Company lists · Data refreshed September 2026

Top 21 Robo-advisor platforms based in Chicago, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 6, 2026 44 companies tracked

RevenueBase identified 44 robo-advisor platforms headquartered in Chicago, United States as of September 2026 and tracks 1,990 professional contacts across them, including 1,197 with verified work emails. New York is the largest hub.

This list covers robo-advisor platforms headquartered in Chicago, 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

44Companies

1,990Contacts tracked

1,197Verified emails

Explore all 44 companies → Free signup · no credit card · 500 free credits

The 21 largest robo-advisor platforms based in Chicago, United States

Ranked by team size

Top 21 of 44 robo-advisor platforms based in Chicago, 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	Enfusion NOW CwanPartial evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	5,001-10,000	818
	“Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Source: company website · checked Sep 6, 2026
2	TastytradeIndirect evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	201-500	189
	“Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Source: company website · checked Sep 6, 2026
3	M1Partial evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	51-200	174
	“M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Source: company website · checked Sep 6, 2026
4	Supernova TechnologyIndirect evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	51-200	146
	“Supernova Technology offers a cloud-based, fully-customizable, end-to-end software solution to automate securities-based lending from origination through the life of the loan.” Source: company website · checked Sep 6, 2026
5	GeowealthStrong evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	51-200	140
	“GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Source: company website · checked Sep 6, 2026
6	Halo InvestingPartial evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	51-200	120
	“Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Source: company website · checked Sep 6, 2026
7	AdvyzonPartial evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	51-200	108
	“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…” Source: company website · checked Sep 6, 2026
8	Sterling Trading TechPartial evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	51-200	69
	“Sterling offers trading platforms, OMS and infrastructure solutions and risk and margin tools.” Source: company website · checked Sep 6, 2026
9	InvestifiIndirect evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	11-50	52
	“Investing for everyone.” Source: company website · checked Sep 6, 2026
10	TradingblockIndirect evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	11-50	26
	“TradingBlock is a technology-driven online brokerage on a mission to help self-directed investors identify new strategies for generating portfolio income, balance portfolio risk…” Source: company website · checked Sep 6, 2026
11	NextcapitalPartial evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	51-200	15
	“NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Source: company website · checked Sep 6, 2026
12	Sound AdviceIndirect evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	1-10	14
	“Sound Advice is a mobile app designed for the next generation of wealth-builders.” Source: company website · checked Sep 6, 2026
13	WavvestStrong evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	11-50	11
	“Wavvest is the platform powering the next generation of independent financial advisors and their clients.” Source: company website · checked Sep 6, 2026
14	AnasovaIndirect evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	1-10	7
	“Anasova – Smarter Lead Generation for Financial Services Every lead gen service promises “hot” leads, yet they leave you chasing dead ends.” Source: company website · checked Sep 6, 2026
15	FinturkPartial evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	1-10	7
	“A suite of products built around automating the most time-consuming tasks for financial advisors.” Source: company website · checked Sep 6, 2026
16	RobosigIndirect evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	1-10	5
	“The RoboSig dream team is revolutionizing the world of FX with cutting-edge autonomous AI-supported trading strategies, delivering top-tier software solutions and empowering…” Source: company website · checked Sep 6, 2026
17	Kruse Asset ManagementIndirect evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	1-10	4
	“Delivering a wealth of services, KAM provides calculated investment strategy with personal attention that remains rare.” Source: company website · checked Sep 6, 2026
18	Volsurface Capital Management, LLCPartial evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	1-10	2
	“Volsurface Capital Management is a registered investment advisor and commodity trading advisor dedicated to delivering unparalleled financial insights and strategies.” Source: company website · checked Sep 6, 2026
19	Parabolic Ventures INCPartial evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	1-10	2
	“Parabolic Ventures actively invested in publicly traded securities using our algorithmic investing platform called Parabolic AI.” Source: company website · checked Sep 6, 2026
20	TacoaiIndirect evidence	Chicago, IL, United StatesHQ checked Sep 6, 2026	1-10	1
	“Financial technology companies sacrifice service, security, and functionality for lower costs.” Source: company website · checked Sep 6, 2026
21	KOTIZPartial evidence	Chicago, United StatesHQ checked Sep 6, 2026	1-10	1
	“Kotiz marketplace connects low-to-mid-income families and small businesses with financial advisors instantly and safely to help them establish sustainable financial planning, save…” Source: company website · checked Sep 6, 2026

Showing 21 of 44 robo-advisor platforms based in Chicago, United States

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Robo-advisor platforms based in Chicago, 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

201-500

5,001-10,000

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 Chicago, over 44 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 Chicago, 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 Chicago 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, 1,197 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 Chicago, United States?

RevenueBase identified 44 robo-advisor platforms headquartered in Chicago, 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?

Enfusion NOW Cwan, headquartered in Chicago, 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 1,197 verified decision-maker contacts tracked across these 44 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.