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▲ +1
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3Scripbox scripbox.comCATEGORY RANK #3▼ -1
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5StashAway stashaway.sgCATEGORY RANK #5— no change
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Endowus endowus.comCATEGORY RANK #7— no change -
8InvestMates investmates.ioCATEGORY RANK #8— no change
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Stockspot stockspot.com.auCATEGORY RANK #9▲ +4 -
10Cashbee cashbee.frCATEGORY RANK #10▼ -1
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11Wealthfront wealthfront.comCATEGORY RANK #11▲ +3
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12Tata Capital Moneyfy tatacapitalmoneyfy.comCATEGORY RANK #12▼ -1
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M1 m1.comCATEGORY RANK #13▼ -1 -
14Bareksa bareksa.comCATEGORY RANK #14▲ +6
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15Moneyfarm moneyfarm.comCATEGORY RANK #15▲ +4
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Betterment betterment.comCATEGORY RANK #16▲ +1 -
17Richify richify.aiCATEGORY RANK #17▼ -2
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Income Lab incomelaboratory.comCATEGORY RANK #18▼ -2 -
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Mintos mintos.comCATEGORY RANK #19▼ -9 -
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Mezzi mezzi.comCATEGORY RANK #20▲ +2 -
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Cowrywise cowrywise.comCATEGORY RANK #21▼ -3 -
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easyfolio easyfolio.deCATEGORY RANK #22▲ +2 -
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Composer composer.tradeCATEGORY RANK #23▼ -2 -
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PortfolioPilot portfoliopilot.comCATEGORY RANK #24▲ +3 -
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Wealthify wealthify.comCATEGORY RANK #26▼ -3 -
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MyInvestor myinvestor.esCATEGORY RANK #27▲ +1 -
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OctoBot octobot.cloudCATEGORY RANK #28▲ +6 -
29Orion Advisor Solutions orion.comCATEGORY RANK #29▲ +6
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Climb climb.frCATEGORY RANK #30▲ +3 -
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Bibit bibit.idCATEGORY RANK #32▼ -2 -
33Marketfeed marketfeed.comCATEGORY RANK #33▼ -1
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Novelty Wealth noveltywealth.inCATEGORY RANK #34▲ +4 -
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inbestMe inbestme.comCATEGORY RANK #35▲ +1 -
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KupFundusz.pl kupfundusz.plCATEGORY RANK #38▲ +19 -
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Pensionfriend pensionfriend.deCATEGORY RANK #40▲ +27 -
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Arvy arvy.chCATEGORY RANK #41▼ -2 -
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Musaffa musaffa.comCATEGORY RANK #42▲ +3 -
43Bachatt bachatt.appCATEGORY RANK #43▲ +7
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Wealthy wealthy.inCATEGORY RANK #44▲ +2 -
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Amal Invest amalinvest.comCATEGORY RANK #45▼ -1 -
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Jar myjar.appCATEGORY RANK #46▲ +6 -
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Wealthyhood wealthyhood.comCATEGORY RANK #47▲ +11 -
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Finax finax.euCATEGORY RANK #48▲ +3 -
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Hello Charlie hellocharlie.com.auCATEGORY RANK #50▲ +19 -
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Tykr tykr.comCATEGORY RANK #51▲ +13 -
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Nitrogen Wealth nitrogenwealth.comCATEGORY RANK #52▼ -4 -
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Yieldfund yieldfund.comCATEGORY RANK #54▼ -14 -
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Zoya zoya.financeCATEGORY RANK #55▲ +6 -
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ICONOMI iconomi.comCATEGORY RANK #56▲ +47 -
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Fintual fintual.clCATEGORY RANK #57▼ -26 -
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Kron kron.noCATEGORY RANK #58▲ +15 -
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RockFlow rockflow.aiCATEGORY RANK #59▲ +15 -
60Portfolio Personal Inversiones portfoliopersonal.comCATEGORY RANK #60▲ +10
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Jarvis Invest jarvisinvest.comCATEGORY RANK #61▲ +4 -
62RBC InvestEase rbcinvestease.comCATEGORY RANK #62▲ +9
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Surmount surmount.aiCATEGORY RANK #63▲ +9 -
64Fello fello.inCATEGORY RANK #64▲ +11
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65Easyvest easyvest.beCATEGORY RANK #65▲ +49
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Xavin xavin.euCATEGORY RANK #66▲ +17 -
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WiseAlpha wisealpha.comCATEGORY RANK #67▲ +23 -
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Quirion quirion.deCATEGORY RANK #68▼ -15 -
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Bloomo Securities bloomo.co.jpCATEGORY RANK #69▲ +10 -
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Stoic AI stoic.aiCATEGORY RANK #70▼ -28 -
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Scrooge Finance scrooge.financeCATEGORY RANK #71▲ +35 -
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Frec frec.comCATEGORY RANK #72▲ +12 -
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Grisbee grisbee.frCATEGORY RANK #73▼ -11 -
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SoyFocus soyfocus.comCATEGORY RANK #74▲ +11 -
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Estably estably.comCATEGORY RANK #75▲ +19 -
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Beanstox beanstox.comCATEGORY RANK #76▲ +4 -
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VIAC viac.chCATEGORY RANK #77▼ -28 -
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Alinea Invest alinea-invest.comCATEGORY RANK #78▼ -12 -
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DPL Financial Partners dplfp.comCATEGORY RANK #79▼ -25 -
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Jitta Wealth jittawealth.comCATEGORY RANK #80▼ -4 -
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pfolio pfolio.ioCATEGORY RANK #81▼ -3 -
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Grifin grifin.comCATEGORY RANK #82▲ +13 -
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Parrot Finance parrotfinance.ioCATEGORY RANK #83▲ +62 -
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Diamond Pigs diamondpigs.comCATEGORY RANK #84▲ +23 -
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Invsify invsify.comCATEGORY RANK #85▲ +1 -
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Norm Invest norminvest.comCATEGORY RANK #86▼ -23 -
875nance 5nance.comCATEGORY RANK #87▼ -32
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VisualVest visualvest.deCATEGORY RANK #88▲ +3 -
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CNote mycnote.comCATEGORY RANK #89▲ +7 -
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Lysa lysa.seCATEGORY RANK #90▼ -13 -
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FollowMyMoney followmymoney.deCATEGORY RANK #91▼ -4 -
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Holdo holdo.clCATEGORY RANK #92▼ -36 -
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Islamicly islamicly.comCATEGORY RANK #93▼ -12 -
94Gullak gullak.moneyCATEGORY RANK #94▲ +3
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95Flip Inversiones flipinversiones.comCATEGORY RANK #95▲ +29
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Sidekick Money sidekickmoney.comCATEGORY RANK #96▲ +29 -
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Solidvest solidvest.deCATEGORY RANK #97— no change -
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CARL investwithcarl.comCATEGORY RANK #98▼ -39 -
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Alphanso alphanso.aiCATEGORY RANK #102— no change -
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TuringTrader turingtrader.comCATEGORY RANK #103— no change -
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105Tamra Capital tamracapital.saCATEGORY RANK #105▲ +10
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Monefit monefit.comCATEGORY RANK #106▼ -46 -
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Doelbeleggen doelbeleggen.nlCATEGORY RANK #107▼ -8 -
108X1 x1.co.krCATEGORY RANK #108— no change
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Tradomatix tradomatix.comCATEGORY RANK #109▲ +17 -
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TIFIN tifin.comCATEGORY RANK #110▲ +36 -
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fincite fincite.deCATEGORY RANK #112▲ +4 -
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Micappital micappital.comCATEGORY RANK #113▲ +15 -
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Moneycube moneycube.ieCATEGORY RANK #115▲ +32 -
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MorgenFund morgenfund.comCATEGORY RANK #116▲ +1 -
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Astor astor.appCATEGORY RANK #117▲ +31 -
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GO AI goai.globalCATEGORY RANK #118▼ -9 -
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Pyllar Money pyllar.inCATEGORY RANK #119▲ +10 -
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124Pressent pressent.mxCATEGORY RANK #124▲ +25
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bevestor bevestor.deCATEGORY RANK #125▲ +25 -
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127Finlo finlo.ioCATEGORY RANK #127▲ +4
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135Dodl dodl.co.ukCATEGORY RANK #135▼ -2
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166Stratiphy stratiphy.ioCATEGORY RANK #166— no change
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167Killer Whale Crypto killerwhalecrypto.comCATEGORY RANK #167— no change
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168Monex Investor monexinvestor.comCATEGORY RANK #168— no change
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Smart Money Invest smartmoneyinvest.caCATEGORY RANK #171— no change -
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173CRYLO crylo.aiCATEGORY RANK #173— no change
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The Kelly Letter jasonkelly.comCATEGORY RANK #176▼ -17 -
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Digi Invest digiinvest.vnCATEGORY RANK #177— no change -
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Gambit Financial Solutions gambit-finance.comCATEGORY RANK #178— no change -
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Snowball72 snowball72.comCATEGORY RANK #179— no change -
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Mahaana mahaana.comCATEGORY RANK #180▼ -41 -
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Wealth.ng wealth.ngCATEGORY RANK #181— no change -
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ModernAdvisor modernadvisor.caCATEGORY RANK #182— no change -
183TAZI AI tazi.aiCATEGORY RANK #183— no change
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findependent findependent.chCATEGORY RANK #188▼ -28 -
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AltInvest altinvest.financeCATEGORY RANK #192— no change -
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DeepTrade Technologies deeptrade.coCATEGORY RANK #194— no change -
195Rayi rayi.co.inCATEGORY RANK #195— no change
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Lazza Global lazzaglobal.comCATEGORY RANK #196— no change -
197Wise Funds wisefunds.inCATEGORY RANK #197▼ -55
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UnBound X unboundxinc.comCATEGORY RANK #198— no change -
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Beleggen24 beleggen24.nlCATEGORY RANK #199— no change -
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Aubley aubley.nlCATEGORY RANK #200— no change
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