Company lists · Data refreshed September 2026

Top 25 Digital financial advisory companies based in India

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 930 companies tracked

RevenueBase identified 930 digital financial advisory companies headquartered in India as of September 2026 and tracks 32,140 professional contacts across them, including 3,090 with verified work emails. Mumbai is the largest hub.

This list covers digital financial advisory 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 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

930Companies

32,140Contacts tracked

3,090Verified emails

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The 25 largest digital financial advisory companies based in India

Ranked by team size

Top 25 of 930 digital financial advisory companies based in India, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to digital financial advisory 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Angel ONE	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	1,001-5,000	8,280 contacts →
	Indirect evidence “For nearly three decades, Angel One has been making investing and wealth creation more accessible and engaging for Indians.” Source: RevenueBase Database · checked Sep 19, 2026
2	Icici Securities	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	1,001-5,000	7,289 contacts →
	Partial evidence “With over seven decades of ICICI Group’s legacy of trust and financial expertise, ICICI Securities stands as a leading, customer-centric and technology-driven financial services…” Source: RevenueBase Database · checked Sep 19, 2026
3	GROWW	Partial evidence	Bengaluru, IndiaHQ checked Sep 19, 2026	501-1,000	2,165 contacts →
	Partial evidence “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Source: RevenueBase Database · checked Sep 19, 2026
4	Ventura	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	1,001-5,000	2,047 contacts →
	Partial evidence “Ventura is an omnichannel trading and investments platform with a network of branches, sub-brokers and Digital Channels.” Source: RevenueBase Database · checked Sep 19, 2026
5	Choice	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	5,001-10,000	1,282 contacts →
	Indirect evidence “Choice Equity Broking Private Limited: SEBI Reg No.” Source: RevenueBase Database · checked Sep 19, 2026
6	Fundsindia	Indirect evidence	Bengaluru, IndiaHQ checked Sep 19, 2026	1,001-5,000	623 contacts →
	Indirect evidence “Founded in 2008, FundsIndia is a technology-first wealth platform built to make investing simple, accessible, and rewarding for every Indian.” Source: RevenueBase Database · checked Sep 19, 2026
7	Fisdom	Indirect evidence	Bengaluru North, IndiaHQ checked Sep 19, 2026	501-1,000	348 contacts →
	Indirect evidence “Fisdom is an extremely simple app to make smart investments.” Source: RevenueBase Database · checked Sep 19, 2026
8	Banksathi	Strong evidence	Bangalore, IndiaHQ checked Sep 19, 2026	51-200	280 contacts →
	Strong evidence “About Us - BankSathi is a modern digital platform helping financial advisors establish an online presence and sell financial products effortlessly.” Source: RevenueBase Database · checked Sep 19, 2026
9	Fincart Financial Planners	Indirect evidence	Noida, IndiaHQ checked Sep 19, 2026	51-200	226 contacts →
	Indirect evidence “FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Source: RevenueBase Database · checked Sep 19, 2026
10	Univest	Partial evidence	Gurugram, IndiaHQ checked Sep 19, 2026	201-500	174 contacts →
	Partial evidence “Univest is a trusted stock advisory and brokerage platform that helps investors make smarter investment decisions across stocks, F&O, commodities, IPOs, and mutual funds.” Source: RevenueBase Database · checked Sep 19, 2026
11	Zfunds	Indirect evidence	Gurugram, IndiaHQ checked Sep 19, 2026	51-200	165 contacts →
	Indirect evidence “The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Source: RevenueBase Database · checked Sep 19, 2026
12	Fintoo	Strong evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	149 contacts →
	Strong evidence “Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…” Source: RevenueBase Database · checked Sep 19, 2026
13	Ssba Innovations Limited Holding & Promoting Company Of Taxbuddy.com And Finbingo.com	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	137 contacts →
	Partial evidence “SSBA Innovations is a pioneer in technology driven financial planning through AI based platforms.” Source: RevenueBase Database · checked Sep 19, 2026
14	Eastern Financiers LTD	Strong evidence	Kolkata, IndiaHQ checked Sep 19, 2026	201-500	128 contacts →
	Strong evidence “Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Source: RevenueBase Database · checked Sep 19, 2026
15	Fisdom Private Wealth	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	122 contacts →
	Indirect evidence “Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Source: RevenueBase Database · checked Sep 19, 2026
16	Nivesh	Indirect evidence	Noida, IndiaHQ checked Sep 19, 2026	51-200	112 contacts →
	Indirect evidence “We are registered intermediaries in the securities market.” Source: RevenueBase Database · checked Sep 19, 2026
17	Vertex Securities LTD	Indirect evidence	Cochin, IndiaHQ checked Sep 19, 2026	201-500	104 contacts →
	Indirect evidence “VERTEX Securities is a Public Limited Company since 1993 listed on Bombay Stock Exchange with main offices in Cochin and Mumbai.” Source: RevenueBase Database · checked Sep 19, 2026
18	Finnovate	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	96 contacts →
	Partial evidence “At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Source: RevenueBase Database · checked Sep 19, 2026
19	Torus Digital	Strong evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	92 contacts →
	Strong evidence “Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.” Source: RevenueBase Database · checked Sep 19, 2026
20	5paisa	Indirect evidence	Noida, IndiaHQ checked Sep 19, 2026	201-500	83 contacts →
	Indirect evidence “5paisa Offering Free Demat Account in Just 5 Minutes.” Source: RevenueBase Database · checked Sep 19, 2026
21	Savart	Indirect evidence	Hyderabad, IndiaHQ checked Sep 19, 2026	11-50	79 contacts →
	Indirect evidence “Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Source: RevenueBase Database · checked Sep 19, 2026
22	Ocean Finvest	Partial evidence	Ahmedabad, IndiaHQ checked Sep 19, 2026	11-50	75 contacts →
	Partial evidence “Just like expert surfers ride the tides, Ocean Finvest helps you ride the waves of financial markets with confidence.” Source: RevenueBase Database · checked Sep 19, 2026
23	Mint Wealth	Partial evidence	New Delhi, IndiaHQ checked Sep 19, 2026	11-50	71 contacts →
	Partial evidence “Mint Wealth is a premier investment advisory platform with a strong presence in India and a growing global footprint in Dubai, dedicated to helping investors transform their…” Source: RevenueBase Database · checked Sep 19, 2026
24	Starpowerz Digital Technologies PVT LTD	Partial evidence	Ponda, IndiaHQ checked Sep 19, 2026	201-500	66 contacts →
	Partial evidence “Star Powerz Digital Technologies Pvt.” Source: RevenueBase Database · checked Sep 19, 2026
25	WYLTH	Strong evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	58 contacts →
	Strong evidence “Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: digital financial advisory companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names digital financial advisory companies.
Partial evidence: Its own public description names part of digital financial advisory companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name digital financial advisory companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 930 digital financial advisory companies based in India

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Digital financial advisory companies based in India at a glance

As of Sep 19, 2026

9.6%Verified-email coverage

34.6Average contacts per company

1-10Median size (employees)

15.4%Largest-city concentration · Mumbai

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

554

11-50

268

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for India, so it is reported there. Company counts and contact totals on this page are exact for India, over 930 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 digital financial advisory 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 “digital financial advisory 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 digital financial advisory 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 digital financial advisory 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, 3,090 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Digital financial advisory companies by metro

Digital financial advisory companies in Mumbai143
Digital financial advisory companies in Pune58
Digital financial advisory companies in Bangalore52
Digital financial advisory companies in Bengaluru52
Digital financial advisory companies in New Delhi44
Digital financial advisory companies in Ahmedabad38
Digital financial advisory companies in Kolkata33
Digital financial advisory companies in Noida26
Digital financial advisory companies in Chennai25
Digital financial advisory companies in Hyderabad25

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 digital financial advisory 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 digital financial advisory companies are there based in India?

RevenueBase identified 930 digital financial advisory 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?

Angel ONE, headquartered in India, tops this list with the largest team on record.

Which city has the most digital financial advisory companies?

Mumbai leads with 143 headquartered companies, followed by Pune (58) and Bangalore (52).

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 3,090 verified decision-maker contacts tracked across these 930 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.