Company lists · Data refreshed September 2026

Top 19 Artificial intelligence financial advisors based in Bangalore, India

RevenueBase identified 74 company matches for artificial intelligence financial advisors associated with Bangalore, India as of September 2026 and tracks 564 professional contacts across them, including 115 with verified work emails. Across India, Bangalore is the largest hub for this category.

This list covers company matches for artificial intelligence financial advisors associated with Bangalore, 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 September 27, 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 Sep 27, 2026 How this list was built
74Companies
564Contacts tracked
115Verified emails
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The 19 largest artificial intelligence financial advisors based in Bangalore, India

Ranked by team size
Top 19 of 74 company matches for artificial intelligence financial advisors based in Bangalore, India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 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 matchBangalore, IndiaHQ recorded Sep 27, 202611-5052 contacts →

Exact match

“Trendlyne is a ‘Retail Bloomberg platform’ enabling decision making for retail investors, research analysts and Portfolio advisors with real time data analytics.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2Exact matchBangalore, IndiaHQ recorded Sep 27, 202611-5031 contacts →

Exact match

“Auquan is the market leader in AI agents for deep work in financial services, transforming how professionals manage investment and credit prescreening and due diligence, risk…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3Exact matchBangalore, IndiaHQ recorded Sep 27, 202611-5024 contacts →

Exact match

“CrispIdea is an AI-native research, wealthtech and investment advisory firm serving institutions (BlackRock, Citadel, Two Sigma, EY, PwC, Accenture, BCG), family offices, and…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4Exact matchBangalore, IndiaHQ recorded Sep 27, 202611-5020 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5Exact matchBangalore, IndiaHQ recorded Sep 27, 202611-5018 contacts →

Exact match

“Pluto Money uses artificial intelligence and machine learning algorithms to analyze users' financial data.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6Exact matchBangalore, IndiaHQ recorded Sep 27, 202611-5017 contacts →

Exact match

“MyFi is an AI powered financial assistant that serves to break down the complexities around investing so that you can make better decisions.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7Exact matchBangalore, IndiaHQ recorded Sep 27, 20261-1016 contacts →

Exact match

“We offer customized algorithm-based investment portfolios to help you achieve your financial ambitions within your comfort level.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8Exact matchBangalore, IndiaHQ recorded Sep 27, 202651-20015 contacts →

Exact match

“Almug is an A.I.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9Exact matchBangalore, IndiaHQ recorded Sep 27, 20261-1014 contacts →

Exact match

“The Investment Management Platform for What's Next Moneybloom is a technology company that provides an integrated platform for financial institutions and advisors to provide…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10Exact matchBangalore, IndiaHQ recorded Sep 27, 20261-1010 contacts →

Exact match

“Wealth Management for India, rebuilt with AI.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11Exact matchBangalore, IndiaHQ recorded Sep 27, 202611-5010 contacts →

Exact match

“NeuralHQ Technologies is revolutionizing customer experience in the financial services industry.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12Exact matchBangalore, IndiaHQ recorded Sep 27, 202611-5010 contacts →

Exact match

“At Optymoney, we're passionate about democratizing wealth management and empowering individuals in India to achieve their financial aspirations.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13Exact matchBangalore, IndiaHQ recorded Sep 27, 20261-109 contacts →

Exact match

“Currently investment advice is a human driven industry; conversations need to happen in order to make investment sales.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14Exact matchBangalore, IndiaHQ recorded Sep 27, 20261-108 contacts →

Exact match

“Discover financial empowerment with Fincelerate Private Limited.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15Exact matchBangalore, IndiaHQ recorded Sep 27, 202611-504 contacts →

Exact match

“runrate is a gamified DIY Robo-advisory, with a helpful free community for crowdsourcing knowledge.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16Exact matchBangalore, IndiaHQ recorded Sep 27, 20261-104 contacts →

Exact match

“Moneyplanned is a wealth management company blending expertise in personal finance, investments and advanced technologies to simplify tailored wealth management and achievement of…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17Exact matchBangalore, IndiaHQ recorded Sep 27, 20261-103 contacts →

Exact match

“We have worked on building an AI engine which can help retail investors in Equity and Crypto markets to get the best insights and help required in understanding the financial…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18Exact matchBangalore, IndiaHQ recorded Sep 27, 202651-2003 contacts →

Exact match

“At Finclave, we are on a mission to bring transparency and structure to the advisory industry, offering you a trustworthy platform to achieve your investment goals.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19Exact matchBangalore, IndiaHQ recorded Sep 27, 20261-101 contacts →

Exact match

“Elite Investment Opportunities, Powered by AI At XCLUSIIVE, we leverage cutting-edge AI technology to provide unparalleled investment opportunities tailored to your unique…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase

Showing 19 of 74 artificial intelligence financial advisors based in Bangalore, India

See the full list, filter by size, metro and specialty, and access 115 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Artificial intelligence financial advisors based in Bangalore, India at a glance

As of Sep 27, 2026
20.4%Verified-email coverage
7.6Average contacts per company
1-10Median size (employees)
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
46
11-50
26
51-200
2

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.

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 Bangalore, India whose business descriptions match “artificial intelligence financial advisors” 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 115 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 September 27, 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.

Artificial intelligence financial advisors by metro in India

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 “artificial intelligence financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many artificial intelligence financial advisors are there based in Bangalore, India?

RevenueBase identified 74 company matches for artificial intelligence financial advisors associated with Bangalore, India as of September 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?

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

Which city in India has the most artificial intelligence financial advisors?

Bangalore leads India with 74 company records, followed by Mumbai (56) and Gurgaon (23).

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 115 professional contacts with verified work emails tracked across these 74 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 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 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.