Company lists · Data refreshed September 2026
Top 22 Robo advisor companies based in Atlanta, United States
RevenueBase identified 36 company matches for robo advisor companies associated with Atlanta, United States as of September 2026 and tracks 861 professional contacts across them, including 153 with verified work emails. Across the United States, New York is the largest hub for this category (119 companies); Atlanta has 36.
This list covers company matches for robo advisor companies associated with Atlanta, United States, 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 September 21, 2026.
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 22 largest robo advisor companies based in Atlanta, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 683 contacts → | ||||
Exact match “Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 45 contacts → | ||||
Exact match “Bison Wealth strives to create and implement a wealth plan for each individual and family that meets their unique needs based on our ability to listen first and capture what…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 14 contacts → | ||||
Exact match “Buckhead Capital Management is an independent registered investment adviser based in Atlanta, Georgia.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 11 contacts → | ||||
Exact match “Meet Smith +Howard Wealth Management.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 10 contacts → | ||||
Exact match “At QM Advisors, we do not claim to have a silver bullet to make all the pieces of your financial life magically come together.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 8 contacts → | ||||
Exact match “Holcombe Financial is a boutique, concierge-style financial advisory firm dedicated to high-earning professionals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 6 contacts → | ||||
Exact match “Based in Atlanta, GA, The Mill Financial Partners leverages technology to drive financial education and an extraordinary client experience that can help make a life-changing…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “You worked hard to provide for your family, we will work hard to protect and grow your money.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “Today’s economic environment presents many challenges.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “Our reasons for becoming financial professionals are deeply personal.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “At Apella, our focus is You.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Felton & Peel Wealth Management brings together three tenured financial experts who strive to do things differently; offering more than five decades of combined experience with a…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Smarte Investments is a fiduciary advisory firm that builds & manages customized investment portfolios for successful individual and business clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “At TrueWealth, our clients know the financial course they’re on is as unique as they are.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “We’re here to help you live the life you earn to the fullest by making financial planning and money management simpler, smarter, more personal, and more powerful.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Wolverine Investment Advisors is an investment advisory firm that offers investment management solutions to maximize portfolio returns while keeping market risk to minimum through…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Unified Investment Management is a boutique investment advisory firm with a focused goal of finding the best publicly traded investments for our clients through diligent and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Mission Statement: At Dextera Capital, our mission is to democratize alternative investments by leveraging cutting-edge technology and deep market expertise.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “RINO INVEST was founded in 2020 with the mission to give customers a clear path to financial independence by focusing on tailored investment strategies, education, and a sense of…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility.” Recorded in the RevenueBase company graph · Sep 21, 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 companies”. 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 22 of 36 robo advisor companies based in Atlanta, United States
See the full list, filter by size, metro and specialty, and access 153 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Robo advisor companies based in Atlanta, United States at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Atlanta, so it is reported there. Company counts and contact totals on this page are exact for Atlanta, over 36 companies.
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.
- What qualifies
- Company records associated with Atlanta, United States whose business descriptions match “robo advisor companies” 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 153 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 September 21, 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 companies by metro in the United States
- Robo advisor companies in New York119
- Robo advisor companies in San Francisco73
- Robo advisor companies in Boston37
- Robo advisor companies in Chicago36
- Robo advisor companies in Houston30
- Robo advisor companies in San Diego30
- Robo advisor companies in Austin28
- Robo advisor companies in Miami26
- Robo advisor companies in Denver25
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 companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many robo advisor companies are there based in Atlanta, United States?
RevenueBase identified 36 company matches for robo advisor companies associated with Atlanta, United States as of September 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?
Oppenheimerfunds tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most robo advisor companies?
New York leads the United States with 119 company records, followed by San Francisco (73) and Boston (37). Atlanta has 36.
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 153 professional contacts with verified work emails tracked across these 36 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 September 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 36 robo advisor companies based in Atlanta, United States. Start with a free account, no credit card.
Download this list →Related lists
Robo advisor companies by geography
- Robo advisor companies based in Bangalore, India
- Robo advisor companies based in Mumbai, India
- Robo advisor companies based in Pune, India
- Robo advisor companies based in Austin, United States
- Robo advisor companies based in Boston, United States
- Robo advisor companies based in Chicago, United States
- Robo advisor companies based in Denver, United States
- Robo advisor companies based in Houston, United States
- Robo advisor companies based in Miami, United States
- Robo advisor companies based in New York, United States
- Robo advisor companies based in San Diego, United States
- Robo advisor companies based in San Francisco, United States
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Robo advisor companies based in Bangalore, India
- Robo advisor companies based in Mumbai, India
- Robo advisor companies based in Pune, India
- Robo advisor companies based in Austin, United States
- Robo advisor companies based in Boston, United States
- Robo advisor companies based in Chicago, United States
Company intelligence · public preview
Top 22 robo advisor companies based in Atlanta, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 36 matching company records for robo advisor companies based in Atlanta, United States, with 861 tracked contacts and 153 verified work emails.
This public preview shows 22 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 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 22 robo advisor companies based in Atlanta, United States
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 |  Oppenheimerfundsinvesco.comHQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 683 contacts → |
“Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Bison Wealth, LLCbisonwealth.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 45 contacts → |
“Bison Wealth strives to create and implement a wealth plan for each individual and family that meets their unique needs based on our ability to listen first and capture what…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Buckhead Capital Managementbuckheadcapital.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 14 contacts → |
“Buckhead Capital Management is an independent registered investment adviser based in Atlanta, Georgia.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Smith Howard Wealth Management, LLCsmithhowardwealth.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 11 contacts → |
“Meet Smith +Howard Wealth Management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  QM Advisorsqmadvisors.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 10 contacts → |
“At QM Advisors, we do not claim to have a silver bullet to make all the pieces of your financial life magically come together.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Holcombe Financial, INCholcombefinancial.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 8 contacts → |
“Holcombe Financial is a boutique, concierge-style financial advisory firm dedicated to high-earning professionals.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  The Mill Financial Partnersthemillfp.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 6 contacts → |
“Based in Atlanta, GA, The Mill Financial Partners leverages technology to drive financial education and an extraordinary client experience that can help make a life-changing…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Active Wealth Managementactivewealth.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 6 contacts → |
“You worked hard to provide for your family, we will work hard to protect and grow your money.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Hamilton Financial PChamiltonfinancialpc.comHQ: Atlanta, United StatesReported employees: 1-10 | Atlanta, United States | 1-10 | Exact match | 5 contacts → |
“Today’s economic environment presents many challenges.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 5 contacts → |
“Our reasons for becoming financial professionals are deeply personal.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Apella - Atlantaapellawealth.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 4 contacts → |
“At Apella, our focus is You.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Felton & Peel Wealth Managementfeltonandpeel.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 4 contacts → |
“Felton & Peel Wealth Management brings together three tenured financial experts who strive to do things differently; offering more than five decades of combined experience with a…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Smarte Investmentssmarteinvestments.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 3 contacts → |
“Smarte Investments is a fiduciary advisory firm that builds & manages customized investment portfolios for successful individual and business clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | The Marin Group, INCmaringroup.com HQ: Atlanta, United StatesReported employees: 1-10 | Atlanta, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 |  Truewealth, LLCtruewealth.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 2 contacts → |
“At TrueWealth, our clients know the financial course they’re on is as unique as they are.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Capital Benchmark Partnerscapitalbenchmarkpartners.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 2 contacts → |
“We’re here to help you live the life you earn to the fullest by making financial planning and money management simpler, smarter, more personal, and more powerful.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Wolverine Investment Advisorsw-ria.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 2 contacts → |
“Wolverine Investment Advisors is an investment advisory firm that offers investment management solutions to maximize portfolio returns while keeping market risk to minimum through…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Unified Investment Managementunifiedim.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 2 contacts → |
“Unified Investment Management is a boutique investment advisory firm with a focused goal of finding the best publicly traded investments for our clients through diligent and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Dextera Capitaldexteracapital.coHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 2 contacts → |
“Mission Statement: At Dextera Capital, our mission is to democratize alternative investments by leveraging cutting-edge technology and deep market expertise.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Rino Investrinoinvest.coHQ: Atlanta, United StatesReported employees: 1-10 | Atlanta, United States | 1-10 | Exact match | 2 contacts → |
“RINO INVEST was founded in 2020 with the mission to give customers a clear path to financial independence by focusing on tailored investment strategies, education, and a sense of…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Horse Cove Partners LLChorsecovepartners.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 |  Brown Investors Wealth Managementbrowninvestors.comHQ: Atlanta, United StatesReported employees: 1-10 | Atlanta, United States | 1-10 | Exact match | 1 contacts → |
“We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 36 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Robo advisor companies: dataset insights
September 21, 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
36 records in the displayed employee bands.
0 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 United States list rather than for Atlanta, so it is reported there. Company counts and contact totals on this page are exact for Atlanta, over 36 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: September 21, 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 ↗
Robo advisor companies by metro in the United States
- Robo advisor companies in New York119
- Robo advisor companies in San Francisco73
- Robo advisor companies in Boston37
- Robo advisor companies in Chicago36
- Robo advisor companies in Houston30
- Robo advisor companies in San Diego30
- Robo advisor companies in Austin28
- Robo advisor companies in Miami26
- Robo advisor companies in Denver25
Questions about this company list
What does Exact match mean for robo advisor companies?
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 robo advisor companies did RevenueBase find based in Atlanta, United States?
The saved snapshot records 36 matching company records, 861 tracked contacts and 153 verified emails. The public preview displays 22 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: September 21, 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
Robo advisor companies by geography
- Robo advisor companies based in Bangalore, India
- Robo advisor companies based in Mumbai, India
- Robo advisor companies based in Pune, India
- Robo advisor companies based in Austin, United States
- Robo advisor companies based in Boston, United States
- Robo advisor companies based in Chicago, United States
- Robo advisor companies based in Denver, United States
- Robo advisor companies based in Houston, United States
- Robo advisor companies based in Miami, United States
- Robo advisor companies based in New York, United States
- Robo advisor companies based in San Diego, United States
- Robo advisor companies based in San Francisco, United States
Cite this list
RevenueBase Data Team. Top 22 robo advisor companies based in Atlanta, United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/robo-advisor-companies/united-states/atlanta.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Robo advisor companies based in Bangalore, India
- Robo advisor companies based in Mumbai, India
- Robo advisor companies based in Pune, India
- Robo advisor companies based in Austin, United States
- Robo advisor companies based in Boston, United States
- Robo advisor companies based in Chicago, United States
Company intelligence · public preview
Top 22 robo advisor companies based in Atlanta, United States
RevenueBase records 36 matching company records for robo advisor companies based in Atlanta, United States, with 861 tracked contacts and 153 verified work emails.
This public preview shows 22 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 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 22 robo advisor companies based in Atlanta, United States
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 | Oppenheimerfundsinvesco.com HQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 683 contacts → |
“Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Bison Wealth, LLCbisonwealth.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 45 contacts → |
“Bison Wealth strives to create and implement a wealth plan for each individual and family that meets their unique needs based on our ability to listen first and capture what…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Buckhead Capital Managementbuckheadcapital.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 14 contacts → |
“Buckhead Capital Management is an independent registered investment adviser based in Atlanta, Georgia.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Smith Howard Wealth Management, LLCsmithhowardwealth.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 11 contacts → |
“Meet Smith +Howard Wealth Management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | QM Advisorsqmadvisors.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 10 contacts → |
“At QM Advisors, we do not claim to have a silver bullet to make all the pieces of your financial life magically come together.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Holcombe Financial, INCholcombefinancial.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 8 contacts → |
“Holcombe Financial is a boutique, concierge-style financial advisory firm dedicated to high-earning professionals.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The Mill Financial Partnersthemillfp.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 6 contacts → |
“Based in Atlanta, GA, The Mill Financial Partners leverages technology to drive financial education and an extraordinary client experience that can help make a life-changing…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Active Wealth Managementactivewealth.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 6 contacts → |
“You worked hard to provide for your family, we will work hard to protect and grow your money.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Hamilton Financial PChamiltonfinancialpc.com HQ: Atlanta, United StatesReported employees: 1-10 | Atlanta, United States | 1-10 | Exact match | 5 contacts → |
“Today’s economic environment presents many challenges.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 5 contacts → |
“Our reasons for becoming financial professionals are deeply personal.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Apella - Atlantaapellawealth.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 4 contacts → |
“At Apella, our focus is You.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Felton & Peel Wealth Managementfeltonandpeel.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 4 contacts → |
“Felton & Peel Wealth Management brings together three tenured financial experts who strive to do things differently; offering more than five decades of combined experience with a…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Smarte Investmentssmarteinvestments.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 3 contacts → |
“Smarte Investments is a fiduciary advisory firm that builds & manages customized investment portfolios for successful individual and business clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | The Marin Group, INCmaringroup.com HQ: Atlanta, United StatesReported employees: 1-10 | Atlanta, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 | Truewealth, LLCtruewealth.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 2 contacts → |
“At TrueWealth, our clients know the financial course they’re on is as unique as they are.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Capital Benchmark Partnerscapitalbenchmarkpartners.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 2 contacts → |
“We’re here to help you live the life you earn to the fullest by making financial planning and money management simpler, smarter, more personal, and more powerful.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Wolverine Investment Advisorsw-ria.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 2 contacts → |
“Wolverine Investment Advisors is an investment advisory firm that offers investment management solutions to maximize portfolio returns while keeping market risk to minimum through…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Unified Investment Managementunifiedim.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 2 contacts → |
“Unified Investment Management is a boutique investment advisory firm with a focused goal of finding the best publicly traded investments for our clients through diligent and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Dextera Capitaldexteracapital.co HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 2 contacts → |
“Mission Statement: At Dextera Capital, our mission is to democratize alternative investments by leveraging cutting-edge technology and deep market expertise.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Rino Investrinoinvest.co HQ: Atlanta, United StatesReported employees: 1-10 | Atlanta, United States | 1-10 | Exact match | 2 contacts → |
“RINO INVEST was founded in 2020 with the mission to give customers a clear path to financial independence by focusing on tailored investment strategies, education, and a sense of…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Horse Cove Partners LLChorsecovepartners.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | Brown Investors Wealth Managementbrowninvestors.com HQ: Atlanta, United StatesReported employees: 1-10 | Atlanta, United States | 1-10 | Exact match | 1 contacts → |
“We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 36 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Robo advisor companies: dataset insights
September 21, 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
36 records in the displayed employee bands.
0 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 United States list rather than for Atlanta, so it is reported there. Company counts and contact totals on this page are exact for Atlanta, over 36 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: September 21, 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 ↗
Robo advisor companies by metro in the United States
- Robo advisor companies in New York119
- Robo advisor companies in San Francisco73
- Robo advisor companies in Boston37
- Robo advisor companies in Chicago36
- Robo advisor companies in Houston30
- Robo advisor companies in San Diego30
- Robo advisor companies in Austin28
- Robo advisor companies in Miami26
- Robo advisor companies in Denver25
Questions about this company list
What does Exact match mean for robo advisor companies?
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 robo advisor companies did RevenueBase find based in Atlanta, United States?
The saved snapshot records 36 matching company records, 861 tracked contacts and 153 verified emails. The public preview displays 22 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: September 21, 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
Robo advisor companies by geography
- Robo advisor companies based in Bangalore, India
- Robo advisor companies based in Mumbai, India
- Robo advisor companies based in Pune, India
- Robo advisor companies based in Austin, United States
- Robo advisor companies based in Boston, United States
- Robo advisor companies based in Chicago, United States
- Robo advisor companies based in Denver, United States
- Robo advisor companies based in Houston, United States
- Robo advisor companies based in Miami, United States
- Robo advisor companies based in New York, United States
- Robo advisor companies based in San Diego, United States
- Robo advisor companies based in San Francisco, United States
Cite this list
RevenueBase Data Team. Top 22 robo advisor companies based in Atlanta, United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/robo-advisor-companies/united-states/atlanta.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Robo advisor companies based in Bangalore, India
- Robo advisor companies based in Mumbai, India
- Robo advisor companies based in Pune, India
- Robo advisor companies based in Austin, United States
- Robo advisor companies based in Boston, United States
- Robo advisor companies based in Chicago, United States