Company lists · Data refreshed October 2026
Top 25 Digital wealth management firms based in India
RevenueBase identified 1,787 company matches for digital wealth management firms associated with India as of October 2026 and tracks 44,924 professional contacts across them, including 5,913 with verified work emails. Mumbai is the largest hub.
This list covers company matches for digital wealth management firms 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 October 11, 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 digital wealth management firms based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 7,470 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 2 | 5,038 contacts → | ||||
Exact match “Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 3 | 2,228 contacts → | ||||
Exact match “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 4 | 2,057 contacts → | ||||
Exact match “Ventura is an omnichannel trading and investments platform with a network of branches, sub-brokers and Digital Channels.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 5 | 1,209 contacts → | ||||
Exact match “Choice Equity Broking Private Limited: SEBI Reg No.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 6 | 834 contacts → | ||||
Exact match “PL Capital: Powering India's Financial Growth Since 1944 PL Capital Group - Prabhudas Lilladher is one of India's most trusted financial services providers and has been recognised…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 7 | 668 contacts → | ||||
Exact match “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 8 | 643 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 · Oct 11, 2026 · View company records in RevenueBase | |||||
| 9 | 473 contacts → | ||||
Exact match “Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 10 | 321 contacts → | ||||
Exact match “Neo Group is a new-age wealth, asset and risk management platform that aims to provide clients with unbiased investment solutions in a transparent and cost-efficient manner.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 11 | 303 contacts → | ||||
Exact match “We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 12 | 269 contacts → | ||||
Exact match “Fisdom is an extremely simple app to make smart investments.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 13 | 247 contacts → | ||||
Exact match “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 14 | 206 contacts → | ||||
Exact match “FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 15 | 205 contacts → | ||||
Exact match “The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 16 | 183 contacts → | ||||
Exact match “Since 2013, Wise Finserv has been empowering High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) with structured investment solutions to grow, protect…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 17 | 172 contacts → | ||||
Exact match “Established by visionary ex-bankers, Indiassetz began its journey on October 5, 2014, with an ambitious goal: to revolutionize Wealth Management, focusing specifically on the real…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 18 | 155 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 19 | 136 contacts → | ||||
Exact match “Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 20 | 135 contacts → | ||||
Exact match “Welcome to InCred Money.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 21 | 133 contacts → | ||||
Exact match “Zebu: Your trusted partner for wealth creation and seamless trading, proudly serves over 1 Lakh+ clients as a trusted member of NSE, BSE, MCX, MSEI, and CDSL.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 22 | 132 contacts → | ||||
Exact match “Sanctum Wealth is a full-stack wealth management platform that oversees more than ₹56,500 crores of client assets for more than 1,700 high-net-worth families in India and abroad.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 23 | 117 contacts → | ||||
Exact match “Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing crore in Assets Under…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 24 | 110 contacts → | ||||
Exact match “VERTEX Securities is a Public Limited Company since 1993 listed on Bombay Stock Exchange with main offices in Cochin and Mumbai.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 25 | 109 contacts → | ||||
Exact match “Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded in the RevenueBase company graph · Oct 11, 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 “digital wealth management firms”. 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 1,787 digital wealth management firms based in India
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Digital wealth management firms based in India at a glance
As of Oct 11, 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 1,787 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 “digital wealth management firms” 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 5,913 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 October 11, 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.
Digital wealth management firms by metro
- Digital wealth management firms in Mumbai298
- Digital wealth management firms in Bangalore198
- Digital wealth management firms in Pune110
- Digital wealth management firms in New Delhi102
- Digital wealth management firms in Gurgaon71
- Digital wealth management firms in Ahmedabad66
- Digital wealth management firms in Kolkata62
- Digital wealth management firms in Hyderabad52
- Digital wealth management firms in Noida48
- Digital wealth management firms in Chennai47
- Digital wealth management firms in Surat30
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 “digital wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many digital wealth management firms are there based in India?
RevenueBase identified 1,787 company matches for digital wealth management firms associated with India as of October 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?
Icici Securities tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most digital wealth management firms?
Mumbai leads with 298 company records, followed by Bangalore (198) and Pune (110).
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 5,913 professional contacts with verified work emails tracked across these 1,787 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 October 11, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,787 digital wealth management firms based in India. Start with a free account, no credit card.
Download this list →Related lists
Digital wealth management firms by geography
- Digital wealth management firms based in Melbourne, Australia
- Digital wealth management firms based in Sydney, Australia
- Digital wealth management firms based in Rio De Janeiro, Brazil
- Digital wealth management firms based in Sao Paulo, Brazil
- Digital wealth management firms based in Calgary, Canada
- Digital wealth management firms based in Montreal, Canada
- Digital wealth management firms based in Toronto, Canada
- Digital wealth management firms based in Vancouver, Canada
- Digital wealth management firms based in Lyon, France
- Digital wealth management firms based in Paris, France
- Digital wealth management firms based in Hong Kong, Hong Kong
- Digital wealth management firms based in Ahmedabad, India
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
- Digital wealth management firms based in Melbourne, Australia
- Digital wealth management firms based in Sydney, Australia
- Digital wealth management firms based in Rio De Janeiro, Brazil
- Digital wealth management firms based in Sao Paulo, Brazil
- Digital wealth management firms based in Calgary, Canada
- Digital wealth management firms based in Montreal, Canada
Company intelligence · public preview
Top 25 digital wealth management firms 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 1,787 matching company records for digital wealth management firms based in India, with 44,924 tracked contacts and 5,913 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: October 11, 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 digital wealth management firms 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 |  Icici Securitiesicicisecurities.comHQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 7,470 contacts → |
“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…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Kotak Securitieskotaksecurities.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 5,038 contacts → |
“Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  GROWWgroww.inHQ: Bangalore, IndiaReported employees: 501-1,000 | Bangalore, India | 501-1,000 | Exact match | 2,228 contacts → |
“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Venturaventurasecurities.comHQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 2,057 contacts → |
“Ventura is an omnichannel trading and investments platform with a network of branches, sub-brokers and Digital Channels.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Choicechoiceindia.comHQ: Mumbai, IndiaReported employees: 5,001-10,000 | Mumbai, India | 5,001-10,000 | Exact match | 1,209 contacts → |
“Choice Equity Broking Private Limited: SEBI Reg No.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  PL Capital Group Prabhudas Lilladherplindia.comHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 834 contacts → |
“PL Capital: Powering India's Financial Growth Since 1944 PL Capital Group - Prabhudas Lilladher is one of India's most trusted financial services providers and has been recognised…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Dezervdezerv.inHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 668 contacts → |
“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Centricity Wealthtechcentricity.co.inHQ: Gurgaon, IndiaReported employees: 501-1,000 | Gurgaon, India | 501-1,000 | Exact match | 643 contacts → |
“Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Nuvama Groupnuvama.comHQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 473 contacts → |
“Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | NEO Wealth And Asset Managementneo-group.in HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 321 contacts → |
“Neo Group is a new-age wealth, asset and risk management platform that aims to provide clients with unbiased investment solutions in a transparent and cost-efficient manner.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Incred Wealthincredwealth.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 303 contacts → |
“We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Fisdomfisdom.comHQ: Bengaluru North, IndiaReported employees: 501-1,000 | Bengaluru North, India | 501-1,000 | Exact match | 269 contacts → |
“Fisdom is an extremely simple app to make smart investments.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ionic Wealthionic.inHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 247 contacts → |
“Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Fincart Financial Plannersfincart.comHQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 206 contacts → |
“FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Zfundszfunds.inHQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 205 contacts → |
“The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Wise Finservwisefinserv.com HQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 183 contacts → |
“Since 2013, Wise Finserv has been empowering High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) with structured investment solutions to grow, protect…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Indiassetzindiassetz.comHQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 172 contacts → |
“Established by visionary ex-bankers, Indiassetz began its journey on October 5, 2014, with an ambitious goal: to revolutionize Wealth Management, focusing specifically on the real…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Fintoofintoo.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 155 contacts → |
“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…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  MFAmyfinad.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 136 contacts → |
“Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Incred Moneyincredmoney.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 135 contacts → |
“Welcome to InCred Money.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Zebu Share And Wealth Managements Pvt. LTDzebuetrade.comHQ: Chennai, IndiaReported employees: 501-1,000 | Chennai, India | 501-1,000 | Exact match | 133 contacts → |
“Zebu: Your trusted partner for wealth creation and seamless trading, proudly serves over 1 Lakh+ clients as a trusted member of NSE, BSE, MCX, MSEI, and CDSL.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Sanctum Wealthsanctumwealth.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 132 contacts → |
“Sanctum Wealth is a full-stack wealth management platform that oversees more than ₹56,500 crores of client assets for more than 1,700 high-net-worth families in India and abroad.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Equirus Wealthequiruswealth.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 117 contacts → |
“Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing crore in Assets Under…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Vertex Securities LTDvertexbroking.comHQ: Kochi, IndiaReported employees: 201-500 | Kochi, India | 201-500 | Exact match | 110 contacts → |
“VERTEX Securities is a Public Limited Company since 1993 listed on Bombay Stock Exchange with main offices in Cochin and Mumbai.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Eastern Financiers LTDeasternfin.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 109 contacts → |
“Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,787 company matches
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Digital wealth management firms: dataset insights
October 11, 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
1,783 records in the displayed employee bands.
4 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 1,787 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: October 11, 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 ↗
Digital wealth management firms by metro
- Digital wealth management firms in Mumbai298
- Digital wealth management firms in Bangalore198
- Digital wealth management firms in Pune110
- Digital wealth management firms in New Delhi102
- Digital wealth management firms in Gurgaon71
- Digital wealth management firms in Ahmedabad66
- Digital wealth management firms in Kolkata62
- Digital wealth management firms in Hyderabad52
- Digital wealth management firms in Noida48
- Digital wealth management firms in Chennai47
- Digital wealth management firms in Surat30
Questions about this company list
What does Exact match mean for digital wealth management firms?
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 digital wealth management firms did RevenueBase find based in India?
The saved snapshot records 1,787 matching company records, 44,924 tracked contacts and 5,913 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: October 11, 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
Digital wealth management firms by geography
- Digital wealth management firms based in Melbourne, Australia
- Digital wealth management firms based in Sydney, Australia
- Digital wealth management firms based in Rio De Janeiro, Brazil
- Digital wealth management firms based in Sao Paulo, Brazil
- Digital wealth management firms based in Calgary, Canada
- Digital wealth management firms based in Montreal, Canada
- Digital wealth management firms based in Toronto, Canada
- Digital wealth management firms based in Vancouver, Canada
- Digital wealth management firms based in Lyon, France
- Digital wealth management firms based in Paris, France
- Digital wealth management firms based in Hong Kong, Hong Kong
- Digital wealth management firms based in Ahmedabad, India
Cite this list
RevenueBase Data Team. Top 25 digital wealth management firms based in India. Snapshot: October 11, 2026. https://revenuebase.ai/companies/digital-wealth-management-firms/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
- Digital wealth management firms based in Melbourne, Australia
- Digital wealth management firms based in Sydney, Australia
- Digital wealth management firms based in Rio De Janeiro, Brazil
- Digital wealth management firms based in Sao Paulo, Brazil
- Digital wealth management firms based in Calgary, Canada
- Digital wealth management firms based in Montreal, Canada
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Top 25 digital wealth management firms based in India
RevenueBase records 1,787 matching company records for digital wealth management firms based in India, with 44,924 tracked contacts and 5,913 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: October 11, 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 digital wealth management firms 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 | Icici Securitiesicicisecurities.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 7,470 contacts → |
“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…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Kotak Securitieskotaksecurities.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 5,038 contacts → |
“Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | GROWWgroww.in HQ: Bangalore, IndiaReported employees: 501-1,000 | Bangalore, India | 501-1,000 | Exact match | 2,228 contacts → |
“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Venturaventurasecurities.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 2,057 contacts → |
“Ventura is an omnichannel trading and investments platform with a network of branches, sub-brokers and Digital Channels.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Choicechoiceindia.com HQ: Mumbai, IndiaReported employees: 5,001-10,000 | Mumbai, India | 5,001-10,000 | Exact match | 1,209 contacts → |
“Choice Equity Broking Private Limited: SEBI Reg No.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | PL Capital Group Prabhudas Lilladherplindia.com HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 834 contacts → |
“PL Capital: Powering India's Financial Growth Since 1944 PL Capital Group - Prabhudas Lilladher is one of India's most trusted financial services providers and has been recognised…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Dezervdezerv.in HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 668 contacts → |
“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Centricity Wealthtechcentricity.co.in HQ: Gurgaon, IndiaReported employees: 501-1,000 | Gurgaon, India | 501-1,000 | Exact match | 643 contacts → |
“Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Nuvama Groupnuvama.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 473 contacts → |
“Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | NEO Wealth And Asset Managementneo-group.in HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 321 contacts → |
“Neo Group is a new-age wealth, asset and risk management platform that aims to provide clients with unbiased investment solutions in a transparent and cost-efficient manner.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Incred Wealthincredwealth.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 303 contacts → |
“We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Fisdomfisdom.com HQ: Bengaluru North, IndiaReported employees: 501-1,000 | Bengaluru North, India | 501-1,000 | Exact match | 269 contacts → |
“Fisdom is an extremely simple app to make smart investments.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ionic Wealthionic.in HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 247 contacts → |
“Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Fincart Financial Plannersfincart.com HQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 206 contacts → |
“FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Zfundszfunds.in HQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 205 contacts → |
“The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Wise Finservwisefinserv.com HQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 183 contacts → |
“Since 2013, Wise Finserv has been empowering High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) with structured investment solutions to grow, protect…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Indiassetzindiassetz.com HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 172 contacts → |
“Established by visionary ex-bankers, Indiassetz began its journey on October 5, 2014, with an ambitious goal: to revolutionize Wealth Management, focusing specifically on the real…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Fintoofintoo.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 155 contacts → |
“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…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | MFAmyfinad.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 136 contacts → |
“Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Incred Moneyincredmoney.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 135 contacts → |
“Welcome to InCred Money.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Zebu Share And Wealth Managements Pvt. LTDzebuetrade.com HQ: Chennai, IndiaReported employees: 501-1,000 | Chennai, India | 501-1,000 | Exact match | 133 contacts → |
“Zebu: Your trusted partner for wealth creation and seamless trading, proudly serves over 1 Lakh+ clients as a trusted member of NSE, BSE, MCX, MSEI, and CDSL.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Sanctum Wealthsanctumwealth.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 132 contacts → |
“Sanctum Wealth is a full-stack wealth management platform that oversees more than ₹56,500 crores of client assets for more than 1,700 high-net-worth families in India and abroad.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Equirus Wealthequiruswealth.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 117 contacts → |
“Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing crore in Assets Under…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Vertex Securities LTDvertexbroking.com HQ: Kochi, IndiaReported employees: 201-500 | Kochi, India | 201-500 | Exact match | 110 contacts → |
“VERTEX Securities is a Public Limited Company since 1993 listed on Bombay Stock Exchange with main offices in Cochin and Mumbai.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Eastern Financiers LTDeasternfin.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 109 contacts → |
“Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,787 company matches
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Digital wealth management firms: dataset insights
October 11, 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
1,783 records in the displayed employee bands.
4 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 1,787 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: October 11, 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 ↗
Digital wealth management firms by metro
- Digital wealth management firms in Mumbai298
- Digital wealth management firms in Bangalore198
- Digital wealth management firms in Pune110
- Digital wealth management firms in New Delhi102
- Digital wealth management firms in Gurgaon71
- Digital wealth management firms in Ahmedabad66
- Digital wealth management firms in Kolkata62
- Digital wealth management firms in Hyderabad52
- Digital wealth management firms in Noida48
- Digital wealth management firms in Chennai47
- Digital wealth management firms in Surat30
Questions about this company list
What does Exact match mean for digital wealth management firms?
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 digital wealth management firms did RevenueBase find based in India?
The saved snapshot records 1,787 matching company records, 44,924 tracked contacts and 5,913 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: October 11, 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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Digital wealth management firms by geography
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Cite this list
RevenueBase Data Team. Top 25 digital wealth management firms based in India. Snapshot: October 11, 2026. https://revenuebase.ai/companies/digital-wealth-management-firms/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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