1
Qplix
Munchen, Bayern, Germany
Qplix delivers next generation SaaS solutions for wealth management and family office.
- Revenue
- $9.4M
- Customers
- -
- Year founded
- 2012
- Funding
- -
- Team size
- 110
- Growth
- -
Top 21 Robo-Advisory Software SaaS Companies in July 2026
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.
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Top Robo-Advisory Software Companies
Showing 10 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
- Customers
- -
- Year founded
- 2019
- Funding
- -
- Team size
- 75
- Growth
- -
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
- Customers
- -
- Year founded
- 2016
- Funding
- -
- Team size
- 5
- Growth
- -