Company lists · Data refreshed September 2026

Top 25 Robo-advisors worldwide

RevenueBase identified 2,539 robo-advisors worldwide as of September 2026 and tracks 80,616 professional contacts across them, including 29,529 with verified work emails. The United States is the largest market and London the largest hub.

This list covers robo-advisors 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 21, 2026. Country and city lists for robo-advisors 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 21, 2026 86% judged on-target in blind review
2,539Companies
80,616Contacts tracked
29,529Verified emails
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The 25 largest robo-advisors worldwide

Ranked by team size
Top 25 of 2,539 robo-advisors worldwide, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to robo-advisors: 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 21, 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 21, 2026
2Indirect evidenceMumbai, IndiaHQ checked Sep 21, 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 21, 2026
3Indirect evidenceOmaha, NE, United StatesHQ checked Sep 21, 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 21, 2026
4Indirect evidenceBengaluru, IndiaHQ checked Sep 21, 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 21, 2026
5Indirect evidenceRedwood City, CA, United StatesHQ checked Sep 21, 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 21, 2026
6Indirect evidenceOmaha, NE, United StatesHQ checked Sep 21, 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 21, 2026
7Indirect evidenceConcord, CA, United StatesHQ checked Sep 21, 20261,001-5,000982 contacts →

Indirect evidence

“AssetMark, Inc.”

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect evidenceMilano, ItalyHQ checked Sep 21, 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 21, 2026
9Indirect evidenceNew York, NY, United StatesHQ checked Sep 21, 2026501-1,000635 contacts →

Indirect evidence

“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.”

Source: RevenueBase Database · checked Sep 21, 2026
10Indirect evidenceBengaluru, IndiaHQ checked Sep 21, 20261,001-5,000623 contacts →

Indirect evidence

“Founded in 2008, FundsIndia is a technology-first wealth platform built to make investing simple, accessible, and rewarding for every Indian.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceMumbai, IndiaHQ checked Sep 21, 2026501-1,000589 contacts →

Indirect evidence

“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.”

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidenceLondon, United KingdomHQ checked Sep 21, 2026201-500443 contacts →

Indirect evidence

“Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidence香港, Hong KongHQ checked Sep 21, 20261,001-5,000441 contacts →

Indirect evidence

“Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide.”

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidenceNew York, NY, United StatesHQ checked Sep 21, 202651-200434 contacts →

Indirect evidence

“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.”

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidencePalo Alto, CA, United StatesHQ checked Sep 21, 2026201-500416 contacts →

Indirect evidence

“Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceLondon, United KingdomHQ checked Sep 21, 2026201-500403 contacts →

Indirect evidence

“Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…”

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidenceBengaluru North, IndiaHQ checked Sep 21, 2026501-1,000348 contacts →

Indirect evidence

“Fisdom is an extremely simple app to make smart investments.”

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidenceLondon, United KingdomHQ checked Sep 21, 2026201-500347 contacts →

Indirect evidence

“Introducing Tradu, the platform built for smarter investing with an institutional edge.”

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidenceWang Mai, ThailandHQ checked Sep 21, 2026201-500289 contacts →

Indirect evidence

“Finnomena - Invest with Confidence Finnomena is a leading WealthTech platform in Thailand, continuously growing for over 10 years.”

Source: RevenueBase Database · checked Sep 21, 2026
20Indirect evidenceHong KongHQ checked Sep 21, 20261,001-5,000282 contacts →

Indirect evidence

“Futu Holdings Limited ("Futu")(Nasdaq: FUTU) is an advanced technology company transforming the investing experience by offering a fully digitized brokerage and wealth management…”

Source: RevenueBase Database · checked Sep 21, 2026
21Indirect evidenceCairo, EgyptHQ checked Sep 21, 202651-200268 contacts →

Indirect evidence

“Thndr is a digital investment platform that is designed to simplify investing.”

Source: RevenueBase Database · checked Sep 21, 2026
22Indirect evidenceBogotá, ColombiaHQ checked Sep 21, 2026201-500249 contacts →

Indirect evidence

“Somos una plataforma integral de inversión que combina tecnología, productos diversos y acompañamiento real, para que invertir se sienta claro, confiable y hecho a tu medida.”

Source: RevenueBase Database · checked Sep 21, 2026
23Indirect evidenceGurugram, IndiaHQ checked Sep 21, 202651-200243 contacts →

Indirect evidence

“When you invest with intelligence, life opens up a wealth of choices.”

Source: RevenueBase Database · checked Sep 21, 2026
24Indirect evidenceNY, United StatesHQ checked Sep 21, 2026201-500237 contacts →

Indirect evidence

“Stash is a personal finance app that makes investing easy and affordable for millions of Americans.”

Source: RevenueBase Database · checked Sep 21, 2026
25Indirect evidenceSao Paulo, BrazilHQ checked Sep 21, 2026201-500221 contacts →

Indirect evidence

“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 2,539 robo-advisors worldwide

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Robo-advisors worldwide at a glance

As of Sep 21, 2026
36.6%Verified-email coverage
31.8Average contacts per company
1-10Median size (employees)
4.1%Largest-city concentration · London
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
1,581
11-50
693
51-200
157
201-500
63
501-1,000
17
1,001-5,000
14
5,001-10,000
6
10001+
3

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-advisors, 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-advisors are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “robo-advisors”. 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-advisors), 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-advisors, 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, 29,529 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 21, 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-advisors by location

15 lists · largest first

Every Robo-advisors 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-advisors, 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-advisors are there worldwide?

RevenueBase identified 2,539 robo-advisors 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-advisors?

The United States leads with 659 companies, followed by India (408) and the United Kingdom (133). Every robo-advisors list by country and city is linked on this page.

Which city has the most robo-advisors?

London leads with 104 headquartered companies, followed by Mumbai (67) and New York (53).

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 29,529 verified decision-maker contacts tracked across these 2,539 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 21, 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.