Company lists · Data refreshed September 2026
Top 25 Digital wealth management companies based in Bangalore, India
RevenueBase identified 79 digital wealth management companies headquartered in Bangalore, India as of September 2026 and tracks 1,149 professional contacts across them, including 328 with verified work emails. Mumbai is the largest hub.
This list covers digital wealth management companies 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 15, 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 25 largest digital wealth management companies based in Bangalore, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 388 contacts → | ||||
Indirect evidence “smallcase is a leading provider of investment products to Indian investors & platforms to the capital markets industry.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 2 | 98 contacts → | ||||
Indirect evidence “Investment platform trusted by 18 Lakh+ investors with Rs crore in assets.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 3 | 82 contacts → | ||||
Strong evidence “A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 15, 2026Thanks. The Data Team will review it. | |||||
| 5 | 41 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 6 | 20 contacts → | ||||
Indirect evidence “Founded in 2020, GoalTeller is an automated goal-based planning platform for individuals to secure their financial future.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 7 | 19 contacts → | ||||
Indirect evidence “The investment landscape in India is haphazard, fragmented, and split between the haves and the have-nots.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 8 | 15 contacts → | ||||
Partial evidence “Cashvisory (backed by SucSEED Ventures, EvolveX and We Founder Circle) empowers first-time investors with expert-backed strategies and simplified tools, making wealth-building…” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 9 | 13 contacts → | ||||
Partial evidence “Start with an investment as low as and let our experienced investment team manage your money.( ™) is an Investment Management platform that provides every investor access to right…” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 contacts → | ||||
Indirect evidence “The word “Sinhasi” has its origin in Japanese art and depicts a protective shield, which is meant to ward off evil and ill omen.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Indirect evidence “Discover financial empowerment with Fincelerate Private Limited.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 contacts → | ||||
Partial evidence “Sumex is a new private wealth entity established in January, 2018.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Strong 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 15, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Indirect evidence “Markets are noisy.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Indirect evidence “We are on a mission to simplify your Financial Planning and Investments using technology.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Indirect evidence “TRDR is an all-new approach to investing.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 contacts → | ||||
Partial evidence “WEALTHWISE - Your Trusted Partner in Financial Growth!” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Strong 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 15, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Indirect evidence “WAY2GRO Financial Services is a prominent investment distribution company having an experience manage and guide on unique investment offerings for short and long-term requirements.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Indirect evidence “Fetch all your mutual funds across brokers, banks, and apps in one click.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Partial evidence “Fundchoice Financial Services connects asset management companies with individual investors, transforming mutual fund investing into a simple, smart, and seamless journey.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Indirect evidence “At Finclave, we are on a mission to bring transparency and structure to the advisory industry, offering you a trustworthy platform to achieve your investment goals.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Partial evidence “Sunshine Financials helps Individuals and Families to manage and grow their personal wealth.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence “Incube Capital is serving exclusively to High Net Worth and Ultra High Net Worth individuals across India & abroad.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “At Zaket, we are more than just a financial services provider.” Source: RevenueBase Database · checked Sep 15, 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 wealth management 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 wealth management companies.
- Partial evidence
- Its own public description names part of digital wealth management companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name digital wealth management 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 79 digital wealth management companies based in Bangalore, India
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Digital wealth management companies based in Bangalore, India at a glance
As of Sep 15, 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 79 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 wealth management 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 Bangalore, India whose own description of what they do matches “digital wealth management 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 wealth management 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 wealth management companies, 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, 328 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 15, 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 wealth management companies by metro in India
- Digital wealth management companies in Mumbai202
- Digital wealth management companies in Bangalore79
- Digital wealth management companies in New Delhi75
- Digital wealth management companies in Bengaluru67
- Digital wealth management companies in Pune49
- Digital wealth management companies in Ahmedabad40
- Digital wealth management companies in Kolkata38
- Digital wealth management companies in Hyderabad36
- Digital wealth management companies in Noida33
- Digital wealth management companies in Chennai32
- Digital wealth management companies in Gurugram28
- Digital wealth management companies in Gurgaon27
- Digital wealth management companies in Delhi26
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 wealth management 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 wealth management companies are there based in Bangalore, India?
RevenueBase identified 79 digital wealth management companies 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?
Smallcase, headquartered in Bangalore, tops this list with the largest team on record.
Which city has the most digital wealth management companies?
Mumbai leads with 202 headquartered companies, followed by Bangalore (79) and New Delhi (75).
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 328 verified decision-maker contacts tracked across these 79 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 15, 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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