Company lists · Data refreshed September 2026

Top 15 Automated portfolio rebalancing software companies based in India

RevenueBase identified 47 automated portfolio rebalancing software companies headquartered in India as of September 2026 and tracks 361 professional contacts across them, including 75 with verified work emails. Mumbai is the largest hub.

This list covers automated portfolio rebalancing software 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 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review
47Companies
361Contacts tracked
75Verified emails
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The 15 largest automated portfolio rebalancing software companies based in India

Ranked by team size
Top 15 of 47 automated portfolio rebalancing software companies based in India, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to automated portfolio rebalancing software 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceHyderabad, IndiaHQ checked Sep 27, 202611-5054 contacts →

Partial evidence

“Actlogica builds software for Wealth Management and Insurance industries.”

Source: RevenueBase Database · checked Sep 27, 2026
2Indirect evidenceHyderabad, IndiaHQ checked Sep 27, 202611-5051 contacts →

Indirect evidence

“Vivekam is incorporated to become the first Investment Advisory company to offer proven processes into Investments.”

Source: RevenueBase Database · checked Sep 27, 2026
3Partial evidenceChennai, IndiaHQ checked Sep 27, 202611-5033 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, 2026
4Partial evidenceMumbai, IndiaHQ checked Sep 27, 202611-5026 contacts →

Partial 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, 2026
5Indirect evidenceMumbai, IndiaHQ checked Sep 27, 202611-5017 contacts →

Indirect evidence

“Wizzer is building a fully integrated AI-driven trading and advisory ecosystem.”

Source: RevenueBase Database · checked Sep 27, 2026
6Indirect evidenceBengaluru, IndiaHQ checked Sep 27, 20261-1014 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 27, 2026
7Indirect evidenceAhmedabad, IndiaHQ checked Sep 27, 20261-1012 contacts →

Indirect evidence

“Oxyzen Fin Private Limited is an online personal Finance ecomm & Digital Finserv co.”

Source: RevenueBase Database · checked Sep 27, 2026
8Indirect evidenceGurgaon, IndiaHQ checked Sep 27, 20261-109 contacts →

Indirect evidence

“At Go4Wealth, we simplify investing and help everyone achieve their financial goals.”

Source: RevenueBase Database · checked Sep 27, 2026
9Indirect evidenceMumbai, IndiaHQ checked Sep 27, 20261-108 contacts →

Indirect evidence

“CASTLEGATE CAPITAL SERVICES PRIVATE LIMITED is a Quant Advisory RIA and a Wealth Management Firm based out of Mumbai.”

Source: RevenueBase Database · checked Sep 27, 2026
10Indirect evidencePune, IndiaHQ checked Sep 27, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026
11Partial evidenceMumbai, IndiaHQ checked Sep 27, 202611-505 contacts →

Partial evidence

“iRecord was an idea to cater the absence of reliable, accurate, and technologically powered Investment portfolio management & Accounting.”

Source: RevenueBase Database · checked Sep 27, 2026
12Indirect evidenceBangalore, IndiaHQ checked Sep 27, 20261-104 contacts →

Indirect evidence

“TRDR is an all-new approach to investing.”

Source: RevenueBase Database · checked Sep 27, 2026
13Indirect evidenceBangalore, IndiaHQ checked Sep 27, 20261-104 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
14Indirect evidenceBangalore, IndiaHQ checked Sep 27, 202651-2003 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 27, 2026
15Strong evidenceMumbai, IndiaHQ checked Sep 27, 202611-502 contacts →

Strong evidence

“We are a software product company catering to the Portfolio Management and Accounting needs of Indian Retail Investors, Brokers and HNIs.”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 15 of 47 automated portfolio rebalancing software companies based in India

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Automated portfolio rebalancing software companies based in India at a glance

As of Sep 27, 2026
20.8%Verified-email coverage
7.7Average contacts per company
1-10Median size (employees)
23.4%Largest-city concentration · Mumbai
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
16
51-200
2
201-500
1

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 47 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 portfolio rebalancing software 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 “automated portfolio rebalancing software 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 automated portfolio rebalancing software 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 automated portfolio rebalancing software 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, 75 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.

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 portfolio rebalancing software 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 automated portfolio rebalancing software companies are there based in India?

RevenueBase identified 47 automated portfolio rebalancing software 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?

Actlogica Solutions Private Limited, headquartered in Hyderabad, tops this list with the largest team on record.

Which city has the most automated portfolio rebalancing software companies?

Mumbai leads with 11 headquartered companies, followed by Bangalore (7) and Bengaluru (4).

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 75 verified decision-maker contacts tracked across these 47 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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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.