1
Qplix
Munchen, Bayern, Germany
Qplix delivers next generation SaaS solutions for wealth management and family office.
- Revenue
- $9.4M
- Year founded
- 2012
- Team size
- 110
Top 3 Robo-Advisory Software Companies With $5M–$10M Revenue (September 2026)
As of September 2026, Latka tracks 3 Robo-Advisory software companies with $5M–$10M in annual revenue. They have combined revenues of $23.6M and employ 190 people.
Every company below sells Robo-Advisory software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.
- Companies
- 3
- Revenue
- $23.6M
- Funding
- -
- Employees
- 190
Filters
Sorting: Highest -> Lowest
Top Robo-Advisory Software Companies With $5M–$10M Revenue
Showing 3 of 3 companies ranked by annual revenue.
2
Flanks
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.
- Revenue
- $8.3M
- Year founded
- 2019
- Team size
- 75
3
Cloudvisor
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.
- Revenue
- $5.9M
- Year founded
- 2016
- Team size
- 5
Frequently asked questions about Robo-Advisory Software Companies With $5M–$10M Revenue
How many Robo-Advisory software companies with $5M–$10M in annual revenue are there?
Latka tracks 3 Robo-Advisory software companies with $5M–$10M in annual revenue. Together they generate $23.6M in annual revenue and employ 190 people.
Which Robo-Advisory software company with $5M–$10M in annual revenue is the largest?
Qplix is the largest, with $9.4M in annual revenue, founded in 2012.
How much revenue does a typical Robo-Advisory software company with $5M–$10M in annual revenue make?
The average Robo-Advisory software company in this list makes $7.9M a year, across 3 companies with reported revenue.
Who are the leading Robo-Advisory software vendors with $5M–$10M in annual revenue?
Ranked by annual revenue, the leaders are Qplix, Flanks and Cloudvisor.