Company lists · Data refreshed September 2026
Top 25 Robo-advisor platforms based in San Francisco, United States
RevenueBase identified 103 robo-advisor platforms headquartered in San Francisco, United States as of September 2026 and tracks 1,371 professional contacts across them, including 486 with verified work emails. New York is the largest hub.
This list covers robo-advisor platforms headquartered in San Francisco, 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.
The 25 largest robo-advisor platforms based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | MudrexPartial evidence | 141 | |||
“Mudrex is India’s best crypto trading app and a leading FIU-registered crypto platform built to make crypto investing and trading simple, safe, and accessible for everyone.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 2 | MyvestIndirect evidence | 121 | |||
“MyVest builds enterprise wealth management technology for the digital age.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 3 | 102 | ||||
“We're building the Unified Managed Account (UMA) for everyone.Today, UMAs (AKA SMAs) are a $3.7 trillion market, but they require $300K minimums, charge 1-3% annual fees, and…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 4 | 87 | ||||
“100% Bank, 100% Tech: Where safety meets innovation Jiko is an innovative banking platform that delivers financial safety, speed, and simplicity to its clients by owning and…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 5 | 75 | ||||
“Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 6 | 63 | ||||
“Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 7 | SigfigIndirect evidence | 27 | |||
“SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 8 | 25 | ||||
“We believe everyone deserves access to better and smarter ways to manage their money.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 9 | MESHIndirect evidence | 18 | |||
“Founded in 2020, Mesh aims to build an open, connected, and secure financial ecosystem.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 10 | SherpasPartial evidence | 16 | |||
“We are an AI-native infrastructure platform for wealth management firms.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 11 | SidepocketPartial evidence | 16 | |||
“Sidepocket is a venture-backed deep-tech company and SEC-Registered Investment Advisor built to solve a structural flaw in America's retirement system: self-employed workers…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 12 | GrafinitiPartial evidence | 16 | |||
“A next generation AI-enabled market intelligence platform for the asset and wealth management industry.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 13 | 15 | ||||
“StratiFi is an AI-powered platform that streamlines investment workflows for wealth managers by integrating risk management, compliance, and investment strategies into one unified…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 14 | 14 | ||||
“Invest in your financial future.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 15 | 12 | ||||
“Goodfin is reimagining private wealth in the era of AI.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 16 | 12 | ||||
“Finn is your personal wealth manager that knows your money, plans ahead, and gets things done.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 17 | 11 | ||||
“At Alphanso, we believe wealth management should be simple, accessible, and tailored to your unique goals.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 18 | Sofi Hong KongIndirect evidence | 11 | |||
“Investors Unleashed!” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 19 | 11 | ||||
“Kurv delivers actively managed, tax-efficient strategies to investors of all sizes.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 20 | 11 | ||||
“Trading or investing in crypto need not be any harder than traditional stocks and ETFs.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 21 | 10 | ||||
“A next-generation SaaS investment platform where institutional investors can develop and empower their systematic investment strategies” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 22 | 10 | ||||
“FutureAdvisor is an award-winning digital wealth management firm serving client households nationwide from our offices in San Francisco.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 23 | 10 | ||||
“BUNKER es un asesor financiero digital incorporado y regulado en Estados Unidos.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 24 | 9 | ||||
“Featured on Shark Tank - Season 17.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 25 | 9 | ||||
“Neev Finance is reimagining wealth generation for the modern investor.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
Showing 25 of 103 robo-advisor platforms based in San Francisco, United States
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Robo-advisor platforms based in San Francisco, United States at a glance
As of Sep 6, 2026Companies by employee count
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 San Francisco, over 103 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 San Francisco, 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 San Francisco 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, 486 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 San Francisco, United States?
RevenueBase identified 103 robo-advisor platforms headquartered in San Francisco, 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?
Mudrex, headquartered in San Francisco, 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 486 verified decision-maker contacts tracked across these 103 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.
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