Company lists · Data refreshed September 2026

Top 25 Machine learning financial advisory platforms worldwide

Name: Machine learning financial advisory platforms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 3,558 companies tracked

RevenueBase identified 3,558 machine learning financial advisory platforms worldwide as of September 2026 and tracks 37,986 professional contacts across them, including 12,070 with verified work emails. The United States is the largest market and London the largest hub.

This list covers machine learning financial advisory 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 28, 2026. Country and city lists for machine learning financial advisory platforms follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

3,558Companies

37,986Contacts tracked

12,070Verified emails

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

The 25 largest machine learning financial advisory platforms worldwide

Ranked by team size

Top 25 of 3,558 machine learning financial advisory platforms worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to machine learning financial advisory platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	GROWW	Strong evidence	Bengaluru, IndiaHQ checked Sep 28, 2026	501-1,000	2,165 contacts →
	Strong 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 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	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,042 contacts →
	Partial 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	Hub24 Limited	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	501-1,000	750 contacts →
	Partial evidence “HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Source: RevenueBase Database · checked Sep 28, 2026
5	Betterment	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	635 contacts →
	Indirect evidence “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Source: RevenueBase Database · checked Sep 28, 2026
6	Advisor360	Partial evidence	Needham, MA, United StatesHQ checked Sep 28, 2026	501-1,000	603 contacts →
	Partial evidence “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Source: RevenueBase Database · checked Sep 28, 2026
7	Paisalo Digital Limited	Indirect evidence	New Delhi, IndiaHQ checked Sep 28, 2026	1,001-5,000	539 contacts →
	Indirect evidence “Paisalo Digital Limited empowers entrepreneurs and businesses with accessible, technology-driven lending solutions.” Source: RevenueBase Database · checked Sep 28, 2026
8	Curinos	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	522 contacts →
	Partial evidence “Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Source: RevenueBase Database · checked Sep 28, 2026
9	CLEO	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	500 contacts →
	Partial evidence “Cleo was founded in 2016 by people who'd been burned by banks and frustrated by a financial system that wasn't built for the people using it.” Source: RevenueBase Database · checked Sep 28, 2026
10	Intelliflo	Partial evidence	Wimbledon, United KingdomHQ checked Sep 28, 2026	201-500	485 contacts →
	Partial 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
11	Futu Holdings Limited	Indirect evidence	香港, Hong KongHQ checked Sep 28, 2026	1,001-5,000	441 contacts →
	Indirect evidence “Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide.” Source: RevenueBase Database · checked Sep 28, 2026
12	Public	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	434 contacts →
	Partial evidence “Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Source: RevenueBase Database · checked Sep 28, 2026
13	Fisdom	Indirect evidence	Bengaluru North, IndiaHQ checked Sep 28, 2026	501-1,000	348 contacts →
	Indirect evidence “Fisdom is an extremely simple app to make smart investments.” Source: RevenueBase Database · checked Sep 28, 2026
14	Finnomena	Partial evidence	Wang Mai, ThailandHQ checked Sep 28, 2026	201-500	289 contacts →
	Partial evidence “Finnomena - Invest with Confidence Finnomena is a leading WealthTech platform in Thailand, continuously growing for over 10 years.” Source: RevenueBase Database · checked Sep 28, 2026
15	Banksathi	Strong evidence	Bangalore, IndiaHQ checked Sep 28, 2026	51-200	280 contacts →
	Strong evidence “About Us - BankSathi is a modern digital platform helping financial advisors establish an online presence and sell financial products effortlessly.” Source: RevenueBase Database · checked Sep 28, 2026
16	THNDR	Partial evidence	Cairo, EgyptHQ checked Sep 28, 2026	51-200	268 contacts →
	Partial evidence “Thndr is a digital investment platform that is designed to simplify investing.” Source: RevenueBase Database · checked Sep 28, 2026
17	Tyba POR Credicorp Capital	Indirect evidence	Bogotá, ColombiaHQ checked Sep 28, 2026	201-500	249 contacts →
	Indirect evidence “Somos una plataforma integral de inversión que combina tecnología, productos diversos y acompañamiento real, para que invertir se sienta claro, confiable y hecho a tu medida.” Source: RevenueBase Database · checked Sep 28, 2026
18	ET Money	Indirect evidence	Gurugram, IndiaHQ checked Sep 28, 2026	51-200	243 contacts →
	Indirect evidence “When you invest with intelligence, life opens up a wealth of choices.” Source: RevenueBase Database · checked Sep 28, 2026
19	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
20	Indus Insights	Partial evidence	Gurgaon, IndiaHQ checked Sep 28, 2026	51-200	205 contacts →
	Partial evidence “Indus Insights is a Data Science consulting firm focused on the Financial Services sector.” Source: RevenueBase Database · checked Sep 28, 2026
21	Trexquant Investment LP	Strong evidence	Stamford, CT, United StatesHQ checked Sep 28, 2026	51-200	201 contacts →
	Strong evidence “Trexquant is a leading quantitative finance firm specializing in the development of multi-asset portfolios through advanced machine learning methods.” Source: RevenueBase Database · checked Sep 28, 2026
22	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
23	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
24	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
25	Datazoic INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	183 contacts →
	Indirect evidence “Datazoic is an AI-native product suite built for sell-side Capital Markets.” 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: machine learning financial advisory 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 machine learning financial advisory platforms.
Partial evidence: Its own public description names part of machine learning financial advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name machine learning financial advisory 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 3,558 machine learning financial advisory platforms worldwide

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 12,070 reachable decision-makers.

Free signup · no credit card

View the full list →

Machine learning financial advisory platforms worldwide at a glance

As of Sep 28, 2026

31.8%Verified-email coverage

10.7Average contacts per company

1-10Median size (employees)

3.9%Largest-city concentration · London

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

2,305

11-50

983

51-200

195

201-500

501-1,000

1,001-5,000

5,001-10,000

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 machine learning financial advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for machine learning financial advisory platforms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “machine learning financial advisory 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 machine learning financial advisory 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 machine learning financial advisory 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, 12,070 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.

Machine learning financial advisory platforms by location

31 lists · largest first

Every Machine learning financial advisory platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names machine learning financial advisory 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 machine learning financial advisory platforms are there worldwide?

RevenueBase identified 3,558 machine learning financial advisory 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?

GROWW, headquartered in Bengaluru, tops this list with the largest team on record.

Which country has the most machine learning financial advisory platforms?

The United States leads with 808 companies, followed by India (485) and the United Kingdom (193). Every machine learning financial advisory platforms list by country and city is linked on this page.

Which city has the most machine learning financial advisory platforms?

London leads with 138 headquartered companies, followed by New York (132) and Mumbai (82).

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 12,070 verified decision-maker contacts tracked across these 3,558 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 3,558 machine learning financial advisory platforms 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.