Company lists · Data refreshed September 2026

Top 13 Robo-advisor platforms based in Los Angeles, United States

RevenueBase identified 29 robo-advisor platforms headquartered in Los Angeles, United States as of September 2026 and tracks 119 professional contacts across them, including 38 with verified work emails. New York is the largest hub.

This list covers robo-advisor platforms headquartered in Los Angeles, 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
29Companies
119Contacts tracked
38Verified emails
Explore all 29 companies → Free signup · no credit card · 500 free credits

The 13 largest robo-advisor platforms based in Los Angeles, United States

Ranked by team size
Top 13 of 29 robo-advisor platforms based in Los Angeles, 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.
#CompanyHeadquartersEmployeesContacts
1
O'neil Global AdvisorsPartial evidence
Los Angeles, United StatesHQ checked Sep 6, 202611-5019

“O’Neil Global Advisors, Inc.(OGA) is an SEC Registered Investment Adviser, founded in 2019 and led by key personnel from O’Neil Capital Management, the family office established…”

Source: company website · checked Sep 6, 2026
2
ATLASIndirect evidence
Los Angeles, CA, United StatesHQ checked Sep 6, 202611-5017

“Atlas is redefining wealth and asset management for the modern era.”

Source: company website · checked Sep 6, 2026
3
Chantico TechnologyPartial evidence
Los Angeles, CA, United StatesHQ checked Sep 6, 20261-1011

“Caminos is a web-based platform used by investment managers that range in both size and complexity.”

Source: company website · checked Sep 6, 2026
4
PLUTOIndirect evidence
Los Angeles, CA, United StatesHQ checked Sep 6, 20261-107

“Pluto will bring the power of automated investing to retail traders of all background by removing complexity and creating a powerful and accessible suite of tools.”

Source: company website · checked Sep 6, 2026
5
LibrettoStrong evidence
Los Angeles, CA, United StatesHQ checked Sep 6, 20261-105

“Libretto is a powerful advice platform that helps financial advisors make every client feel like they’re worth $100 million.”

Source: company website · checked Sep 6, 2026
6
Animus TechnologiesPartial evidence
Los Angeles, CA, United StatesHQ checked Sep 6, 20261-104

“Animus Technologies is an AI platform designed for building data-driven investment strategies.”

Source: company website · checked Sep 6, 2026
7
Miracle Mile AdvisorsPartial evidence
Los Angeles, CA, United StatesHQ checked Sep 6, 202651-2004

“Miracle Mile Advisors is an independent, registered investment advisory firm founded by experienced, ex-Wall Street advisors who wanted to create something better.”

Source: company website · checked Sep 6, 2026
8
CrowdfundxIndirect evidence
Los Angeles, CA, United StatesHQ checked Sep 6, 202611-503

“Introducing Dara, the world's first Artificially Intelligent Investor Marketing Engine.”

Source: company website · checked Sep 6, 2026
9
RazielIndirect evidence
Los Angeles, United StatesHQ checked Sep 6, 20261-102

“Raziel consolidates your investments in private companies, crypto, and real estate, allowing you to track, analyze, and optimize all your investments from a single portfolio…”

Source: company website · checked Sep 6, 2026
10
ROUNDIndirect evidence
Los Angeles, CA, United StatesHQ checked Sep 6, 20261-102

“Round is the first fintech firm in the world that provides active investment management services of the ultra-wealthy to everyday people through the convenience of a mobile app.”

Source: company website · checked Sep 6, 2026
11
Afinitiv LLCPartial evidence
Los Angeles, CA, United StatesHQ checked Sep 6, 20261-101

“Your AI-powered investment advisor.”

Source: company website · checked Sep 6, 2026
12
Thrive FX CapitalPartial evidence
Los Angeles, CA, United StatesHQ checked Sep 6, 20261-101

“Thrive FX Capital is a leading-edge forex trading account management platform, driven by cutting-edge AI technology.”

Source: company website · checked Sep 6, 2026
13Los Angeles, United StatesHQ checked Sep 6, 20261-101

“Frew Street Capital Management LLC ("Frew Street Capital" or "FSCM") is led by its founder, Nick Rich, whose diverse background in professional investing, corporate finance, and…”

Source: company website · checked Sep 6, 2026

Showing 13 of 29 robo-advisor platforms based in Los Angeles, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 38 reachable decision-makers.

Free signup · no credit card

See all 29 companies

Robo-advisor platforms based in Los Angeles, 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
21
11-50
7
51-200
1

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 Los Angeles, over 29 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 Los Angeles, 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 Los Angeles 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, 38 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.

Frequently asked

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

RevenueBase identified 29 robo-advisor platforms headquartered in Los Angeles, 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?

O'neil Global Advisors, headquartered in Los Angeles, 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 38 verified decision-maker contacts tracked across these 29 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.

Ready to reach these companies? Verified emails and direct dials for all 29 robo-advisor platforms based in Los Angeles, United States. Start with a free account, no credit card.

Get the full list

Related lists

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.