Company lists · Data refreshed November 2026

Top 22 AI financial advisory services based in India

RevenueBase identified 1,765 company matches for AI financial advisory services associated with India as of November 2026 and tracks 17,446 professional contacts across them, including 2,936 with verified work emails. Mumbai is the largest hub.

This list covers company matches for AI financial advisory services associated with India, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
1,765Companies
17,446Contacts tracked
2,936Verified emails
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The 22 largest AI financial advisory services based in India

Ranked by team size
Top 22 of 1,765 company matches for AI financial advisory services based in India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMumbai, IndiaHQ recorded Nov 6, 2026201-5001,032 contacts →

Exact match

“Most financial advice is built around products.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchMumbai, IndiaHQ recorded Nov 6, 2026501-1,000857 contacts →

Exact match

“Decimal Point Analytics is a leading global provider of AI-powered data analytics, offering enterprises intelligent automation and predictive insights to drive faster, smarter…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchMumbai, IndiaHQ recorded Nov 6, 2026501-1,000802 contacts →

Exact match

“SEBI Reg No:NSE (CM, F&O) & BSE No:0893 | DP ID: IN300-079/450 | NSE Member No- 07066 | BSE Clg.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchNew Delhi, IndiaHQ recorded Nov 6, 2026501-1,000488 contacts →

Exact match

“Almondz brings together industry expertise, human capabilities and domain experience to capture and accomplish the biggest opportunities in business alongside monitoring the risk…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchNew Delhi, IndiaHQ recorded Nov 6, 2026201-500433 contacts →

Exact match

“Founded in 1995, SPA Group has positioned itself as one of India’s leading financial advisory firms.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchBangalore, IndiaHQ recorded Nov 6, 2026501-1,000372 contacts →

Exact match

“At Talisma, we believe cutting-edge technology shouldn't be extravagant – rather it should fuel meaningful growth.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-200311 contacts →

Exact match

“Incorporated in 1991, Kotak Investment Banking is a leading full-service investment bank in India offering integrated solutions encompassing high-quality financial advisory…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-200167 contacts →

Exact match

“Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-200140 contacts →

Exact match

“Tristone provides high-quality, AI-enabled investment research & analytics and transaction support services to investment funds, investment advisors, corporates, and investment…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchMumbai, IndiaHQ recorded Nov 6, 202611-50140 contacts →

Exact match

“SSBA Innovations is a pioneer in technology driven financial planning through AI based platforms.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchGurgaon, IndiaHQ recorded Nov 6, 202651-200136 contacts →

Exact match

“TransOrg Analytics is pushing the boundaries of what is possible with AI and Advanced Analytics for its global enterprise and large corporate clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchBangalore, IndiaHQ recorded Nov 6, 202651-200110 contacts →

Exact match

“DreamGains Financials India Private Limited, a trusted name in the financial services arena, provides you with the entire gamut of financial advisory services under one roof.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchKolkata, IndiaHQ recorded Nov 6, 2026201-500107 contacts →

Exact match

“Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchChennai, IndiaHQ recorded Nov 6, 202651-200103 contacts →

Exact match

“Agrya Consulting Private Limited a multi disciplinary company founded by professionals from Big4.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-20086 contacts →

Exact match

“Arya AI delivers transformative, enterprise-grade AI solutions for banks, insurers, and other financial institutions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchMumbai, IndiaHQ recorded Nov 6, 202611-5085 contacts →

Exact match

“Our Mission at RRS is to offer innovative financial products and services that exceed internal and external client expectations consistently by integrating best practices, core…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchAhmedabad, IndiaHQ recorded Nov 6, 202651-20082 contacts →

Exact match

“Just like expert surfers ride the tides, Ocean Finvest helps you ride the waves of financial markets with confidence.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchMumbai, IndiaHQ recorded Nov 6, 202611-5080 contacts →

Exact match

“Strategic Financial Advisors | 15+ Years of Expertise | Corporates Empowered At Growthally, we don’t just offer advice - we partner with businesses to unlock real growth.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchMumbai, IndiaHQ recorded Nov 6, 202611-5065 contacts →

Exact match

“Invest Value is an innovative wealth-tech platform designed to empower investment professionals, such as Wealth Managers, Private Bankers, IFAS, MFDS, and RIAS, by simplifying…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchGuwahati, IndiaHQ recorded Nov 6, 202651-20064 contacts →

Exact match

“Finedge Services is now Trustner.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchDelhi, IndiaHQ recorded Nov 6, 202611-5063 contacts →

Exact match

“Founded by Mr.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-20061 contacts →

Exact match

“5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 22 of 1,765 AI financial advisory services based in India

See the full list, filter by size, metro and specialty, and access 2,936 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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AI financial advisory services based in India at a glance

As of Nov 6, 2026
16.8%Verified-email coverage
9.9Average contacts per company
1-10Median size (employees)
14.9%Largest-city concentration · Mumbai
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
1,077
11-50
524
51-200
113
201-500
25
501-1,000
8
1,001-5,000
2
5,001-10,000
2

Email recency for this list is measured worldwide rather than for India, so it is reported there. Company counts and contact totals on this page are exact for India, over 1,765 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with India whose business descriptions match “AI financial advisory services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 2,936 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “AI financial advisory services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many AI financial advisory services are there based in India?

RevenueBase identified 1,765 company matches for AI financial advisory services associated with India as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

1 Finance tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most AI financial advisory services?

Mumbai leads with 263 company records, followed by Bangalore (147) and Pune (107).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,936 professional contacts with verified work emails tracked across these 1,765 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 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 SmartSearch, 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.