Company lists · Data refreshed September 2026
Top 22 Embedded wealth management platforms based in Bengaluru, India
RevenueBase identified 83 embedded wealth management platforms headquartered in Bengaluru, India as of September 2026 and tracks 1,412 professional contacts across them, including 389 with verified work emails. Across India, Mumbai is the largest hub for this category (297 companies); Bengaluru has 83.
This list covers embedded wealth management platforms headquartered in Bengaluru, India, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 22 largest embedded wealth management platforms based in Bengaluru, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 623 contacts → | ||||
Strong evidence “Founded in 2008, FundsIndia is a technology-first wealth platform built to make investing simple, accessible, and rewarding for every Indian.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 41 contacts → | ||||
Indirect evidence “Founded by IIT and IIM graduates, we are passionate about bringing high quality financial advice at affordable price.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 24 contacts → | ||||
Partial evidence “Our mission is to become India’s go-to personal (finance) assistant for individuals and advisors alike, when it comes to financial planning and asset management- All individuals…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 23 contacts → | ||||
Partial evidence “Grow wealth by investing in SEBI Registered Experts managed Personalized Diversified Portfolios.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 19 contacts → | ||||
Strong evidence “Pygmalion Wealth is an independent, boutique wealth management and relationship management firm based in Bangalore, India.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 14 contacts → | ||||
Strong evidence “The Investment Management Platform for What's Next Moneybloom is a technology company that provides an integrated platform for financial institutions and advisors to provide…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 12 contacts → | ||||
Strong evidence “Novelty Wealth is a SEBI-registered investment adviser and wealth platform built for affluent Indian families who want clarity, confidence, and control over their finances.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 11 contacts → | ||||
Indirect evidence “We understand that earning money is hard, but managing it can be even harder with taxes, savings, investments, credit, and whatnot.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 10 contacts → | ||||
Strong evidence “Wealth Management for India, rebuilt with AI.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 10 contacts → | ||||
Strong evidence “At Optymoney, we're passionate about democratizing wealth management and empowering individuals in India to achieve their financial aspirations.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 9 contacts → | ||||
Partial evidence “Established in 2011, Singularis Wealth serves as your guide through the intricate world of investments.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 contacts → | ||||
Strong evidence “We are a one-stop platform that offers innovative wealth tech solutions so that the SuperApp, Enterprise & Financial product distributors can build extraordinary businesses…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 7 contacts → | ||||
Strong evidence “Mohur is a modern wealth platform for a new generation of Indians.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Partial evidence “Arunasset was founded in 2006 with the aim of helping clients achieve their financial goals and grow their wealth.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Indirect evidence “DeFiVerse offers a decentralized infrastructure through which users can create, manage and invest in crypto portfolios/strategies with ease.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Strong evidence “Experts Bazaar Is A Trusted Financial Planner And Investment Management Platform Founded In 2012 To Connect Clients To Experts From Across The Globe.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “Our purpose is to influence efficient capital allocation.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Partial evidence “At Edge Associates, we don’t just manage wealth-we help you build it with purpose.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Partial evidence “FundsInn is an online investment platform.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Strong evidence “We are an independent Wealth Management firm that takes pride in its client-centric approach and in providing relevant financial solutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: embedded wealth management platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names embedded wealth management platforms.
- Partial evidence
- Its own public description names part of embedded wealth management platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name embedded wealth management platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 22 of 83 embedded wealth management platforms based in Bengaluru, India
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 389 reachable decision-makers.
Free signup · no credit card
Embedded wealth management platforms based in Bengaluru, India at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole India list rather than for Bengaluru, so it is reported there. Company counts and contact totals on this page are exact for Bengaluru, over 83 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among embedded wealth management platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Bengaluru, India whose own description of what they do matches “embedded wealth management platforms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names embedded wealth management platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among embedded wealth management platforms, and records with no verified work email. Companies headquartered outside Bengaluru are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 389 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Embedded wealth management platforms by metro in India
- Embedded wealth management platforms in Mumbai297
- Embedded wealth management platforms in New Delhi111
- Embedded wealth management platforms in Pune109
- Embedded wealth management platforms in Bangalore96
- Embedded wealth management platforms in Ahmedabad66
- Embedded wealth management platforms in Kolkata58
- Embedded wealth management platforms in Hyderabad51
- Embedded wealth management platforms in Chennai45
- Embedded wealth management platforms in Gurugram31
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names embedded wealth management platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many embedded wealth management platforms are there based in Bengaluru, India?
RevenueBase identified 83 embedded wealth management platforms headquartered in Bengaluru, India as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Fundsindia, headquartered in Bengaluru, tops this list with the largest team on record.
Which city in India has the most embedded wealth management platforms?
Mumbai leads India with 297 headquartered companies, followed by New Delhi (111) and Pune (109). Bengaluru has 83.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 389 verified decision-maker contacts tracked across these 83 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 83 embedded wealth management platforms based in Bengaluru, India. Start with a free account, no credit card.
Download this list →Related lists
Embedded wealth management platforms by geography
- Embedded wealth management platforms based in Melbourne, Australia
- Embedded wealth management platforms based in Sydney, Australia
- Embedded wealth management platforms based in Rio De Janeiro, Brazil
- Embedded wealth management platforms based in Sao Paulo, Brazil
- Embedded wealth management platforms based in Calgary, Canada
- Embedded wealth management platforms based in Mississauga, Canada
- Embedded wealth management platforms based in Montreal, Canada
- Embedded wealth management platforms based in Toronto, Canada
- Embedded wealth management platforms based in Vancouver, Canada
- Embedded wealth management platforms based in Winnipeg, Canada
- Embedded wealth management platforms based in Bordeaux, France
- Embedded wealth management platforms based in Lyon, France
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Embedded wealth management platforms based in Melbourne, Australia
- Embedded wealth management platforms based in Sydney, Australia
- Embedded wealth management platforms based in Rio De Janeiro, Brazil
- Embedded wealth management platforms based in Sao Paulo, Brazil
- Embedded wealth management platforms based in Calgary, Canada
- Embedded wealth management platforms based in Mississauga, Canada