Company lists · Data refreshed November 2026

Top 25 Robo advisor software developers worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Nov 5, 2026 4,015 companies tracked

RevenueBase identified 4,015 company matches for robo advisor software developers worldwide as of November 2026 and tracks 122,095 professional contacts across them, including 47,536 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for robo advisor software developers 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 5, 2026. Country and city lists for robo advisor software developers 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 5, 2026 How this list was built

4,015Companies

122,095Contacts tracked

47,536Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest robo advisor software developers worldwide

Ranked by team size

Top 25 of 4,015 company matches for robo advisor software developers worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 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	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Nov 5, 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 5, 2026 · View company records in RevenueBase
2	Factset	Exact match	Norwalk, United StatesHQ recorded Nov 5, 2026	10001+	14,122 contacts →
	Exact match “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3	Simcorp	Exact match	Copenhagen, DenmarkHQ recorded Nov 5, 2026	1,001-5,000	3,643 contacts →
	Exact match “SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
4	DST Systems	Exact match	Windsor, CT, United StatesHQ recorded Nov 5, 2026	10001+	3,195 contacts →
	Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5	Envestnet	Exact match	Berwyn, PA, United StatesHQ recorded Nov 5, 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 5, 2026 · View company records in RevenueBase
6	Arcesium	Exact match	New York, United StatesHQ recorded Nov 5, 2026	1,001-5,000	2,911 contacts →
	Exact match “Arcesium is a global financial technology company delivering front-to-back technology solutions for some of the world’s most sophisticated financial institutions, including hedge…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7	GROWW	Exact match	Bangalore, IndiaHQ recorded Nov 5, 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 5, 2026 · View company records in RevenueBase
8	Scottish Widows	Exact match	Edinburgh, United KingdomHQ recorded Nov 5, 2026	5,001-10,000	1,810 contacts →
	Exact match “We understand the importance of relationships in everything you do.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9	Addepar	Exact match	New York, IL, United StatesHQ recorded Nov 5, 2026	1,001-5,000	1,465 contacts →
	Exact match “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10	Ss&c Advent	Exact match	San Francisco, United StatesHQ recorded Nov 5, 2026	1,001-5,000	1,450 contacts →
	Exact match “SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11	Personal Capital	Exact match	Redwood City, CA, United StatesHQ recorded Nov 5, 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 5, 2026 · View company records in RevenueBase
12	Waddell & Reed	Exact match	Shawnee Mission, KS, United StatesHQ recorded Nov 5, 2026	1,001-5,000	1,232 contacts →
	Exact match “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13	Charles River Development	Exact match	Burlington, United StatesHQ recorded Nov 5, 2026	1,001-5,000	1,200 contacts →
	Exact match “Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
14	ORION	Exact match	Omaha, FL, United StatesHQ recorded Nov 5, 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 5, 2026 · View company records in RevenueBase
15	Assetmark	Exact match	Concord, CA, United StatesHQ recorded Nov 5, 2026	1,001-5,000	1,075 contacts →
	Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16	Apex Fintech Solutions	Exact match	Dallas, TX, United StatesHQ recorded Nov 5, 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 5, 2026 · View company records in RevenueBase
17	Investcloud, INC	Exact match	West Hollywood, CA, United StatesHQ recorded Nov 5, 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 5, 2026 · View company records in RevenueBase
18	Hub24 Limited	Exact match	Sydney, AustraliaHQ recorded Nov 5, 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 5, 2026 · View company records in RevenueBase
19	Banca Widiba	Exact match	Milan, ItalyHQ recorded Nov 5, 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 5, 2026 · View company records in RevenueBase
20	Devexperts	Exact match	Dublin, IrelandHQ recorded Nov 5, 2026	501-1,000	811 contacts →
	Exact match “Devexperts was founded in 2002 and specializes in the development of highly complex software solutions and services for the Capital Markets industry.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21	Enfusion NOW Cwan	Exact match	Chicago, United StatesHQ recorded Nov 5, 2026	1,001-5,000	785 contacts →
	Exact match “Clearwater Analytics is the natively agentic investment management platform built on a single, continuously reconciled investment record.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
22	OVB Vermögensberatung AG	Exact match	Cologne, GermanyHQ recorded Nov 5, 2026	1,001-5,000	752 contacts →
	Exact match “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23	Betanxt	Exact match	New York, NY, United StatesHQ recorded Nov 5, 2026	501-1,000	671 contacts →
	Exact match “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
24	Advisor360	Exact match	Needham, MA, United StatesHQ recorded Nov 5, 2026	501-1,000	635 contacts →
	Exact match “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
25	Emoney Advisor	Exact match	Radnor, PA, United StatesHQ recorded Nov 5, 2026	501-1,000	634 contacts →
	Exact match “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded in the RevenueBase company graph · Nov 5, 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 software developers”. 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 4,015 robo advisor software developers worldwide

See the full list, filter by size, metro and specialty, and access 47,536 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Robo advisor software developers worldwide at a glance

As of Nov 5, 2026

38.9%Verified-email coverage

30.4Average contacts per company

1-10Median size (employees)

3.2%Largest-city concentration · London

Nov 5, 2026Page data refreshed

Companies by employee count

1-10

2,354

11-50

1,144

51-200

334

201-500

100

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 software developers are linked below.
What qualifies: Company records worldwide whose business descriptions match “robo advisor software developers” 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 47,536 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 5, 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 software developers by location

31 lists · largest first

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

How many robo advisor software developers are there worldwide?

RevenueBase identified 4,015 company matches for robo advisor software developers 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?

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

Which country has the most robo advisor software developers?

The United States leads with 1,094 companies, followed by India (549) and the United Kingdom (225). Every robo advisor software developers list by country and city is linked on this page.

Which city has the most robo advisor software developers?

London leads with 130 company records, followed by New York (119) and Mumbai (88).

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 47,536 professional contacts with verified work emails tracked across these 4,015 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 5, 2026.

Ready to reach these companies? Verified emails and direct dials for all 4,015 robo advisor software developers worldwide. Start with a free account, no credit card.

Download this list →

Related lists

Browse the directory

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.