Company lists · Data refreshed September 2026
Top 25 AI platforms for investment advisors based in India
RevenueBase identified 301 AI platforms for investment advisors headquartered in India as of September 2026 and tracks 3,523 professional contacts across them, including 724 with verified work emails. Mumbai is the largest hub.
This list covers AI platforms for investment advisors headquartered in 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.
The 25 largest AI platforms for investment advisors based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 174 contacts → | ||||
Strong evidence “Univest is a trusted stock advisory and brokerage platform that helps investors make smarter investment decisions across stocks, F&O, commodities, IPOs, and mutual funds.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 149 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 139 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 137 contacts → | ||||
Strong evidence “SSBA Innovations is a pioneer in technology driven financial planning through AI based platforms.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 107 contacts → | ||||
Indirect evidence “The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 80 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 80 contacts → | ||||
Indirect evidence “IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 79 contacts → | ||||
Strong evidence “Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 75 contacts → | ||||
Indirect evidence “Just like expert surfers ride the tides, Ocean Finvest helps you ride the waves of financial markets with confidence.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 58 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 58 contacts → | ||||
Partial evidence “5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 52 contacts → | ||||
Strong evidence “Trendlyne is a ‘Retail Bloomberg platform’ enabling decision making for retail investors, research analysts and Portfolio advisors with real time data analytics.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 52 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 51 contacts → | ||||
Strong evidence “Vivekam is incorporated to become the first Investment Advisory company to offer proven processes into Investments.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 47 contacts → | ||||
Indirect evidence “ArthaYantra was founded to redefine the landscape of wealth management industry.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 46 contacts → | ||||
Indirect evidence “To know more, visit jarvisinvest.com” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 45 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 43 contacts → | ||||
Partial evidence “Wealth Management and AI” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 38 contacts → | ||||
Strong evidence “Finteract AI is an AI-native finance intelligence platform built for the office of the CFO helping finance teams move from reporting numbers to driving outcomes.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 37 contacts → | ||||
Strong evidence “AlgoBulls is an AI-backed algorithmic trading platform that democratizes trading for the masses.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 35 contacts → | ||||
Strong evidence “We are a SEBI-registered investment advisory, focused on helping you build wealth in the stock market over the long term.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 33 contacts → | ||||
Partial evidence “Built on trust and verified by data, we are India's fastest growing investor portfolio management platform.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 32 contacts → | ||||
Indirect evidence “Finance box is a tech driven company where you can avail all the financial services without human intervention.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 26 contacts → | ||||
Strong evidence “CONCEPT Investwell Private Limited is a boutique investment services company offering Portfolio Management (PMS) value-added services, Investment Advisory (IA), Mutual Fund, Debt…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 26 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, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: AI platforms for investment advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names AI platforms for investment advisors.
- Partial evidence
- Its own public description names part of AI platforms for investment advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name AI platforms for investment advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 301 AI platforms for investment advisors based in India
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AI platforms for investment advisors based in India at a glance
As of Sep 27, 2026Companies by employee count
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 301 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 platforms for investment advisors, 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 India whose own description of what they do matches “AI platforms for investment advisors”. 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 platforms for investment advisors), 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 platforms for investment advisors, and records with no verified work email. Companies headquartered outside India 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, 724 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.
AI platforms for investment advisors by metro
- AI platforms for investment advisors in Mumbai60
- AI platforms for investment advisors in Bengaluru41
- AI platforms for investment advisors in Bangalore25
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 platforms for investment advisors, 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 platforms for investment advisors are there based in India?
RevenueBase identified 301 AI platforms for investment advisors headquartered in 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?
Univest, headquartered in Gurugram, tops this list with the largest team on record.
Which city has the most AI platforms for investment advisors?
Mumbai leads with 60 headquartered companies, followed by Bengaluru (41) and Bangalore (25).
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 724 verified decision-maker contacts tracked across these 301 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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AI platforms for investment advisors by geography
- AI platforms for investment advisors based in Bangalore, India
- AI platforms for investment advisors based in Mumbai, India
- AI platforms for investment advisors based in Chicago, United States
- AI platforms for investment advisors based in New York, United States
- AI platforms for investment advisors based in San Francisco, United States
- AI platforms for investment advisors based in Australia
- AI platforms for investment advisors based in Brazil
- AI platforms for investment advisors based in Canada
- AI platforms for investment advisors based in France
- AI platforms for investment advisors based in Germany
- AI platforms for investment advisors based in Hong Kong
- AI platforms for investment advisors based in Israel
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.
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