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Robo-Advisors & Wealth Management

SaaS Browser tracks 948 Robo-Advisors & Wealth Management software companies, with 42 added in the past 30 days. The top countries for Robo-Advisors & Wealth Management SaaS include United States (263), India (75), United Kingdom (49).

Key Data Points for Robo-Advisors & Wealth Management

948
Total Software1
42
New (Past 30 Days)2
51
Affiliate Programs3
7
Median Age (Years)4
+386
New (Past 365 Days)5
235
Churned (Past Year)6
37.8%
Annual Churn Rate7
27.5%
Free Trial8

Company Size Distribution9

6
Enterprise (1,000+)
1.6% of total
18
Large (201-1,000)
4.7% of total
58
Mid-Size (51-200)
15.1% of total
303
Small (2-50)
78.7% of total

Most Established Robo-Advisors & Wealth Management Companies

Company Employees Domain Rating Founded Added
Financial Planning 500 2025-02-28
Unbiased 200 2010 2025-11-22
Sovereign Wealth Fund Institute 200 2008 2025-02-07
Vanguard 2025-02-08
United For ALICE 2025-06-05
Wealth-X Analytics 5,000 2025-02-07
XYPN 200 2014 2025-04-06
Chip 200 2017 2025-02-08
Addepar 5,000 2009 2025-02-07
Orion Advisor Solutions 5,000 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 948 software products.

Country Count % of Total
United States 263 27.7%
India 75 7.9%
United Kingdom 49 5.2%
Australia 39 4.1%
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%

Pricing Data for Robo-Advisors & Wealth Management

Median Starting Price (USD)12
$50/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
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

Most Recently Added Robo-Advisors & Wealth Management SaaS

AdvisorLayer Added 2026-08-26
River Ertragvik Added 2026-08-25
Vaerdilholme Added 2026-08-25
Valor Fondstein Added 2026-08-25
Trustenix Added 2026-08-24
ProsperaBitAI Added 2026-08-24
Kilde Vermofoss Added 2026-08-24
Nurtowin Added 2026-08-24
BTC Vaultrend AI Added 2026-08-20
Zorevanta Gpt Added 2026-08-19

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

328
Both B2B & B2C
34.6%
557
Business (B2B)
58.8%
63
Consumer (B2C)
6.6%

Based on 948 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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Category: Robo-Advisors & Wealth Management
TieoutIQ Logo

TieoutIQ

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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.
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Verdant Client Logo

Verdant Client

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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 $0/mo
The monthly pricing range for this SaaS product. Prices are normalized to monthly amounts where possible.
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Privé Logo

Privé

This SaaS is trending! We've detected monthly traffic growth.
This platform offers a comprehensive, AI-powered solution designed to streamline and automate the entire wealth management process, from client onboarding and risk profiling to portfolio construction, management, and reporting. Its main features include real-time insights, automated compliance checks, personalized investment strategies, portfolio optimization, and seamless integration across multiple client accounts, addressing challenges like operational inefficiencies, compliance risks, and the need for scalable, future-proof digital solutions. It is targeted at financial institutions such as retail banks, private banks, insurance companies, asset managers, and family offices seeking to enhance client engagement, improve portfolio performance, and ensure regulatory adherence through innovative, user-centric technology.
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Parthean Logo
Parthean is an AI-enhanced financial planning platform designed to streamline client onboarding, research, and data extraction, enabling advisors to make informed financial decisions more efficiently. With features that simplify complex tasks and enhance client experiences, Parthean empowers financial professionals to focus on building meaningful relationships while delivering exceptional service.
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Fundrock Logo
FundRock LIS offers a digital marketing platform tailored for asset managers, helping them connect with people, capital, and insights. The website provides various services, including risk management and corporate services, to support investment managers, insurers, and financial institutions.
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BrokerBotics Logo
This platform serves as a personalized financial consultant, offering users tailored insights and answers to investment-related inquiries. Key features include an intelligent dashboard for portfolio management, automated insights on market conditions, and unlimited access to AI-driven analysis, all designed to enhance decision-making for individual investors and financial advisors.
Pricing: $10.99/mo
The monthly pricing range for this SaaS product. Prices are normalized to monthly amounts where possible.
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Algosworld Logo
Algosworld offers automated trading solutions that help traders make smart buying and selling decisions using advanced robo trading techniques. With customizable strategies and secure integrations, it simplifies the trading process while reducing costs and emotional stress.
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MDOTM Logo
This advanced platform empowers asset and wealth managers to enhance their investment strategies through AI-driven insights, scalable portfolio rebalancing, and automated reporting. Key features include personalized investment narratives, efficient portfolio customization, and actionable market analysis, addressing challenges such as time-consuming reporting and the need for unbiased decision-making support, making it ideal for financial institutions seeking to optimize their investment processes.
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CURO Logo
Time4Advice offers CURO, a modern client management platform designed for financial advice and wealth management professionals. The platform aims to improve customer outcomes, enhance operational efficiency, and reduce business risks through automation and actionable insights.
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Advisor Websites Logo
Advisor Websites™ specializes in creating personalized website designs and targeted digital marketing solutions tailored for financial advisors. The platform offers a comprehensive suite of tools, including calendar scheduling, automated email marketing, and a customizable content library, all aimed at enhancing online presence and driving conversions.
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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 September 2026. 42 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?

42 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%), - 18 (4.7%), - 58 (15.1%), - 303 (78.7%).

Which countries have the most Robo-Advisors & Wealth Management SaaS companies?

The top countries for Robo-Advisors & Wealth Management SaaS are: United States (263), India (75), United Kingdom (49), Australia (39), 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 (34.6%), Business (B2B) (58.8%), Consumer (B2C) (6.6%).

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

The most recently discovered Robo-Advisors & Wealth Management SaaS companies include AdvisorLayer, River Ertragvik, Vaerdilholme, Valor Fondstein, Trustenix. 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 Starting Price (USD). The median entry-level monthly price (USD) across companies in this selection with pricing data.
  11. Median High Price (USD). The median premium monthly price (USD) across companies in this selection with pricing data.
  12. 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.
  13. Median Commission. The median affiliate commission rate offered by companies in this selection that run an affiliate program.
  14. B2B / B2C Breakdown. Breakdown of companies by target market - business (B2B), consumer (B2C), or both - among those with consumer-type data.