Company lists · Data refreshed November 2026

Top 25 Robo advisor api providers worldwide

RevenueBase identified 2,429 company matches for robo advisor api providers worldwide as of November 2026 and tracks 41,432 professional contacts across them, including 14,181 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for robo advisor api providers 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 November 6, 2026. Country and city lists for robo advisor api providers 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
2,429Companies
41,432Contacts tracked
14,181Verified emails
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The 25 largest robo advisor api providers worldwide

Ranked by team size
Top 25 of 2,429 company matches for robo advisor api providers worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNew York, IL, United StatesHQ recorded Nov 6, 20261,001-5,0001,465 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 · Nov 6, 2026 · View company records in RevenueBase
2Exact matchOmaha, FL, United StatesHQ recorded Nov 6, 20261,001-5,0001,090 contacts →

Exact match

“Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchDallas, TX, United StatesHQ recorded Nov 6, 2026501-1,0001,059 contacts →

Exact match

“Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchSydney, AustraliaHQ recorded Nov 6, 2026501-1,000867 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchMilan, ItalyHQ recorded Nov 6, 2026201-500857 contacts →

Exact match

“Un punto di riferimento sul mercato per l’innovazione e per il modello di business unico basato sul binomio tra digitale e relazione, Banca Widiba offre una piattaforma online…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchChicago, United StatesHQ recorded Nov 6, 20261,001-5,000785 contacts →

Exact match

“Clearwater Analytics is the natively agentic investment management platform built on a single, continuously reconciled investment record.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchNew York, NY, United StatesHQ recorded Nov 6, 202651-200489 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchWakefield, MA, United StatesHQ recorded Nov 6, 2026201-500466 contacts →

Exact match

“Headquartered outside of Boston, Mass.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchWimbledon, United KingdomHQ recorded Nov 6, 2026201-500436 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 · Nov 6, 2026 · View company records in RevenueBase
10Exact matchSan Mateo, CA, United StatesHQ recorded Nov 6, 2026201-500411 contacts →

Exact match

“Alpaca is a US-headquartered, self-clearing broker-dealer and a global leader in brokerage infrastructure APIs providing access to stocks, ETFs, options, fixed income, and crypto.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchNew York, NY, United StatesHQ recorded Nov 6, 2026201-500383 contacts →

Exact match

“DriveWealth is a global B2B financial technology platform.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchSingaporeHQ recorded Nov 6, 2026201-500330 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 · Nov 6, 2026 · View company records in RevenueBase
13Exact matchOslo, NorwayHQ recorded Nov 6, 2026501-1,000309 contacts →

Exact match

“Infront is a leading European fintech in the wealth management and trading spaces.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchWang Mai, ThailandHQ recorded Nov 6, 2026201-500303 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 · Nov 6, 2026 · View company records in RevenueBase
15Exact matchNew York, NY, United StatesHQ recorded Nov 6, 2026201-500290 contacts →

Exact match

“Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchBengaluru North, IndiaHQ recorded Nov 6, 2026501-1,000273 contacts →

Exact match

“Fisdom is an extremely simple app to make smart investments.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchBogotá, ColombiaHQ recorded Nov 6, 2026201-500273 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchLaval, CanadaHQ recorded Nov 6, 2026201-500267 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 · Nov 6, 2026 · View company records in RevenueBase
19Exact matchDubai, United Arab EmiratesHQ recorded Nov 6, 2026501-1,000266 contacts →

Exact match

“GTN is the global fintech infrastructure powering limitless investment through a unified API-first architecture.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchNew York, NY, United StatesHQ recorded Nov 6, 202651-200256 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 · Nov 6, 2026 · View company records in RevenueBase
21Exact matchSao Paulo, BrazilHQ recorded Nov 6, 2026201-500231 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 · Nov 6, 2026 · View company records in RevenueBase
22Exact matchLondon, United KingdomHQ recorded Nov 6, 2026201-500226 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 · Nov 6, 2026 · View company records in RevenueBase
23Exact matchChicago, IL, United StatesHQ recorded Nov 6, 2026201-500221 contacts →

Exact match

“Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchSingaporeHQ recorded Nov 6, 202651-200221 contacts →

Exact match

“Start investing for the future you.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchGurgaon, IndiaHQ recorded Nov 6, 202651-200216 contacts →

Exact match

“The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 2,429 robo advisor api providers worldwide

See the full list, filter by size, metro and specialty, and access 14,181 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Robo advisor api providers worldwide at a glance

As of Nov 6, 2026
34.2%Verified-email coverage
17.1Average contacts per company
1-10Median size (employees)
3.7%Largest-city concentration · London
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
1,382
11-50
752
51-200
196
201-500
59
501-1,000
22
1,001-5,000
9
5,001-10,000
2

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 robo advisor api providers are linked below.
What qualifies
Company records worldwide whose business descriptions match “robo advisor api providers” 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 14,181 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 November 6, 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.

Robo advisor api providers by location

23 lists · largest first

Every Robo advisor api providers 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 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 “robo advisor api providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many robo advisor api providers are there worldwide?

RevenueBase identified 2,429 company matches for robo advisor api providers worldwide as of November 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?

Addepar tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most robo advisor api providers?

The United States leads with 580 companies, followed by India (384) and the United Kingdom (132). Every robo advisor api providers list by country and city is linked on this page.

Which city has the most robo advisor api providers?

London leads with 90 company records, followed by New York (83) and Bangalore (73).

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 14,181 professional contacts with verified work emails tracked across these 2,429 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 November 6, 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.