Company lists · Data refreshed September 2026
Top 25 Client onboarding software companies for wealth advisors based in India
RevenueBase identified 66 company matches for client onboarding software companies for wealth advisors associated with India as of September 2026 and tracks 2,188 professional contacts across them, including 789 with verified work emails. Mumbai is the largest hub.
This list covers company matches for client onboarding software companies for wealth advisors associated with 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.
The 25 largest client onboarding software companies for wealth advisors based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 608 contacts → | ||||
Exact match “Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 158 contacts → | ||||
Exact match “Rupeeseed along with its group companies offers completely integrated suite right from Client Onboarding, Trading and Back Office.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 122 contacts → | ||||
Exact match “Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 80 contacts → | ||||
Exact match “IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 58 contacts → | ||||
Exact match “Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 52 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 47 contacts → | ||||
Exact match “Applied Software is a software product company in the WealthTech space.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 45 contacts → | ||||
Exact match “Unlock the Potential of Your Wealth Business At BeyondIRR, our vision is to build a B2B wealth-tech business to empower investment specialists (RMs, Bankers, Advisors, IFAs, MFDs…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 45 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 44 contacts → | ||||
Exact match “We are emerging market leaders in Digital customer onboarding system and have partnered with 40+ brokers in the last 2 years helping them build end-to-end tech for making…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 43 contacts → | ||||
Exact match “Wealth Management and AI” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 41 contacts → | ||||
Exact match “About Advisorkhoj.com Advisorkhoj.com is a leader in Wealth Tech, Content and Research, delivering cutting-edge solutions for Mutual Fund Distributors, Financial Advisors, and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 32 contacts → | ||||
Exact match “The company’s core business is wealth management supervision and consolidation.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 26 contacts → | ||||
Exact match “Ampsys offers software development and staffing services to clients globally.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 22 contacts → | ||||
Exact match “TECHNOLOGY PARTNER FOR INVESTMENT SOLUTIONS Greenware is an advisor focussed technology partner.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 22 contacts → | ||||
Exact match “WebDev is a growing company providing high quality, innovative, customized technology solutions for financial companies.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 19 contacts → | ||||
Exact match “We're a passionate team of wealth managers with the mission of assisting young professionals & entrepreneurs reach immense wealth.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 17 contacts → | ||||
Exact match “Simplified wealth creation for busy professionals We combine 4 magic ingredients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 15 contacts → | ||||
Exact match “We are the industry insiders on your side.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 14 contacts → | ||||
Exact match “Adian Services is engaged in providing end to end solutions and consultancy services in wealth management and investment advisory domains.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 12 contacts → | ||||
Exact match “Gridkey offers an integrated wealth management platform for financial advisors to help them grow their AUM, increase their client base, and boost revenues.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 9 contacts → | ||||
Exact match “WealthGenie AI is an integrated, AI-driven wealth management platform built for MFDs, IFAs, and wealth management firms.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “Boharr a wealth tech company registered under the Start-up India Initiative, offers a comprehensive, unified E2E software solution for business entities such as banks, financial…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “We are a one-stop platform that offers innovative wealth tech solutions so that the SuperApp, Enterprise & Financial product distributors can build extraordinary businesses…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “A comprehensive Independent Financial Advisory firm established to help, build and protect wealth.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “client onboarding software companies for wealth advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 66 client onboarding software companies for wealth advisors based in India
See the full list, filter by size, metro and specialty, and access 789 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Client onboarding software companies for wealth advisors based in India at a glance
As of Sep 27, 2026Companies by employee count
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 66 companies.
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 India whose business descriptions match “client onboarding software companies for wealth 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 789 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.
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 “client onboarding software companies for wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many client onboarding software companies for wealth advisors are there based in India?
RevenueBase identified 66 company matches for client onboarding software companies for wealth advisors associated with 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?
Centricity Wealthtech tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most client onboarding software companies for wealth advisors?
Mumbai leads with 17 company records, followed by Bangalore (9) and Ahmedabad (4).
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 789 professional contacts with verified work emails tracked across these 66 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.
Ready to reach these companies? Verified emails and direct dials for all 66 client onboarding software companies for wealth advisors based in India. Start with a free account, no credit card.
Download this list →Related lists
Client onboarding software companies for wealth advisors by geography
- Client onboarding software companies for wealth advisors based in Australia
- Client onboarding software companies for wealth advisors based in Canada
- Client onboarding software companies for wealth advisors based in France
- Client onboarding software companies for wealth advisors based in Germany
- Client onboarding software companies for wealth advisors based in Switzerland
- Client onboarding software companies for wealth advisors based in the United Kingdom
- Client onboarding software companies for wealth advisors based in the United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Client onboarding software companies for wealth advisors based in Australia
- Client onboarding software companies for wealth advisors based in Canada
- Client onboarding software companies for wealth advisors based in France
- Client onboarding software companies for wealth advisors based in Germany
- Client onboarding software companies for wealth advisors based in Switzerland
- Client onboarding software companies for wealth advisors based in the United Kingdom
Company intelligence · public preview
Top 25 client onboarding software companies for wealth advisors based in India
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 66 matching company records for client onboarding software companies for wealth advisors based in India, with 2,188 tracked contacts and 789 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 client onboarding software companies for wealth advisors based in India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Centricity Wealthtechcentricity.co.inHQ: Gurgaon, IndiaReported employees: 501-1,000 | Gurgaon, India | 501-1,000 | Exact match | 608 contacts → |
“Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Rupeeseed Technology Ventures PVT LTDrupeeseed.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 158 contacts → |
“Rupeeseed along with its group companies offers completely integrated suite right from Client Onboarding, Trading and Back Office.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Fisdom Private Wealthfisdomprivatewealth.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 122 contacts → |
“Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Ifanowifanow.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 80 contacts → |
“IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  WYLTHwylth.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 58 contacts → |
“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  OFA Fiinfrafiinfra.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 52 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Applied Softwarewealthspectrum.comHQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 47 contacts → |
“Applied Software is a software product company in the WealthTech space.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Beyondirrbeyondirr.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 45 contacts → |
“Unlock the Potential of Your Wealth Business At BeyondIRR, our vision is to build a B2B wealth-tech business to empower investment specialists (RMs, Bankers, Advisors, IFAs, MFDs…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Investvalue Fintechinvestvalue.aiHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 45 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Innodigital Solutions Pvt.Ltdinnodigital.inHQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 44 contacts → |
“We are emerging market leaders in Digital customer onboarding system and have partnered with 40+ brokers in the last 2 years helping them build end-to-end tech for making…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Firstrate Wealthtechfirstratewealthtech.inHQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 43 contacts → |
“Wealth Management and AI” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  advisorkhoj.comadvisorkhoj.comHQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 41 contacts → |
“About Advisorkhoj.com Advisorkhoj.com is a leader in Wealth Tech, Content and Research, delivering cutting-edge solutions for Mutual Fund Distributors, Financial Advisors, and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Qness Software PVT LTDqnesssoftware.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 32 contacts → |
“The company’s core business is wealth management supervision and consolidation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Ampsys Consulting Pvt. LTDampsys.inHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 26 contacts → |
“Ampsys offers software development and staffing services to clients globally.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Greenware Solutionsgreenwaresolutions.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 22 contacts → |
“TECHNOLOGY PARTNER FOR INVESTMENT SOLUTIONS Greenware is an advisor focussed technology partner.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Webdev INCwebdevinc.netHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 22 contacts → |
“WebDev is a growing company providing high quality, innovative, customized technology solutions for financial companies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Bluefort Financialbluefortfinancial.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 19 contacts → |
“We're a passionate team of wealth managers with the mission of assisting young professionals & entrepreneurs reach immense wealth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Cube Wealthbankoncube.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 17 contacts → |
“Simplified wealth creation for busy professionals We combine 4 magic ingredients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Unien Capital Advisorsunien.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 15 contacts → |
“We are the industry insiders on your side.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Adian Services LLPadian.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 14 contacts → |
“Adian Services is engaged in providing end to end solutions and consultancy services in wealth management and investment advisory domains.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Gridkey Technologiesgridkey.inHQ: Surat, IndiaReported employees: 1-10 | Surat, India | 1-10 | Exact match | 12 contacts → |
“Gridkey offers an integrated wealth management platform for financial advisors to help them grow their AUM, increase their client base, and boost revenues.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Wealthgenie Cagr Labs Pvt. LTDwealthgenie.ai HQ: Pimpri, IndiaReported employees: 1-10 | Pimpri, India | 1-10 | Exact match | 9 contacts → |
“WealthGenie AI is an integrated, AI-driven wealth management platform built for MFDs, IFAs, and wealth management firms.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Boharr Fintechboharr.comHQ: Chennai, IndiaReported employees: 11-50 | Chennai, India | 11-50 | Exact match | 7 contacts → |
“Boharr a wealth tech company registered under the Start-up India Initiative, offers a comprehensive, unified E2E software solution for business entities such as banks, financial…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  SHIPshipinfra.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 7 contacts → |
“We are a one-stop platform that offers innovative wealth tech solutions so that the SuperApp, Enterprise & Financial product distributors can build extraordinary businesses…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Jumbo Wealthjumbowealth.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 6 contacts → |
“A comprehensive Independent Financial Advisory firm established to help, build and protect wealth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 66 company matches
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Client onboarding software companies for wealth advisors: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
66 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 66 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for client onboarding software companies for wealth advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many client onboarding software companies for wealth advisors did RevenueBase find based in India?
The saved snapshot records 66 matching company records, 2,188 tracked contacts and 789 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Client onboarding software companies for wealth advisors by geography
- Client onboarding software companies for wealth advisors based in Australia
- Client onboarding software companies for wealth advisors based in Canada
- Client onboarding software companies for wealth advisors based in France
- Client onboarding software companies for wealth advisors based in Germany
- Client onboarding software companies for wealth advisors based in Switzerland
- Client onboarding software companies for wealth advisors based in the United Kingdom
- Client onboarding software companies for wealth advisors based in the United States
Cite this list
RevenueBase Data Team. Top 25 client onboarding software companies for wealth advisors based in India. Snapshot: September 27, 2026. https://revenuebase.ai/companies/client-onboarding-software-companies-for-wealth-advisors/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Client onboarding software companies for wealth advisors based in Australia
- Client onboarding software companies for wealth advisors based in Canada
- Client onboarding software companies for wealth advisors based in France
- Client onboarding software companies for wealth advisors based in Germany
- Client onboarding software companies for wealth advisors based in Switzerland
- Client onboarding software companies for wealth advisors based in the United Kingdom
Company intelligence · public preview
Top 25 client onboarding software companies for wealth advisors based in India
RevenueBase records 66 matching company records for client onboarding software companies for wealth advisors based in India, with 2,188 tracked contacts and 789 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 client onboarding software companies for wealth advisors based in India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Centricity Wealthtechcentricity.co.in HQ: Gurgaon, IndiaReported employees: 501-1,000 | Gurgaon, India | 501-1,000 | Exact match | 608 contacts → |
“Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Rupeeseed Technology Ventures PVT LTDrupeeseed.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 158 contacts → |
“Rupeeseed along with its group companies offers completely integrated suite right from Client Onboarding, Trading and Back Office.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Fisdom Private Wealthfisdomprivatewealth.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 122 contacts → |
“Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Ifanowifanow.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 80 contacts → |
“IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | WYLTHwylth.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 58 contacts → |
“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | OFA Fiinfrafiinfra.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 52 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Applied Softwarewealthspectrum.com HQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 47 contacts → |
“Applied Software is a software product company in the WealthTech space.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Beyondirrbeyondirr.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 45 contacts → |
“Unlock the Potential of Your Wealth Business At BeyondIRR, our vision is to build a B2B wealth-tech business to empower investment specialists (RMs, Bankers, Advisors, IFAs, MFDs…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Investvalue Fintechinvestvalue.ai HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 45 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Innodigital Solutions Pvt.Ltdinnodigital.in HQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 44 contacts → |
“We are emerging market leaders in Digital customer onboarding system and have partnered with 40+ brokers in the last 2 years helping them build end-to-end tech for making…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Firstrate Wealthtechfirstratewealthtech.in HQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 43 contacts → |
“Wealth Management and AI” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | advisorkhoj.comadvisorkhoj.com HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 41 contacts → |
“About Advisorkhoj.com Advisorkhoj.com is a leader in Wealth Tech, Content and Research, delivering cutting-edge solutions for Mutual Fund Distributors, Financial Advisors, and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Qness Software PVT LTDqnesssoftware.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 32 contacts → |
“The company’s core business is wealth management supervision and consolidation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ampsys Consulting Pvt. LTDampsys.in HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 26 contacts → |
“Ampsys offers software development and staffing services to clients globally.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Greenware Solutionsgreenwaresolutions.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 22 contacts → |
“TECHNOLOGY PARTNER FOR INVESTMENT SOLUTIONS Greenware is an advisor focussed technology partner.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Webdev INCwebdevinc.net HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 22 contacts → |
“WebDev is a growing company providing high quality, innovative, customized technology solutions for financial companies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Bluefort Financialbluefortfinancial.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 19 contacts → |
“We're a passionate team of wealth managers with the mission of assisting young professionals & entrepreneurs reach immense wealth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Cube Wealthbankoncube.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 17 contacts → |
“Simplified wealth creation for busy professionals We combine 4 magic ingredients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Unien Capital Advisorsunien.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 15 contacts → |
“We are the industry insiders on your side.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Adian Services LLPadian.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 14 contacts → |
“Adian Services is engaged in providing end to end solutions and consultancy services in wealth management and investment advisory domains.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Gridkey Technologiesgridkey.in HQ: Surat, IndiaReported employees: 1-10 | Surat, India | 1-10 | Exact match | 12 contacts → |
“Gridkey offers an integrated wealth management platform for financial advisors to help them grow their AUM, increase their client base, and boost revenues.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Wealthgenie Cagr Labs Pvt. LTDwealthgenie.ai HQ: Pimpri, IndiaReported employees: 1-10 | Pimpri, India | 1-10 | Exact match | 9 contacts → |
“WealthGenie AI is an integrated, AI-driven wealth management platform built for MFDs, IFAs, and wealth management firms.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Boharr Fintechboharr.com HQ: Chennai, IndiaReported employees: 11-50 | Chennai, India | 11-50 | Exact match | 7 contacts → |
“Boharr a wealth tech company registered under the Start-up India Initiative, offers a comprehensive, unified E2E software solution for business entities such as banks, financial…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | SHIPshipinfra.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 7 contacts → |
“We are a one-stop platform that offers innovative wealth tech solutions so that the SuperApp, Enterprise & Financial product distributors can build extraordinary businesses…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Jumbo Wealthjumbowealth.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 6 contacts → |
“A comprehensive Independent Financial Advisory firm established to help, build and protect wealth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 66 company matches
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Client onboarding software companies for wealth advisors: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
66 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 66 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for client onboarding software companies for wealth advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many client onboarding software companies for wealth advisors did RevenueBase find based in India?
The saved snapshot records 66 matching company records, 2,188 tracked contacts and 789 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 client onboarding software companies for wealth advisors based in India. Snapshot: September 27, 2026. https://revenuebase.ai/companies/client-onboarding-software-companies-for-wealth-advisors/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Client onboarding software companies for wealth advisors based in Australia
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- Client onboarding software companies for wealth advisors based in the United Kingdom