Company lists · Data refreshed November 2026
Top 25 White-label robo-advisor platforms worldwide
RevenueBase identified 543 company matches for white-label robo-advisor platforms worldwide as of November 2026 and tracks 10,813 professional contacts across them, including 4,705 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for white-label robo-advisor platforms 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 white-label robo-advisor platforms 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.
The 25 largest white-label robo-advisor platforms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 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 | |||||
| 3 | 314 contacts → | ||||
Exact match “Offer investments to your end users via our Investment API.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 303 contacts → | ||||
Exact match “Finnomena - Invest with Confidence Finnomena is a leading WealthTech platform in Thailand, continuously growing for over 10 years.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 273 contacts → | ||||
Exact match “Fisdom is an extremely simple app to make smart investments.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 267 contacts → | ||||
Exact match “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 256 contacts → | ||||
Exact match “Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 226 contacts → | ||||
Exact match “Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 195 contacts → | ||||
Exact match “Kristal.AI is an award-winning digital private wealth platform, licensed and operational in Singapore, Hong Kong, India, and UAE We unlock sophisticated investment opportunities…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 188 contacts → | ||||
Exact match “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 187 contacts → | ||||
Exact match “Etops is the pan-European technology platform for wealth and asset management.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 167 contacts → | ||||
Exact match “Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 156 contacts → | ||||
Exact match “GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 136 contacts → | ||||
Exact match “Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 129 contacts → | ||||
Exact match “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 116 contacts → | ||||
Exact match “MyVest builds enterprise wealth management technology for the digital age.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 111 contacts → | ||||
Exact match “SMArtX Advisory Solutions offers a cloud-native managed accounts platform designed to support the evolving needs of financial institutions.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 97 contacts → | ||||
Exact match “Timeline is the integrated ecosystem built for modern financial advisers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 93 contacts → | ||||
Exact match “d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 92 contacts → | ||||
Exact match “MIDASX is the only B2B2C AI-Powered Multi-Asset Marketplace for India's financial intermediaries who want to grow beyond distribution and build their own digital wealth ecosystem.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 87 contacts → | ||||
Exact match “AdvisorEngine is a digital platform to supercharge advisor growth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 80 contacts → | ||||
Exact match “Abyan is a robo advisor targeting the complete automation of investment and saving.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 79 contacts → | ||||
Exact match “We've built Fundment to propel financial advice businesses through technology.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 78 contacts → | ||||
Exact match “Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 71 contacts → | ||||
Exact match “Moduit adalah Platform Digital Wealth Partner berlisensi & professional dengan tim yang sudah berpengalaman selama lebih dari 18 tahun dalam memberikan pendampingan investasi.” 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 “white-label robo-advisor platforms”. 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 543 white-label robo-advisor platforms worldwide
See the full list, filter by size, metro and specialty, and access 4,705 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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White-label robo-advisor platforms worldwide at a glance
As of Nov 5, 2026Companies by employee count
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 white-label robo-advisor platforms are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “white-label robo-advisor platforms” 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 4,705 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.
White-label robo-advisor platforms by location
4 lists · largest firstEvery White-label robo-advisor platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- White-label robo-advisor platforms based in the United States121
- White-label robo-advisor platforms based in India58
- White-label robo-advisor platforms based in the United Kingdom38
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 “white-label robo-advisor platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many white-label robo-advisor platforms are there worldwide?
RevenueBase identified 543 company matches for white-label robo-advisor platforms 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?
ORION tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most white-label robo-advisor platforms?
The United States leads with 121 companies, followed by India (58) and the United Kingdom (38). Every white-label robo-advisor platforms list by country and city is linked on this page.
Which city has the most white-label robo-advisor platforms?
London leads with 29 company records, followed by New York (17) and Bangalore (16).
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 4,705 professional contacts with verified work emails tracked across these 543 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 543 white-label robo-advisor platforms worldwide. Start with a free account, no credit card.
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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 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.
More company lists
Company intelligence · public preview
Top 25 white-label 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 543 matching company records for white-label robo-advisor platforms worldwide, with 10,813 tracked contacts and 4,705 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: November 5, 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 white-label 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 |  ORIONorion.comHQ: Omaha, FL, United StatesReported employees: 1,001-5,000 | Omaha, FL, United States | 1,001-5,000 | Exact match | 1,090 contacts → |
“Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Hub24 Limitedhub24.com.auHQ: Sydney, AustraliaReported employees: 501-1,000 | Sydney, Australia | 501-1,000 | Exact match | 867 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Upvestupvest.coHQ: Berlin, GermanyReported employees: 201-500 | Berlin, Germany | 201-500 | Exact match | 314 contacts → |
“Offer investments to your end users via our Investment API.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Finnomenafinnomena.comHQ: Wang Mai, ThailandReported employees: 201-500 | Wang Mai, Thailand | 201-500 | Exact match | 303 contacts → |
“Finnomena - Invest with Confidence Finnomena is a leading WealthTech platform in Thailand, continuously growing for over 10 years.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Fisdomfisdom.comHQ: Bengaluru North, IndiaReported employees: 501-1,000 | Bengaluru North, India | 501-1,000 | Exact match | 273 contacts → |
“Fisdom is an extremely simple app to make smart investments.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Croesuscroesus.comHQ: Laval, CanadaReported employees: 201-500 | Laval, Canada | 201-500 | Exact match | 267 contacts → |
“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Savvy Wealthsavvywealth.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 256 contacts → |
“Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Moneyfarmmoneyfarm.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 226 contacts → |
“Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  kristal.aikristal.aiHQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 195 contacts → |
“Kristal.AI is an award-winning digital private wealth platform, licensed and operational in Singapore, Hong Kong, India, and UAE We unlock sophisticated investment opportunities…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Nitrogennitrogenwealth.comHQ: Auburn, CA, United StatesReported employees: 201-500 | Auburn, CA, United States | 201-500 | Exact match | 188 contacts → |
“Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  ETOPSetops.comHQ: Cham, SwitzerlandReported employees: 201-500 | Cham, Switzerland | 201-500 | Exact match | 187 contacts → |
“Etops is the pan-European technology platform for wealth and asset management.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Fintoofintoo.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 167 contacts → |
“Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Geowealthgeowealth.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 156 contacts → |
“GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  VISEvise.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 136 contacts → |
“Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Advyzonadvyzon.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 129 contacts → |
“In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Myvestmyvest.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 116 contacts → |
“MyVest builds enterprise wealth management technology for the digital age.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Smartx Advisory Solutionssmartxadvisory.comHQ: West Palm Beach, FL, United StatesReported employees: 51-200 | West Palm Beach, FL, United States | 51-200 | Exact match | 111 contacts → |
“SMArtX Advisory Solutions offers a cloud-native managed accounts platform designed to support the evolving needs of financial institutions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Timelinetimeline.coHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 97 contacts → |
“Timeline is the integrated ecosystem built for modern financial advisers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  D1g1td1g1t.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 93 contacts → |
“d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Midasx Officialmidasx.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 92 contacts → |
“MIDASX is the only B2B2C AI-Powered Multi-Asset Marketplace for India's financial intermediaries who want to grow beyond distribution and build their own digital wealth ecosystem.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Advisorengineadvisorengine.comHQ: Raleigh, NC, United StatesReported employees: 51-200 | Raleigh, NC, United States | 51-200 | Exact match | 87 contacts → |
“AdvisorEngine is a digital platform to supercharge advisor growth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Abyan Capitalabyancapital.saHQ: Riyadh, Saudi ArabiaReported employees: 51-200 | Riyadh, Saudi Arabia | 51-200 | Exact match | 80 contacts → |
“Abyan is a robo advisor targeting the complete automation of investment and saving.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Fundmentfundment.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 79 contacts → |
“We've built Fundment to propel financial advice businesses through technology.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Savartsavart.comHQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 78 contacts → |
“Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Moduit Digital Indonesiamoduit.idHQ: South Jakarta, IndonesiaReported employees: 11-50 | South Jakarta, Indonesia | 11-50 | Exact match | 71 contacts → |
“Moduit adalah Platform Digital Wealth Partner berlisensi & professional dengan tim yang sudah berpengalaman selama lebih dari 18 tahun dalam memberikan pendampingan investasi.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 543 company matches
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White-label robo-advisor platforms: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
542 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 543 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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: November 5, 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 ↗
White-label robo-advisor platforms by location
4 lists · largest firstEvery White-label robo-advisor platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- White-label robo-advisor platforms based in the United States121
- White-label robo-advisor platforms based in India58
- White-label robo-advisor platforms based in the United Kingdom38
Cities
Questions about this company list
What does Exact match mean for white-label 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 white-label robo-advisor platforms did RevenueBase find worldwide?
The saved snapshot records 543 matching company records, 10,813 tracked contacts and 4,705 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: November 5, 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
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Cite this list
RevenueBase Data Team. Top 25 white-label robo-advisor platforms worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/white-label-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 white-label robo-advisor platforms worldwide
RevenueBase records 543 matching company records for white-label robo-advisor platforms worldwide, with 10,813 tracked contacts and 4,705 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: November 5, 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 white-label 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 | ORIONorion.com HQ: Omaha, FL, United StatesReported employees: 1,001-5,000 | Omaha, FL, United States | 1,001-5,000 | Exact match | 1,090 contacts → |
“Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Hub24 Limitedhub24.com.au HQ: Sydney, AustraliaReported employees: 501-1,000 | Sydney, Australia | 501-1,000 | Exact match | 867 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Upvestupvest.co HQ: Berlin, GermanyReported employees: 201-500 | Berlin, Germany | 201-500 | Exact match | 314 contacts → |
“Offer investments to your end users via our Investment API.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Finnomenafinnomena.com HQ: Wang Mai, ThailandReported employees: 201-500 | Wang Mai, Thailand | 201-500 | Exact match | 303 contacts → |
“Finnomena - Invest with Confidence Finnomena is a leading WealthTech platform in Thailand, continuously growing for over 10 years.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fisdomfisdom.com HQ: Bengaluru North, IndiaReported employees: 501-1,000 | Bengaluru North, India | 501-1,000 | Exact match | 273 contacts → |
“Fisdom is an extremely simple app to make smart investments.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Croesuscroesus.com HQ: Laval, CanadaReported employees: 201-500 | Laval, Canada | 201-500 | Exact match | 267 contacts → |
“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Savvy Wealthsavvywealth.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 256 contacts → |
“Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Moneyfarmmoneyfarm.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 226 contacts → |
“Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | kristal.aikristal.ai HQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 195 contacts → |
“Kristal.AI is an award-winning digital private wealth platform, licensed and operational in Singapore, Hong Kong, India, and UAE We unlock sophisticated investment opportunities…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Nitrogennitrogenwealth.com HQ: Auburn, CA, United StatesReported employees: 201-500 | Auburn, CA, United States | 201-500 | Exact match | 188 contacts → |
“Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | ETOPSetops.com HQ: Cham, SwitzerlandReported employees: 201-500 | Cham, Switzerland | 201-500 | Exact match | 187 contacts → |
“Etops is the pan-European technology platform for wealth and asset management.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Fintoofintoo.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 167 contacts → |
“Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Geowealthgeowealth.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 156 contacts → |
“GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | VISEvise.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 136 contacts → |
“Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Advyzonadvyzon.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 129 contacts → |
“In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Myvestmyvest.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 116 contacts → |
“MyVest builds enterprise wealth management technology for the digital age.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Smartx Advisory Solutionssmartxadvisory.com HQ: West Palm Beach, FL, United StatesReported employees: 51-200 | West Palm Beach, FL, United States | 51-200 | Exact match | 111 contacts → |
“SMArtX Advisory Solutions offers a cloud-native managed accounts platform designed to support the evolving needs of financial institutions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Timelinetimeline.co HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 97 contacts → |
“Timeline is the integrated ecosystem built for modern financial advisers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | D1g1td1g1t.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 93 contacts → |
“d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Midasx Officialmidasx.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 92 contacts → |
“MIDASX is the only B2B2C AI-Powered Multi-Asset Marketplace for India's financial intermediaries who want to grow beyond distribution and build their own digital wealth ecosystem.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Advisorengineadvisorengine.com HQ: Raleigh, NC, United StatesReported employees: 51-200 | Raleigh, NC, United States | 51-200 | Exact match | 87 contacts → |
“AdvisorEngine is a digital platform to supercharge advisor growth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Abyan Capitalabyancapital.sa HQ: Riyadh, Saudi ArabiaReported employees: 51-200 | Riyadh, Saudi Arabia | 51-200 | Exact match | 80 contacts → |
“Abyan is a robo advisor targeting the complete automation of investment and saving.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Fundmentfundment.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 79 contacts → |
“We've built Fundment to propel financial advice businesses through technology.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Savartsavart.com HQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 78 contacts → |
“Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Moduit Digital Indonesiamoduit.id HQ: South Jakarta, IndonesiaReported employees: 11-50 | South Jakarta, Indonesia | 11-50 | Exact match | 71 contacts → |
“Moduit adalah Platform Digital Wealth Partner berlisensi & professional dengan tim yang sudah berpengalaman selama lebih dari 18 tahun dalam memberikan pendampingan investasi.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 543 company matches
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White-label robo-advisor platforms: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
542 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 543 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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: November 5, 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 ↗
White-label robo-advisor platforms by location
4 lists · largest firstEvery White-label robo-advisor platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- White-label robo-advisor platforms based in the United States121
- White-label robo-advisor platforms based in India58
- White-label robo-advisor platforms based in the United Kingdom38
Cities
Questions about this company list
What does Exact match mean for white-label 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 white-label robo-advisor platforms did RevenueBase find worldwide?
The saved snapshot records 543 matching company records, 10,813 tracked contacts and 4,705 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: November 5, 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.
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Cite this list
RevenueBase Data Team. Top 25 white-label robo-advisor platforms worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/white-label-robo-advisor-platforms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗