Company lists · Data refreshed September 2026
Top 25 Robo-advisor platforms worldwide
RevenueBase identified 4,844 robo-advisor platforms worldwide as of September 2026 and tracks 224,106 professional contacts across them, including 73,676 with verified work emails and 48,288 with mobile numbers. The United States is the largest market and London the largest hub.
This list covers robo-advisor platforms worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 6, 2026. Country and city lists for robo-advisor platforms follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest robo-advisor platforms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 31,927 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 2 | 24,672 contacts → | ||||
Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 3 | 11,044 contacts → | ||||
Indirect evidence “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 4 | 8,280 contacts → | ||||
Indirect evidence “For nearly three decades, Angel One has been making investing and wealth creation more accessible and engaging for Indians.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 5 | 7,289 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 6 | 6,610 contacts → | ||||
Indirect evidence “Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 7 | 4,150 contacts → | ||||
Indirect evidence “FinecoBank is one of the most important FinTech banks in Europe.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 8 | 3,874 contacts → | ||||
Indirect evidence “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 9 | 3,771 contacts → | ||||
Indirect evidence “Trade.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3,114 contacts → | ||||
Indirect evidence “Rated #1 Active Traders and #1 International Trading in 2025 by StockBrokers.com.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2,766 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 6, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2,595 contacts → | ||||
Partial evidence “Hi, we’re eToro, The World’s Leading Social Investment Platform.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2,165 contacts → | ||||
Partial evidence “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2,016 contacts → | ||||
Indirect evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1,929 contacts → | ||||
Indirect evidence “Better than your bank.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1,784 contacts → | ||||
Indirect evidence “Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1,304 contacts → | ||||
Partial 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 6, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1,275 contacts → | ||||
Partial evidence “AJ Bell was formed in 1995 and is now one of the leading online investment platforms in the UK.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1,168 contacts → | ||||
Indirect evidence “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1,110 contacts → | ||||
Indirect evidence “ITG is a global financial technology company that helps leading brokers and asset managers improve returns for investors around the world.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1,088 contacts → | ||||
Indirect evidence “What does your Bank offer?” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1,042 contacts → | ||||
Partial evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1,027 contacts → | ||||
Indirect evidence “Our mission is to enable everyone to build wealth.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1,002 contacts → | ||||
Indirect evidence “Kraken helps people own the power of their money.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 25 | 992 contacts → | ||||
Indirect evidence “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
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: robo-advisor platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names robo-advisor platforms.
- Partial evidence
- Its own public description names part of robo-advisor platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name robo-advisor platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 4,844 robo-advisor platforms worldwide
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Robo-advisor platforms worldwide at a glance
As of Sep 6, 2026Companies by employee count
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 robo-advisor platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- Coverage
- 27 countries, largest first: the United States, India, the United Kingdom, Brazil, Canada, the United Arab Emirates, Australia, France, Germany, Singapore and 17 more. Country and city lists for robo-advisor platforms are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “robo-advisor platforms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names robo-advisor platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among robo-advisor platforms, and records with no verified work email.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 73,676 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 between September 6, 2026 and September 14, 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.
Robo-advisor platforms by location
49 lists · largest firstEvery Robo-advisor platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Robo-advisor platforms based in the United States1,581
- Robo-advisor platforms based in India916
- Robo-advisor platforms based in the United Kingdom418
- Robo-advisor platforms based in Brazil186
- Robo-advisor platforms based in Canada185
- Robo-advisor platforms based in the United Arab Emirates155
- Robo-advisor platforms based in Australia154
- Robo-advisor platforms based in France153
- Robo-advisor platforms based in Germany150
- Robo-advisor platforms based in Singapore129
- Robo-advisor platforms based in Switzerland117
- Robo-advisor platforms based in the Netherlands82
- Robo-advisor platforms based in Hong Kong79
- Robo-advisor platforms based in Spain74
- Robo-advisor platforms based in South Africa51
- Robo-advisor platforms based in Israel50
- Robo-advisor platforms based in Türkiye50
- Robo-advisor platforms based in Italy42
- Robo-advisor platforms based in Argentina38
- Robo-advisor platforms based in Indonesia34
- Robo-advisor platforms based in Malaysia32
- Robo-advisor platforms based in Mexico32
- Robo-advisor platforms based in Sweden31
- Robo-advisor platforms based in Saudi Arabia27
- Robo-advisor platforms based in Vietnam27
- Robo-advisor platforms based in Denmark26
- Robo-advisor platforms based in Chile25
Cities
- Robo-advisor platforms based in London, United Kingdom270
- Robo-advisor platforms based in New York, United States194
- Robo-advisor platforms based in Mumbai, India156
- Robo-advisor platforms based in San Francisco, United States103
- Robo-advisor platforms based in Paris, France94
- Robo-advisor platforms based in Bangalore, India85
- Robo-advisor platforms based in Toronto, Canada80
- Robo-advisor platforms based in Bengaluru, India76
- Robo-advisor platforms based in Sao Paulo, Brazil73
- Robo-advisor platforms based in Sydney, Australia70
- Robo-advisor platforms based in New Delhi, India49
- Robo-advisor platforms based in Boston, United States45
- Robo-advisor platforms based in Chicago, United States40
- Robo-advisor platforms based in Miami, United States37
- Robo-advisor platforms based in Melbourne, Australia34
- Robo-advisor platforms based in Ahmedabad, India33
- Robo-advisor platforms based in Zurich, Switzerland33
- Robo-advisor platforms based in Austin, United States31
- Robo-advisor platforms based in Los Angeles, United States30
- Robo-advisor platforms based in Madrid, Spain30
- Robo-advisor platforms based in Berlin, Germany27
- Robo-advisor platforms based in Montreal, Canada26
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 robo-advisor platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many robo-advisor platforms are there worldwide?
RevenueBase identified 4,844 robo-advisor platforms worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Charles Schwab, headquartered in Westlake, tops this list with the largest team on record.
Which country has the most robo-advisor platforms?
The United States leads with 1,581 companies, followed by India (916) and the United Kingdom (418). Every robo-advisor platforms list by country and city is linked on this page.
Which city has the most robo-advisor platforms?
London leads with 273 headquartered companies, followed by New York (195) and Mumbai (156).
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 73,676 verified decision-maker contacts tracked across these 4,844 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled from the company graph between September 6, 2026 and September 14, 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.