Company lists · Data refreshed November 2026
Top 19 Client relationship management companies for advisors based in India
RevenueBase identified 119 company matches for client relationship management companies for advisors associated with India as of November 2026 and tracks 1,060 professional contacts across them, including 162 with verified work emails. Bangalore is the largest hub.
This list covers company matches for client relationship management companies for 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 November 6, 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 19 largest client relationship management companies for advisors based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 57 contacts → | ||||
Exact match “The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 56 contacts → | ||||
Exact match “Node Technologies is a product company and our product is called SalesGO ( SalesGO a mobile based sales force enablement product built on the ‘Salespeople First’ philosophy making…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 51 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 26 contacts → | ||||
Exact match “Mastermind Money Solutions Pvt Ltd is a growing syndication company promoted by group of Chartered Accountants having experience of more than a decade.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 21 contacts → | ||||
Exact match “TECHNOLOGY PARTNER FOR INVESTMENT SOLUTIONS Greenware is an advisor focussed technology partner.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 20 contacts → | ||||
Exact match “Welcome to Circle Wealth Advisors, where we go beyond being traditional financial advisors – we're your CFOs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 14 contacts → | ||||
Exact match “Company Overview: V R Wealth Advisors was founded in May 2008 in Mumbai.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 13 contacts → | ||||
Exact match “Rabbit Invest is building the operating system for India’s financial distributors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 12 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 11 contacts → | ||||
Exact match “We are a client-centric advisory entity serving a wide spectrum of individuals, retail investors, and high-net-worth individuals and families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 9 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match “Elite Assets is home to advisors from our Wealth Management businesses, Investment Advisory, and Financial Planning services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “We offer a personalised and dynamic relationship that goes beyond conventional financial planning and investment management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “Addwell Wealth India PVT LTD is a Relationship-First and Tech-Enabled firm for HNIs that offers Personalised Wealth Management Solutions as per the client's goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “Seven Sages Investment Services (SSIS) is an Independent Financial Advisory firm that specialises in offering bespoke Wealth Management services to individuals, professionals…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “Experienced Investment Advisor with a demonstrated history of working in the banking industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “CRM-Doctor is a leading customer relationship management (CRM) solution provider company that specializes in delivering comprehensive CRM solutions tailored to meet the unique…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Finacrest Wealth thrives as a full service investment firm, offering a personalised approach to money management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “This is a fee-based firm that specializes in financial planning and investment management, with programs being available through a number of outside advisory firms.” Recorded in the RevenueBase company graph · Nov 6, 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 relationship management companies for 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 19 of 119 client relationship management companies for advisors based in India
See the full list, filter by size, metro and specialty, and access 162 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Client relationship management companies for advisors based in India at a glance
As of Nov 6, 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 119 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 relationship management companies for 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 162 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 November 6, 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 relationship management companies for advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many client relationship management companies for advisors are there based in India?
RevenueBase identified 119 company matches for client relationship management companies for advisors associated with India as of November 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?
Etica Wealth P LTD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most client relationship management companies for advisors?
Bangalore leads with 12 company records, followed by Mumbai (9) and Noida (9).
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 162 professional contacts with verified work emails tracked across these 119 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 119 client relationship management companies for advisors based in India. Start with a free account, no credit card.
Download this list →Related lists
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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.
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Company intelligence · public preview
Top 19 client relationship management companies for 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 119 matching company records for client relationship management companies for advisors based in India, with 1,060 tracked contacts and 162 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 19 client relationship management companies for 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 |  Etica Wealth P LTDeticawealth.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 57 contacts → |
“The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Salesgo CRM Technologiessalesgo.comHQ: IndiaReported employees: 11-50 | India | 11-50 | Exact match | 56 contacts → |
“Node Technologies is a product company and our product is called SalesGO ( SalesGO a mobile based sales force enablement product built on the ‘Salespeople First’ philosophy making…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  OFA Fiinfrafiinfra.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 51 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Mastermind Money Solutions PVT LTDmymoneysolutions.inHQ: Navimumbai, IndiaReported employees: 201-500 | Navimumbai, India | 201-500 | Exact match | 26 contacts → |
“Mastermind Money Solutions Pvt Ltd is a growing syndication company promoted by group of Chartered Accountants having experience of more than a decade.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Greenware Solutionsgreenwaresolutions.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 21 contacts → |
“TECHNOLOGY PARTNER FOR INVESTMENT SOLUTIONS Greenware is an advisor focussed technology partner.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 20 contacts → |
“Welcome to Circle Wealth Advisors, where we go beyond being traditional financial advisors – we're your CFOs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  V R Wealth Advisors PVT LTDvrwealthadvisors.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 14 contacts → |
“Company Overview: V R Wealth Advisors was founded in May 2008 in Mumbai.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Rabbit Investrabbitinvest.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 13 contacts → |
“Rabbit Invest is building the operating system for India’s financial distributors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Wealthgenie Cagr Labs Pvt. LTDwealthgenie.aiHQ: Pimpri, IndiaReported employees: 1-10 | Pimpri, India | 1-10 | Exact match | 12 contacts → |
“WealthGenie AI is an integrated, AI-driven wealth management platform built for MFDs, IFAs, and wealth management firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Money Multipliermoneymultiplier.inHQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 11 contacts → |
“We are a client-centric advisory entity serving a wide spectrum of individuals, retail investors, and high-net-worth individuals and families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Gridkey Technologiesgridkey.inHQ: Surat, IndiaReported employees: 1-10 | Surat, India | 1-10 | Exact match | 9 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Elite Assetseliteassetcapital.comHQ: Delhi, IndiaReported employees: 11-50 | Delhi, India | 11-50 | Exact match | 8 contacts → |
“Elite Assets is home to advisors from our Wealth Management businesses, Investment Advisory, and Financial Planning services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Gaining Ground Investment Services PVT LTDgainingground.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 6 contacts → |
“We offer a personalised and dynamic relationship that goes beyond conventional financial planning and investment management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Addwell Wealthaddwellwealth.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 5 contacts → |
“Addwell Wealth India PVT LTD is a Relationship-First and Tech-Enabled firm for HNIs that offers Personalised Wealth Management Solutions as per the client's goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Seven Sages Investment Servicessevensages.inHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 3 contacts → |
“Seven Sages Investment Services (SSIS) is an Independent Financial Advisory firm that specialises in offering bespoke Wealth Management services to individuals, professionals…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Patil Investmentspatilinvestments.co.inHQ: Thane, IndiaReported employees: 1-10 | Thane, India | 1-10 | Exact match | 3 contacts → |
“Experienced Investment Advisor with a demonstrated history of working in the banking industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Crm-Doctorcrm-doctor.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 2 contacts → |
“CRM-Doctor is a leading customer relationship management (CRM) solution provider company that specializes in delivering comprehensive CRM solutions tailored to meet the unique…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Finacrest Wealth PVT LTDfinacrest.comHQ: Jamshedpur, IndiaReported employees: 1-10 | Jamshedpur, India | 1-10 | Exact match | 2 contacts → |
“Finacrest Wealth thrives as a full service investment firm, offering a personalised approach to money management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Rays Financialraysfinancial.comHQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 2 contacts → |
“This is a fee-based firm that specializes in financial planning and investment management, with programs being available through a number of outside advisory firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 119 company matches
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Client relationship management companies for advisors: dataset insights
November 6, 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
119 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 119 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: November 6, 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 relationship management companies for 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 relationship management companies for advisors did RevenueBase find based in India?
The saved snapshot records 119 matching company records, 1,060 tracked contacts and 162 verified emails. The public preview displays 19 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: November 6, 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 relationship management companies for advisors by geography
- Client relationship management companies for advisors based in Sao Paulo, Brazil
- Client relationship management companies for advisors based in Toronto, Canada
- Client relationship management companies for advisors based in Paris, France
- Client relationship management companies for advisors based in London, United Kingdom
- Client relationship management companies for advisors based in Atlanta, United States
- Client relationship management companies for advisors based in Austin, United States
- Client relationship management companies for advisors based in Chicago, United States
- Client relationship management companies for advisors based in Dallas, United States
- Client relationship management companies for advisors based in Houston, United States
- Client relationship management companies for advisors based in Miami, United States
- Client relationship management companies for advisors based in New York, United States
- Client relationship management companies for advisors based in San Diego, United States
Cite this list
RevenueBase Data Team. Top 19 client relationship management companies for advisors based in India. Snapshot: November 6, 2026. https://revenuebase.ai/companies/client-relationship-management-companies-for-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 relationship management companies for advisors based in Sao Paulo, Brazil
- Client relationship management companies for advisors based in Toronto, Canada
- Client relationship management companies for advisors based in Paris, France
- Client relationship management companies for advisors based in London, United Kingdom
- Client relationship management companies for advisors based in Atlanta, United States
- Client relationship management companies for advisors based in Austin, United States
Company intelligence · public preview
Top 19 client relationship management companies for advisors based in India
RevenueBase records 119 matching company records for client relationship management companies for advisors based in India, with 1,060 tracked contacts and 162 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 19 client relationship management companies for 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 | Etica Wealth P LTDeticawealth.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 57 contacts → |
“The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Salesgo CRM Technologiessalesgo.com HQ: IndiaReported employees: 11-50 | India | 11-50 | Exact match | 56 contacts → |
“Node Technologies is a product company and our product is called SalesGO ( SalesGO a mobile based sales force enablement product built on the ‘Salespeople First’ philosophy making…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | OFA Fiinfrafiinfra.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 51 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Mastermind Money Solutions PVT LTDmymoneysolutions.in HQ: Navimumbai, IndiaReported employees: 201-500 | Navimumbai, India | 201-500 | Exact match | 26 contacts → |
“Mastermind Money Solutions Pvt Ltd is a growing syndication company promoted by group of Chartered Accountants having experience of more than a decade.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Greenware Solutionsgreenwaresolutions.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 21 contacts → |
“TECHNOLOGY PARTNER FOR INVESTMENT SOLUTIONS Greenware is an advisor focussed technology partner.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 20 contacts → |
“Welcome to Circle Wealth Advisors, where we go beyond being traditional financial advisors – we're your CFOs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | V R Wealth Advisors PVT LTDvrwealthadvisors.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 14 contacts → |
“Company Overview: V R Wealth Advisors was founded in May 2008 in Mumbai.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Rabbit Investrabbitinvest.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 13 contacts → |
“Rabbit Invest is building the operating system for India’s financial distributors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Wealthgenie Cagr Labs Pvt. LTDwealthgenie.ai HQ: Pimpri, IndiaReported employees: 1-10 | Pimpri, India | 1-10 | Exact match | 12 contacts → |
“WealthGenie AI is an integrated, AI-driven wealth management platform built for MFDs, IFAs, and wealth management firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Money Multipliermoneymultiplier.in HQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 11 contacts → |
“We are a client-centric advisory entity serving a wide spectrum of individuals, retail investors, and high-net-worth individuals and families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Gridkey Technologiesgridkey.in HQ: Surat, IndiaReported employees: 1-10 | Surat, India | 1-10 | Exact match | 9 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Elite Assetseliteassetcapital.com HQ: Delhi, IndiaReported employees: 11-50 | Delhi, India | 11-50 | Exact match | 8 contacts → |
“Elite Assets is home to advisors from our Wealth Management businesses, Investment Advisory, and Financial Planning services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Gaining Ground Investment Services PVT LTDgainingground.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 6 contacts → |
“We offer a personalised and dynamic relationship that goes beyond conventional financial planning and investment management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Addwell Wealthaddwellwealth.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 5 contacts → |
“Addwell Wealth India PVT LTD is a Relationship-First and Tech-Enabled firm for HNIs that offers Personalised Wealth Management Solutions as per the client's goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Seven Sages Investment Servicessevensages.in HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 3 contacts → |
“Seven Sages Investment Services (SSIS) is an Independent Financial Advisory firm that specialises in offering bespoke Wealth Management services to individuals, professionals…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Patil Investmentspatilinvestments.co.in HQ: Thane, IndiaReported employees: 1-10 | Thane, India | 1-10 | Exact match | 3 contacts → |
“Experienced Investment Advisor with a demonstrated history of working in the banking industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Crm-Doctorcrm-doctor.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 2 contacts → |
“CRM-Doctor is a leading customer relationship management (CRM) solution provider company that specializes in delivering comprehensive CRM solutions tailored to meet the unique…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Finacrest Wealth PVT LTDfinacrest.com HQ: Jamshedpur, IndiaReported employees: 1-10 | Jamshedpur, India | 1-10 | Exact match | 2 contacts → |
“Finacrest Wealth thrives as a full service investment firm, offering a personalised approach to money management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Rays Financialraysfinancial.com HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 2 contacts → |
“This is a fee-based firm that specializes in financial planning and investment management, with programs being available through a number of outside advisory firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 119 company matches
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Client relationship management companies for advisors: dataset insights
November 6, 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
119 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 119 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: November 6, 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 relationship management companies for 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 relationship management companies for advisors did RevenueBase find based in India?
The saved snapshot records 119 matching company records, 1,060 tracked contacts and 162 verified emails. The public preview displays 19 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: November 6, 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 19 client relationship management companies for advisors based in India. Snapshot: November 6, 2026. https://revenuebase.ai/companies/client-relationship-management-companies-for-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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