Top 21 Robo-Advisory Software SaaS Companies in May 2026

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.

New York, New York, United States

The OS for independent financial advisors

Peterborough, England, United Kingdom

Provider of an online platform designed to simplify savings and investment administration. The company's platform is a low cost, compliant and efficient system uses digital channels to promote customer engagement through the delivery of simple, fast powerful technology, enabling savings and investment providers to administer high volumes of savings plans.

Sydney, NSW, Australia

Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant's mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients' financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing. Give money meaning with Lumiant and help your clients live their best life.

London, England, United Kingdom

At Wealth AI , we stand as industry leaders, dedicated to the transformative potential of AI in wealth management. Our core mission is to democratize access to personalized, cost-effective wealth management solutions, ushering in a new era of financial empowerment. Our cutting-edge AI -driven wealth management platform...

San Francisco, California, United States

Global Predictions is founded by a successfully exited, ex-Bridgewater team using AI + Finance expertise to build a full-stack solution for investing insights and financial advice on top of its proprietary Economic Insights Engine. They power fintech solutions available to millions of people through the GP API and customized insights. The flagship product is PortfolioPilot.com for individuals, your personal AI financial advisor, with over $12B assets on platform. Please read our important disclosures: https://www.globalpredictions.com/disclosures

Singapore, Singapore, Singapore

New Wealth is a B2B FinTech provider that offers modular white-label solutions, to boost the distribution of mutual funds and wealth management services. Applying behavioral design, data-driven personalization and automated financial advice, our cloud-first solutions foster digital engagement with end-clients — and empower Relationship Managers with easy-to-use hybrid advisory. Our modular platform helps financial institutions to retain and grow AuM, increase fee-based income, and lower operating costs: ➊ NW 'Wealth Products Center' enables screening, discovering and analyzing of investment products on any device; ➋ NW 'One-stop Client Wealth app' provides a mobile-first portal for high-touch customers; ➌ NW 'Sustainable Investing' drives ESG awareness and mobilizes capital towards the 17 SDGs; ➍ NW 'Wealth DataHub' powers digital wealth channels and investment data management. Today, our technology is transforming organizations and customer experiences across APAC and EMEA regions. So, join our team as we build game-changing apps that redefine the financial customer journey from savings to wealth: ✑ [email protected]