As of May 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.
Sorting: Highest -> Lowest
Showing 10 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.
Each Tuesday, we reverse-engineer a real SaaS company's revenue, profit, CAC, funnels, and its top growth tactic.
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