Company lists · Data refreshed September 2026

Top 25 Advisor-led investment platforms based in Bangalore, India

RevenueBase identified 132 advisor-led investment platforms headquartered in Bangalore, India as of September 2026 and tracks 1,644 professional contacts across them, including 490 with verified work emails. Mumbai is the largest hub.

This list covers advisor-led investment platforms headquartered in Bangalore, India, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review
132Companies
1,644Contacts tracked
490Verified emails
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The 25 largest advisor-led investment platforms based in Bangalore, India

Ranked by team size
Top 25 of 132 advisor-led investment platforms based in Bangalore, India, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to advisor-led investment platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceBangalore, IndiaHQ checked Sep 27, 2026201-500388 contacts →

Strong evidence

“smallcase is a leading provider of investment products to Indian investors & platforms to the capital markets industry.”

Source: RevenueBase Database · checked Sep 27, 2026
2Strong evidenceBangalore, IndiaHQ checked Sep 27, 202651-200153 contacts →

Strong evidence

“9-12% Fixed Returns from Corporate Bonds that are handpicked by experts - on a SEBI-registered investment platform.”

Source: RevenueBase Database · checked Sep 27, 2026
3Strong evidenceBangalore, IndiaHQ checked Sep 27, 202651-20098 contacts →

Strong evidence

“Investment platform trusted by 18 Lakh+ investors with Rs crore in assets.”

Source: RevenueBase Database · checked Sep 27, 2026
4Partial evidenceBangalore, IndiaHQ checked Sep 27, 202651-20082 contacts →

Partial evidence

“A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.”

Source: RevenueBase Database · checked Sep 27, 2026
5Partial evidenceBangalore, IndiaHQ checked Sep 27, 202651-20062 contacts →

Partial evidence

“PowerUp Money is India’s trusted Mutual Fund Advisory App.”

Source: RevenueBase Database · checked Sep 27, 2026
6Indirect evidenceBangalore, IndiaHQ checked Sep 27, 202611-5051 contacts →

Indirect evidence

“Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.”

Source: RevenueBase Database · checked Sep 27, 2026
7Partial evidenceBangalore, IndiaHQ checked Sep 27, 202611-5029 contacts →

Partial evidence

“Armstrong Capital is a boutique Financial Planning & Investment Solution firm.”

Source: RevenueBase Database · checked Sep 27, 2026
8Partial evidenceBangalore, IndiaHQ checked Sep 27, 202611-5021 contacts →

Partial evidence

“WinNest is a holistic financial services company, focused on Investment management.”

Source: RevenueBase Database · checked Sep 27, 2026
9Partial evidenceBangalore, IndiaHQ checked Sep 27, 202611-5020 contacts →

Partial evidence

“Founded in 2020, GoalTeller is an automated goal-based planning platform for individuals to secure their financial future.”

Source: RevenueBase Database · checked Sep 27, 2026
10Partial evidenceBangalore, IndiaHQ checked Sep 27, 202611-5019 contacts →

Partial evidence

“The investment landscape in India is haphazard, fragmented, and split between the haves and the have-nots.”

Source: RevenueBase Database · checked Sep 27, 2026
11Indirect evidenceBangalore, IndiaHQ checked Sep 27, 20261-1015 contacts →

Indirect evidence

“Cashvisory (backed by SucSEED Ventures, EvolveX and We Founder Circle) empowers first-time investors with expert-backed strategies and simplified tools, making wealth-building…”

Source: RevenueBase Database · checked Sep 27, 2026
12Strong evidenceBangalore, IndiaHQ checked Sep 27, 20261-1013 contacts →

Strong evidence

“Start with an investment as low as and let our experienced investment team manage your money.( ™) is an Investment Management platform that provides every investor access to right…”

Source: RevenueBase Database · checked Sep 27, 2026
13Partial evidenceBangalore, IndiaHQ checked Sep 27, 202611-5012 contacts →

Partial evidence

“Start Your Investment Journey With Us!”

Source: RevenueBase Database · checked Sep 27, 2026
14Strong evidenceBangalore, IndiaHQ checked Sep 27, 202611-509 contacts →

Strong evidence

“At Finplify, we're building a cutting-edge investment platform that leverages the power of blockchain technology and data analytics to enable our users to make investments in a…”

Source: RevenueBase Database · checked Sep 27, 2026
15Partial evidenceBangalore, IndiaHQ checked Sep 27, 202611-508 contacts →

Partial evidence

“Welcome to Traders Circuit, your go-to stock market advisory solution, right at your fingertips.”

Source: RevenueBase Database · checked Sep 27, 2026
16Indirect evidenceBangalore, IndiaHQ checked Sep 27, 20261-108 contacts →

Indirect evidence

“Discover financial empowerment with Fincelerate Private Limited.”

Source: RevenueBase Database · checked Sep 27, 2026
17Indirect evidenceBangalore, IndiaHQ checked Sep 27, 20261-107 contacts →

Indirect evidence

“At Purpletouch Finserve, we believe financial planning isn't just about crunching numbers-it's about understanding you.”

Source: RevenueBase Database · checked Sep 27, 2026
18Indirect evidenceBangalore, IndiaHQ checked Sep 27, 202611-507 contacts →

Indirect evidence

“Sumex is a new private wealth entity established in January, 2018.”

Source: RevenueBase Database · checked Sep 27, 2026
19Partial evidenceBangalore, IndiaHQ checked Sep 27, 20261-107 contacts →

Partial evidence

“Augment Capital Services LLP is a boutique investment management firm set up in the year 2010.”

Source: RevenueBase Database · checked Sep 27, 2026
20Strong evidenceBangalore, IndiaHQ checked Sep 27, 20261-107 contacts →

Strong evidence

“Sipfund.com is into client-based advisory services and providing investment-related essential information to meet their financial goals on a long term basis.”

Source: RevenueBase Database · checked Sep 27, 2026
21Partial evidenceBangalore, IndiaHQ checked Sep 27, 202611-507 contacts →

Partial evidence

“When it comes to investments, they’re a bit like clothes.”

Source: RevenueBase Database · checked Sep 27, 2026
22Indirect evidenceBangalore, IndiaHQ checked Sep 27, 20261-107 contacts →

Indirect evidence

“Finhancers.com is a SEBI registered financial services company that offers a hybrid presence and deals with multiple asset classes including mutual funds, stocks, bonds…”

Source: RevenueBase Database · checked Sep 27, 2026
23Partial evidenceBangalore, IndiaHQ checked Sep 27, 20261-106 contacts →

Partial evidence

“Financial Planning | Wealth Management | Multi Family Office Founded in August, 2017, Venn Wealth is a Financial Advisory Firm based out of Bangalore, India.”

Source: RevenueBase Database · checked Sep 27, 2026
24Indirect evidenceBangalore, IndiaHQ checked Sep 27, 20261-106 contacts →

Indirect evidence

“WealthKube aims to build wealth for investors and showcase how everyone can be wealthy with disciplined investing.”

Source: RevenueBase Database · checked Sep 27, 2026
25Indirect evidenceBangalore, IndiaHQ checked Sep 27, 20261-105 contacts →

Indirect evidence

“The idea of Zvest Financial Services LLP was conceived when we realised the fact that every client is unique and has specific goals and requirements that change constantly.”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 132 advisor-led investment platforms based in Bangalore, India

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Advisor-led investment platforms based in Bangalore, India at a glance

As of Sep 27, 2026
29.8%Verified-email coverage
12.5Average contacts per company
1-10Median size (employees)
276.5%Largest-city concentration · Mumbai
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
76
11-50
39
51-200
12
201-500
3
1,001-5,000
1
10001+
1

Email recency for this list is measured across the whole India list rather than for Bangalore, so it is reported there. Company counts and contact totals on this page are exact for Bangalore, over 132 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among advisor-led investment platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Bangalore, India whose own description of what they do matches “advisor-led investment platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names advisor-led investment platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among advisor-led investment platforms, and records with no verified work email. Companies headquartered outside Bangalore are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 490 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Advisor-led investment platforms by metro in India

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names advisor-led investment platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many advisor-led investment platforms are there based in Bangalore, India?

RevenueBase identified 132 advisor-led investment platforms headquartered in Bangalore, India as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Smallcase, headquartered in Bangalore, tops this list with the largest team on record.

Which city has the most advisor-led investment platforms?

Mumbai leads with 365 headquartered companies, followed by Pune (133) and Bangalore (132).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 490 verified decision-maker contacts tracked across these 132 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.