Company lists · Data refreshed September 2026

Top 25 AI investment advisory platforms based in Mumbai, India

RevenueBase identified 98 AI investment advisory platforms headquartered in Mumbai, India as of September 2026 and tracks 1,731 professional contacts across them, including 338 with verified work emails. Mumbai is the largest hub.

This list covers AI investment advisory platforms headquartered in Mumbai, 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
98Companies
1,731Contacts tracked
338Verified emails
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The 25 largest AI investment advisory platforms based in Mumbai, India

Ranked by team size
Top 25 of 98 AI investment advisory platforms based in Mumbai, India, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to AI investment advisory 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 evidenceMumbai, IndiaHQ checked Sep 27, 202651-200149 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 27, 2026
2Strong evidenceMumbai, IndiaHQ checked Sep 27, 202651-200139 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
3Partial evidenceMumbai, IndiaHQ checked Sep 27, 202651-20080 contacts →

Partial evidence

“MIDASX is the only B2B2C AI-powered multi-asset marketplace for India's financial intermediaries who want to grow beyond distribution and build their own digital wealth ecosystem.”

Source: RevenueBase Database · checked Sep 27, 2026
4Strong evidenceMumbai, IndiaHQ checked Sep 27, 202611-5058 contacts →

Strong evidence

“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).”

Source: RevenueBase Database · checked Sep 27, 2026
5Partial evidenceMumbai, IndiaHQ checked Sep 27, 202651-20058 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
6Strong evidenceMumbai, IndiaHQ checked Sep 27, 202651-20052 contacts →

Strong evidence

“Omni Financial Advisor (OFA) is a high-end technology platform created for the gen-next advisors who have an urge to add value in their relationship with clients and focus in…”

Source: RevenueBase Database · checked Sep 27, 2026
7Strong evidenceMumbai, IndiaHQ checked Sep 27, 202611-5040 contacts →

Strong evidence

“Plan Ahead Wealth Advisors is a SEBI Registered Investment Advisory firm.”

Source: RevenueBase Database · checked Sep 27, 2026
8Strong evidenceMumbai, IndiaHQ checked Sep 27, 202611-5037 contacts →

Strong evidence

“AlgoBulls is an AI-backed algorithmic trading platform that democratizes trading for the masses.”

Source: RevenueBase Database · checked Sep 27, 2026
9Indirect evidenceMumbai, IndiaHQ checked Sep 27, 202611-5028 contacts →

Indirect evidence

“Fydaa is building financial access for every corner of Bharat.”

Source: RevenueBase Database · checked Sep 27, 2026
10Indirect evidenceMumbai, IndiaHQ checked Sep 27, 202611-5026 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026
11Strong evidenceMumbai, IndiaHQ checked Sep 27, 202611-5026 contacts →

Strong evidence

“Wright Research is an investment advisory and portfolio management firm that uses quantitative research and machine learning to create equity investment portfolios with the aim to…”

Source: RevenueBase Database · checked Sep 27, 2026
12Indirect evidenceMumbai, IndiaHQ checked Sep 27, 202611-5020 contacts →

Indirect evidence

“Pi – Answers to All Things Money.”

Source: RevenueBase Database · checked Sep 27, 2026
13Strong evidenceMumbai, IndiaHQ checked Sep 27, 202611-5017 contacts →

Strong evidence

“Wizzer is building a fully integrated AI-driven trading and advisory ecosystem.”

Source: RevenueBase Database · checked Sep 27, 2026
14Indirect evidenceMumbai, IndiaHQ checked Sep 27, 202611-5017 contacts →

Indirect evidence

“Do you have audacious money goals?”

Source: RevenueBase Database · checked Sep 27, 2026
15Strong evidenceMumbai, IndiaHQ checked Sep 27, 202611-5014 contacts →

Strong evidence

“Samssara is a highly professional 'algorithmic trading' and 'systematic investment advisory' company.”

Source: RevenueBase Database · checked Sep 27, 2026
16Indirect evidenceMumbai, IndiaHQ checked Sep 27, 20261-1013 contacts →

Indirect evidence

“EquiPoise Capital Management Pvt.”

Source: RevenueBase Database · checked Sep 27, 2026
17Indirect evidenceMumbai, IndiaHQ checked Sep 27, 202611-5012 contacts →

Indirect evidence

“Welcome to Atomic PMS, India's 1st Limited Fund Size PMS from MarketsMojo Asset Management!”

Source: RevenueBase Database · checked Sep 27, 2026
18Indirect evidenceMumbai, IndiaHQ checked Sep 27, 20261-1011 contacts →

Indirect evidence

“MintingM came into existence in 2019.”

Source: RevenueBase Database · checked Sep 27, 2026
19Indirect evidenceMumbai, IndiaHQ checked Sep 27, 202611-5010 contacts →

Indirect evidence

“Wealth management has always rewarded those who could afford the best advice.”

Source: RevenueBase Database · checked Sep 27, 2026
20Partial evidenceMumbai, IndiaHQ checked Sep 27, 202611-5010 contacts →

Partial evidence

“WealthTech Robo Advisory Pvt.”

Source: RevenueBase Database · checked Sep 27, 2026
21Indirect evidenceMumbai, IndiaHQ checked Sep 27, 20261-109 contacts →

Indirect evidence

“Welcome to Blue Ocean Financial Services Pvt Ltd Blue Ocean Financial Services focuses on building wealth through financial planning and offering wealth management services to…”

Source: RevenueBase Database · checked Sep 27, 2026
22Strong evidenceMumbai, IndiaHQ checked Sep 27, 20261-106 contacts →

Strong evidence

“OpenDelta is an AI-powered platform designed to help SMB asset managers make faster, more efficient, and better-informed decisions.”

Source: RevenueBase Database · checked Sep 27, 2026
23Indirect evidenceMumbai, IndiaHQ checked Sep 27, 202611-506 contacts →

Indirect evidence

“Founded by financial industry veterans, IntelX Money assists High Networth Individuals & families in making better financial decisions, devising the appropriate succession plan…”

Source: RevenueBase Database · checked Sep 27, 2026
24Partial evidenceMumbai, IndiaHQ checked Sep 27, 202611-505 contacts →

Partial evidence

“iRecord was an idea to cater the absence of reliable, accurate, and technologically powered Investment portfolio management & Accounting.”

Source: RevenueBase Database · checked Sep 27, 2026
25Partial evidenceMumbai, IndiaHQ checked Sep 27, 20261-104 contacts →

Partial evidence

“Turiya Advisory Services LLP takes its name from Turiya, which in Vedic philosophy represents the state of pure consciousness.”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 98 AI investment advisory platforms based in Mumbai, India

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AI investment advisory platforms based in Mumbai, India at a glance

As of Sep 27, 2026
19.5%Verified-email coverage
17.7Average contacts per company
1-10Median size (employees)
100.0%Largest-city concentration · Mumbai
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
49
11-50
38
51-200
10
201-500
1

Email recency for this list is measured across the whole India list rather than for Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 98 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 AI investment advisory 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 Mumbai, India whose own description of what they do matches “AI investment advisory 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 AI investment advisory 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 AI investment advisory platforms, and records with no verified work email. Companies headquartered outside Mumbai 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, 338 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.

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 AI investment advisory 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 AI investment advisory platforms are there based in Mumbai, India?

RevenueBase identified 98 AI investment advisory platforms headquartered in Mumbai, 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?

Fintoo, headquartered in Mumbai, tops this list with the largest team on record.

Which city has the most AI investment advisory platforms?

Mumbai leads with 98 headquartered companies, followed by Bengaluru (53) and Bangalore (46).

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 338 verified decision-maker contacts tracked across these 98 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.