Top 5 Robo-Advisory Software Companies Under $1M Revenue (September 2026)

United States

We aim to bring simplicity, efficiency and transparency to the wealth industry. Traditionally, analyzing wealth is a complex process which doesn't help advisor productivity. Furthermore, explaining wealth is often jargon intense which doesn't help stakeholders' understanding of what they own. Our modular wealth platform is designed to support wealth firms, online platforms, family offices, asset or fund managers with time saving analytics, user friendly visualizations and personalized portfolio Insights.

Toronto, Ontario, Canada

AI-Driven Portfolio Management System

Singapore, Singapore

OnTrack has designed a digital retirement advice platform utilizing an automated, artificial intelligence based retirement planning application in concert with pay per minute micro-advice. The purpose is to provide ongoing, updated, independent, expert advice cost-effectively to the under-serviced mass market that has been orphaned by the traditional financial advice industry. OnTrack's hybrid platform will enable employers, banks, financial advisors, fund managers and/or insurance companies to deliver value added customized retirement planning to many more of their customers than is commercially viable today. The end user will have access to a user friendly and intuitive retirement planning application that enables them to dynamically plan, adapt and monitor their retirement to ensure they remain on track to achieving their retirement goals according to their unique circumstances, needs and goals. OnTrack brings the product, technology and investment frameworks developed by its fou

San Francisco, California, United States

The OS for financial advisors

Lyon, Rhone-alpes, France

Saas, Fintech, Digital wealth management consulting solution