Home › All Categories › Robo-Advisors & Wealth Management

Robo-Advisors & Wealth Management

SaaS Browser tracks 948 Robo-Advisors & Wealth Management software companies, with 52 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

948
Total Software1
52
New (Past 30 Days)2
51
Affiliate Programs3
7
Median Age (Years)4
+398
New (Past 365 Days)5
257
Churned (Past Year)6
39.2%
Annual Churn Rate7
28.0%
Free Trial8

Company Size Distribution9

6
Enterprise (1,000+)
1.5% of total
18
Large (201-1,000)
4.6% of total
60
Mid-Size (51-200)
15.4% of total
305
Small (2-50)
78.4% 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
View all established Robo-Advisors & Wealth Management companies

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 948 software products.

Country Count % of Total
United States 267 28.2%
India 75 7.9%
United Kingdom 49 5.2%
Australia 40 4.2%
Canada 39 4.1%
Singapore 12 1.3%
Switzerland 11 1.2%
United Arab Emirates 11 1.2%
New Zealand 9 0.9%
South Africa 8 0.8%

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
View all Robo-Advisors & Wealth Management companies by domain rank

Pricing Data for Robo-Advisors & Wealth Management

Median Starting Price (USD)12
$50/mo
Median High Price (USD)13
$140/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
53 / 100 (Medium)

Affiliate Programs in Robo-Advisors & Wealth Management

51 Robo-Advisors & Wealth Management SaaS companies offer affiliate programs (5.4% of total).

Median Commission15
23%
Commission Type Distribution
One-Time 3
Recurring 6
View all Robo-Advisors & Wealth Management affiliate programs

Most Recently Added Robo-Advisors & Wealth Management SaaS

Fundsmart Added 2026-08-14
Kavout Added 2026-08-14
Vartomir Added 2026-08-14
Caucasus Invest Added 2026-08-14
WellthPlan Added 2026-08-11
QuantAdvisor Added 2026-08-10
StockMart Added 2026-08-10
Third Age Portfolio Added 2026-08-09
Family Office OS Added 2026-08-07
Brandon Trading Academy Added 2026-08-07
View all recently added Robo-Advisors & Wealth Management SaaS

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).

View oldest Robo-Advisors & Wealth Management SaaS companies

B2B / B2C Breakdown for Robo-Advisors & Wealth Management16

336
Both B2B & B2C
35.4%
550
Business (B2B)
58.0%
62
Consumer (B2C)
6.5%

Based on 948 companies with consumer type data (100.0% of total).

View all B2B Robo-Advisors & Wealth Management SaaS View all B2C Robo-Advisors & Wealth Management SaaS

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.

Loading...

Discover Robo-Advisors & Wealth Management SaaS

951 results found (0.14 seconds) · Download Results Download · Create Free Alert Save this search and get notified when new SaaS matching your criteria is discovered. Thousands of new SaaS are added each month.
View results as a list with descriptions and key details View results in a table with all metrics in columns for easy comparison
Sort:
Show Filters
1 filter applied · Clear all · Save
Category: Robo-Advisors & Wealth Management
TieoutIQ Logo

TieoutIQ

The owner has verified their profile information displayed on this page.
This tool automates the process of analyzing and preparing investment proposals by extracting detailed portfolio holdings from client statements, verifying the data, and generating comprehensive, client-ready reports. It features rapid, automated data extraction from PDFs, data verification through reconciliation checks, detailed risk and fee analysis, and the creation of professional proposals that streamline adviser-client communication. Designed for financial professionals such as investment advisors and wealth managers, it addresses challenges like manual data entry, time-consuming account analysis, and compliance concerns by providing an efficient, accurate, and auditable solution that enhances client engagement and accelerates the prospect-to-proposal cycle.
Robo-Advisors & Wealth Management
The category of this listing.
Sign up to view all metrics
Bayer, Anderson and Auer Suite - No Icon

Bayer, Anderson and Auer Suite

This platform leverages artificial intelligence to automate and streamline essential tasks in financial advisory services, including client engagement, workflow management, compliance, and document processing, thereby increasing efficiency and reducing manual effort. Its key features encompass integration with existing technology systems, knowledge automation through advanced AI models, case resolution, advisor training, and client meeting optimization, targeting wealth management firms, RIAs, and broker-dealers seeking to enhance client relationships and operational productivity.
Sign up to view all metrics
Verdant Client Logo

Verdant Client

The owner has verified their profile information displayed on this page.
Verdant Client Intake Orchestration streamlines the client onboarding process for wealth and asset management firms by automating the reading, structuring, and generation of necessary documentation from client-provided materials and existing data, thereby reducing manual data entry, paperwork assembly, and signature chase. Its key features include document ingestion, intelligent data extraction, form recommendation and creation, seamless e-signature facilitation, and integration with workflow automation, which collectively address challenges such as time-consuming onboarding, data inaccuracies, and fragmented task coordination, making it ideal for financial advisors, asset managers, and wealth management institutions seeking efficient, compliant, and transparent client onboarding solutions.
Pricing: From $2268/mo
The monthly pricing range for this SaaS product. Prices are normalized to monthly amounts where possible.
AI-powered Document Processing
The category of this listing.
Customer Onboarding & Product Adoption
The category of this listing.
Sign up to view all metrics
Advisor Copilot Logo

Advisor Copilot

This platform leverages artificial intelligence to automate and streamline essential tasks in financial advisory services, including client engagement, workflow management, compliance, and document processing, thereby increasing efficiency and reducing manual effort. Its key features encompass integration with existing technology systems, knowledge automation through advanced AI models, case resolution, advisor training, and client meeting optimization, targeting wealth management firms, RIAs, and broker-dealers seeking to enhance client relationships and operational productivity.
Robo-Advisors & Wealth Management
The category of this listing.
Sign up to view all metrics
Advisor360° Logo

Advisor360°

A comprehensive wealth management platform enhances productivity and streamlines operations for financial professionals by integrating various tools and solutions. Key features include efficient account opening processes, robust data reporting capabilities, a collaborative client portal, and centralized advisor workflows, all designed to address challenges in compliance, client engagement, and operational efficiency for banks, independent broker-dealers, and registered investment advisors.
Pricing: From $1200/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.
Sign up to view all metrics
Strad Pro Logo

Strad Pro

Free Trial
Strad Pro is a comprehensive platform designed to empower financial advisors, attorneys, tax advisors, and insurance agents by providing a Virtual Family Office experience for clients of all wealth levels. With integrated workflows and a secure client portal, Strad Pro facilitates seamless collaboration among advisory teams, ensuring clients receive elite financial services tailored to their unique needs.
Pricing: $250-$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.
Sign up to view all metrics
Transact Logo

Transact

This SaaS is trending! We've detected monthly traffic growth.
A sophisticated investment management platform facilitates seamless portfolio administration for financial advisers and their clients, enhancing efficiency through advanced technology and personalized support. Key features include comprehensive financial planning tools, extensive investment options, tax-efficient wrappers, and robust reporting capabilities, addressing challenges such as high management fees and the need for secure client transactions, making it ideal for financial professionals and their clientele seeking streamlined investment solutions.
Robo-Advisors & Wealth Management
The category of this listing.
Sign up to view all metrics
Etcho Logo

Etcho

A technology platform for wealth managers and financial advisers, designed to craft bespoke investment strategies aligned with each client's unique worldview, values, and sustainability preferences by turning conversations, risk tolerance, and objectives into personalised, ESG-aligned portfolios. Core features include streamlined research, automated suitability assessments, scalable model portfolios, integration with existing systems, and transparent, compliant client conversations that go beyond risk profiling, helping reduce time and costs, strengthen trust, deepen relationships, and differentiate firms such as private banks, multi-family offices, and independent financial advisers/RIAs while meeting Consumer Duty and other regulatory requirements.
Robo-Advisors & Wealth Management
The category of this listing.
Sign up to view all metrics
smarts Logo

smarts

This platform offers AI-powered financial guidance backed by deep, research-driven content, delivering instant answers, personalized recommendations, and a curated library of expert articles to help you plan, save, invest, and earn. It tackles everyday money problems such as budgeting, debt management, discovering legitimate side hustles, finding high-yield savings and banking deals, evaluating investment opportunities (including real estate and accredited options), and identifying real-money apps or ways to earn cash, making it suitable for anyone from beginners to seasoned investors seeking smarter financial decisions.
Pricing: $25/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.
Sign up to view all metrics
Zeplyn Logo

Zeplyn

Free Trial
A secure, AI-native platform for wealth managers that turns conversations, meetings, and documents into organized, contextual intelligence, automatically generating next steps, tasks, emails, reports, and CRM updates while integrating with top advisory tools. It solves heavy admin workload, inconsistent notes, and fragmented client follow-ups by delivering real-time meeting intelligence, auto-generated client recaps and agendas, customizable templates, workflow automation, and robust data protection features such as end-to-end encryption, built-in consent, strict PII controls, and recording-free note-taking, designed for solo advisors to large enterprises to improve client engagement, accuracy, trust, efficiency, and growth.
Pricing: $72-$120/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.
Sign up to view all metrics
WealthFluent Logo

WealthFluent

WealthFluent is a personalized financial decision-making platform designed to help users navigate their unique financial situations and goals. With tools for portfolio management, market analysis, and lifetime planning, it empowers individuals to make informed financial choices with confidence.
Pricing: $120-$600/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.
Sign up to view all metrics
* 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 948 Robo-Advisors & Wealth Management software products as of August 2026. 52 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?

52 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 (1.5%), - 18 (4.6%), - 60 (15.4%), - 305 (78.4%).

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?

51 Robo-Advisors & Wealth Management SaaS companies offer affiliate programs, representing 5.4% of all Robo-Advisors & Wealth Management software tracked by SaaS Browser. The median commission rate is 23%.

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 (35.4%), Business (B2B) (58.0%), Consumer (B2C) (6.5%).

What are the newest Robo-Advisors & Wealth Management SaaS companies?

The most recently discovered Robo-Advisors & Wealth Management SaaS companies include Fundsmart, Kavout, Vartomir, Caucasus Invest, WellthPlan. 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

  1. Total Software. The number of published SaaS companies currently listed for this selection. Only companies that pass our automated quality checks are counted.
  2. New (Past 30 Days). The net number of SaaS companies newly published for this selection in the last 30 days.
  3. Affiliate Programs. The number of listed SaaS companies that operate a verified affiliate or referral program.
  4. 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.
  5. New (Past 365 Days). The number of SaaS companies published for this selection over the last 365 days.
  6. 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.
  7. Annual Churn Rate. The annual churn rate - churned companies as a percentage of all companies published in the last year (still-listed plus churned).
  8. Free Trial. The percentage of listed companies in this selection that offer a free trial.
  9. 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.
  10. 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.
  11. Median Referring Domains. The median number of unique referring domains (distinct external sites linking to a company) across listed companies.
  12. Median Starting Price (USD). The median entry-level monthly price (USD) across companies in this selection with pricing data.
  13. Median High Price (USD). The median premium monthly price (USD) across companies in this selection with pricing data.
  14. 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.
  15. Median Commission. The median affiliate commission rate offered by companies in this selection that run an affiliate program.
  16. B2B / B2C Breakdown. Breakdown of companies by target market - business (B2B), consumer (B2C), or both - among those with consumer-type data.