Each Tuesday, we reverse-engineer a real SaaS company's revenue, profit, CAC, funnels, and its top growth tactic.
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As of July 2026, there are 21 SaaS companies in Robo-Advisory Software. They have combined revenues of $170.6M and employ 1.4K people. They have raised $33.3M and serve 500K customers combined.
Sorting: Highest -> Lowest
Showing 10 of 21 companies ranked by annual revenue.
Weston, Massachusetts, United States
Leverage our SaaS WealthTech platform to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk.
Mc Lean, Virginia, United States
Range is an AI wealthtech platform that provides wealth management and financial advisory services, empowering high earners to manage their money more effectively.
Toronto, Ontario, Canada
d1g1t is a digital wealth management platform powered by analytics that offers advanced, transparent portfolio management services. It provides an unparalleled end-to-end platform to run a modern advisory business, enabling advisors to manage much bigger books more efficiently.
Munich, Germany
wealthpilot enables professional advisors to deliver a data-driven and truly personal wealth management.
Munchen, Bayern, Germany
Qplix delivers next generation SaaS solutions for wealth management and family office.
Barcelona, Catalonia, Spain
Flanks is a wealth management solution provider reshaping the industry by making holistic wealth management simple and seamless. The company helps various global financial players, including banks, family offices, and portfolio trackers, to streamline their management tasks. Founded in 2019 and headquartered in Barcelona, Spain, Flanks brings together a team of wealth management and tech experts from leading companies. To date, the company has raised a total of 9.8 million euros from investors.
Mississauga, Ontario, Canada
Provider of a digital advisor platform designed to democratize wealth management. The company's digital advisor platform offers services such as a compliance and regulatory services, portfolio modelling and management, investor marketing, campaign management and investor support, cross-account portfolios management, client monitoring and KYC adjustment and others, enabling any firms to offer wealth management services at a low cost to any investor.
Copenhagen, Capital Region of Denmark, Denmark
In a rapidly evolving financial landscape, the tools of yesterday won't cut it. Thus we created Performativ - the future of wealth management software, a system that isn't just powerful and secure, but also attuned to the growing demands of the digital age. Our mission from day one has been clear: to revolutionize the wealth management sector. We strive to empower professionals and their clients, positioning them at the forefront of the industry's evolution, ready to seize tomorrow's opportunities.
Woburn, Massachusetts, United States
The future of wealth management is digital and FusionIQ is leading the way with the flexible, easy-to-implement solutions financial advisors and institutions need to win in competitive markets. FusionIQ One is the most comprehensive cloud-native wealth management platform available, seamlessly integrating four core modules – Hybrid Digital Advice, Self-Directed Investing, Digital Marketplace, and finTAMP – through one digital workflow to empower investors and advisors. As a core integration platform, the award-winning FusionIQ One eliminates the friction between the front, middle, and back offices resulting in easy, hassle-free implementation and greater flexibility, efficiency, productivity, and profitability. FusionIQ One powers a suite of products including FIQ Freedom, FIQ Journey, FIQ Market One, FIQ TAMP+, and FIQ Wallet, making it easy for banks, broker-dealers, credit unions, family offices, RIAs, wallet companies, and asset managers to scale. These pre-integrated platforms deliver the digital experience clients and advisors want and the seamless workflows and process automations wealth management enterprises need for profitable organic growth. With highly configurable white-label platform integrations complete in as little as six weeks, it's easy to see why FusionIQ One’s integrated multi-custodian, multilingual, and multi-asset class platform is the leading digital solution for advisors and institutions today.
Pittsburgh, Pennsylvania, United States
Developer of an IRA technology platform intended to offer Web-based institutional IRA record-keeping services. The company's paperless and end-to-end white label IRA platform provides a wide range of institutionally-priced investment choices and access to professional advice, education and other financial services, enabling financial organizations to extend IRA options, investment ideas and advice to all individuals saving for retirement.