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Discover the leading 28 robo advisor platforms in the United States for 2025, featuring innovative solutions tailored for bankers and investment professionals. From Invessence's white-labeled platforms for asset managers to WealthDoor Tech's integration with financial institutions, these firms offer automated investing, model portfolios, and fintech advancements. Whether you're focusing on digital wealth management, crypto investing, or tailored financial advice, these platforms provide strategic, tech-driven services to meet diverse client needs, reshaping the investment landscape.
Invessence is a provider of automated technology in the financial services industry, specializing in customizable white-labeled platforms for asset managers and advisors. Its innovative robo-advisory services allow firms to tailor investment solutions, portfolio strategies, and user experiences to meet diverse client needs.
Advisors Crypto is a pioneering player in the financial services industry, specializing in automated investment management and digital asset investing. By leveraging technology and innovation, it empowers clients with intelligent solutions to navigate the evolving landscape of cryptocurrency investments.
WealthDoor Tech specializes in IT services and consulting, providing innovative B2B robo-advisory and wealth management platforms that integrate seamlessly with existing systems. Its mission is to democratize investing through advanced digital wealth technologies and automated investing workflows, catering specifically to credit unions, banks, and wealth managers.
The Robo Report®
🇺🇸 1973 Washington Valley Road MARTINSVILLE, NJ 08836, USThe Robo Report® specializes in monitoring and analyzing robo advisors within the book and periodical publishing industry, offering a proprietary resource that enhances transparency in automated investment solutions. By providing quarterly insights, it serves as a vital tool for both investors and industry professionals navigating the evolving landscape of robo investing.
Nest Egg offers a cutting-edge investment platform that combines advanced technology with personalized advisory services, catering to financial institutions of all sizes. Its innovative approach provides a comprehensive suite of financial services, including portfolio management and wealth management, ensuring an industry-leading experience for clients.
AllStreet Financial provides innovative digital investment advisory solutions tailored for community banks and independent insurance agencies, enabling them to offer advanced investment management services. Their comprehensive turnkey approach integrates essential tools and platforms, streamlining the process for financial institutions to enter the lucrative investment management market.
Webull Advisors
Webull Advisors offers a low-cost robo-advisory platform that empowers individuals to manage their financial futures through access to professionally managed portfolios and automated rebalancing in the financial services industry.
Aspens is a financial services firm specializing in wealthtech and fintech, focused on developing an advanced automated robo advisor that provides personalized stock recommendations tailored to individual risk and return profiles, aiming to democratize wealth creation for a broad audience.
Kavout is an innovative financial services platform that leverages artificial intelligence, big data, and machine learning to enhance investment strategies for investors of all levels. Its unique approach combines advanced analytics and automation to provide superior insights and smarter decision-making capabilities in the realm of asset management and quantitative investing.
Robo4me specializes in providing a full-stack Robo-advisory platform tailored for enterprises in the wealth management sector, enabling them to implement innovative, white-labeled solutions for investment automation and financial advisory services.
FinTron is a financial services provider offering a personal finance app that incentivizes users to invest in their future, representing a next-generation approach to financial management.
Hemista is a pioneering fintech startup specializing in cross-border financial advisory services tailored for expatriates and immigrants, offering a unique Robo Advisor® solution designed to meet the specific needs of these individuals.
RoboAdvisor Hero is an SEC-registered investment advisor leveraging AI-driven automated trading solutions to enhance investment portfolios across stocks, options, and cryptocurrencies, effectively democratizing access to sophisticated financial technology.
Advisor Software (ASI)
🇺🇸 2175 North California Blvd. Walnut Creek, CA 94596, USAdvisor Software specializes in developing innovative wealth management cloud platforms tailored for financial advisors and institutions, offering a comprehensive suite of tools for automated digital advice, financial planning, and investment analytics. Their pioneering solutions enhance client relationships and improve investment strategies across various financial sectors.
LendingRobot is a robo-advisor investment platform that simplifies access to alternative lending opportunities, leveraging cloud-based technology and machine learning to automate processes and enhance user experience. It focuses on providing individual investors and financial advisors with attractive, uncorrelated returns from alternative investments, positioning itself as a leader in the marketplace lending industry.
SpiderRock Advisors specializes in asset management by delivering customized option overlay strategies for advisors and institutions, leveraging advanced technology and deep derivative expertise to simplify the integration of option strategies into investment portfolios.
Chaikin Advisory Solutions
🇺🇸 1125 N. Charles Street Baltimore, MD 21201, USSpecializing in financial services, Chaikin Advisory Solutions offers independent, actionable investment insights through sophisticated research platforms, providing real-time data and alpha-generating recommendations backed by over 22 years of experience. Their innovative approach combines fintech and advisor technology to enhance the investment decision-making process.
Parfect Market
🇺🇸 618 Cambridge Street Cambridge, Massachusetts 02141, USParfect Market offers innovative hybrid investing solutions that combine fintech automation with personalized advice from independent advisors and boutique firms. By providing a marketplace for tailored investment management, including unique features like portfolio mirroring and pay-as-you-go services, it aims to disrupt traditional financial services and make personalized financial advice more accessible and affordable.
Specializing in IT services and consulting for the financial sector, this firm offers innovative FinTech solutions that streamline and integrate investment management operations. With a focus on leveraging disruptive technologies such as AI and predictive analytics, it enhances operational efficiency and risk management for asset managers and institutional investors.
Entoro is a technology-enabled investment bank and advisory group that enhances traditional banking services through innovative digital platforms, such as its OfferBoard® marketplace, to efficiently connect accredited investors with vetted investment opportunities. Specializing in capital formation, mergers and acquisitions, and blockchain ecosystem advisory, it offers a comprehensive suite of services designed to streamline the investment process and mitigate risks.
Wolverine Investment Advisors specializes in financial services, providing innovative quantitative equity strategies through an interactive digital platform aimed at maximizing portfolio returns while minimizing market risk. Their focus on investment management and robo-advisory solutions sets them apart in the industry.
Access Softek specializes in innovative digital banking software for financial institutions, offering a comprehensive suite of tools including mobile and online banking platforms, biometric authentication, and automated investment solutions. Their focus on fintech innovation enables clients to stay ahead in the market with unique features like real-time mobile deposits and passwordless authentication.
GTechFin specializes in providing innovative financial technology solutions powered by artificial intelligence, machine learning, and big data analytics. Its advanced offerings include a range of synthetic systems and modules designed to enhance investment management and connectivity for financial institutions and asset managers globally.
Upside specializes in investment management by offering a fully-automated, white-labeled managed account platform that empowers registered investment advisors to enhance client services through technology and algorithms. Its innovative approach includes paperless account opening, automated trading, and comprehensive practice analytics, positioning advisors to effectively compete with robo-advisors.
Investall is a FinTech firm that leverages AI and machine learning to empower retail investors with advanced predictive analytics and risk assessment tools, enabling them to make informed investment decisions akin to professional traders. Its innovative mobile app serves as a financial GPS, simplifying the investment process and enhancing users' financial management capabilities.
U.S. Cherry is a financial technology firm focused on democratizing financial services for Latin Americans and young professionals through an innovative Robo-Advisor mobile app, with plans to expand into banking, credit cards, and intelligent loans. Its unique approach combines tailored financial advisory and wealth management solutions to enhance accessibility and modernize finance.
SmartMoney Investment Advisors specializes in investment management, leveraging mobile technology to provide accessible investment opportunities for individuals with limited access to traditional investment products. Their innovative approach includes habit-forming techniques and personalized investment portfolios tailored to each customer's risk profile.
Fintova Partners specializes in providing strategic advisory and technology services to investment management firms and financial institutions, leveraging extensive industry experience to optimize the investment management lifecycle and navigate the complexities of the financial services sector. Their innovative approach focuses on risk management and operational efficiency, making them a trusted partner in the fintech and asset management industries.
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