Company lists · Data refreshed September 2026

Top 25 Robo advisor software developers worldwide

RevenueBase identified 6,459 robo advisor software developers worldwide as of September 2026 and tracks 215,546 professional contacts across them, including 76,130 with verified work emails. The United States is the largest market and London the largest hub.

This list covers robo advisor software developers 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 29, 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 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 29, 2026 86% judged on-target in blind review
6,459Companies
215,546Contacts tracked
76,130Verified emails
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The 25 largest robo advisor software developers worldwide

Ranked by team size
Top 25 of 6,459 robo advisor software developers worldwide, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to robo advisor software developers: 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 evidenceBoston, MA, United StatesHQ checked Sep 29, 202610001+41,744 contacts →

Indirect evidence

“At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 29, 20265,001-10,00013,475 contacts →

Indirect evidence

“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceArlington, VA, United StatesHQ checked Sep 29, 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 29, 2026
4Indirect evidenceMumbai, IndiaHQ checked Sep 29, 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 29, 2026
5Indirect evidenceMumbai, IndiaHQ checked Sep 29, 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 29, 2026
6Indirect evidenceOmaha, NE, United StatesHQ checked Sep 29, 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 29, 2026
7Partial evidenceLondon, United KingdomHQ checked Sep 29, 202610001+3,655 contacts →

Partial evidence

“We’re visionary innovators who are delivering mission-critical trading and workflow automation software to financial institutions, corporations, central banks, and governments.”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceCopenhagen, DenmarkHQ checked Sep 29, 20261,001-5,0003,257 contacts →

Indirect evidence

“SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceGreenwich, CT, United KingdomHQ checked Sep 29, 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 29, 2026
10Partial evidenceBerwyn, PA, United StatesHQ checked Sep 29, 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 29, 2026
11Indirect evidenceNew York City, NY, United StatesHQ checked Sep 29, 20261,001-5,0002,637 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceBengaluru, IndiaHQ checked Sep 29, 2026501-1,0002,165 contacts →

Indirect 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 29, 2026
13Partial evidenceZürich, SwitzerlandHQ checked Sep 29, 20261,001-5,0002,067 contacts →

Partial evidence

“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 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 29, 2026
15Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 20261,001-5,0001,979 contacts →

Indirect evidence

“Squarepoint is a leading global investment management firm that develops quantitative investment strategies to achieve high quality returns for our clients.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 20261,001-5,0001,389 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 20261,001-5,0001,304 contacts →

Indirect 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 29, 2026
18Partial evidenceChicago, IL, United StatesHQ checked Sep 29, 2026201-5001,236 contacts →

Partial evidence

“About Trading Technologies Trading Technologies is a Software-as-a-Service (SaaS) technology platform provider to the global capital markets industry.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceBurlington, MA, United StatesHQ checked Sep 29, 20261,001-5,0001,140 contacts →

Indirect evidence

“Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 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 29, 2026
21Indirect evidenceOmaha, NE, United StatesHQ checked Sep 29, 20261,001-5,0001,042 contacts →

Indirect 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 29, 2026
22Indirect evidenceLondon, United KingdomHQ checked Sep 29, 2026501-1,0001,027 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
23Indirect evidenceConcord, CA, United StatesHQ checked Sep 29, 20261,001-5,000982 contacts →

Indirect evidence

“AssetMark, Inc.”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceDallas, TX, United StatesHQ checked Sep 29, 2026501-1,000911 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceMilano, ItalyHQ checked Sep 29, 2026201-500838 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 6,459 robo advisor software developers worldwide

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Robo advisor software developers worldwide at a glance

As of Sep 29, 2026
35.3%Verified-email coverage
33.4Average contacts per company
1-10Median size (employees)
4.7%Largest-city concentration · London
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
3,638
11-50
1,969
51-200
558
201-500
162
501-1,000
52
1,001-5,000
41
5,001-10,000
12
10001+
17

Email recency is reported on each country list linked below.

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 software developers, 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
Every country. Country and city lists for robo advisor software developers are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “robo advisor software developers”. 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 software developers), 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 software developers, 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, 76,130 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 on September 29, 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 software developers by location

48 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 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 software developers, 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 software developers are there worldwide?

RevenueBase identified 6,459 robo advisor software developers 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?

State Street, headquartered in Boston, tops this list with the largest team on record.

Which country has the most robo advisor software developers?

The United States leads with 1,386 companies, followed by India (837) and the United Kingdom (425). 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 301 headquartered companies, followed by New York (249) and Mumbai (134).

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 76,130 verified decision-maker contacts tracked across these 6,459 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 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.