com HQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 2,766 contacts → |
“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Addeparaddepar.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,304 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | ORIONorion.com HQ: Omaha, NE, United StatesReported employees: 1,001-5,000 | Omaha, NE, United States | 1,001-5,000 | Exact match | 1,042 contacts → |
“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Emoney Advisoremoneyadvisor.com HQ: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 615 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Advisor360advisor360.com HQ: Needham, MA, United StatesReported employees: 501-1,000 | Needham, MA, United States | 501-1,000 | Exact match | 603 contacts → |
“Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Intelliflointelliflo.com HQ: Wimbledon, United KingdomReported employees: 201-500 | Wimbledon, United Kingdom | 201-500 | Exact match | 485 contacts → |
“intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Pagayapagaya.com HQ: NY, United StatesReported employees: 501-1,000 | NY, United States | 501-1,000 | Exact match | 475 contacts → |
“Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Yodleeyodlee.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 346 contacts → |
“Connect Data.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Synergy Financial Advisers LTDsynergy.com.sg HQ: SingaporeReported employees: 201-500 | Singapore | 201-500 | Exact match | 319 contacts → |
“Synergy Financial Advisers prides itself on being fully capable of providing a one-stop solutions for your financial planning needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Königswege Gmbhkoenigswege.com HQ: Heidelberg, GermanyReported employees: 201-500 | Heidelberg, Germany | 201-500 | Exact match | 309 contacts → |
“Wir sind eines der modernsten und unabhängigsten Finanzdienstleistungsunternehmen Deutschlands und bieten durch unser breites Spektrum an Software- und Vergleichslösungen die…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Finnomenafinnomena.com HQ: Wang Mai, ThailandReported employees: 201-500 | Wang Mai, Thailand | 201-500 | Exact match | 289 contacts → |
“Finnomena - Invest with Confidence Finnomena is a leading WealthTech platform in Thailand, continuously growing for over 10 years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Croesuscroesus.com HQ: Laval, QC, CanadaReported employees: 201-500 | Laval, QC, Canada | 201-500 | Exact match | 238 contacts → |
“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fintechosfintechos.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 226 contacts → |
“FintechOS is the AI platform for financial product operations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Necton Investimentosnecton.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 221 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Forinvestforinvest.com HQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 217 contacts → |
“At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Akur8akur8.com HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 212 contacts → |
“Akur8’s Global Actuarial AI Platform is transforming the insurance industry with an innovative suite of pricing and reserving solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | DNA Growthdnagrowth.com HQ: Bay, United StatesReported employees: 51-200 | Bay, United States | 51-200 | Exact match | 208 contacts → |
“We simplify finance for fast-growing businesses and finance heads and empower the people behind them.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Mindbridgemindbridge.ai HQ: Ottawa, ON, CanadaReported employees: 51-200 | Ottawa, ON, Canada | 51-200 | Exact match | 200 contacts → |
“MindBridge is the leader in Autonomous Financial Oversight (AFO).” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Savvy Wealthsavvywealth.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 198 contacts → |
“Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Galytixgalytix.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 197 contacts → |
“Galytix (GX) is a specialised AI firm built exclusively for financial institutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | TIFINtifin.com HQ: Boulder, CO, United StatesReported employees: 51-200 | Boulder, CO, United States | 51-200 | Exact match | 195 contacts → |
“TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Nitrogennitrogenwealth.com HQ: Auburn, CA, United StatesReported employees: 201-500 | Auburn, CA, United States | 201-500 | Exact match | 189 contacts → |
“Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Ychartsycharts.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Datazoic INCdatazoic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 183 contacts → |
“Datazoic is an AI-native product suite built for sell-side Capital Markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Conquest Planningconquestplanning.com HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 180 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 5,096 company matches
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Financial advisory AI software companies: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
5,091 records in the displayed employee bands.
5 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 5,096 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial advisory AI software companies by location
34 lists · largest firstEvery 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
- Financial advisory AI software companies based in the United States1,263
- Financial advisory AI software companies based in India517
- Financial advisory AI software companies based in the United Kingdom324
- Financial advisory AI software companies based in Canada179
- Financial advisory AI software companies based in Australia103
- Financial advisory AI software companies based in Brazil102
- Financial advisory AI software companies based in France99
- Financial advisory AI software companies based in Singapore98
- Financial advisory AI software companies based in the United Arab Emirates95
- Financial advisory AI software companies based in Germany94
- Financial advisory AI software companies based in the Netherlands61
- Financial advisory AI software companies based in Switzerland58
- Financial advisory AI software companies based in Spain57
- Financial advisory AI software companies based in Hong Kong50
- Financial advisory AI software companies based in Italy47
- Financial advisory AI software companies based in Israel38
- Financial advisory AI software companies based in South Africa34
- Financial advisory AI software companies based in Sweden33
- Financial advisory AI software companies based in Türkiye33
Cities
- Financial advisory AI software companies based in New York, United States230
- Financial advisory AI software companies based in London, United Kingdom222
- Financial advisory AI software companies based in San Francisco, United States118
- Financial advisory AI software companies based in Bangalore, India104
- Financial advisory AI software companies based in Singapore, Singapore88
- Financial advisory AI software companies based in Mumbai, India81
- Financial advisory AI software companies based in Toronto, Canada72
- Financial advisory AI software companies based in Dubai, United Arab Emirates68
- Financial advisory AI software companies based in Paris, France59
- Financial advisory AI software companies based in Sao Paulo, Brazil52
- Financial advisory AI software companies based in Sydney, Australia52
- Financial advisory AI software companies based in Austin, United States36
- Financial advisory AI software companies based in Boston, United States28
- Financial advisory AI software companies based in Chicago, United States28
- Financial advisory AI software companies based in Hyderabad, India27
Questions about this company list
What does Exact match mean for financial advisory AI software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial advisory AI software companies did RevenueBase find worldwide?
The saved snapshot records 5,096 matching company records, 49,205 tracked contacts and 15,702 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial advisory AI software companies worldwide. Snapshot: September 28, 2026. https://revenuebase.ai/companies/browse/financial-advisory-ai-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗