Company lists · Data refreshed October 2026
Top 25 Digital wealth management firms based in Mumbai, India
RevenueBase identified 298 company matches for digital wealth management firms associated with Mumbai, India as of October 2026 and tracks 22,915 professional contacts across them, including 2,846 with verified work emails. Across India, Mumbai is the largest hub for this category.
This list covers company matches for digital wealth management firms associated with Mumbai, 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 Mumbai, 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 | 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 | |||||
| 4 | 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 | |||||
| 5 | 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 | |||||
| 6 | 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 | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 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 | |||||
| 10 | 135 contacts → | ||||
Exact match “Welcome to InCred Money.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 11 | 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 | |||||
| 12 | 106 contacts → | ||||
Exact match “EbixCash Financial Technologies is a Global Fintech player in the Wealth, Portfolio and the Asset management space, founded in with a vision to be a techno-business partner…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 13 | 84 contacts → | ||||
Exact match “MIDASX is the only B2B2C AI-Powered Multi-Asset Marketplace for India's financial intermediaries who want to grow beyond distribution and build their own digital wealth ecosystem.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 14 | 79 contacts → | ||||
Exact match “At A D Naik Wealth, we are enablers of aspirations.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 15 | 74 contacts → | ||||
Exact match “Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 16 | 72 contacts → | ||||
Exact match “Happyness Factory is a premier goal-based investing firm and an AMFI-registered mutual fund distributor based in Mumbai.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 17 | 69 contacts → | ||||
Exact match “Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 18 | 68 contacts → | ||||
Exact match “IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 19 | 65 contacts → | ||||
Exact match “We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 20 | 64 contacts → | ||||
Exact match “quant Money Managers Ltd.(QMML) is an investment management firm offering a diverse set of investment products across asset classes.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 21 | 61 contacts → | ||||
Exact match “Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 22 | 59 contacts → | ||||
Exact match “Rurash Financial Pvt.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 23 | 58 contacts → | ||||
Exact match “Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 24 | 56 contacts → | ||||
Exact match “5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 25 | 50 contacts → | ||||
Exact match “Omni Financial Advisor (OFA) is a high-end technology platform created for the gen-next advisors who have an urge to add value in their relationship with clients and focus in…” Recorded in the RevenueBase company graph · 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 298 digital wealth management firms based in Mumbai, India
See the full list, filter by size, metro and specialty, and access 2,846 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Digital wealth management firms based in Mumbai, India at a glance
As of Oct 11, 2026Companies by employee count
Email recency for this list is measured across the whole India list rather than for Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 298 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 Mumbai, 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 2,846 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 in India
- 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 Mumbai, India?
RevenueBase identified 298 company matches for digital wealth management firms associated with Mumbai, 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 in India has the most digital wealth management firms?
Mumbai leads India 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 2,846 professional contacts with verified work emails tracked across these 298 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 298 digital wealth management firms based in Mumbai, 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 Mumbai, India
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 298 matching company records for digital wealth management firms based in Mumbai, India, with 22,915 tracked contacts and 2,846 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 Mumbai, 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 |  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. | |||||
| 4 |  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. | |||||
| 5 |  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. | |||||
| 6 | 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. | |||||
| 7 |  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. | |||||
| 8 |  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. | |||||
| 9 |  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. | |||||
| 10 |  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. | |||||
| 11 |  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. | |||||
| 12 | Ebixcash Financial Technologiesmilessoft.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 106 contacts → |
“EbixCash Financial Technologies is a Global Fintech player in the Wealth, Portfolio and the Asset management space, founded in with a vision to be a techno-business partner…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Midasx Officialmidasx.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 84 contacts → |
“MIDASX is the only B2B2C AI-Powered Multi-Asset Marketplace for India's financial intermediaries who want to grow beyond distribution and build their own digital wealth ecosystem.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | A D Naik Wealthnaikwealth.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 79 contacts → |
“At A D Naik Wealth, we are enablers of aspirations.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Torus Digitaltorusdigital.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 74 contacts → |
“Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Happyness Factoryhappynessfactory.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 72 contacts → |
“Happyness Factory is a premier goal-based investing firm and an AMFI-registered mutual fund distributor based in Mumbai.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  WYLTHwylth.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 69 contacts → |
“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Ifanowifanow.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 68 contacts → |
“IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Epsilon Moneyepsilonmoney.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 65 contacts → |
“We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Quant Mutualquant-mutual.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 64 contacts → |
“quant Money Managers Ltd.(QMML) is an investment management firm offering a diverse set of investment products across asset classes.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Deven Chokseydevenchoksey.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 61 contacts → |
“Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Rurash Financials Private Limitedrurashfin.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 59 contacts → |
“Rurash Financial Pvt.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Fisdom Private Wealthfisdomprivatewealth.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 58 contacts → |
“Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  5nance.com5nance.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 56 contacts → |
“5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  OFA Fiinfrafiinfra.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 50 contacts → |
“Omni Financial Advisor (OFA) is a high-end technology platform created for the gen-next advisors who have an urge to add value in their relationship with clients and focus in…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 298 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
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
297 records in the displayed employee bands.
1 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 across the whole India list rather than for Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 298 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 in India
- 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 Mumbai, India?
The saved snapshot records 298 matching company records, 22,915 tracked contacts and 2,846 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 Mumbai, India. Snapshot: October 11, 2026. https://revenuebase.ai/companies/digital-wealth-management-firms/india/mumbai.
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
Company intelligence · public preview
Top 25 digital wealth management firms based in Mumbai, India
RevenueBase records 298 matching company records for digital wealth management firms based in Mumbai, India, with 22,915 tracked contacts and 2,846 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 Mumbai, 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 | 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. | |||||
| 4 | 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. | |||||
| 5 | 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. | |||||
| 6 | 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. | |||||
| 7 | 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. | |||||
| 8 | 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. | |||||
| 9 | 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. | |||||
| 10 | 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. | |||||
| 11 | 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. | |||||
| 12 | Ebixcash Financial Technologiesmilessoft.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 106 contacts → |
“EbixCash Financial Technologies is a Global Fintech player in the Wealth, Portfolio and the Asset management space, founded in with a vision to be a techno-business partner…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Midasx Officialmidasx.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 84 contacts → |
“MIDASX is the only B2B2C AI-Powered Multi-Asset Marketplace for India's financial intermediaries who want to grow beyond distribution and build their own digital wealth ecosystem.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | A D Naik Wealthnaikwealth.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 79 contacts → |
“At A D Naik Wealth, we are enablers of aspirations.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Torus Digitaltorusdigital.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 74 contacts → |
“Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Happyness Factoryhappynessfactory.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 72 contacts → |
“Happyness Factory is a premier goal-based investing firm and an AMFI-registered mutual fund distributor based in Mumbai.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | WYLTHwylth.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 69 contacts → |
“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Ifanowifanow.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 68 contacts → |
“IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Epsilon Moneyepsilonmoney.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 65 contacts → |
“We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Quant Mutualquant-mutual.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 64 contacts → |
“quant Money Managers Ltd.(QMML) is an investment management firm offering a diverse set of investment products across asset classes.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Deven Chokseydevenchoksey.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 61 contacts → |
“Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Rurash Financials Private Limitedrurashfin.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 59 contacts → |
“Rurash Financial Pvt.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Fisdom Private Wealthfisdomprivatewealth.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 58 contacts → |
“Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | 5nance.com5nance.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 56 contacts → |
“5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | OFA Fiinfrafiinfra.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 50 contacts → |
“Omni Financial Advisor (OFA) is a high-end technology platform created for the gen-next advisors who have an urge to add value in their relationship with clients and focus in…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 298 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
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
297 records in the displayed employee bands.
1 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 across the whole India list rather than for Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 298 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 in India
- 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 Mumbai, India?
The saved snapshot records 298 matching company records, 22,915 tracked contacts and 2,846 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 Mumbai, India. Snapshot: October 11, 2026. https://revenuebase.ai/companies/digital-wealth-management-firms/india/mumbai.
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