Top 25 Robo-advisor platforms based in the United States

“Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.”

“We are a community of 50 million who think-and feel-differently about investing.”

“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.”

“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.”

“Trade.”

“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.”

“Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.”

“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.”

“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.”

“ITG is a global financial technology company that helps leading brokers and asset managers improve returns for investors around the world.”

“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.”

“Kraken helps people own the power of their money.”

“InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.”

“AssetMark, Inc.”

“Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.”

“Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…”

“Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.”

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

“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.”

“Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.”

“Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients.”

“Welcome to Intelligent Wealth.”