Company lists · Data refreshed September 2026

Top 11 Robo-advisor platforms based in Mexico

RevenueBase identified 32 company matches for robo-advisor platforms associated with Mexico as of September 2026 and tracks 270 professional contacts across them, including 40 with verified work emails and 12 with mobile numbers. Mexico City is the largest hub.

This list covers company matches for robo-advisor platforms associated with Mexico, 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 6, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 6, 2026 How this list was built
32Companies
270Contacts tracked
40Verified emails
12Mobile numbers
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The 11 largest robo-advisor platforms based in Mexico

Ranked by team size
Top 11 of 32 company matches for robo-advisor platforms based in Mexico, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMexico City, MexicoHQ recorded Sep 6, 202611-5073 contacts →

Exact match

“First 100% online broker/dealer in Mexico.”

Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase
2Exact matchBenito Juárez, MexicoHQ recorded Sep 6, 202611-5031 contacts →

Exact match

“Qué es Play Business?”

Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase
3Exact matchMexico City, MexicoHQ recorded Sep 6, 202611-5026 contacts →

Exact match

“AdSOFT se enfoca en soluciones de sistemas para el sector financiero.”

Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase
4Exact matchMexicoHQ recorded Sep 6, 202611-5021 contacts →

Exact match

“LIT Capital es un centro de inversión con oficina central en Zapopan y presencia de oficinas en CDMX, Mérida, Querétaro y Mexicali.”

Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase
5Exact matchLomas De Chapultepec, MexicoHQ recorded Sep 6, 202611-5014 contacts →

Exact match

“Somos un servicio de inversión 100% digital que a través de una app te permite gestionar tu dinero e invertir de la manera más sencilla, segura y transparente.”

Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase
6Exact matchMexico City, MexicoHQ recorded Sep 6, 202611-5011 contacts →

Exact match

“Somos la primera wealth-tech impulsada por IA que ayuda a personas y empresas Latinas a invertir su dinero de forma fácil y segura.”

Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase
7Exact matchQueretaro, MexicoHQ recorded Sep 6, 20261-108 contacts →

Exact match

“Somos una app diseñada para simplificar la inversión mediante portafolios gestionados por tecnología de inteligencia artificial.”

Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase
8Exact matchMiguel Hidalgo, MexicoHQ recorded Sep 6, 202611-505 contacts →

Exact match

“Ridian connects with crypto platforms to provide their users with automated investment products.”

Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase
9Exact matchZapopan, MexicoHQ recorded Sep 6, 20261-105 contacts →

Exact match

“ADDIKA Wealth Consolidation, a través de una plataforma digital, te permite tener la administración y control total sobre tu portafolio de activos.”

Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase
10Exact matchMexico City, MexicoHQ recorded Sep 6, 20261-101 contacts →

Exact match

“Robo-advisor y wealth manager mexicano.”

Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase
11Exact matchLeón, MexicoHQ recorded Sep 6, 20261-101 contacts →

Exact match

“Ofrecemos servicios de inversión asesorados que incluyen la asesoría y gestión financiera dentro de los mercados de renta variable y fija, generando rendimientos con un manejo…”

Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase

Showing 11 of 32 robo-advisor platforms based in Mexico

See the full list, filter by size, metro and specialty, and access 40 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Robo-advisor platforms based in Mexico at a glance

As of Sep 6, 2026
14.8%Verified-email coverage
4.4%Mobile-number coverage
8.4Average contacts per company
1-10Median size (employees)
46.9%Largest-city concentration · Mexico City
Sep 6, 2026Page data refreshed

Companies by employee count

1-10
22
11-50
9
51-200
1

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

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 Mexico whose business descriptions match “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. 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 40 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 6, 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.

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 platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many robo-advisor platforms are there based in Mexico?

RevenueBase identified 32 company matches for robo-advisor platforms associated with Mexico 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?

Kuspit Casa DE Bolsa, SA DE CV tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most robo-advisor platforms?

Mexico City leads with 15 company records, followed by Miguel Hidalgo (2) and Queretaro (2).

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 40 professional contacts with verified work emails tracked across these 32 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 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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.