Company lists · Data refreshed October 2026
Top 25 Family office software providers based in India
RevenueBase identified 147 company matches for family office software providers associated with India as of October 2026 and tracks 4,623 professional contacts across them, including 1,516 with verified work emails. Mumbai is the largest hub.
This list covers company matches for family office software providers 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 1, 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 family office software providers based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 608 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 1, 2026 · View company records in RevenueBase | |||||
| 2 | 282 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 1, 2026 · View company records in RevenueBase | |||||
| 3 | 257 contacts → | ||||
Exact match “Client Associates (CA) was founded as India’s first Multi Family Office firm 22+ years ago by first generations private bankers, Rohit Sarin and Himanshu Kohli Over the years, the…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 4 | 212 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 1, 2026 · View company records in RevenueBase | |||||
| 5 | 185 contacts → | ||||
Exact match “Waterfield Advisors is a globally recognized independent Indian Multi-Family Office.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 6 | 139 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 1, 2026 · View company records in RevenueBase | |||||
| 7 | 135 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 1, 2026 · View company records in RevenueBase | |||||
| 8 | 122 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 1, 2026 · View company records in RevenueBase | |||||
| 9 | 90 contacts → | ||||
Exact match “Innovations Investment Management is the single-family office of S.D.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 10 | 82 contacts → | ||||
Exact match “A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 11 | 55 contacts → | ||||
Exact match “Alpha Capital is a boutique setup that serves the needs of high - net - worth and affluent individuals, families, businesses, trusts and charities.Each financial solution we…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 12 | 54 contacts → | ||||
Exact match “Actlogica builds software for Wealth Management and Insurance industries.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 13 | 47 contacts → | ||||
Exact match “Applied Software is a software product company in the WealthTech space.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 14 | 36 contacts → | ||||
Exact match “The Sekhsaria family has a history of creating enterprises that spans over a century, with decades of experience in the areas of commodities trading, cement, equity markets and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 15 | 32 contacts → | ||||
Exact match “The company’s core business is wealth management supervision and consolidation.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 16 | 31 contacts → | ||||
Exact match “Valtrust is a bespoke, multi-family office, offering investment advisory and financial solutions to families and individuals in order to grow and preserve their wealth, and ensure…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 17 | 30 contacts → | ||||
Exact match “Atom Privé is defined by a dynamic team of wealth management professionals with the perfect blend of integrity, intelligence and enthusiasm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 18 | 30 contacts → | ||||
Exact match “Established in 1998, Subhkam Ventures is a privately owned and managed family office that straddles public market investments and private equity investments.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 19 | 25 contacts → | ||||
Exact match “Founded in 2019, Private Bankers is a leading wealth management firm in India dedicated to helping clients grow and preserve their wealth.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 20 | 24 contacts → | ||||
Exact match “The team at CERVIN has come together because we believe in the shared vision of being absolutely true to our ethical standards.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 21 | 22 contacts → | ||||
Exact match “WebDev is a growing company providing high quality, innovative, customized technology solutions for financial companies.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 22 | 18 contacts → | ||||
Exact match “Foresight Family Office is an independent Multi-Family Office with a presence in Bangalore.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 23 | 17 contacts → | ||||
Exact match “Syntelligence is the product of many successful years of serving Financial Advisors and CPA firms across geographies in North America.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 24 | 17 contacts → | ||||
Exact match “NJ Macson is run by a team of senior Bankers who have spent credible years with leading banks in Corporate Finance, Commercial Banking, Investment Banking, and Private Wealth…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 25 | 15 contacts → | ||||
Exact match “We are the industry insiders on your side.” Recorded in the RevenueBase company graph · Oct 1, 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 “family office software providers”. 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 147 family office software providers based in India
See the full list, filter by size, metro and specialty, and access 1,516 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Family office software providers based in India at a glance
As of Oct 1, 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 147 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 “family office software providers” 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 1,516 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 1, 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.
Family office software providers by metro
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 “family office software providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office software providers are there based in India?
RevenueBase identified 147 company matches for family office software providers 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?
Centricity Wealthtech tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most family office software providers?
Mumbai leads with 42 company records, followed by Bangalore (22) and Gurgaon (13).
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 1,516 professional contacts with verified work emails tracked across these 147 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 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 147 family office software providers based in India. Start with a free account, no credit card.
Download this list →Related lists
Family office software providers by geography
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada
- Family office software providers based in Australia
- Family office software providers based in Spain
- Family office software providers based in the Netherlands
- Family office software providers based in Italy
- Family office software providers based in Israel
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
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
Company intelligence · public preview
Top 25 family office software providers 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 147 matching company records for family office software providers based in India, with 4,623 tracked contacts and 1,516 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 1, 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 family office software providers 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 |  Centricity Wealthtechcentricity.co.inHQ: Gurgaon, IndiaReported employees: 501-1,000 | Gurgaon, India | 501-1,000 | Exact match | 608 contacts → |
“Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Incred Wealthincredwealth.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 282 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 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Client Associatesclientassociates.comHQ: Gurgaon, IndiaReported employees: 201-500 | Gurgaon, India | 201-500 | Exact match | 257 contacts → |
“Client Associates (CA) was founded as India’s first Multi Family Office firm 22+ years ago by first generations private bankers, Rohit Sarin and Himanshu Kohli Over the years, the…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Ionic Wealthionic.inHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 212 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 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Waterfield Advisorswaterfieldadvisors.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 185 contacts → |
“Waterfield Advisors is a globally recognized independent Indian Multi-Family Office.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Sanctum Wealthsanctumwealth.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 139 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 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ebixcash Financial Technologiesmilessoft.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 135 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 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Equirus Wealthequiruswealth.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 122 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 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Innovations Investment Management India Private LTDdev.iinnovations.comHQ: Bangalore, IndiaReported employees: 1,001-5,000 | Bangalore, India | 1,001-5,000 | Exact match | 90 contacts → |
“Innovations Investment Management is the single-family office of S.D.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Buglerock Capitalbuglerock.asiaHQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 82 contacts → |
“A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Alpha Capitalalphacapital.inHQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 55 contacts → |
“Alpha Capital is a boutique setup that serves the needs of high - net - worth and affluent individuals, families, businesses, trusts and charities.Each financial solution we…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Actlogica Solutions Private Limitedactlogica.comHQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 54 contacts → |
“Actlogica builds software for Wealth Management and Insurance industries.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Applied Softwarewealthspectrum.comHQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 47 contacts → |
“Applied Software is a software product company in the WealthTech space.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Narotam Sekhsaria Family Officesekhsaria.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 36 contacts → |
“The Sekhsaria family has a history of creating enterprises that spans over a century, with decades of experience in the areas of commodities trading, cement, equity markets and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Qness Software PVT LTDqnesssoftware.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 32 contacts → |
“The company’s core business is wealth management supervision and consolidation.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Valtrustvaltrustcapital.comHQ: Chennai, IndiaReported employees: Not recorded | Chennai, India | Not recorded | Exact match | 31 contacts → |
“Valtrust is a bespoke, multi-family office, offering investment advisory and financial solutions to families and individuals in order to grow and preserve their wealth, and ensure…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Atom Privé Financial Servicesatomprive.com HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 30 contacts → |
“Atom Privé is defined by a dynamic team of wealth management professionals with the perfect blend of integrity, intelligence and enthusiasm.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Subhkam Venturessubhkam.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 30 contacts → |
“Established in 1998, Subhkam Ventures is a privately owned and managed family office that straddles public market investments and private equity investments.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Private Bankersprivatebankers.inHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 25 contacts → |
“Founded in 2019, Private Bankers is a leading wealth management firm in India dedicated to helping clients grow and preserve their wealth.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Cervin Family Office & Advisors Pvt. LTDcervinfamilyoffice.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 24 contacts → |
“The team at CERVIN has come together because we believe in the shared vision of being absolutely true to our ethical standards.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Webdev INCwebdevinc.netHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 22 contacts → |
“WebDev is a growing company providing high quality, innovative, customized technology solutions for financial companies.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Foresight Family Officeforesightfos.comHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 18 contacts → |
“Foresight Family Office is an independent Multi-Family Office with a presence in Bangalore.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Syntelligence Fintechsyntelligencefintech.comHQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 17 contacts → |
“Syntelligence is the product of many successful years of serving Financial Advisors and CPA firms across geographies in North America.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  NJ Macsonnjmacson.comHQ: Adambakkam, IndiaReported employees: 11-50 | Adambakkam, India | 11-50 | Exact match | 17 contacts → |
“NJ Macson is run by a team of senior Bankers who have spent credible years with leading banks in Corporate Finance, Commercial Banking, Investment Banking, and Private Wealth…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Unien Capital Advisorsunien.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 15 contacts → |
“We are the industry insiders on your side.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 147 company matches
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Family office software providers: dataset insights
October 1, 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
146 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 worldwide rather than for India, so it is reported there. Company counts and contact totals on this page are exact for India, over 147 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 1, 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 ↗
Family office software providers by metro
Questions about this company list
What does Exact match mean for family office software providers?
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 family office software providers did RevenueBase find based in India?
The saved snapshot records 147 matching company records, 4,623 tracked contacts and 1,516 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 1, 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
Family office software providers by geography
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada
- Family office software providers based in Australia
- Family office software providers based in Spain
- Family office software providers based in the Netherlands
- Family office software providers based in Italy
- Family office software providers based in Israel
Cite this list
RevenueBase Data Team. Top 25 family office software providers based in India. Snapshot: October 1, 2026. https://revenuebase.ai/companies/family-office-software-providers/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
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
Company intelligence · public preview
Top 25 family office software providers based in India
RevenueBase records 147 matching company records for family office software providers based in India, with 4,623 tracked contacts and 1,516 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 1, 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 family office software providers 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 | Centricity Wealthtechcentricity.co.in HQ: Gurgaon, IndiaReported employees: 501-1,000 | Gurgaon, India | 501-1,000 | Exact match | 608 contacts → |
“Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Incred Wealthincredwealth.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 282 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 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Client Associatesclientassociates.com HQ: Gurgaon, IndiaReported employees: 201-500 | Gurgaon, India | 201-500 | Exact match | 257 contacts → |
“Client Associates (CA) was founded as India’s first Multi Family Office firm 22+ years ago by first generations private bankers, Rohit Sarin and Himanshu Kohli Over the years, the…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Ionic Wealthionic.in HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 212 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 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Waterfield Advisorswaterfieldadvisors.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 185 contacts → |
“Waterfield Advisors is a globally recognized independent Indian Multi-Family Office.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Sanctum Wealthsanctumwealth.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 139 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 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ebixcash Financial Technologiesmilessoft.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 135 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 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Equirus Wealthequiruswealth.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 122 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 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Innovations Investment Management India Private LTDdev.iinnovations.com HQ: Bangalore, IndiaReported employees: 1,001-5,000 | Bangalore, India | 1,001-5,000 | Exact match | 90 contacts → |
“Innovations Investment Management is the single-family office of S.D.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Buglerock Capitalbuglerock.asia HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 82 contacts → |
“A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Alpha Capitalalphacapital.in HQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 55 contacts → |
“Alpha Capital is a boutique setup that serves the needs of high - net - worth and affluent individuals, families, businesses, trusts and charities.Each financial solution we…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Actlogica Solutions Private Limitedactlogica.com HQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 54 contacts → |
“Actlogica builds software for Wealth Management and Insurance industries.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Applied Softwarewealthspectrum.com HQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 47 contacts → |
“Applied Software is a software product company in the WealthTech space.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Narotam Sekhsaria Family Officesekhsaria.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 36 contacts → |
“The Sekhsaria family has a history of creating enterprises that spans over a century, with decades of experience in the areas of commodities trading, cement, equity markets and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Qness Software PVT LTDqnesssoftware.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 32 contacts → |
“The company’s core business is wealth management supervision and consolidation.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Valtrustvaltrustcapital.com HQ: Chennai, IndiaReported employees: Not recorded | Chennai, India | Not recorded | Exact match | 31 contacts → |
“Valtrust is a bespoke, multi-family office, offering investment advisory and financial solutions to families and individuals in order to grow and preserve their wealth, and ensure…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Atom Privé Financial Servicesatomprive.com HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 30 contacts → |
“Atom Privé is defined by a dynamic team of wealth management professionals with the perfect blend of integrity, intelligence and enthusiasm.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Subhkam Venturessubhkam.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 30 contacts → |
“Established in 1998, Subhkam Ventures is a privately owned and managed family office that straddles public market investments and private equity investments.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Private Bankersprivatebankers.in HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 25 contacts → |
“Founded in 2019, Private Bankers is a leading wealth management firm in India dedicated to helping clients grow and preserve their wealth.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Cervin Family Office & Advisors Pvt. LTDcervinfamilyoffice.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 24 contacts → |
“The team at CERVIN has come together because we believe in the shared vision of being absolutely true to our ethical standards.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Webdev INCwebdevinc.net HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 22 contacts → |
“WebDev is a growing company providing high quality, innovative, customized technology solutions for financial companies.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Foresight Family Officeforesightfos.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 18 contacts → |
“Foresight Family Office is an independent Multi-Family Office with a presence in Bangalore.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Syntelligence Fintechsyntelligencefintech.com HQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 17 contacts → |
“Syntelligence is the product of many successful years of serving Financial Advisors and CPA firms across geographies in North America.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | NJ Macsonnjmacson.com HQ: Adambakkam, IndiaReported employees: 11-50 | Adambakkam, India | 11-50 | Exact match | 17 contacts → |
“NJ Macson is run by a team of senior Bankers who have spent credible years with leading banks in Corporate Finance, Commercial Banking, Investment Banking, and Private Wealth…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Unien Capital Advisorsunien.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 15 contacts → |
“We are the industry insiders on your side.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 147 company matches
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Family office software providers: dataset insights
October 1, 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
146 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 worldwide rather than for India, so it is reported there. Company counts and contact totals on this page are exact for India, over 147 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 1, 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 ↗
Family office software providers by metro
Questions about this company list
What does Exact match mean for family office software providers?
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 family office software providers did RevenueBase find based in India?
The saved snapshot records 147 matching company records, 4,623 tracked contacts and 1,516 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 1, 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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Cite this list
RevenueBase Data Team. Top 25 family office software providers based in India. Snapshot: October 1, 2026. https://revenuebase.ai/companies/family-office-software-providers/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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