Company lists · Data refreshed September 2026
Top 25 Robo-advisor platforms worldwide
RevenueBase identified 4,873 robo-advisor platforms worldwide as of September 2026 and tracks 224,476 professional contacts across them, including 73,840 with verified work emails and 48,302 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 4,873 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
- 28 countries, largest first: the United States, India, the United Kingdom, Brazil, Canada, the United Arab Emirates, Australia, France, Germany, Singapore and 18 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, 73,840 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 Czechia29
- 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 Bangalore, India160
- 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 Toronto, Canada80
- 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 4,873 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 (216) and Bangalore (161).
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 73,840 verified decision-maker contacts tracked across these 4,873 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.
More company lists
Company intelligence · public preview
Top 25 robo-advisor platforms worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 4,873 matching company records for robo-advisor platforms worldwide, with 224,476 tracked contacts and 73,840 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 6, 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 robo-advisor platforms 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 | HQ: Westlake, TX, United StatesReported employees: 10001+ | Westlake, TX, United States | 10001+ | Exact match | 31,927 contacts → |
“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 description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Valley Forge, PA, United StatesReported employees: 10001+ | Valley Forge, PA, United States | 10001+ | Exact match | 24,672 contacts → |
“We are a community of 50 million who think-and feel-differently about investing.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Arlington, VA, United StatesReported employees: 1,001-5,000 | Arlington, VA, United States | 1,001-5,000 | Exact match | 11,044 contacts → |
“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 8,280 contacts → |
“For nearly three decades, Angel One has been making investing and wealth creation more accessible and engaging for Indians.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 7,289 contacts → |
“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 description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Kotak Securitieskotaksecurities.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 6,610 contacts → |
“Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Milano, ItalyReported employees: 1,001-5,000 | Milano, Italy | 1,001-5,000 | Exact match | 4,150 contacts → |
“FinecoBank is one of the most important FinTech banks in Europe.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Omaha, NE, United StatesReported employees: 5,001-10,000 | Omaha, NE, United States | 5,001-10,000 | Exact match | 3,874 contacts → |
“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Menlo Park, CA, United StatesReported employees: 1,001-5,000 | Menlo Park, CA, United States | 1,001-5,000 | Exact match | 3,771 contacts → |
“Trade.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Greenwich, CT, United KingdomReported employees: 1,001-5,000 | Greenwich, CT, United Kingdom | 1,001-5,000 | Exact match | 3,114 contacts → |
“Rated #1 Active Traders and #1 International Trading in 2025 by StockBrokers.com.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 2,766 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 2,595 contacts → |
“Hi, we’re eToro, The World’s Leading Social Investment Platform.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Bengaluru, IndiaReported employees: 501-1,000 | Bengaluru, India | 501-1,000 | Exact match | 2,165 contacts → |
“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,016 contacts → |
“Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,929 contacts → |
“Better than your bank.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,784 contacts → |
“Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Manchester, United KingdomReported employees: 1,001-5,000 | Manchester, United Kingdom | 1,001-5,000 | Exact match | 1,275 contacts → |
“AJ Bell was formed in 1995 and is now one of the leading online investment platforms in the UK.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,168 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 1,110 contacts → |
“ITG is a global financial technology company that helps leading brokers and asset managers improve returns for investors around the world.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Berlin, GermanyReported employees: 501-1,000 | Berlin, Germany | 501-1,000 | Exact match | 1,088 contacts → |
“What does your Bank offer?” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Omaha, NE, United StatesReported employees: 1,001-5,000 | Omaha, NE, United States | 1,001-5,000 | Exact match | 1,042 contacts → |
“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 1,027 contacts → |
“Our mission is to enable everyone to build wealth.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Remote First, United StatesReported employees: 1,001-5,000 | Remote First, United States | 1,001-5,000 | Exact match | 1,002 contacts → |
“Kraken helps people own the power of their money.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 4,873 company matches
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Robo-advisor platforms: dataset insights
September 6, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
4,864 records in the displayed employee bands.
9 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 6, 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 ↗
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 Czechia29
- 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 Bangalore, India160
- 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 Toronto, Canada80
- 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
Questions about this company list
What does Exact match mean for robo-advisor platforms?
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 robo-advisor platforms did RevenueBase find worldwide?
The saved snapshot records 4,873 matching company records, 224,476 tracked contacts and 73,840 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 6, 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.
Related lists
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 robo-advisor platforms worldwide. Snapshot: September 6, 2026. https://revenuebase.ai/companies/browse/robo-advisor-platforms.
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 robo-advisor platforms worldwide
RevenueBase records 4,873 matching company records for robo-advisor platforms worldwide, with 224,476 tracked contacts and 73,840 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 6, 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 robo-advisor platforms 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 | HQ: Westlake, TX, United StatesReported employees: 10001+ | Westlake, TX, United States | 10001+ | Exact match | 31,927 contacts → |
“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 description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Valley Forge, PA, United StatesReported employees: 10001+ | Valley Forge, PA, United States | 10001+ | Exact match | 24,672 contacts → |
“We are a community of 50 million who think-and feel-differently about investing.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Arlington, VA, United StatesReported employees: 1,001-5,000 | Arlington, VA, United States | 1,001-5,000 | Exact match | 11,044 contacts → |
“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 8,280 contacts → |
“For nearly three decades, Angel One has been making investing and wealth creation more accessible and engaging for Indians.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 7,289 contacts → |
“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 description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Kotak Securitieskotaksecurities.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 6,610 contacts → |
“Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Milano, ItalyReported employees: 1,001-5,000 | Milano, Italy | 1,001-5,000 | Exact match | 4,150 contacts → |
“FinecoBank is one of the most important FinTech banks in Europe.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Omaha, NE, United StatesReported employees: 5,001-10,000 | Omaha, NE, United States | 5,001-10,000 | Exact match | 3,874 contacts → |
“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Menlo Park, CA, United StatesReported employees: 1,001-5,000 | Menlo Park, CA, United States | 1,001-5,000 | Exact match | 3,771 contacts → |
“Trade.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Greenwich, CT, United KingdomReported employees: 1,001-5,000 | Greenwich, CT, United Kingdom | 1,001-5,000 | Exact match | 3,114 contacts → |
“Rated #1 Active Traders and #1 International Trading in 2025 by StockBrokers.com.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 2,766 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 2,595 contacts → |
“Hi, we’re eToro, The World’s Leading Social Investment Platform.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Bengaluru, IndiaReported employees: 501-1,000 | Bengaluru, India | 501-1,000 | Exact match | 2,165 contacts → |
“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,016 contacts → |
“Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,929 contacts → |
“Better than your bank.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,784 contacts → |
“Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Manchester, United KingdomReported employees: 1,001-5,000 | Manchester, United Kingdom | 1,001-5,000 | Exact match | 1,275 contacts → |
“AJ Bell was formed in 1995 and is now one of the leading online investment platforms in the UK.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,168 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 1,110 contacts → |
“ITG is a global financial technology company that helps leading brokers and asset managers improve returns for investors around the world.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Berlin, GermanyReported employees: 501-1,000 | Berlin, Germany | 501-1,000 | Exact match | 1,088 contacts → |
“What does your Bank offer?” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Omaha, NE, United StatesReported employees: 1,001-5,000 | Omaha, NE, United States | 1,001-5,000 | Exact match | 1,042 contacts → |
“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 1,027 contacts → |
“Our mission is to enable everyone to build wealth.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Remote First, United StatesReported employees: 1,001-5,000 | Remote First, United States | 1,001-5,000 | Exact match | 1,002 contacts → |
“Kraken helps people own the power of their money.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 4,873 company matches
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Robo-advisor platforms: dataset insights
September 6, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
4,864 records in the displayed employee bands.
9 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 6, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗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 ↗
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 Czechia29
- 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 Bangalore, India160
- 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 Toronto, Canada80
- 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
Questions about this company list
What does Exact match mean for robo-advisor platforms?
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 robo-advisor platforms did RevenueBase find worldwide?
The saved snapshot records 4,873 matching company records, 224,476 tracked contacts and 73,840 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 6, 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.
Related lists
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 robo-advisor platforms worldwide. Snapshot: September 6, 2026. https://revenuebase.ai/companies/browse/robo-advisor-platforms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗