Company lists · Data refreshed September 2026

Top 25 Robo-advisor platforms based in Boston, United States

Name: Robo-advisor platforms based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 6, 2026 45 companies tracked

RevenueBase identified 45 robo-advisor platforms headquartered in Boston, United States as of September 2026 and tracks 583 professional contacts across them, including 228 with verified work emails. New York is the largest hub.

This list covers robo-advisor platforms headquartered in Boston, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. 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 HQ checked on every row Match evidence on every row Refreshed Sep 6, 2026 86% judged on-target in blind review

45Companies

583Contacts tracked

228Verified emails

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The 25 largest robo-advisor platforms based in Boston, United States

Ranked by team size

Top 25 of 45 robo-advisor platforms based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 6, 2026. Evidence rates how directly each company's own description names robo-advisor platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	OriginPartial evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	51-200	123
	“Origin is your personal AI financial advisor.” Source: company website · checked Sep 6, 2026
2	55ipIndirect evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	51-200	102
	“55ip is a financial technology company purpose-built to break down barriers to financial progress.” Source: company website · checked Sep 6, 2026
3	SmartleafIndirect evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	11-50	50
	“Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Source: company website · checked Sep 6, 2026
4	CircleblackPartial evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	11-50	33
	“CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform.” Source: company website · checked Sep 6, 2026
5	WillowStrong evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	1-10	25
	“Willow (trustwillow.com) is the leading wealthtech platform powering advisors and firms acquisition, growth, and retention with tomorrow's investors.” Source: company website · checked Sep 6, 2026
6	Winslow, Evans & Crocker, INCIndirect evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	51-200	24
	“Experience.” Source: company website · checked Sep 6, 2026
7	Adaptive Investment Solutions, LLCIndirect evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	11-50	22
	“Adaptive’s one-of-a-kind mission is to smooth out the ride-and level the playing field-so investors of all sizes can realize financial wellness by staying invested for long-term…” Source: company website · checked Sep 6, 2026
8	StackwellPartial evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	11-50	20
	“Stackwell is an innovative fintech platform dedicated to increasing financial wellness and asset ownership among multicultural emerging wealth builders.” Source: company website · checked Sep 6, 2026
9	Claro AdvisorsPartial evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	11-50	16
	“Claro Advisors, LLC.("Claro") is an independent, fee-only, Registered Investment Advisor with the U.S.” Source: company website · checked Sep 6, 2026
10	NDVRPartial evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	51-200	15
	“NDVR is a registered investment advisor that builds and manages custom portfolios designed to help our clients optimize their wealth in pursuit of their best life, with…” Source: company website · checked Sep 6, 2026
11	Algorithmic Investment Models AIMIndirect evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	1-10	13
	“At Algorithmic Investment Models, we combine human intelligence and AI to create powerful investment strategies designed to uncover opportunities others miss.” Source: company website · checked Sep 6, 2026
12	LPL Financial Holdings INCIndirect evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	1,001-5,000	11
	Source: company website · checked Sep 6, 2026
13	Blueleaf WealthStrong evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	11-50	10
	“Modular wealth management platform for Advisors who love their clients and want their clients to love them back.” Source: company website · checked Sep 6, 2026
14	Cap8Partial evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	1-10	8
	“Software platform for building and managing ETF-based investment portfolios.” Source: company website · checked Sep 6, 2026
15	Arcafeed Acq. By WhopIndirect evidence	Boston, United StatesHQ checked Sep 6, 2026	11-50	7
	“Arcafeed harnesses the power of AI agents to automate investment processes, helping hedge funds and institutional investors make smarter, data-driven decisions in real-time.” Source: company website · checked Sep 6, 2026
16	Nebo WealthStrong evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	1-10	5
	“Nebo Wealth is a platform for: • Goals-based investing • Delivering personalized portfolio construction • Powered by award-winning wealth optimization It’s how advisory firms: •…” Source: company website · checked Sep 6, 2026
17	ENVELIndirect evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	11-50	4
	“Envel is a Harvard-founded financial technology company that leverages AI and behavioral science to optimize people’s finances in real-time and automate their budgeting, savings…” Source: company website · checked Sep 6, 2026
18	EntrustodyIndirect evidence	Boston, United StatesHQ checked Sep 6, 2026	11-50	4
	“Entrustody represents freedom.” Source: company website · checked Sep 6, 2026
19	TruviusPartial evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	1-10	4
	“Truvius is an SEC-registered investment advisor for investors seeking systematic, actively managed, broad-based exposure to digital assets.” Source: company website · checked Sep 6, 2026
20	HeightzeroPartial evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	1-10	4
	“HeightZero is a technology platform in the RIA world that enables institutional investment firms and independent RIAs to efficiently add market-leading digital assets (Bitcoin…” Source: company website · checked Sep 6, 2026
21	Polaris FinancialPartial evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	11-50	4
	“Polaris Financial, LLC is a Registered Investment Advisor (RIA) that specializes in partnering with banks and credit unions to provide turnkey, fee-only, and digitally native…” Source: company website · checked Sep 6, 2026
22	Archer BAY CapitalIndirect evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	1-10	3
	“After more than twenty-five years managing portfolios for pensions, banks and a large insurance company, Terri Campbell started Archer Bay Capital to offer personalized financial…” Source: company website · checked Sep 6, 2026
23	ZendcaIndirect evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	1-10	3
	“ZenDCA is a tool to help users purchase crypto currencies at intervals they select (e.g.” Source: company website · checked Sep 6, 2026
24	SimplisureStrong evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	1-10	2
	“Through education, a robo-advisor to help determine the need, transparent price comparison across high quality companies, and a fully digital online application, Simplisure makes…” Source: company website · checked Sep 6, 2026
25	Beaumont Capital Management BCMIndirect evidence	Boston, MA, United StatesHQ checked Sep 6, 2026	1-10	1
	“Beaumont Capital Management (BCM), powered by Algorithmic Investment Models (AIM), is an asset manager that provides Al-based portfolio solutions designed to give investors…” Source: company website · checked Sep 6, 2026

Showing 25 of 45 robo-advisor platforms based in Boston, United States

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Robo-advisor platforms based in Boston, United States at a glance

As of Sep 6, 2026

1-10Median size (employees)

New YorkLargest hub · 195 HQs

Contacts with mobile numbers

Sep 6, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 45 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among robo-advisor platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Boston, United States whose own description of what they do matches “robo-advisor platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among robo-advisor platforms, and records with no verified work email. Companies headquartered outside Boston are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 228 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 6, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Robo-advisor platforms by metro in the United States

Robo-advisor platforms in New York195
Robo-advisor platforms in San Francisco103
Robo-advisor platforms in Boston45
Robo-advisor platforms in Chicago44
Robo-advisor platforms in Miami38
Robo-advisor platforms in Austin30
Robo-advisor platforms in Los Angeles29

Frequently asked

How many robo-advisor platforms are there based in Boston, United States?

RevenueBase identified 45 robo-advisor platforms headquartered in Boston, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Origin, headquartered in Boston, tops this list with the largest team on record.

Which city has the most robo-advisor platforms?

New York leads with 195 headquartered companies, followed by San Francisco (103) and Boston (45).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 228 verified decision-maker contacts tracked across these 45 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 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.