Company lists · Data refreshed September 2026
Top 25 Machine learning wealth management companies worldwide
RevenueBase identified 1,914 company matches for 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 company matches for machine learning wealth management 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 machine learning wealth management 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 machine learning wealth management companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,154 contacts → | ||||
Exact match “Two Sigma is a leading quantitative investment management and trading firm with more than $70 billion in assets under management.” 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 | 992 contacts → | ||||
Exact match “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 629 contacts → | ||||
Exact match “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 589 contacts → | ||||
Exact match “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 452 contacts → | ||||
Exact match “Welcome to Intelligent Wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 416 contacts → | ||||
Exact match “Founded in 2007 by two machine learning scientists, The Voleon Group is a quantitative hedge fund headquartered in Berkeley, CA.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 348 contacts → | ||||
Exact match “Fisdom is an extremely simple app to make smart investments.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 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 | |||||
| 10 | 274 contacts → | ||||
Exact match “Infront is a leading European fintech in the wealth management and trading spaces.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 268 contacts → | ||||
Exact match “Ubiquant is positioned as a technology company that specializes in quantitative methods for value discovery.” 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 | 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 | |||||
| 14 | 212 contacts → | ||||
Exact match “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 208 contacts → | ||||
Exact match “Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 206 contacts → | ||||
Exact match “Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 201 contacts → | ||||
Exact match “Trexquant is a leading quantitative finance firm specializing in the development of multi-asset portfolios through advanced machine learning methods.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 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 | |||||
| 19 | 180 contacts → | ||||
Exact match “Trusted by enterprise and loved by advisors, Jump is the leading AI operating system for wealth managers and financial advisors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 178 contacts → | ||||
Exact match “Dublin Ireland” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 177 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 174 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 | |||||
| 23 | 159 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 156 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 156 contacts → | ||||
Exact match “JIFFYAI empowers Wealth Management firms to drive growth, operational excellence, and hyper-personalized client engagements.” 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 “machine learning wealth management 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 1,914 machine learning wealth management companies worldwide
See the full list, filter by size, metro and specialty, and access 9,122 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Machine learning wealth management 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 machine learning wealth management companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “machine learning wealth management 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 9,122 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.
Machine learning wealth management companies by location
18 lists · largest firstEvery 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
- Machine learning wealth management companies based in the United States463
- Machine learning wealth management companies based in India251
- Machine learning wealth management companies based in the United Kingdom126
- Machine learning wealth management companies based in Canada65
- Machine learning wealth management companies based in France40
- Machine learning wealth management companies based in Switzerland39
- Machine learning wealth management companies based in the United Arab Emirates35
- Machine learning wealth management companies based in Spain34
- Machine learning wealth management companies based in Germany31
- Machine learning wealth management companies based in Brazil30
- Machine learning wealth management companies based in Australia29
Cities
- Machine learning wealth management companies based in London, United Kingdom103
- Machine learning wealth management companies based in New York, United States78
- Machine learning wealth management companies based in Mumbai, India49
- Machine learning wealth management companies based in San Francisco, United States45
- Machine learning wealth management companies based in Bangalore, India35
- Machine learning wealth management companies based in Toronto, Canada30
- Machine learning wealth management companies based in Paris, France27
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 “machine learning wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many machine learning wealth management companies are there worldwide?
RevenueBase identified 1,914 company matches for machine learning wealth management 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?
TWO Sigma tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
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 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 9,122 professional contacts with verified work emails tracked across these 1,914 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.
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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.
More company lists
Company intelligence · public preview
Top 25 machine learning wealth management 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 1,914 matching company records for machine learning wealth management companies worldwide, with 23,617 tracked contacts and 9,122 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 machine learning wealth management 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 | TWO Sigmatwosigma.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,154 contacts → |
“Two Sigma is a leading quantitative investment management and trading firm with more than $70 billion in assets under management.” 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 |  Investcloud, INCinvestcloud.comHQ: West Hollywood, CA, United StatesReported employees: 1,001-5,000 | West Hollywood, CA, United States | 1,001-5,000 | Exact match | 992 contacts → |
“InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Betanxtbetanxt.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 629 contacts → |
“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Dezervdezerv.inHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 589 contacts → |
“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Fartherfarther.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 452 contacts → |
“Welcome to Intelligent Wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  The Voleon Groupvoleon.comHQ: Berkeley, CA, United StatesReported employees: 201-500 | Berkeley, CA, United States | 201-500 | Exact match | 416 contacts → |
“Founded in 2007 by two machine learning scientists, The Voleon Group is a quantitative hedge fund headquartered in Berkeley, CA.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Fisdomfisdom.comHQ: Bengaluru North, IndiaReported employees: 501-1,000 | Bengaluru North, India | 501-1,000 | Exact match | 348 contacts → |
“Fisdom is an extremely simple app to make smart investments.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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. | |||||
| 10 |  Infrontinfront.coHQ: Oslo, NorwayReported employees: 501-1,000 | Oslo, Norway | 501-1,000 | Exact match | 274 contacts → |
“Infront is a leading European fintech in the wealth management and trading spaces.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Ubiquantubiquant.com HQ: 北京市, ChinaReported employees: 201-500 | 北京市, China | 201-500 | Exact match | 268 contacts → |
“Ubiquant is positioned as a technology company that specializes in quantitative methods for value discovery.” 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 |  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. | |||||
| 14 |  Ionic Wealthionic.inHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 212 contacts → |
“Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Moneyfarmmoneyfarm.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 208 contacts → |
“Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Valuefyvaluefy.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 206 contacts → |
“Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Trexquant Investment LPtrexquant.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 201 contacts → |
“Trexquant is a leading quantitative finance firm specializing in the development of multi-asset portfolios through advanced machine learning methods.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  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. | |||||
| 19 |  Jump - Advisor AIjump.aiHQ: Salt Lake City, UT, United StatesReported employees: 201-500 | Salt Lake City, UT, United States | 201-500 | Exact match | 180 contacts → |
“Trusted by enterprise and loved by advisors, Jump is the leading AI operating system for wealth managers and financial advisors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  FNZ Ireland Ipsifnz.comHQ: Dublin, IrelandReported employees: 1,001-5,000 | Dublin, Ireland | 1,001-5,000 | Exact match | 178 contacts → |
“Dublin Ireland” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  kristal.aikristal.aiHQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 177 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Envestnet Tamaracenvestnet.comHQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 174 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. | |||||
| 23 |  Fintrxfintrx.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 159 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Wealth Dynamixwealth-dynamix.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 156 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  jiffy.aijiffy.aiHQ: Palo Alto, United StatesReported employees: 51-200 | Palo Alto, United States | 51-200 | Exact match | 156 contacts → |
“JIFFYAI empowers Wealth Management firms to drive growth, operational excellence, and hyper-personalized client engagements.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,914 company matches
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Machine learning wealth management 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
1,912 records in the displayed employee bands.
2 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 1,914 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 ↗
Machine learning wealth management companies by location
18 lists · largest firstEvery 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
- Machine learning wealth management companies based in the United States463
- Machine learning wealth management companies based in India251
- Machine learning wealth management companies based in the United Kingdom126
- Machine learning wealth management companies based in Canada65
- Machine learning wealth management companies based in France40
- Machine learning wealth management companies based in Switzerland39
- Machine learning wealth management companies based in the United Arab Emirates35
- Machine learning wealth management companies based in Spain34
- Machine learning wealth management companies based in Germany31
- Machine learning wealth management companies based in Brazil30
- Machine learning wealth management companies based in Australia29
Cities
- Machine learning wealth management companies based in London, United Kingdom103
- Machine learning wealth management companies based in New York, United States78
- Machine learning wealth management companies based in Mumbai, India49
- Machine learning wealth management companies based in San Francisco, United States45
- Machine learning wealth management companies based in Bangalore, India35
- Machine learning wealth management companies based in Toronto, Canada30
- Machine learning wealth management companies based in Paris, France27
Questions about this company list
What does Exact match mean for machine learning wealth management 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 machine learning wealth management companies did RevenueBase find worldwide?
The saved snapshot records 1,914 matching company records, 23,617 tracked contacts and 9,122 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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Cite this list
RevenueBase Data Team. Top 25 machine learning wealth management companies worldwide. Snapshot: September 28, 2026. https://revenuebase.ai/companies/browse/machine-learning-wealth-management-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 machine learning wealth management companies worldwide
RevenueBase records 1,914 matching company records for machine learning wealth management companies worldwide, with 23,617 tracked contacts and 9,122 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 machine learning wealth management 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 | TWO Sigmatwosigma.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,154 contacts → |
“Two Sigma is a leading quantitative investment management and trading firm with more than $70 billion in assets under management.” 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 | Investcloud, INCinvestcloud.com HQ: West Hollywood, CA, United StatesReported employees: 1,001-5,000 | West Hollywood, CA, United States | 1,001-5,000 | Exact match | 992 contacts → |
“InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Betanxtbetanxt.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 629 contacts → |
“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Dezervdezerv.in HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 589 contacts → |
“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Fartherfarther.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 452 contacts → |
“Welcome to Intelligent Wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The Voleon Groupvoleon.com HQ: Berkeley, CA, United StatesReported employees: 201-500 | Berkeley, CA, United States | 201-500 | Exact match | 416 contacts → |
“Founded in 2007 by two machine learning scientists, The Voleon Group is a quantitative hedge fund headquartered in Berkeley, CA.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Fisdomfisdom.com HQ: Bengaluru North, IndiaReported employees: 501-1,000 | Bengaluru North, India | 501-1,000 | Exact match | 348 contacts → |
“Fisdom is an extremely simple app to make smart investments.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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. | |||||
| 10 | Infrontinfront.co HQ: Oslo, NorwayReported employees: 501-1,000 | Oslo, Norway | 501-1,000 | Exact match | 274 contacts → |
“Infront is a leading European fintech in the wealth management and trading spaces.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Ubiquantubiquant.com HQ: 北京市, ChinaReported employees: 201-500 | 北京市, China | 201-500 | Exact match | 268 contacts → |
“Ubiquant is positioned as a technology company that specializes in quantitative methods for value discovery.” 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 | 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. | |||||
| 14 | Ionic Wealthionic.in HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 212 contacts → |
“Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Moneyfarmmoneyfarm.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 208 contacts → |
“Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Valuefyvaluefy.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 206 contacts → |
“Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Trexquant Investment LPtrexquant.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 201 contacts → |
“Trexquant is a leading quantitative finance firm specializing in the development of multi-asset portfolios through advanced machine learning methods.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | 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. | |||||
| 19 | Jump - Advisor AIjump.ai HQ: Salt Lake City, UT, United StatesReported employees: 201-500 | Salt Lake City, UT, United States | 201-500 | Exact match | 180 contacts → |
“Trusted by enterprise and loved by advisors, Jump is the leading AI operating system for wealth managers and financial advisors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | FNZ Ireland Ipsifnz.com HQ: Dublin, IrelandReported employees: 1,001-5,000 | Dublin, Ireland | 1,001-5,000 | Exact match | 178 contacts → |
“Dublin Ireland” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | kristal.aikristal.ai HQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 177 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Envestnet Tamaracenvestnet.com HQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 174 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. | |||||
| 23 | Fintrxfintrx.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 159 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Wealth Dynamixwealth-dynamix.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 156 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | jiffy.aijiffy.ai HQ: Palo Alto, United StatesReported employees: 51-200 | Palo Alto, United States | 51-200 | Exact match | 156 contacts → |
“JIFFYAI empowers Wealth Management firms to drive growth, operational excellence, and hyper-personalized client engagements.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Machine learning wealth management 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
1,912 records in the displayed employee bands.
2 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 1,914 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 ↗
Machine learning wealth management companies by location
18 lists · largest firstEvery 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
- Machine learning wealth management companies based in the United States463
- Machine learning wealth management companies based in India251
- Machine learning wealth management companies based in the United Kingdom126
- Machine learning wealth management companies based in Canada65
- Machine learning wealth management companies based in France40
- Machine learning wealth management companies based in Switzerland39
- Machine learning wealth management companies based in the United Arab Emirates35
- Machine learning wealth management companies based in Spain34
- Machine learning wealth management companies based in Germany31
- Machine learning wealth management companies based in Brazil30
- Machine learning wealth management companies based in Australia29
Cities
- Machine learning wealth management companies based in London, United Kingdom103
- Machine learning wealth management companies based in New York, United States78
- Machine learning wealth management companies based in Mumbai, India49
- Machine learning wealth management companies based in San Francisco, United States45
- Machine learning wealth management companies based in Bangalore, India35
- Machine learning wealth management companies based in Toronto, Canada30
- Machine learning wealth management companies based in Paris, France27
Questions about this company list
What does Exact match mean for machine learning wealth management 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 machine learning wealth management companies did RevenueBase find worldwide?
The saved snapshot records 1,914 matching company records, 23,617 tracked contacts and 9,122 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
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Cite this list
RevenueBase Data Team. Top 25 machine learning wealth management companies worldwide. Snapshot: September 28, 2026. https://revenuebase.ai/companies/browse/machine-learning-wealth-management-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗