Company lists · Data refreshed November 2026

Top 25 Robo-advisor firms worldwide

Name: Robo-advisor firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 7,211 companies tracked

RevenueBase identified 7,211 company matches for robo-advisor firms worldwide as of November 2026 and tracks 227,112 professional contacts across them, including 79,888 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for robo-advisor firms 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 firms 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

7,211Companies

227,112Contacts tracked

79,888Verified emails

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The 25 largest robo-advisor firms worldwide

Ranked by team size

Top 25 of 7,211 company matches for robo-advisor firms 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Charles Schwab	Exact match	Westlake, NC, United StatesHQ recorded Nov 6, 2026	10001+	34,197 contacts →
	Exact match “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Nov 6, 2026	10001+	27,175 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Nov 6, 2026	5,001-10,000	14,339 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	E Trade From Morgan Stanley	Exact match	Sandy, UT, United StatesHQ recorded Nov 6, 2026	1,001-5,000	11,189 contacts →
	Exact match “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Angel ONE	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	1,001-5,000	8,559 contacts →
	Exact match “For three decades, Angel One has been making investing and wealth creation more accessible and engaging for Indians.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Icici Securities	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	1,001-5,000	7,830 contacts →
	Exact match “With over seven decades of ICICI Group’s legacy of trust and financial expertise, ICICI Securities stands as a leading, customer-centric and technology-driven financial services…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Kotak Securities	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	1,001-5,000	5,022 contacts →
	Exact match “Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	TD Ameritrade	Exact match	Omaha, NJ, United StatesHQ recorded Nov 6, 2026	5,001-10,000	3,986 contacts →
	Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Interactive Brokers	Exact match	Greenwich, CT, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	3,319 contacts →
	Exact match “Rated #1 Active Traders and #1 International Trading in 2025 by StockBrokers.com.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Envestnet	Exact match	Berwyn, PA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,921 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 · Nov 6, 2026 · View company records in RevenueBase
11	GROWW	Exact match	Bangalore, IndiaHQ recorded Nov 6, 2026	501-1,000	2,368 contacts →
	Exact match “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Squarepoint	Exact match	New York, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,336 contacts →
	Exact match “Squarepoint is a leading global investment management firm that develops quantitative investment strategies to achieve high quality returns for our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Wealthsimple	Exact match	Toronto, CanadaHQ recorded Nov 6, 2026	1,001-5,000	2,301 contacts →
	Exact match “Better than your bank.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Questrade Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1,001-5,000	1,868 contacts →
	Exact match “Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Choice	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	5,001-10,000	1,285 contacts →
	Exact match “Choice Equity Broking Private Limited: SEBI Reg No.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Personal Capital	Exact match	Redwood City, CA, United StatesHQ recorded Nov 6, 2026	201-500	1,247 contacts →
	Exact match “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	ITG	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	501-1,000	1,156 contacts →
	Exact match “ITG is a global financial technology company that helps leading brokers and asset managers improve returns for investors around the world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	ORION	Exact match	Omaha, FL, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,090 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
19	Assetmark	Exact match	Concord, CA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,075 contacts →
	Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Apex Fintech Solutions	Exact match	Dallas, TX, United StatesHQ recorded Nov 6, 2026	501-1,000	1,059 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
21	Investcloud, INC	Exact match	West Hollywood, CA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,027 contacts →
	Exact match “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Mofid Securities	Exact match	Tehran, IranHQ recorded Nov 6, 2026	1,001-5,000	932 contacts →
	Exact match “Mofid Securities is Iran’s largest full-service stock brokerage firm & leading private investment advisory which has been ranked first by the SEO since 2007.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Hub24 Limited	Exact match	Sydney, AustraliaHQ recorded Nov 6, 2026	501-1,000	867 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
24	Banca Widiba	Exact match	Milan, ItalyHQ recorded Nov 6, 2026	201-500	857 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
25	Share India Securities Limited	Exact match	Noida, IndiaHQ recorded Nov 6, 2026	501-1,000	706 contacts →
	Exact match “Established in 1994, Share India Securities Limited was incepted with the idea of steady growth today to continue multiplying in the future.” Recorded in the RevenueBase company graph · Nov 6, 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 “robo-advisor firms”. 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 7,211 robo-advisor firms worldwide

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Robo-advisor firms worldwide at a glance

As of Nov 6, 2026

35.2%Verified-email coverage

31.5Average contacts per company

1-10Median size (employees)

2.8%Largest-city concentration · London

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

4,756

11-50

1,784

51-200

416

201-500

134

501-1,000

1,001-5,000

5,001-10,000

10001+

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 firms are linked below.
What qualifies: Company records worldwide whose business descriptions match “robo-advisor firms” 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 79,888 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 firms by location

48 lists · largest first

Every Robo-advisor firms 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 firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many robo-advisor firms are there worldwide?

RevenueBase identified 7,211 company matches for robo-advisor firms 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?

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

Which country has the most robo-advisor firms?

The United States leads with 2,867 companies, followed by India (894) and the United Kingdom (332). Every robo-advisor firms list by country and city is linked on this page.

Which city has the most robo-advisor firms?

London leads with 205 company records, followed by New York (202) and Mumbai (153).

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 79,888 professional contacts with verified work emails tracked across these 7,211 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.