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Top 4 Robo-Advisory Software Companies With $10M–$100M Revenue (September 2026)

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.

Companies
4
Revenue
$120M
Funding
$18M
Employees
868

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Top Robo-Advisory Software Companies With $10M–$100M Revenue

Showing 4 of 4 companies ranked by annual revenue.

1Advisor360° logo
Advisor360°

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
2range.com logo
range.com

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.

Revenue
$32.7M
Team size
135
3d1g1t logo
d1g1t

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.

Revenue
$13.1M
Year founded
2017
Team size
93
4wealthpilot logo
wealthpilot

Munich, Germany

wealthpilot enables professional advisors to deliver a data-driven and truly personal wealth management.

Revenue
$10.3M
Year founded
2017
Funding
$18M
Team size
59

Frequently asked questions about Robo-Advisory Software Companies With $10M–$100M Revenue

How many Robo-Advisory software companies with $10M–$100M in annual revenue are there?

Latka tracks 4 Robo-Advisory software companies with $10M–$100M in annual revenue. Together they generate $120M in annual revenue and employ 868 people.

Which Robo-Advisory software company with $10M–$100M in annual revenue is the largest?

Advisor360° is the largest, with $63.9M in annual revenue.

How much revenue does a typical Robo-Advisory software company with $10M–$100M in annual revenue make?

The average Robo-Advisory software company in this list makes $30M a year, across 4 companies with reported revenue.

Who are the leading Robo-Advisory software vendors with $10M–$100M in annual revenue?

Ranked by annual revenue, the leaders are Advisor360°, range.com, d1g1t and wealthpilot.

How much funding have Robo-Advisory software companies with $10M–$100M in annual revenue raised?

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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