Company lists · Data refreshed September 2026
Top 11 Robo-advisor platforms based in Miami, United States
RevenueBase identified 37 company matches for robo-advisor platforms associated with Miami, United States as of September 2026 and tracks 194 professional contacts across them, including 57 with verified work emails. Across the United States, New York is the largest hub for this category (194 companies); Miami has 37.
This list covers company matches for robo-advisor platforms associated with Miami, United States, 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 14, 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.
The 11 largest robo-advisor platforms based in Miami, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 27 contacts → | ||||
Exact match “BCP Global is a provider of digital solutions for financial advisors and financial institutions.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 2 | 24 contacts → | ||||
Exact match “Access to institutional-quality alternative investments is where other platforms finish.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 3 | 22 contacts → | ||||
Exact match “ML Tech® is a non-custodial AI driven investment platform where investors can choose from a curated selection of fully systematic crypto trading strategies, supported by ML Tech’s…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 4 | 11 contacts → | ||||
Exact match “ARQA is on a mission to empower high-net-worth individuals, family offices, investment advisors, and institutions by delivering swift and insightful access to extensive…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 5 | 9 contacts → | ||||
Exact match “FlexInvest is the all-in-one mobile financial platform that suits your lifestyle and gives you a simple and safe way to invest.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 6 | 3 contacts → | ||||
Exact match “Our mission is to give Financial Advisors like you, the confidence to reach higher.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 7 | 3 contacts → | ||||
Exact match “Platform designed for users to open a brokerage account in US dollars that allows them to invest in the main stock exchanges in the United States and access trading of more than…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 8 | 3 contacts → | ||||
Exact match “Since 2017, Newport Beach Investment Group has blended white-glove service with leading-edge technology, innovative ideas, and personal relationships.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 9 | 2 contacts → | ||||
Exact match “We’re hard at work creating a wealth management platform that will give you a simple way to grow and manage all of your money in one place in real time.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 10 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 11 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “robo-advisor platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 11 of 37 robo-advisor platforms based in Miami, United States
See the full list, filter by size, metro and specialty, and access 57 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Robo-advisor platforms based in Miami, United States at a glance
As of Sep 14, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 37 companies.
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 Miami, United States 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 57 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 14, 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.
Robo-advisor platforms by metro in the United States
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 Miami, United States?
RevenueBase identified 37 company matches for robo-advisor platforms associated with Miami, United States 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?
BCP Global tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most robo-advisor platforms?
New York leads the United States with 194 company records, followed by San Francisco (103) and Boston (45). Miami has 37.
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 57 professional contacts with verified work emails tracked across these 37 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 14, 2026.
Ready to reach these companies? Verified emails and direct dials for all 37 robo-advisor platforms based in Miami, United States. Start with a free account, no credit card.
Download this list →Related lists
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- Robo-advisor platforms based in the Netherlands
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- Robo-advisor platforms based in South Africa
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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.
More company lists
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- New lists
- Robo-advisor platforms based in the United States
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Company intelligence · public preview
Top 11 robo-advisor platforms based in Miami, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 37 matching company records for robo-advisor platforms based in Miami, United States, with 194 tracked contacts and 57 verified work emails.
This public preview shows 11 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 14, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 11 robo-advisor platforms based in Miami, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | BCP Globalbcpglobal.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 27 contacts → |
“BCP Global is a provider of digital solutions for financial advisors and financial institutions.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Crystal Capital Partnerscrystalfunds.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 24 contacts → |
“Access to institutional-quality alternative investments is where other platforms finish.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  ML Techmltech.aiHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 22 contacts → |
“ML Tech® is a non-custodial AI driven investment platform where investors can choose from a curated selection of fully systematic crypto trading strategies, supported by ML Tech’s…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  ARQAarqa.aiHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 11 contacts → |
“ARQA is on a mission to empower high-net-worth individuals, family offices, investment advisors, and institutions by delivering swift and insightful access to extensive…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Flexinvestflexinvest.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“FlexInvest is the all-in-one mobile financial platform that suits your lifestyle and gives you a simple and safe way to invest.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Potomac Fund Management, INCpotomacfund.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 3 contacts → |
“Our mission is to give Financial Advisors like you, the confidence to reach higher.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Weltio YC S22weltio.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 3 contacts → |
“Platform designed for users to open a brokerage account in US dollars that allows them to invest in the main stock exchanges in the United States and access trading of more than…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Newport Beach Investment Group LLCnewportbig.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
“Since 2017, Newport Beach Investment Group has blended white-glove service with leading-edge technology, innovative ideas, and personal relationships.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Evergreen Moneyevergreenmoney.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 2 contacts → |
“We’re hard at work creating a wealth management platform that will give you a simple way to grow and manage all of your money in one place in real time.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  LUX IPSluxips.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Venecredit Securities INCvenecreditsecurities.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 11 of 37 company matches
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Robo-advisor platforms: dataset insights
September 14, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
37 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 37 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 14, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Robo-advisor platforms by metro in the United States
Questions about this company list
What does Exact match mean for robo-advisor platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many robo-advisor platforms did RevenueBase find based in Miami, United States?
The saved snapshot records 37 matching company records, 194 tracked contacts and 57 verified emails. The public preview displays 11 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 14, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Robo-advisor platforms by geography
- Robo-advisor platforms based in the United States
- Robo-advisor platforms based in the United Kingdom
- Robo-advisor platforms based in Brazil
- Robo-advisor platforms based in Canada
- Robo-advisor platforms based in Australia
- Robo-advisor platforms based in Germany
- Robo-advisor platforms based in France
- Robo-advisor platforms based in Switzerland
- Robo-advisor platforms based in the Netherlands
- Robo-advisor platforms based in Spain
- Robo-advisor platforms based in South Africa
- Robo-advisor platforms based in Israel
Cite this list
RevenueBase Data Team. Top 11 robo-advisor platforms based in Miami, United States. Snapshot: September 14, 2026. https://revenuebase.ai/companies/robo-advisor-platforms/united-states/miami.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Robo-advisor platforms based in the United States
- Robo-advisor platforms based in the United Kingdom
- Robo-advisor platforms based in Brazil
- Robo-advisor platforms based in Canada
- Robo-advisor platforms based in Australia
- Robo-advisor platforms based in Germany
Company intelligence · public preview
Top 11 robo-advisor platforms based in Miami, United States
RevenueBase records 37 matching company records for robo-advisor platforms based in Miami, United States, with 194 tracked contacts and 57 verified work emails.
This public preview shows 11 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 14, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 11 robo-advisor platforms based in Miami, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | BCP Globalbcpglobal.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 27 contacts → |
“BCP Global is a provider of digital solutions for financial advisors and financial institutions.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Crystal Capital Partnerscrystalfunds.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 24 contacts → |
“Access to institutional-quality alternative investments is where other platforms finish.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | ML Techmltech.ai HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 22 contacts → |
“ML Tech® is a non-custodial AI driven investment platform where investors can choose from a curated selection of fully systematic crypto trading strategies, supported by ML Tech’s…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | ARQAarqa.ai HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 11 contacts → |
“ARQA is on a mission to empower high-net-worth individuals, family offices, investment advisors, and institutions by delivering swift and insightful access to extensive…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Flexinvestflexinvest.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“FlexInvest is the all-in-one mobile financial platform that suits your lifestyle and gives you a simple and safe way to invest.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Potomac Fund Management, INCpotomacfund.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 3 contacts → |
“Our mission is to give Financial Advisors like you, the confidence to reach higher.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Weltio YC S22weltio.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 3 contacts → |
“Platform designed for users to open a brokerage account in US dollars that allows them to invest in the main stock exchanges in the United States and access trading of more than…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Newport Beach Investment Group LLCnewportbig.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
“Since 2017, Newport Beach Investment Group has blended white-glove service with leading-edge technology, innovative ideas, and personal relationships.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Evergreen Moneyevergreenmoney.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 2 contacts → |
“We’re hard at work creating a wealth management platform that will give you a simple way to grow and manage all of your money in one place in real time.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | LUX IPSluxips.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Venecredit Securities INCvenecreditsecurities.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 11 of 37 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Robo-advisor platforms: dataset insights
September 14, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
37 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 37 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 14, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Robo-advisor platforms by metro in the United States
Questions about this company list
What does Exact match mean for robo-advisor platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many robo-advisor platforms did RevenueBase find based in Miami, United States?
The saved snapshot records 37 matching company records, 194 tracked contacts and 57 verified emails. The public preview displays 11 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 14, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Robo-advisor platforms by geography
- Robo-advisor platforms based in the United States
- Robo-advisor platforms based in the United Kingdom
- Robo-advisor platforms based in Brazil
- Robo-advisor platforms based in Canada
- Robo-advisor platforms based in Australia
- Robo-advisor platforms based in Germany
- Robo-advisor platforms based in France
- Robo-advisor platforms based in Switzerland
- Robo-advisor platforms based in the Netherlands
- Robo-advisor platforms based in Spain
- Robo-advisor platforms based in South Africa
- Robo-advisor platforms based in Israel
Cite this list
RevenueBase Data Team. Top 11 robo-advisor platforms based in Miami, United States. Snapshot: September 14, 2026. https://revenuebase.ai/companies/robo-advisor-platforms/united-states/miami.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Robo-advisor platforms based in the United States
- Robo-advisor platforms based in the United Kingdom
- Robo-advisor platforms based in Brazil
- Robo-advisor platforms based in Canada
- Robo-advisor platforms based in Australia
- Robo-advisor platforms based in Germany