Company lists · Data refreshed September 2026
Top 25 Family office software providers based in India
RevenueBase identified 147 family office software providers headquartered in India as of September 2026 and tracks 4,623 professional contacts across them, including 1,516 with verified work emails. Mumbai is the largest hub.
This list covers family office software providers headquartered in 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 14, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest family office software providers based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 608 contacts → | ||||
Indirect evidence “Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 282 contacts → | ||||
Indirect evidence “We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 257 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 212 contacts → | ||||
Indirect evidence “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 185 contacts → | ||||
Strong evidence “Waterfield Advisors is a globally recognized independent Indian Multi-Family Office.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 139 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 135 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 122 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 90 contacts → | ||||
Strong evidence “Innovations Investment Management is the single-family office of S.D.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 82 contacts → | ||||
Indirect evidence “A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 55 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 54 contacts → | ||||
Partial evidence “Actlogica builds software for Wealth Management and Insurance industries.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 47 contacts → | ||||
Partial evidence “Applied Software is a software product company in the WealthTech space.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 36 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 32 contacts → | ||||
Indirect evidence “The company’s core business is wealth management supervision and consolidation.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 31 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 30 contacts → | ||||
Indirect evidence “Atom Privé is defined by a dynamic team of wealth management professionals with the perfect blend of integrity, intelligence and enthusiasm.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 30 contacts → | ||||
Strong evidence “Established in 1998, Subhkam Ventures is a privately owned and managed family office that straddles public market investments and private equity investments.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 25 contacts → | ||||
Indirect evidence “Founded in 2019, Private Bankers is a leading wealth management firm in India dedicated to helping clients grow and preserve their wealth.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 24 contacts → | ||||
Indirect evidence “The team at CERVIN has come together because we believe in the shared vision of being absolutely true to our ethical standards.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 22 contacts → | ||||
Indirect evidence “WebDev is a growing company providing high quality, innovative, customized technology solutions for financial companies.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 18 contacts → | ||||
Strong evidence “Foresight Family Office is an independent Multi-Family Office with a presence in Bangalore.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 17 contacts → | ||||
Indirect evidence “Syntelligence is the product of many successful years of serving Financial Advisors and CPA firms across geographies in North America.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 17 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 15 contacts → | ||||
Indirect evidence “We are the industry insiders on your side.” Source: RevenueBase Database · checked Sep 14, 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: family office software providers. 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 family office software providers.
- Partial evidence
- Its own public description names part of family office software providers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office software providers. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 147 family office software providers based in India
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Family office software providers based in India at a glance
As of Sep 14, 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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family office software providers, 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 India whose own description of what they do matches “family office software providers”. 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 family office software providers), 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 family office software providers, and records with no verified work email. Companies headquartered outside India 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, 1,516 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 14, 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.
Family office software providers by metro
- Family office software providers in Mumbai42
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 family office software providers, 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 family office software providers are there based in India?
RevenueBase identified 147 family office software providers headquartered in 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?
Centricity Wealthtech, headquartered in Gurugram, tops this list with the largest team on record.
Which city has the most family office software providers?
Mumbai leads with 42 headquartered companies, followed by Bangalore (13) and Bengaluru (9).
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 1,516 verified decision-maker contacts tracked across these 147 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 14, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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