Company lists · Data refreshed September 2026

Top 25 Algorithmic wealth management companies based in India

Name: Algorithmic wealth management companies based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 1,042 companies tracked

RevenueBase identified 1,042 algorithmic wealth management companies headquartered in India as of September 2026 and tracks 10,596 professional contacts across them, including 1,995 with verified work emails. Mumbai is the largest hub.

This list covers algorithmic wealth management companies 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 16, 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 16, 2026 86% judged on-target in blind review

1,042Companies

10,596Contacts tracked

1,995Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest algorithmic wealth management companies based in India

Ranked by team size

Top 25 of 1,042 algorithmic wealth management companies based in India, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to algorithmic wealth management companies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Share India Securities Limited	Indirect evidence	Noida, IndiaHQ checked Sep 16, 2026	501-1,000	638 contacts →
	Indirect evidence “Established in 1994, Share India Securities Limited was incepted with the idea of steady growth today to continue multiplying in the future.” Source: RevenueBase Database · checked Sep 16, 2026
2	Dezerv	Strong evidence	Mumbai, IndiaHQ checked Sep 16, 2026	501-1,000	589 contacts →
	Strong evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 16, 2026
3	Fisdom	Indirect evidence	Bengaluru North, IndiaHQ checked Sep 16, 2026	501-1,000	348 contacts →
	Indirect evidence “Fisdom is an extremely simple app to make smart investments.” Source: RevenueBase Database · checked Sep 16, 2026
4	Ionic Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 16, 2026	201-500	212 contacts →
	Partial evidence “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Source: RevenueBase Database · checked Sep 16, 2026
5	Zfunds	Indirect evidence	Gurugram, IndiaHQ checked Sep 16, 2026	51-200	165 contacts →
	Indirect evidence “The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Source: RevenueBase Database · checked Sep 16, 2026
6	Fintoo	Indirect evidence	Mumbai, IndiaHQ checked Sep 16, 2026	51-200	149 contacts →
	Indirect 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 16, 2026
7	Ssba Innovations Limited Holding & Promoting Company Of Taxbuddy.com And Finbingo.com	Indirect evidence	Mumbai, IndiaHQ checked Sep 16, 2026	11-50	137 contacts →
	Indirect evidence “SSBA Innovations is a pioneer in technology driven financial planning through AI based platforms.” Source: RevenueBase Database · checked Sep 16, 2026
8	MFA	Indirect evidence	Mumbai, IndiaHQ checked Sep 16, 2026	51-200	135 contacts →
	Indirect evidence “Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.” Source: RevenueBase Database · checked Sep 16, 2026
9	Eastern Financiers LTD	Indirect evidence	Kolkata, IndiaHQ checked Sep 16, 2026	201-500	128 contacts →
	Indirect evidence “Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Source: RevenueBase Database · checked Sep 16, 2026
10	Fisdom Private Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 16, 2026	51-200	122 contacts →
	Partial evidence “Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Source: RevenueBase Database · checked Sep 16, 2026
11	First Global	Indirect evidence	Mumbai, IndiaHQ checked Sep 16, 2026	201-500	107 contacts →
	Indirect evidence “The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Source: RevenueBase Database · checked Sep 16, 2026
12	Torus Digital	Indirect evidence	Mumbai, IndiaHQ checked Sep 16, 2026	51-200	92 contacts →
	Indirect evidence “Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.” Source: RevenueBase Database · checked Sep 16, 2026
13	Midasx Official	Partial evidence	Mumbai, IndiaHQ checked Sep 16, 2026	51-200	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 16, 2026
14	Ifanow	Strong evidence	Mumbai, IndiaHQ checked Sep 16, 2026	51-200	80 contacts →
	Strong evidence “IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Source: RevenueBase Database · checked Sep 16, 2026
15	Savart	Strong evidence	Hyderabad, IndiaHQ checked Sep 16, 2026	11-50	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 16, 2026
16	Zanskar Research	Partial evidence	Bengaluru, IndiaHQ checked Sep 16, 2026	11-50	60 contacts →
	Partial evidence “The firm aims to develop systematic proprietary trading and market-making algorithms across various asset classes across capital markets worldwide.” Source: RevenueBase Database · checked Sep 16, 2026
17	WYLTH	Partial evidence	Mumbai, IndiaHQ checked Sep 16, 2026	11-50	58 contacts →
	Partial 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 16, 2026
18	Kivi Capital	Partial evidence	Gurgaon, IndiaHQ checked Sep 16, 2026	51-200	58 contacts →
	Partial evidence “Kivi Capital is an investment management firm located in Gurgaon, India, that specializes in developing quantitative trading strategies and their execution through an automated…” Source: RevenueBase Database · checked Sep 16, 2026
19	5nance.com	Indirect evidence	Mumbai, IndiaHQ checked Sep 16, 2026	51-200	58 contacts →
	Indirect evidence “5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.” Source: RevenueBase Database · checked Sep 16, 2026
20	trendlyne.com	Indirect evidence	Bangalore, IndiaHQ checked Sep 16, 2026	11-50	52 contacts →
	Indirect 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 16, 2026
21	Teji Mandi	Indirect evidence	Mumbai, IndiaHQ checked Sep 16, 2026	201-500	52 contacts →
	Indirect evidence “With over stocks listed on the NSE/BSE, Stock market investing can be complicated.” Source: RevenueBase Database · checked Sep 16, 2026
22	OFA Fiinfra	Indirect evidence	Mumbai, IndiaHQ checked Sep 16, 2026	51-200	52 contacts →
	Indirect 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 16, 2026
23	I CAP Financial Services	Indirect evidence	Bangalore, IndiaHQ checked Sep 16, 2026	11-50	51 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 16, 2026
24	Vivekam Financial Services PVT LTD	Indirect evidence	Hyderabad, IndiaHQ checked Sep 16, 2026	11-50	51 contacts →
	Indirect evidence “Vivekam is incorporated to become the first Investment Advisory company to offer proven processes into Investments.” Source: RevenueBase Database · checked Sep 16, 2026
25	Arthayantra	Strong evidence	Hyderabad, IndiaHQ checked Sep 16, 2026	51-200	47 contacts →
	Strong evidence “ArthaYantra was founded to redefine the landscape of wealth management industry.” Source: RevenueBase Database · checked Sep 16, 2026

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: algorithmic wealth management companies. 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 algorithmic wealth management companies.
Partial evidence: Its own public description names part of algorithmic wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name algorithmic wealth management companies. 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 1,042 algorithmic wealth management companies based in India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,995 reachable decision-makers.

Free signup · no credit card

View the full list →

Algorithmic wealth management companies based in India at a glance

As of Sep 16, 2026

18.8%Verified-email coverage

10.2Average contacts per company

1-10Median size (employees)

16.1%Largest-city concentration · Mumbai

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

646

11-50

292

51-200

201-500

501-1,000

5,001-10,000

10001+

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 1,042 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 algorithmic wealth management companies, 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 “algorithmic wealth management companies”. 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 algorithmic wealth management companies), 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 algorithmic wealth management companies, 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, 1,995 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 16, 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.

Algorithmic wealth management companies by metro

Algorithmic wealth management companies in Mumbai168
Algorithmic wealth management companies in Bangalore79
Algorithmic wealth management companies in Bengaluru74
Algorithmic wealth management companies in New Delhi59
Algorithmic wealth management companies in Pune53
Algorithmic wealth management companies in Ahmedabad36
Algorithmic wealth management companies in Hyderabad32
Algorithmic wealth management companies in Noida31
Algorithmic wealth management companies in Chennai29
Algorithmic wealth management companies in Kolkata29
Algorithmic wealth management companies in Gurgaon27

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 algorithmic wealth management companies, 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 algorithmic wealth management companies are there based in India?

RevenueBase identified 1,042 algorithmic wealth management companies 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?

Share India Securities Limited, headquartered in Noida, tops this list with the largest team on record.

Which city has the most algorithmic wealth management companies?

Mumbai leads with 168 headquartered companies, followed by Bangalore (79) and Bengaluru (74).

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 1,995 verified decision-maker contacts tracked across these 1,042 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 16, 2026.

Ready to reach these companies? Verified emails and direct dials for all 1,042 algorithmic wealth management companies based in India. Start with a free account, no credit card.

Download this list →

Related lists

Algorithmic wealth management companies by geography

Browse the directory

Browse: Companies home · All India lists · All Algorithmic wealth management companies lists · New lists

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.