When was FinTech Automation founded?

FinTech Automation was founded in 2016.

Where is FinTech Automation located?

FinTech Automation is headquartered in Dallas, United States.

How many employees does FinTech Automation have?

As of Mar 31, 2026, the latest employee count at FinTech Automation is 14.

Is FinTech Automation a funded company?

FinTech Automation is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does FinTech Automation rank among its competitors?

FinTech Automation ranks 173rd amongst 728 active competitors, of which 108 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was FNZ, which secured $650M in Nov, 2025.

Who are the top competitors of FinTech Automation?

FinTech Automation's top competitors include Addepar, Avaloq and Broadridge. Among them, FNZ secured the most recent funding round in November, 2025.

FinTech Automation - 2026 Company Profile, Funding & Competitors

Company Details

Cloud-based wealth management solution for financial professionals. Its offers solutions for customer relationship management, compliance monitoring, robotic process automation, workflow management, and more. It also offers data management solutions.

Website: fintechautomation.com
Social
Phone Number: +1 **********

Key Metrics

Founded Year

2016

Location

Dallas, United States

Stage

Funding Raised

Investors

Austin Capital Partners

Ranked

173^rd among 728 active competitors

Employee Count

14 as on Mar 31, 2026

Investment & Acquisitions

DevBase

Similar Companies

Addepar & 789 more

View FinTech Automation's full profile

FinTech Automation is a funded company. FinTech Automation has 1 institutional investor.

View details of FinTech Automation's funding rounds and investors

FinTech Automation's employee count trend

FinTech Automation has 14 employees as of Mar 26. Here is FinTech Automation's employee count trend over the years:

Employee count trend for FinTech Automation

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Top competitors of FinTech Automation include Addepar, Avaloq and Broadridge. Here is the list of Top 10 competitors of FinTech Automation, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 58 others	77/100
2nd	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	Warburg Pincus, BlackRock & 3 others	76/100
3rd	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	73/100
4th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	71/100
5th	Altruist 2018, Culver City (United States), Series F	Portfolio management software for financial advisors	$602M	Venrock, Insight Partners & 17 others	70/100
6th	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$3.52B	CPP Investments, General Atlantic & 13 others	69/100
7th	Centricity 2022, Gurugram (India), Seed	Digital private wealth management platform for individuals	$24M	Burman Family, Play Holdings & 36 others	68/100
8th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	67/100
9th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	65/100
10th	Magnifi 2018, New York City (United States), Early Stage	Investment comparison platform	$21.1M	ThirdStream Partners, Portag3 Ventures & 1 others	64/100
173rd	FinTech Automation 2016, Dallas (United States), Funding Raised	Cloud-based wealth management solution for financial professionals	-	Austin Capital Partners	33/100