Robo-Advisors & Wealth Management
SaaS Browser tracks 941 Robo-Advisors & Wealth Management software companies, with 49 added in the past 30 days. The top countries for Robo-Advisors & Wealth Management SaaS include United States (267), India (75), United Kingdom (49).
Key Data Points for Robo-Advisors & Wealth Management
941
Total Software1
49
New (Past 30 Days)2
48
Affiliate Programs3
7
Median Age (Years)4
+388
New (Past 365 Days)5
260
Churned (Past Year)6
40.1%
Annual Churn Rate7
27.7%
Free Trial8
Company Size Distribution9
6
Enterprise (1,000+)
1.6% of total
17
Large (201-1,000)
4.4% of total
60
Mid-Size (51-200)
15.5% of total
304
Small (2-50)
78.6% of total
Most Established Robo-Advisors & Wealth Management Companies
| Company | Employees | Domain Rank | Founded | Added |
|---|---|---|---|---|
| Financial Planning | 500 | 56 | — | 2025-02-28 |
| Unbiased | 200 | 55 | 2010 | 2025-11-22 |
| Sovereign Wealth Fund Institute | 200 | 52 | 2008 | 2025-02-07 |
| Vanguard | — | 50 | — | 2025-02-08 |
| United For ALICE | — | 49 | — | 2025-06-05 |
| Wealth-X Analytics | 5,000 | 49 | — | 2025-02-07 |
| XYPN | 200 | 47 | 2014 | 2025-04-06 |
| Chip | 200 | 44 | 2017 | 2025-02-08 |
| Addepar | 5,000 | 44 | 2009 | 2025-02-07 |
| Orion Advisor Solutions | 5,000 | 43 | — | 2025-02-08 |
Top 10 Countries for Robo-Advisors & Wealth Management SaaS
The following countries represent where most Robo-Advisors & Wealth Management SaaS companies are headquartered, based on our data for 941 software products.
| Country | Count | % of Total |
|---|---|---|
| United States | 267 | 28.4% |
| India | 75 | 8.0% |
| United Kingdom | 49 | 5.2% |
| Australia | 40 | 4.3% |
| Canada | 39 | 4.1% |
| United Arab Emirates | 12 | 1.3% |
| Singapore | 12 | 1.3% |
| Switzerland | 11 | 1.2% |
| New Zealand | 9 | 1.0% |
| South Africa | 9 | 1.0% |
SEO & Domain Authority for Robo-Advisors & Wealth Management
Median Domain Rank10
12
vs. overall median of 8
Median Referring Domains11
4
vs. overall median of 2
Pricing Data for Robo-Advisors & Wealth Management
Median Starting Price (USD)12
$55/mo
Median High Price (USD)13
$149/mo
Market Saturation for Robo-Advisors & Wealth Management
This score is computed from a combination of total products, domain authority, referring domains, company age, traffic growth, pricing, and enterprise presence.
Saturation Score14
54 / 100 (Medium)
Affiliate Programs in Robo-Advisors & Wealth Management
48 Robo-Advisors & Wealth Management SaaS companies offer affiliate programs (5.1% of total).
Median Commission15
20%
Commission Type Distribution
One-Time
2
Recurring
5
Most Recently Added Robo-Advisors & Wealth Management SaaS
DX Trading
Added 2026-07-31
Zavelo
Added 2026-07-31
TieoutIQ
Added 2026-07-31
Equisigma
Added 2026-07-31
Ascend Wealth Markets
Added 2026-07-31
Jadexis
Added 2026-07-30
Wealth Wallet Core
Added 2026-07-29
Ficus Financial
Added 2026-07-28
AdviserFlo
Added 2026-07-28
Nidhify
Added 2026-07-28
Median Age of Robo-Advisors & Wealth Management SaaS Companies
The median Robo-Advisors & Wealth Management SaaS company was founded 7.0 years ago (median founding year: 2019).
B2B / B2C Breakdown for Robo-Advisors & Wealth Management16
335
Both B2B & B2C
35.6%
542
Business (B2B)
57.6%
64
Consumer (B2C)
6.8%
Based on 941 companies with consumer type data (100.0% of total).
SaaS Discovery Trend for Robo-Advisors & Wealth Management
Monthly SaaS discovery count for Robo-Advisors & Wealth Management compared to its share of all SaaS discovered. A rising percentage indicates this segment is growing faster than the overall market.
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FOREXOBOT offers advanced trading solutions designed to enhance the gold trading experience through smart algorithms and effective risk management. The platform supports a collaborative community for traders of all levels, providing resources and guidance to improve trading strategies and performance.
Robo-Advisors & Wealth Management
The category of this listing.
ForexIGO offers a powerful trading robot designed for Gold and GBPUSD, utilizing advanced algorithms to enhance trading precision and profitability. With a focus on risk management and market analysis, ForexIGO provides traders with the tools needed to navigate the complexities of the financial markets effectively.
Pricing:
$499-$999/mo
The monthly pricing range for this SaaS product. Prices are normalized to monthly amounts where possible.
Robo-Advisors & Wealth Management
The category of this listing.
ForexDuo is an advanced forex trading robot designed to help traders succeed in the forex market with low risk and a maximum drawdown of 29.33%. It offers automated trading, precise market analysis, and a supportive community for both new and experienced traders, making the trading process easier and more efficient.
Pricing:
$10/mo
The monthly pricing range for this SaaS product. Prices are normalized to monthly amounts where possible.
Robo-Advisors & Wealth Management
The category of this listing.
This website offers modern retirement plan solutions for various clients, including employers, financial advisors, and individual savers. With a focus on customization and support, it aims to simplify the retirement planning process and enhance financial outcomes for all users.
Robo-Advisors & Wealth Management
The category of this listing.
Pontera
This SaaS is trending! We've detected monthly traffic growth.This platform facilitates the management of retirement accounts, allowing savers to receive professional guidance from their trusted financial advisors without the need for custody of assets. Key features include in-plan management of various retirement accounts, holistic financial planning, optimized tax strategies, consolidated reporting for enhanced client insights, and improved compliance with regulatory standards, ultimately addressing the challenges faced by retirement savers and financial professionals alike.
Robo-Advisors & Wealth Management
The category of this listing.
Finliti offers smart tools for wealth managers to help grow their business and improve client relationships. The platform provides easy-to-use solutions for both individual advisors and enterprises, focusing on personalized insights and seamless integration.
Pricing:
$349-$749/mo
The monthly pricing range for this SaaS product. Prices are normalized to monthly amounts where possible.
Robo-Advisors & Wealth Management
The category of this listing.
KiwiWRAP
This SaaS is trending! We've detected monthly traffic growth.This digital platform empowers individual investors and their financial advisers to tailor retirement portfolios within a regulated savings framework, offering hundreds of investment options—from shares and managed funds to index funds and ETFs—plus personalized goal setting, diversification of risk, and cross-device access via desktop and mobile to track investments, transactions, and performance. It solves problems of limited guidance, restricted diversification, opaque fees, and lack of control by providing adviser collaboration, transparent reporting, a wealth of resources and forms, news and insights, and easy access to accredited advisers, making retirement planning, asset allocation, and ongoing investment management clear and accessible for both investors and advisers.
Robo-Advisors & Wealth Management
The category of this listing.
This is a comprehensive advisor support ecosystem for independent, fee-only fiduciary planners to launch, operate, and scale an RIA with full autonomy and ownership, uniting onboarding, education, compliance, technology, and practice-management resources into a single, integrated platform. It solves regulatory and registration burdens, ADV updates, back-office inefficiencies, client experience gaps, and growth bottlenecks by offering compliant compliance support, asset and investment management, bookkeeping, bundled toolkits, add-ons, transparent subscription pricing, and a turnkey affiliate model, all backed by a supportive community, events, case studies, and continuous education, making it ideal for solo and small-to-mid-sized RIAs seeking profitability, efficiency, scalability, and control of their business, data, client relationships, and brand.
Robo-Advisors & Wealth Management
The category of this listing.
Hamilton Software, Inc. offers a range of investment software products designed for both individual investors and professional advisors. With over 30 years of experience, the company provides tools for wealth planning, portfolio management, and market analysis, all without monthly fees and with free support.
Robo-Advisors & Wealth Management
The category of this listing.
Kwanti offers advanced portfolio analytics, stress testing, and proposal generation tailored for financial advisors, enabling them to enhance client service while efficiently managing their workloads. The platform empowers advisors to make informed investment recommendations and create customized proposals, ultimately driving client satisfaction and acquisition.
Pricing:
$175-$195/mo
The monthly pricing range for this SaaS product. Prices are normalized to monthly amounts where possible.
Robo-Advisors & Wealth Management
The category of this listing.
* Some or all parts of this page may be AI generated, so please verify any critical information independently.
Frequently Asked Questions
How many Robo-Advisors & Wealth Management SaaS companies are there?
SaaS Browser tracks 941 Robo-Advisors & Wealth Management software products as of August 2026. 49 new Robo-Advisors & Wealth Management SaaS companies have been added in the past 30 days.
How many new Robo-Advisors & Wealth Management SaaS companies are added each month?
49 new Robo-Advisors & Wealth Management SaaS companies have been added to SaaS Browser in the past 30 days. Our proprietary crawling infrastructure continuously discovers new software products.
What are the most established Robo-Advisors & Wealth Management SaaS companies?
The most established Robo-Advisors & Wealth Management SaaS companies by domain authority include Financial Planning, Unbiased, Sovereign Wealth Fund Institute, Vanguard, United For ALICE. These companies represent the highest domain rank scores in the Robo-Advisors & Wealth Management category.
What is the typical company size for Robo-Advisors & Wealth Management SaaS?
Among Robo-Advisors & Wealth Management SaaS companies with employee data, the size distribution is: - 6 (1.6%), - 17 (4.4%), - 60 (15.5%), - 304 (78.6%).
What is the median domain authority for Robo-Advisors & Wealth Management SaaS companies?
The median domain rank for Robo-Advisors & Wealth Management SaaS companies is 12, compared to an overall SaaS median of 8. These companies have a median of 4 referring domains.
Which countries have the most Robo-Advisors & Wealth Management SaaS companies?
The top countries for Robo-Advisors & Wealth Management SaaS are: United States (267), India (75), United Kingdom (49), Australia (40), Canada (39). These represent the largest concentrations of Robo-Advisors & Wealth Management software companies globally.
What percentage of Robo-Advisors & Wealth Management SaaS companies offer affiliate programs?
48 Robo-Advisors & Wealth Management SaaS companies offer affiliate programs, representing 5.1% of all Robo-Advisors & Wealth Management software tracked by SaaS Browser. The median commission rate is 20%.
What is the median age of Robo-Advisors & Wealth Management SaaS companies?
The median Robo-Advisors & Wealth Management SaaS company was founded 7.0 years ago, with a median founding year of 2019.
Are Robo-Advisors & Wealth Management SaaS companies mostly B2B or B2C?
Based on available data, Robo-Advisors & Wealth Management SaaS companies break down as follows: Both B2B & B2C (35.6%), Business (B2B) (57.6%), Consumer (B2C) (6.8%).
What are the newest Robo-Advisors & Wealth Management SaaS companies?
The most recently discovered Robo-Advisors & Wealth Management SaaS companies include DX Trading, Zavelo, TieoutIQ, Equisigma, Ascend Wealth Markets. SaaS Browser continuously discovers and indexes new software products using proprietary crawling infrastructure.
About SaaS Browser
SaaS Browser is the largest, most up-to-date SaaS database on the internet, the ultimate prospecting and research tool for SaaS companies.
We discover emerging tools weeks after launch, before they appear in Apollo, ZoomInfo, or other databases. Our purpose-built platform exclusively tracks real software products with verified data, unlike generic prospecting tools polluted with agencies, consultancies, and outdated listings.
From Fortune 500 enterprises to bootstrapped startups launching this week, if it's SaaS, we track it.
How these numbers are calculated
- Total Software. The number of published SaaS companies currently listed for this selection. Only companies that pass our automated quality checks are counted.
- New (Past 30 Days). The net number of SaaS companies newly published for this selection in the last 30 days.
- Affiliate Programs. The number of listed SaaS companies that operate a verified affiliate or referral program.
- Median Age (Years). The median age, in years, of companies in this selection, based on founding year. The median is the middle value, so half are older and half younger.
- New (Past 365 Days). The number of SaaS companies published for this selection over the last 365 days.
- Churned (Past Year). Companies published within the last year that are no longer listed - they went offline, were removed, or stopped passing our quality checks.
- Annual Churn Rate. The annual churn rate - churned companies as a percentage of all companies published in the last year (still-listed plus churned).
- Free Trial. The percentage of listed companies in this selection that offer a free trial.
- Company Size Distribution. Distribution of companies by employee count: solo (1), small (2–50), mid (51–200), large (201–1,000), enterprise (1,000+). Percentages are of companies with employee data.
- Median Domain Rank. The median domain rank (0–100) across listed companies, a measure of search-engine authority. Higher is stronger. Shown against the overall median across all SaaS for comparison.
- Median Referring Domains. The median number of unique referring domains (distinct external sites linking to a company) across listed companies.
- Median Starting Price (USD). The median entry-level monthly price (USD) across companies in this selection with pricing data.
- Median High Price (USD). The median premium monthly price (USD) across companies in this selection with pricing data.
- Saturation Score. A 0–100 market saturation score combining total products, domain authority, referring domains, company age, traffic growth, pricing, and enterprise presence. Higher means more competitive.
- Median Commission. The median affiliate commission rate offered by companies in this selection that run an affiliate program.
- B2B / B2C Breakdown. Breakdown of companies by target market - business (B2B), consumer (B2C), or both - among those with consumer-type data.
