Company lists · Data refreshed September 2026

Top 25 Automated financial advisory firms based in India

Name: Automated financial advisory firms based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 596 companies tracked

RevenueBase identified 596 automated financial advisory firms headquartered in India as of September 2026 and tracks 16,550 professional contacts across them, including 2,286 with verified work emails. Mumbai is the largest hub.

This list covers automated financial advisory firms 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 19, 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 19, 2026 86% judged on-target in blind review

596Companies

16,550Contacts tracked

2,286Verified emails

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The 25 largest automated financial advisory firms based in India

Ranked by team size

Top 25 of 596 automated financial advisory firms based in India, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to automated financial advisory firms: 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	Icici Securities	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	1,001-5,000	7,289 contacts →
	Partial evidence “With over seven decades of ICICI Group’s legacy of trust and financial expertise, ICICI Securities stands as a leading, customer-centric and technology-driven financial services…” Source: RevenueBase Database · checked Sep 19, 2026
2	GROWW	Partial evidence	Bengaluru, IndiaHQ checked Sep 19, 2026	501-1,000	2,165 contacts →
	Partial evidence “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Source: RevenueBase Database · checked Sep 19, 2026
3	Fundsindia	Indirect evidence	Bengaluru, IndiaHQ checked Sep 19, 2026	1,001-5,000	623 contacts →
	Indirect evidence “Founded in 2008, FundsIndia is a technology-first wealth platform built to make investing simple, accessible, and rewarding for every Indian.” Source: RevenueBase Database · checked Sep 19, 2026
4	Fisdom	Indirect evidence	Bengaluru North, IndiaHQ checked Sep 19, 2026	501-1,000	348 contacts →
	Indirect evidence “Fisdom is an extremely simple app to make smart investments.” Source: RevenueBase Database · checked Sep 19, 2026
5	ET Money	Indirect evidence	Gurugram, IndiaHQ checked Sep 19, 2026	51-200	243 contacts →
	Indirect evidence “When you invest with intelligence, life opens up a wealth of choices.” Source: RevenueBase Database · checked Sep 19, 2026
6	Univest	Partial evidence	Gurugram, IndiaHQ checked Sep 19, 2026	201-500	174 contacts →
	Partial 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 19, 2026
7	Zfunds	Indirect evidence	Gurugram, IndiaHQ checked Sep 19, 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 19, 2026
8	Fintoo	Strong evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	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 19, 2026
9	Ssba Innovations Limited Holding & Promoting Company Of Taxbuddy.com And Finbingo.com	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	137 contacts →
	Partial evidence “SSBA Innovations is a pioneer in technology driven financial planning through AI based platforms.” Source: RevenueBase Database · checked Sep 19, 2026
10	MFA	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	135 contacts →
	Partial evidence “Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.” Source: RevenueBase Database · checked Sep 19, 2026
11	First Global	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	201-500	107 contacts →
	Indirect evidence “The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Source: RevenueBase Database · checked Sep 19, 2026
12	Finnovate	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	96 contacts →
	Partial evidence “At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Source: RevenueBase Database · checked Sep 19, 2026
13	Torus Digital	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	92 contacts →
	Partial 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 19, 2026
14	Savart	Indirect evidence	Hyderabad, IndiaHQ checked Sep 19, 2026	11-50	79 contacts →
	Indirect 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 19, 2026
15	Ocean Finvest	Partial evidence	Ahmedabad, IndiaHQ checked Sep 19, 2026	11-50	75 contacts →
	Partial 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 19, 2026
16	5nance.com	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 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 19, 2026
17	Teji Mandi	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 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 19, 2026
18	OFA Fiinfra	Strong evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	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 19, 2026
19	Vivekam Financial Services PVT LTD	Partial evidence	Hyderabad, IndiaHQ checked Sep 19, 2026	11-50	51 contacts →
	Partial evidence “Vivekam is incorporated to become the first Investment Advisory company to offer proven processes into Investments.” Source: RevenueBase Database · checked Sep 19, 2026
20	Angelone Broking Stock Trading	Indirect evidence	Palla, IndiaHQ checked Sep 19, 2026	n/a	48 contacts →
	Indirect evidence “Angel One Limited (formerly known as Angel Broking Limited) is a Fintech company providing broking services, margin trading facility, research services, depository services…” Source: RevenueBase Database · checked Sep 19, 2026
21	Arthayantra	Indirect evidence	Hyderabad, IndiaHQ checked Sep 19, 2026	51-200	47 contacts →
	Indirect evidence “ArthaYantra was founded to redefine the landscape of wealth management industry.” Source: RevenueBase Database · checked Sep 19, 2026
22	Jarvis Invest	Indirect evidence	Vikhroli West, IndiaHQ checked Sep 19, 2026	11-50	46 contacts →
	Indirect evidence “To know more, visit jarvisinvest.com” Source: RevenueBase Database · checked Sep 19, 2026
23	Fintso	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	45 contacts →
	Partial evidence “Fintso is a full-stack wealthtech platform focused on giving access to retail investors, especially the NeXT Billion, by enabling Independent Financial Product Providers (IFPPs)…” Source: RevenueBase Database · checked Sep 19, 2026
24	Investvalue Fintech	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	45 contacts →
	Indirect 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 19, 2026
25	Firstrate Wealthtech	Indirect evidence	Pune, IndiaHQ checked Sep 19, 2026	11-50	43 contacts →
	Indirect evidence “Wealth Management and AI” Source: RevenueBase Database · checked Sep 19, 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: automated financial advisory firms. 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 automated financial advisory firms.
Partial evidence: Its own public description names part of automated financial advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name automated financial advisory firms. 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 596 automated financial advisory firms based in India

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Automated financial advisory firms based in India at a glance

As of Sep 19, 2026

13.8%Verified-email coverage

27.8Average contacts per company

1-10Median size (employees)

16.6%Largest-city concentration · Mumbai

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

343

11-50

185

51-200

201-500

501-1,000

1,001-5,000

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 596 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 automated financial advisory firms, 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 “automated financial advisory firms”. 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 automated financial advisory firms), 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 automated financial advisory firms, 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, 2,286 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 19, 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.

Automated financial advisory firms by metro

Automated financial advisory firms in Mumbai99
Automated financial advisory firms in Bengaluru54
Automated financial advisory firms in Bangalore53
Automated financial advisory firms in Pune35

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 automated financial advisory firms, 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 automated financial advisory firms are there based in India?

RevenueBase identified 596 automated financial advisory firms 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?

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

Which city has the most automated financial advisory firms?

Mumbai leads with 99 headquartered companies, followed by Bengaluru (54) and Bangalore (53).

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 2,286 verified decision-maker contacts tracked across these 596 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 19, 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.