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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 6, 2026 86% judged on-target in blind review
4,844Companies
224,106Contacts tracked
73,676Verified emails
48,288Mobile numbers
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The 25 largest robo-advisor platforms worldwide

Ranked by team size
Top 25 of 4,844 robo-advisor platforms worldwide, ranked by team size, largest first. Data refreshed Sep 6, 2026. RevenueBase Smart Search rates how each company's information relates to robo-advisor platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceWestlake, TX, United StatesHQ checked Sep 6, 202610001+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, 2026
2Indirect evidenceValley Forge, PA, United StatesHQ checked Sep 6, 202610001+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, 2026
3Indirect evidenceArlington, VA, United StatesHQ checked Sep 6, 20261,001-5,00011,044 contacts →

Indirect evidence

“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.”

Source: RevenueBase Database · checked Sep 6, 2026
4Indirect evidenceMumbai, IndiaHQ checked Sep 6, 20261,001-5,0008,280 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, 2026
5Indirect evidenceMumbai, IndiaHQ checked Sep 6, 20261,001-5,0007,289 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, 2026
6Indirect evidenceMumbai, IndiaHQ checked Sep 6, 20261,001-5,0006,610 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, 2026
7Indirect evidenceMilano, ItalyHQ checked Sep 6, 20261,001-5,0004,150 contacts →

Indirect evidence

“FinecoBank is one of the most important FinTech banks in Europe.”

Source: RevenueBase Database · checked Sep 6, 2026
8Indirect evidenceOmaha, NE, United StatesHQ checked Sep 6, 20265,001-10,0003,874 contacts →

Indirect evidence

“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.”

Source: RevenueBase Database · checked Sep 6, 2026
9Indirect evidenceMenlo Park, CA, United StatesHQ checked Sep 6, 20261,001-5,0003,771 contacts →

Indirect evidence

“Trade.”

Source: RevenueBase Database · checked Sep 6, 2026
10Indirect evidenceGreenwich, CT, United KingdomHQ checked Sep 6, 20261,001-5,0003,114 contacts →

Indirect evidence

“Rated #1 Active Traders and #1 International Trading in 2025 by StockBrokers.com.”

Source: RevenueBase Database · checked Sep 6, 2026
11Partial evidenceBerwyn, PA, United StatesHQ checked Sep 6, 20261,001-5,0002,766 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, 2026
12Partial evidenceLondon, United KingdomHQ checked Sep 6, 20261,001-5,0002,595 contacts →

Partial evidence

“Hi, we’re eToro, The World’s Leading Social Investment Platform.”

Source: RevenueBase Database · checked Sep 6, 2026
13Partial evidenceBengaluru, IndiaHQ checked Sep 6, 2026501-1,0002,165 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, 2026
14Indirect evidenceNew York, NY, United StatesHQ checked Sep 6, 20261,001-5,0002,016 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, 2026
15Indirect evidenceToronto, ON, CanadaHQ checked Sep 6, 20261,001-5,0001,929 contacts →

Indirect evidence

“Better than your bank.”

Source: RevenueBase Database · checked Sep 6, 2026
16Indirect evidenceToronto, ON, CanadaHQ checked Sep 6, 20261,001-5,0001,784 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, 2026
17Partial evidenceNew York, NY, United StatesHQ checked Sep 6, 20261,001-5,0001,304 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, 2026
18Partial evidenceManchester, United KingdomHQ checked Sep 6, 20261,001-5,0001,275 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, 2026
19Indirect evidenceRedwood City, CA, United StatesHQ checked Sep 6, 2026201-5001,168 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, 2026
20Indirect evidenceNew York, NY, United StatesHQ checked Sep 6, 2026501-1,0001,110 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, 2026
21Indirect evidenceBerlin, GermanyHQ checked Sep 6, 2026501-1,0001,088 contacts →

Indirect evidence

“What does your Bank offer?”

Source: RevenueBase Database · checked Sep 6, 2026
22Partial evidenceOmaha, NE, United StatesHQ checked Sep 6, 20261,001-5,0001,042 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, 2026
23Indirect evidenceLondon, United KingdomHQ checked Sep 6, 2026501-1,0001,027 contacts →

Indirect evidence

“Our mission is to enable everyone to build wealth.”

Source: RevenueBase Database · checked Sep 6, 2026
24Indirect evidenceRemote First, United StatesHQ checked Sep 6, 20261,001-5,0001,002 contacts →

Indirect evidence

“Kraken helps people own the power of their money.”

Source: RevenueBase Database · checked Sep 6, 2026
25Indirect evidenceWest Hollywood, CA, United StatesHQ checked Sep 6, 20261,001-5,000992 contacts →

Indirect evidence

“InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.”

Source: RevenueBase Database · checked Sep 6, 2026

Showing 25 of 4,844 robo-advisor platforms worldwide

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Robo-advisor platforms worldwide at a glance

As of Sep 6, 2026
32.9%Verified-email coverage
21.5%Mobile-number coverage
46.3Average contacts per company
1-10Median size (employees)
5.6%Largest-city concentration · London
Sep 6, 2026Page data refreshed

Companies by employee count

1-10
2,728
11-50
1,441
51-200
434
201-500
123
501-1,000
56
1,001-5,000
38
5,001-10,000
10
10001+
5

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 first

Every Robo-advisor platforms 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 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.