Company lists · Data refreshed September 2026

Top 25 Machine learning wealth management companies worldwide

Name: Machine learning wealth management companies worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 1,914 companies tracked

RevenueBase identified 1,914 machine learning wealth management companies worldwide as of September 2026 and tracks 23,617 professional contacts across them, including 9,122 with verified work emails. The United States is the largest market and London the largest hub.

This list covers machine learning wealth management 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 machine learning wealth management 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

1,914Companies

23,617Contacts tracked

9,122Verified emails

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The 25 largest machine learning wealth management companies worldwide

Ranked by team size

Top 25 of 1,914 machine learning wealth management companies 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 wealth management 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	TWO Sigma	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,154 contacts →
	Partial evidence “Two Sigma is a leading quantitative investment management and trading firm with more than $70 billion in assets under management.” Source: RevenueBase Database · checked Sep 28, 2026
2	Addepar	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,304 contacts →
	Indirect 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	Investcloud, INC	Partial evidence	West Hollywood, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	992 contacts →
	Partial evidence “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Source: RevenueBase Database · checked Sep 28, 2026
4	Betanxt	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	629 contacts →
	Strong evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 28, 2026
5	Dezerv	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	501-1,000	589 contacts →
	Strong evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 28, 2026
6	Farther	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	452 contacts →
	Partial evidence “Welcome to Intelligent Wealth.” Source: RevenueBase Database · checked Sep 28, 2026
7	The Voleon Group	Strong evidence	Berkeley, CA, United StatesHQ checked Sep 28, 2026	201-500	416 contacts →
	Strong evidence “Founded in 2007 by two machine learning scientists, The Voleon Group is a quantitative hedge fund headquartered in Berkeley, CA.” Source: RevenueBase Database · checked Sep 28, 2026
8	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
9	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
10	Infront	Strong evidence	Oslo, NorwayHQ checked Sep 28, 2026	501-1,000	274 contacts →
	Strong evidence “Infront is a leading European fintech in the wealth management and trading spaces.” Source: RevenueBase Database · checked Sep 28, 2026
11	Ubiquant	Indirect evidence	北京市, ChinaHQ checked Sep 28, 2026	201-500	268 contacts →
	Indirect evidence “Ubiquant is positioned as a technology company that specializes in quantitative methods for value discovery.” Source: RevenueBase Database · checked Sep 28, 2026
12	Croesus	Strong evidence	Laval, QC, CanadaHQ checked Sep 28, 2026	201-500	238 contacts →
	Strong 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	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
14	Ionic Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	212 contacts →
	Partial evidence “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Source: RevenueBase Database · checked Sep 28, 2026
15	Moneyfarm	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	208 contacts →
	Partial evidence “Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Source: RevenueBase Database · checked Sep 28, 2026
16	Valuefy	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	206 contacts →
	Strong evidence “Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Source: RevenueBase Database · checked Sep 28, 2026
17	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
18	Conquest Planning	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 28, 2026	51-200	180 contacts →
	Indirect 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
19	Jump - Advisor AI	Partial evidence	Salt Lake City, UT, United StatesHQ checked Sep 28, 2026	201-500	180 contacts →
	Partial evidence “Trusted by enterprise and loved by advisors, Jump is the leading AI operating system for wealth managers and financial advisors.” Source: RevenueBase Database · checked Sep 28, 2026
20	FNZ Ireland Ipsi	Indirect evidence	Dublin, IrelandHQ checked Sep 28, 2026	1,001-5,000	178 contacts →
	Indirect evidence “Dublin Ireland” Source: RevenueBase Database · checked Sep 28, 2026
21	kristal.ai	Partial evidence	SingaporeHQ checked Sep 28, 2026	51-200	177 contacts →
	Partial evidence “Kristal.AI is an award-winning digital private wealth platform, licensed and operational in Singapore, Hong Kong, India, and UAE We unlock sophisticated investment opportunities…” Source: RevenueBase Database · checked Sep 28, 2026
22	Envestnet Tamarac	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 28, 2026	1,001-5,000	174 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
23	Fintrx	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	159 contacts →
	Partial evidence “FINTRX is the leading private wealth intelligence platform, offering the industry's most expansive and up-to-date data on registered investment advisors, broker-dealers, wealth…” Source: RevenueBase Database · checked Sep 28, 2026
24	Wealth Dynamix	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	156 contacts →
	Strong evidence “We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients.” Source: RevenueBase Database · checked Sep 28, 2026
25	jiffy.ai	Strong evidence	Palo Alto, United StatesHQ checked Sep 28, 2026	51-200	156 contacts →
	Strong evidence “JIFFYAI empowers Wealth Management firms to drive growth, operational excellence, and hyper-personalized client engagements.” 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 wealth management 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 machine learning wealth management companies.
Partial evidence: Its own public description names part of machine learning wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name machine learning wealth management 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 1,914 machine learning wealth management companies worldwide

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Machine learning wealth management companies worldwide at a glance

As of Sep 28, 2026

38.6%Verified-email coverage

12.3Average contacts per company

1-10Median size (employees)

5.4%Largest-city concentration · London

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

1,206

11-50

551

51-200

108

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 wealth management 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 machine learning wealth management companies are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “machine learning wealth management 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 machine learning wealth management 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 machine learning wealth management 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, 9,122 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 wealth management companies by location

18 lists · largest first

Every Machine learning wealth management 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 machine learning wealth management 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 machine learning wealth management companies are there worldwide?

RevenueBase identified 1,914 machine learning wealth management 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?

TWO Sigma, headquartered in New York, tops this list with the largest team on record.

Which country has the most machine learning wealth management companies?

The United States leads with 463 companies, followed by India (251) and the United Kingdom (126). Every machine learning wealth management companies list by country and city is linked on this page.

Which city has the most machine learning wealth management companies?

London leads with 103 headquartered companies, followed by New York (78) and Mumbai (49).

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 9,122 verified decision-maker contacts tracked across these 1,914 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.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.