Top 25 Robo-advisor platforms based in New York, United States

“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.”

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

“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.”

“Welcome to Intelligent Wealth.”

“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.”

“CAIS is the leading alternative investment platform for independent financial advisors.”

“DriveWealth is a global B2B financial technology platform.”

“Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…”

“Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.”

“The Flourish platform helps RIAs (Registered Investment Advisors) grow by evolving from holistic advice to holistic implementation.”

“Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing.”

“Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.”

“Moment is the AI operating system for investment management, built for the world's largest wealth firms and fintechs.”

“Opto Investments ("Opto") is engineering the future of private markets so wealth managers can efficiently build, execute, and service white-labeled private investment vehicles -…”

“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.”

“Fruitful is the financial membership that transforms every paycheck into progress-guided by experts and powered by AI automation.”

“A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.”

“Atomic builds critical financial infrastructure that allows fintechs, banks, and consumer-facing companies to offer engaging investing experiences to their customers in a…”

“Capitalize is an award-winning platform to help financial institutions and their users digitally locate and transfer retirement assets, such as 401(k)s.”