Robo-Advisory Software
Top companies in category by LLM model mentions
Robo-advisory software is a digital platform that automates investment guidance, portfolio construction, and ongoing account management using rules-based models and data analysis. It is used by financial advisors, wealth management firms, banks, fintech providers, and investment platforms that want to deliver scalable advisory services with less manual effort. For organizations comparing the best robo-advisory software, the category typically supports automated onboarding, goal-based investing, and personalized portfolio recommendations.
Common use cases include managing discretionary portfolios, rebalancing assets, tax-aware investing, and providing low-touch advice to a broad client base. Many top robo-advisory tools also include risk profiling, compliance controls, client dashboards, and integrations with custodians, CRM systems, and market data sources. These features help firms improve operational efficiency, expand service access, and maintain more consistent investment processes.
Robo-advisory software can be especially useful for businesses serving retail investors, mass affluent clients, or hybrid advisory models that combine automation with human oversight. By standardizing routine investment tasks, it can reduce administrative workload, support faster account setup, and help firms deliver a more consistent client experience.
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ET Money etmoney.comCATEGORY RANK #1— no change -
2AJ Bell ajbell.co.ukCATEGORY RANK #2— no change
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3Scripbox scripbox.comCATEGORY RANK #3— no change
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4StashAway stashaway.sgCATEGORY RANK #4▲ +1
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Curvo curvo.euCATEGORY RANK #5▼ -1 -
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Endowus endowus.comCATEGORY RANK #6▲ +2 -
7InvestMates investmates.ioCATEGORY RANK #7▲ +8
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8Bareksa bareksa.comCATEGORY RANK #8▲ +8
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9Syfe syfe.comCATEGORY RANK #9▼ -3
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10Cashbee cashbee.frCATEGORY RANK #10▲ +9
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easyfolio easyfolio.deCATEGORY RANK #11— no change -
12Moneyfarm moneyfarm.comCATEGORY RANK #12— no change
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Stockspot stockspot.com.auCATEGORY RANK #13▲ +4 -
14Tata Capital Moneyfy tatacapitalmoneyfy.comCATEGORY RANK #14▲ +6
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Mintos mintos.comCATEGORY RANK #15▲ +3 -
16Peaks peaks.comCATEGORY RANK #16▲ +9
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Cowrywise cowrywise.comCATEGORY RANK #17▲ +13 -
18Richify richify.aiCATEGORY RANK #18▲ +13
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Composer composer.tradeCATEGORY RANK #19▼ -10 -
20Wealthfront wealthfront.comCATEGORY RANK #20▼ -10
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Climb climb.frCATEGORY RANK #21▲ +26 -
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Income Lab incomelaboratory.comCATEGORY RANK #22▲ +1 -
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Wealthify wealthify.comCATEGORY RANK #23▲ +1 -
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PortfolioPilot portfoliopilot.comCATEGORY RANK #24▼ -11 -
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OctoBot octobot.cloudCATEGORY RANK #25▼ -4 -
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Mezzi mezzi.comCATEGORY RANK #26▼ -19 -
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M1 m1.comCATEGORY RANK #27▲ +1 -
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Betterment betterment.comCATEGORY RANK #28▼ -14 -
29Marketfeed marketfeed.comCATEGORY RANK #29▲ +6
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Fintual fintual.clCATEGORY RANK #30▲ +6 -
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Wahed wahed.comCATEGORY RANK #31▼ -4 -
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Bibit bibit.idCATEGORY RANK #32▼ -6 -
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AlgosOne algosone.aiCATEGORY RANK #33▼ -1 -
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inbestMe inbestme.comCATEGORY RANK #35▲ +2 -
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MyInvestor myinvestor.esCATEGORY RANK #36▲ +33 -
37Orion Advisor Solutions orion.comCATEGORY RANK #37▲ +27
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Hello Charlie hellocharlie.com.auCATEGORY RANK #38▲ +19 -
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Wealthy wealthy.inCATEGORY RANK #42▲ +28 -
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Amal Invest amalinvest.comCATEGORY RANK #43▼ -3 -
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Jar myjar.appCATEGORY RANK #44▼ -2 -
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Vive viveapp.comCATEGORY RANK #46▼ -2 -
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Quirion quirion.deCATEGORY RANK #47▲ +18 -
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Bloomo Securities bloomo.co.jpCATEGORY RANK #48▲ +33 -
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Allio Capital alliocapital.comCATEGORY RANK #54▲ +36 -
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VIAC viac.chCATEGORY RANK #55▲ +17 -
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Invsify invsify.comCATEGORY RANK #56▲ +3 -
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Holdo holdo.clCATEGORY RANK #57▲ +43 -
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KupFundusz.pl kupfundusz.plCATEGORY RANK #58▲ +2 -
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Musaffa musaffa.comCATEGORY RANK #59▲ +32 -
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Norm Invest norminvest.comCATEGORY RANK #60▲ +22 -
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DPL Financial Partners dplfp.comCATEGORY RANK #61▼ -18 -
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Pensionfriend pensionfriend.deCATEGORY RANK #62▼ -17 -
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Xavin xavin.euCATEGORY RANK #63▼ -22 -
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Estably estably.comCATEGORY RANK #64▲ +28 -
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Nitrogen Wealth nitrogenwealth.comCATEGORY RANK #65▼ -19 -
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Islamicly islamicly.comCATEGORY RANK #66▲ +17 -
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Grisbee grisbee.frCATEGORY RANK #67▲ +34 -
68Bachatt bachatt.appCATEGORY RANK #68— no change
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Alinea Invest alinea-invest.comCATEGORY RANK #69▲ +15 -
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Treasurer treasurer.co.krCATEGORY RANK #70▲ +32 -
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ICONOMI iconomi.comCATEGORY RANK #71▼ -22 -
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Jarvis Invest jarvisinvest.comCATEGORY RANK #72▼ -11 -
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Grifin grifin.comCATEGORY RANK #73— no change -
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RockFlow rockflow.aiCATEGORY RANK #74▼ -35 -
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Scrooge Finance scrooge.financeCATEGORY RANK #76▲ +27 -
77Fondexx fondexx.proCATEGORY RANK #77▲ +8
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Recipe Investing recipeinvesting.comCATEGORY RANK #78▼ -5 -
79Magnifi magnifi.comCATEGORY RANK #79▼ -29
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Monefit monefit.comCATEGORY RANK #80▼ -6 -
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Moneycube moneycube.ieCATEGORY RANK #81▲ +23 -
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Lysa lysa.seCATEGORY RANK #83— no change -
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FollowMyMoney followmymoney.deCATEGORY RANK #89▲ +4 -
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Zactor Tech zactortech.comCATEGORY RANK #90▲ +15 -
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Surmount surmount.aiCATEGORY RANK #92▼ -41 -
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94Fello fello.inCATEGORY RANK #94▼ -26
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96Tamra Capital tamracapital.saCATEGORY RANK #96▲ +10
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relevate relevate.chCATEGORY RANK #97▼ -11 -
98Portfolio Personal Inversiones portfoliopersonal.comCATEGORY RANK #98▼ -11
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99Easyvest easyvest.beCATEGORY RANK #99▼ -11
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findependent findependent.chCATEGORY RANK #100▼ -47 -
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Labh labh.ioCATEGORY RANK #102▼ -25 -
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GO AI goai.globalCATEGORY RANK #104▲ +3 -
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clevercircles clevercircles.chCATEGORY RANK #105— no change -
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Smavesto smavesto.deCATEGORY RANK #106— no change -
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bevestor bevestor.deCATEGORY RANK #107— no change -
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Investissement Digital investissement-digital.comCATEGORY RANK #111▼ -1 -
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ORIM orim.inCATEGORY RANK #113— no change -
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fincite fincite.deCATEGORY RANK #114▼ -3 -
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122RBC InvestEase rbcinvestease.comCATEGORY RANK #122▼ -44
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127InvestingPro investingpro.vnCATEGORY RANK #127— no change
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133Myne joinmyne.comCATEGORY RANK #133— no change
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151Capital Preferences capitalpreferences.comCATEGORY RANK #151— no change
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fintego fintego.deCATEGORY RANK #164— no change -
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Falk Capital falkcapital.com.brCATEGORY RANK #169— no change -
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171Portfolio AI portfolioai.comCATEGORY RANK #171— no change
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TRAI Holdings traicom.coCATEGORY RANK #174— no change -
175YONT yont.com.arCATEGORY RANK #175— no change
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TappAlpha tappalpha.comCATEGORY RANK #178— no change -
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Fjord Ai fjord.co.ilCATEGORY RANK #179— no change -
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pfolio pfolio.ioCATEGORY RANK #181▼ -60 -
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184ARK Wealth Management arkwealth.comCATEGORY RANK #184— no change
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HBL Asset hblasset.chCATEGORY RANK #200— no change
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