Company lists · Data refreshed September 2026

Top 25 Asset and wealth management consulting firms based in Bangalore, India

RevenueBase identified 226 company matches for asset and wealth management consulting firms associated with Bangalore, India as of September 2026 and tracks 2,021 professional contacts across them, including 426 with verified work emails. Across India, Mumbai is the largest hub for this category (542 companies); Bangalore follows with 226.

This list covers company matches for asset and wealth management consulting firms 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 21, 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 21, 2026 How this list was built
226Companies
2,021Contacts tracked
426Verified emails
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The 25 largest asset and wealth management consulting firms based in Bangalore, India

Ranked by team size
Top 25 of 226 company matches for asset and wealth management consulting firms based in Bangalore, India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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 21, 202651-200171 contacts →

Exact match

“Established by visionary ex-bankers, Indiassetz began its journey on October 5, 2014, with an ambitious goal: to revolutionize Wealth Management, focusing specifically on the real…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2Exact matchBangalore, IndiaHQ recorded Sep 21, 2026201-500110 contacts →

Exact match

“Allegro Capital is a comprehensive Investment Bank that comes with years of expertise in offering financial solutions and advisory services across the corporate world.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3Exact matchBangalore, IndiaHQ recorded Sep 21, 202651-20082 contacts →

Exact match

“A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4Exact matchBangalore, IndiaHQ recorded Sep 21, 202611-5051 contacts →

Exact match

“Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5Exact matchBangalore, IndiaHQ recorded Sep 21, 202611-5041 contacts →

Exact match

“Excelberg is a new financial advisory and consultancy firm based in Bangalore.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6Exact matchBangalore, IndiaHQ recorded Sep 21, 202611-5032 contacts →

Exact match

“The company’s core business is wealth management supervision and consolidation.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7Exact matchBangalore, IndiaHQ recorded Sep 21, 202651-20030 contacts →

Exact match

“Atom Privé is defined by a dynamic team of wealth management professionals with the perfect blend of integrity, intelligence and enthusiasm.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8Exact matchBangalore, IndiaHQ recorded Sep 21, 202611-5029 contacts →

Exact match

“Armstrong Capital is a boutique Financial Planning & Investment Solution firm.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9Exact matchBangalore, IndiaHQ recorded Sep 21, 202611-5021 contacts →

Exact match

“WinNest is a holistic financial services company, focused on Investment management.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10Exact matchBangalore, IndiaHQ recorded Sep 21, 202611-5019 contacts →

Exact match

“Pygmalion Wealth is an independent, boutique wealth management and relationship management firm based in Bangalore, India.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11Exact matchBangalore, IndiaHQ recorded Sep 21, 20261-1018 contacts →

Exact match

“Foresight Family Office is an independent Multi-Family Office with a presence in Bangalore.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12Exact matchBangalore, IndiaHQ recorded Sep 21, 202611-5017 contacts →

Exact match

“We are a boutique wealth management firm.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13Exact matchBangalore, IndiaHQ recorded Sep 21, 202611-5014 contacts →

Exact match

“SEBI Registered Investment Adviser Registration number: Registered name: Wealth Managers United (India) Private Limited WMU is a professionally run "Multi Family Office" providing…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14Exact matchBangalore, IndiaHQ recorded Sep 21, 202611-5012 contacts →

Exact match

“Start Your Investment Journey With Us!”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15Exact matchBangalore, IndiaHQ recorded Sep 21, 20261-1011 contacts →

Exact match

“2i Wealth is a Bangalore-based Investment Services firm focusing on Disciplined Investments Strategies for Individual, NRIs and Corporates to meet their Financial Goals.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16Exact matchBangalore, IndiaHQ recorded Sep 21, 202611-5011 contacts →

Exact match

“Acumen Wealthcare Solutions pvt ltd is an Investment Advisory Firm.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17Exact matchBangalore, IndiaHQ recorded Sep 21, 202611-5010 contacts →

Exact match

“We are a boutique portfolio management firm redefining investment excellence through innovation and intelligence.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18Exact matchBangalore, IndiaHQ recorded Sep 21, 202611-5010 contacts →

Exact match

“Baron Capitale is the HNW wing of Baron Capitale & Wealth Management Pvt Ltd, is the new era wealth start up comes with an experience hand in 2023 based out in Bangalore.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19Exact matchBangalore, IndiaHQ recorded Sep 21, 20261-109 contacts →

Exact match

“Established in 2011, Singularis Wealth serves as your guide through the intricate world of investments.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20Exact matchBangalore, IndiaHQ recorded Sep 21, 202611-508 contacts →

Exact match

“The word “Sinhasi” has its origin in Japanese art and depicts a protective shield, which is meant to ward off evil and ill omen.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21Exact matchBangalore, IndiaHQ recorded Sep 21, 20261-107 contacts →

Exact match

“At Purpletouch Finserve, we believe financial planning isn't just about crunching numbers-it's about understanding you.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22Exact matchBangalore, IndiaHQ recorded Sep 21, 202611-507 contacts →

Exact match

“Sumex is a new private wealth entity established in January, 2018.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23Exact matchBangalore, IndiaHQ recorded Sep 21, 20261-107 contacts →

Exact match

“Sipfund.com is into client-based advisory services and providing investment-related essential information to meet their financial goals on a long term basis.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24Exact matchBangalore, IndiaHQ recorded Sep 21, 20261-107 contacts →

Exact match

“The inception of Spark Global Consulting happened with a vision to become one of the most prominent & reliable management consulting firms for organizations looking for a one-stop…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25Exact matchBangalore, IndiaHQ recorded Sep 21, 202611-507 contacts →

Exact match

“When it comes to investments, they’re a bit like clothes.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

Showing 25 of 226 asset and wealth management consulting firms based in Bangalore, India

See the full list, filter by size, metro and specialty, and access 426 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset and wealth management consulting firms based in Bangalore, India at a glance

As of Sep 21, 2026
21.1%Verified-email coverage
8.9Average contacts per company
1-10Median size (employees)
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
141
11-50
68
51-200
11
201-500
5
1,001-5,000
1

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 “asset and wealth management consulting firms” 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 426 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 21, 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 “asset and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset and wealth management consulting firms are there based in Bangalore, India?

RevenueBase identified 226 company matches for asset and wealth management consulting firms 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?

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

Which city in India has the most asset and wealth management consulting firms?

Mumbai leads India with 542 company records, followed by Bangalore (226) and New Delhi (203).

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 426 professional contacts with verified work emails tracked across these 226 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 21, 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.