24 Top-Performing Robo-Advisor Companies to Trust
24 Top-Performing Robo-Advisor Companies to Trust
The robo-advisory industry involves digital platforms that automate investment management services. These fintech firms provide intelligent algorithms for financial planning, replacing traditional human advisors. Companies such as Wealthsimple, Betterment, and Wealthfront offer a range of investing opportunities including automated investing, retirement planning, online trading and cryptocurrency trading. These platforms aim to simplify investing and grow individual wealth, enabling clients to easily manage their investment portfolios. Given the increasing trend for digitalisation, the industry is projected to grow extensively, further streamlining investment processes and enhancing user experiences as technology develops.
Top 24 Robo-Advisors Companies
1. Wealthsimple
- Website: wealthsimple.com
- Headquarters: Toronto, Ontario, Canada
- Founded: 2014
- Headcount: 501-1000
- Latest funding type: Private Equity
Wealthsimple is a financial technology company that offers a range of investing services, including online trading, robo-advisory, and cryptocurrency trading. They provide a user-friendly platform for individuals to manage their investments and grow their wealth.
2. Betterment
- Website: betterment.com
- Headquarters: New York, New York, United States
- Founded: 2010
- Headcount: 201-500
- Latest funding type: Debt Financing
$32+ Billion Betterment is a financial services company offering automated investing, high-yield cash accounts, retirement planning, and socially responsible investing. They provide expert guidance, a historical performance tool, and an all-in-one dashboard to track goals. Betterment focuses on investment strategies, portfolio options, and tax-smart investing to help individuals and families optimize their finances.
3. Wealthfront
- Website: wealthfront.com
- Headquarters: Palo Alto, California, United States
- Founded: 2011
- Headcount: 201-500
- Latest funding type: Convertible Note
Wealthfront is a leading robo-advisor in the fintech domain, offering investment-related services to its clients.
4. Scalable Capital
- Website: scalable.capital
- Headquarters: München, Bayern, Germany
- Founded: 2014
- Headcount: 201-500
Scalable Capital is a financial technology company based in Munich, Germany. They offer a range of investment and wealth management services, including robo-advisory solutions and brokerage services. With their innovative platform, clients can easily invest in a diversified portfolio of ETFs, benefiting from low fees and professional portfolio management.
5. Credence Analytics
- Website: credenceanalytics.com
- Headquarters: Mumbai, Maharashtra, India
- Founded: 1993
- Headcount: 201-500
Credence Analytics is an investment and fund management solution provider that aims to improve efficiency, reduce costs, and enhance investor experience through virtual workforce driven by AI. They offer services such as treasury management solutions, robotic process automation, and chatbot-based robo advisors. They cater to non-banking institutions, insurance companies, pension funds, wealth management firms, and NBFCs. Credence Analytics operates in an open and liberal work culture, focusing on responsibility, ownership, and initiative-taking. They have been recognized as a global 'Investment & Fund Management' software vendor.
6. Charles Schwab
- Website: schwab.com
- Headquarters: Westlake, Texas, United States
- Founded: 1973
- Headcount: 10001+
- Latest funding type: Acquired
Schwab.com offers a range of investment services including financial planning, retirement planning, and portfolio management.
7. Vanguard
- Website: vanguard.com
- Headquarters: Valley Forge, Pennsylvania, United States
- Founded: 1975
- Headcount: 10001+
Vanguard is a financial company that offers investment services and products to personal investors. They provide a wide range of investment options, including mutual funds, ETFs, and financial planning tools.
8. Envestnet, Inc
- Website: envestnet.com
- Headquarters: Chicago, Illinois, United States
- Founded: 1999
- Headcount: 1001-5000
- Latest funding type: Post Ipo Debt
Envestnet is a financial technology company that provides wealth management solutions to financial advisors and institutions. Their platform offers a comprehensive suite of investment tools, portfolio management services, and data analytics, enabling advisors to deliver personalized financial advice and services to their clients.
9. Acorns
- Website: acorns.com
- Headquarters: Irvine, California, United States
- Founded: 2012
- Headcount: 201-500
- Latest funding type: Series F
Acorns.com offers investment services to help individuals save and invest for their future. They provide a platform that allows clients to seamlessly invest small amounts of money from purchases using an Acorns investment account.
10. Orion Advisor Services
- Website: orionadvisor.com
- Headquarters: Omaha, Nebraska, United States
- Founded: 1999
- Headcount: 201-500
Orion Advisor Solutions is a company that offers innovative technology and investment management solutions to financial advisors and wealth management firms. They provide a comprehensive suite of services including portfolio management, financial planning, compliance, and reporting.
11. Kristal d.o.o.
- Website: kristal.eu
- Founded: 1989
- Headcount: 5001-10000
Kristal.eu is a company that offers innovative investment solutions to individuals and businesses. With a user-friendly platform, they provide a wide range of investment opportunities and personalized portfolios to help clients achieve their financial goals.
12. Techcom Securities
- Website: tcbs.com.vn
- Headquarters: Hanoi, Na - Vietnam, Viet Nam
- Founded: 2008
- Headcount: 201-500
TCBS is a financial products provider that offers a diverse portfolio for customers to accumulate and invest based on their different needs.
13. North Star Resource Group
- Website: northstarfinancial.com
- Headquarters: Minneapolis, Minnesota, United States
- Founded: 1908
- Headcount: 201-500
North Star Resource Group is a financial services company that offers securities and investment advisory services. They have registered individuals who provide advisory services and can offer approved securities on behalf of Securian Financial Services, Inc. They strive to connect clients with specialists in various areas of finance to ensure their complete financial well-being.
14. Fmg
- Website: fmgsuite.com
- Headquarters: San Diego, California, United States
- Founded: 2011
- Headcount: 201-500
FMG Suite is a professional marketing platform that offers a range of products and services to help businesses improve their online presence and generate leads. Their offerings include email marketing, social media management, event promotion, content creation, website development, SEO tools, and lead generation strategies.
15. Dorsum | Investment Software
Dorsum is a trusted provider of investment software and solutions for financial institutions. With deep industry knowledge and a focus on customer experience, Dorsum offers custom-fit performance solutions, front-to-back office systems, and integrated ESG solutions. They help asset management firms, insurance companies, and banks manage investment portfolios, offering a 360-degree portfolio overview and automated corporate action handling. Dorsum's goal is to bring the world of investing closer to everyone and deliver high-quality, easy-to-integrate software solutions.
16. DriveWealth
- Website: drivewealth.com
- Headquarters: Jersey City, New Jersey, United States
- Founded: 2012
- Headcount: 201-500
- Latest funding type: Series D
DriveWealth is an investment brokerage company that offers low touch, low-cost investment portfolios managed with AI. They provide tailored algorithmic solutions for trading digital assets and enhance access to digital assets for institutional clients. The company also facilitates execution of loyalty rewards programs offered by introducing brokers, advisors, and card issuers.
17. Hedge Equities Ltd
- Website: hedgeequities.com
- Headquarters: Kochi, Kerala, India
- Founded: 2008
- Headcount: 51-200
Hedge Equities is a financial services company that offers wealth management services, portfolio management, and online trading. They provide qualified investment advisors to assist customers in making informed decisions. Their offerings include active advisory, robo-advisory trading platform, and portfolio advisory. Hedge Equities caters to a wide range of customers, including individual investors and institutional clients. They operate in the securities market and offer services in Kerala, India.
18. Titan
- Website: titan.com
- Headquarters: New York, New York, United States
- Founded: 1981
- Headcount: 51-200
- Latest funding type: Series B
Titan is an investment management company that provides professional investment services to individuals. They offer a range of investment strategies and actively manage clients' portfolios to achieve long-term wealth growth. Their platform is user-friendly, secure, and transparent, making investing accessible to all. Titan's team of experts researches market opportunities and adjusts portfolios accordingly, ensuring optimal performance for clients. With Titan, investing is simplified and personalized, allowing individuals to grow their wealth with confidence.
19. High Beam Global
- Website: hbgknowledge.com
- Headquarters: Gurugram, Haryana, India
- Founded: 2010
- Headcount: 51-200
HBG Knowledge is a market research and consulting company that provides insights and knowledge solutions to help firms make smarter decisions. They offer research services across various industries, including healthcare, technology, and financial services.
20. Profile Software
- Website: profilesw.com
- Headquarters: London, Attiki, United Kingdom
- Founded: 1990
- Headcount: 201-500
- Latest funding type: Ipo
Profilesw.com is a FinTech company that provides comprehensive software solutions for wealth management, treasury management, shareholder management, governance, risk, and compliance. They offer cutting-edge technology and user-friendly platforms, ranked among the best in the industry.
21. QIQ Qcentris Intelligent Quality GmbH
- Website: qcentris.com
- Headquarters: Görlitz, Saxony, Germany
- Founded: 2011
- Headcount: 201-500
- Latest funding type: Acquired
QCENTRIS AG is a digital transformation technology solutions company specializing in software development, digitalization, integration services, and high-end test automation. They provide intelligent services to solve clients' toughest challenges and deliver a fast return on investment. With a focus on continuous testing for DevOps solutions and a range of expertise in the banking, insurance, retail, logistics, and engineering sectors, QCENTRIS empowers businesses to achieve real digital transformation value.
22. Quirin Privatbank AG
- Website: quirinprivatbank.de
- Headquarters: Berlin, Berlin, Germany
- Founded: 2006
- Headcount: 201-500
- Latest funding type: Ipo
Quirin Privatbank is a financial institution offering asset management services and investment advice. They provide solutions for retirement planning and offer a robo-advisor platform. The bank focuses on providing quality customer service and staying up-to-date with the latest developments in the industry.
23. Skience
- Website: skience.com
- Headquarters: Herndon, Virginia, United States
- Founded: 2001
- Headcount: 201-500
Skience is a company that specializes in providing wealth management solutions for firms looking to undergo digital transformation. They offer a range of services and technologies to help businesses optimize their operations and enhance client engagement.
24. Webpals Group
- Website: webpals.com
- Headquarters: Tel Aviv, Tel Aviv, Israel
- Founded: 2007
- Headcount: 201-500
Webpals is a digital marketing company that specializes in helping brands increase their visibility and conversion rates. Through various content formats and targeted advertising, they connect brands with highly engaged audiences and drive customer acquisition.
Want to find more robo-advisors companies?
If you want to find more companies that provide automated, digital investment services you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.
With Inven you'll also get to know the company's:
- Ownership: Which of these are private equity backed? Which are family-owned?
- Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
- Financials: How do these companies perform financially? What are their revenues and profit margins?
...and a lot more!
