Weston, Massachusetts, United States
Leverage our SaaS WealthTech platform to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk.
- Revenue
- $63.9M
- Team size
- 581
As of September 2026, Latka tracks 4 Robo-Advisory software companies with $10M–$100M in annual revenue. They have combined revenues of $120M and employ 868 people. They have raised $18M.
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.
Sorting: Highest -> Lowest
Showing 4 of 4 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.
Latka tracks 4 Robo-Advisory software companies with $10M–$100M in annual revenue. Together they generate $120M in annual revenue and employ 868 people.
Advisor360° is the largest, with $63.9M in annual revenue.
The average Robo-Advisory software company in this list makes $30M a year, across 4 companies with reported revenue.
Ranked by annual revenue, the leaders are Advisor360°, range.com, d1g1t and wealthpilot.
The 4 Robo-Advisory software companies with $10M–$100M in annual revenue tracked here have raised $18M in disclosed funding between them.
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