Company lists · Data refreshed September 2026
Top 18 Digital portfolio advisors based in Bangalore, India
RevenueBase identified 48 digital portfolio advisors headquartered in Bangalore, India as of September 2026 and tracks 336 professional contacts across them, including 63 with verified work emails. Mumbai is the largest hub.
This list covers digital portfolio advisors headquartered in Bangalore, 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.
The 18 largest digital portfolio advisors based in Bangalore, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 82 contacts → | ||||
Partial evidence “A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 51 contacts → | ||||
Indirect evidence “Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 21 contacts → | ||||
Indirect evidence “WinNest is a holistic financial services company, focused on Investment management.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 8 contacts → | ||||
Indirect evidence “Discover financial empowerment with Fincelerate Private Limited.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 7 contacts → | ||||
Indirect evidence “At Purpletouch Finserve, we believe financial planning isn't just about crunching numbers-it's about understanding you.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 6 contacts → | ||||
Partial evidence “Financial Planning | Wealth Management | Multi Family Office Founded in August, 2017, Venn Wealth is a Financial Advisory Firm based out of Bangalore, India.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 5 contacts → | ||||
Indirect evidence “The idea of Zvest Financial Services LLP was conceived when we realised the fact that every client is unique and has specific goals and requirements that change constantly.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 4 contacts → | ||||
Partial evidence “Credel Capital is a boutique investment advisory firm that provides personalised financial services to individuals and corporate investors across the country.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Indirect evidence “We are on a mission to simplify your Financial Planning and Investments using technology.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “WEALTHWISE - Your Trusted Partner in Financial Growth!” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Indirect evidence “Moneyplanned is a wealth management company blending expertise in personal finance, investments and advanced technologies to simplify tailored wealth management and achievement of…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Partial evidence “At Finclave, we are on a mission to bring transparency and structure to the advisory industry, offering you a trustworthy platform to achieve your investment goals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “Sunshine Financials helps Individuals and Families to manage and grow their personal wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Indirect evidence “QAPSTRATS, is one of its kind in managing all the assets and liabilities under one platform.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Partial evidence “Vikram Aralikatty, Principal Advisor of Wealth 360 has been in Financial Services Sector since 2014.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “At Zaket, we are more than just a financial services provider.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “Focused and transparent Asset Management Services that empowers you to take informed decisions” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “Future Life Financial Services was established in July 2019.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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 portfolio advisors. 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 portfolio advisors.
- Partial evidence
- Its own public description names part of digital portfolio advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name digital portfolio advisors. 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 18 of 48 digital portfolio advisors based in Bangalore, India
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Digital portfolio advisors based in Bangalore, India at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole India list rather than for Bangalore, so it is reported there. Company counts and contact totals on this page are exact for Bangalore, over 48 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 portfolio advisors, 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 Bangalore, India whose own description of what they do matches “digital portfolio advisors”. 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 portfolio advisors), 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 portfolio advisors, and records with no verified work email. Companies headquartered outside Bangalore 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, 63 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 portfolio advisors by metro in India
- Digital portfolio advisors in Mumbai152
- Digital portfolio advisors in Pune66
- Digital portfolio advisors in New Delhi59
- Digital portfolio advisors in Bangalore48
- Digital portfolio advisors in Ahmedabad44
- Digital portfolio advisors in Bengaluru38
- Digital portfolio advisors in Kolkata36
- Digital portfolio advisors in Delhi31
- Digital portfolio advisors in Chennai29
- Digital portfolio advisors 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 portfolio advisors, 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 portfolio advisors are there based in Bangalore, India?
RevenueBase identified 48 digital portfolio advisors headquartered in Bangalore, 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?
Buglerock Capital, headquartered in Bangalore, tops this list with the largest team on record.
Which city has the most digital portfolio advisors?
Mumbai leads with 152 headquartered companies, followed by Pune (66) and New Delhi (59).
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 63 verified decision-maker contacts tracked across these 48 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.
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