Company lists · Data refreshed November 2026
Top 19 Financial advisor software companies based in Mumbai, India
RevenueBase identified 72 company matches for financial advisor software companies associated with Mumbai, India as of November 2026 and tracks 972 professional contacts across them, including 177 with verified work emails. Across India, Mumbai is the largest hub for this category.
This list covers company matches for financial advisor software companies 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 November 5, 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 19 largest financial advisor software companies based in Mumbai, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 167 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 85 contacts → | ||||
Exact match “Our Mission at RRS is to offer innovative financial products and services that exceed internal and external client expectations consistently by integrating best practices, core…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 70 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 51 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 39 contacts → | ||||
Exact match “Plan Ahead Wealth Advisors is a SEBI Registered Investment Advisory firm.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 21 contacts → | ||||
Exact match “IArista Artha Pvt.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 17 contacts → | ||||
Exact match “Do you have audacious money goals?” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 14 contacts → | ||||
Exact match “VND Wealth Pvt Ltd started stock broking in January 2004.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 11 contacts → | ||||
Exact match “Welcome to Blue Ocean Financial Services Pvt Ltd Blue Ocean Financial Services focuses on building wealth through financial planning and offering wealth management services to…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “Orbit is an independent, unbiased financial advisory company.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “White Rose Financial Advisors is the brainchild of Priyal Shah, a Chartered Accountant and an Investment Advisor by qualification, who has gathered 8 years of experience and…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “Planning is an essential element that creates a worry free life where you don’t get blindsided by sudden events on the crossroads of life.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Fund Fox, incorporated in the year 2004 and at present having satisfied clients all over India and abroad.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “We are engaged in providing financial planning, investment advisory and investment management services for individuals desirous of meeting their personal finance needs.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “We are a software product company catering to the Portfolio Management and Accounting needs of Indian Retail Investors, Brokers and HNIs.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “WELCOME TO BADAME FINANCIAL SERVICES We as UB Wealth started our company in August 2008 and now we incorporated Badame Financial Services in the year March 2022, and at present…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Tranquil Investments was founded by Payal Bhavesh Thakkar, an AMFI-Registered Mutual Fund Distributor, with the vision of bringing clarity, confidence, and calmness to people’s…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “CAGRwealth is providing financial planning and investment advisory solutions to individuals.” Recorded in the RevenueBase company graph · Nov 5, 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 “financial advisor software companies”. 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 19 of 72 financial advisor software companies based in Mumbai, India
See the full list, filter by size, metro and specialty, and access 177 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial advisor software companies based in Mumbai, India at a glance
As of Nov 5, 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 72 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 “financial advisor software companies” 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 177 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 November 5, 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.
Financial advisor software companies by metro in India
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 “financial advisor software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial advisor software companies are there based in Mumbai, India?
RevenueBase identified 72 company matches for financial advisor software companies associated with Mumbai, India as of November 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?
Fintoo tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in India has the most financial advisor software companies?
Mumbai leads India with 72 company records, followed by Bangalore (45) and Pune (43).
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 177 professional contacts with verified work emails tracked across these 72 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 72 financial advisor software companies based in Mumbai, India. Start with a free account, no credit card.
Download this list →Related lists
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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 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.
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Company intelligence · public preview
Top 19 financial advisor software companies 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 72 matching company records for financial advisor software companies based in Mumbai, India, with 972 tracked contacts and 177 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 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 19 financial advisor software companies 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 |  Fintoofintoo.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 167 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  RRSrrs.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 85 contacts → |
“Our Mission at RRS is to offer innovative financial products and services that exceed internal and external client expectations consistently by integrating best practices, core…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  WYLTHwylth.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 70 contacts → |
“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  OFA Fiinfrafiinfra.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 51 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Plan Ahead Wealth Advisorsplanahead.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 39 contacts → |
“Plan Ahead Wealth Advisors is a SEBI Registered Investment Advisory firm.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Iaristaiarista.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 21 contacts → |
“IArista Artha Pvt.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Tbng Capital Advisorstbng.co.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 17 contacts → |
“Do you have audacious money goals?” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  VND Wealthvndwealth.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 14 contacts → |
“VND Wealth Pvt Ltd started stock broking in January 2004.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Blue Ocean Financial Services PVT LTDbofs.co.inHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 11 contacts → |
“Welcome to Blue Ocean Financial Services Pvt Ltd Blue Ocean Financial Services focuses on building wealth through financial planning and offering wealth management services to…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Orbit By Urjita Financial Services PVT LTDorbitfin.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 10 contacts → |
“Orbit is an independent, unbiased financial advisory company.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  White Rose Financial Advisorswhiterosefa.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 6 contacts → |
“White Rose Financial Advisors is the brainchild of Priyal Shah, a Chartered Accountant and an Investment Advisor by qualification, who has gathered 8 years of experience and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Nesting Wealthnestingwealth.comHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 5 contacts → |
“Planning is an essential element that creates a worry free life where you don’t get blindsided by sudden events on the crossroads of life.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Fundfox Wealth PVT LTDfundfox.inHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 3 contacts → |
“Fund Fox, incorporated in the year 2004 and at present having satisfied clients all over India and abroad.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Investorkartinvestorkart.comHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 2 contacts → |
“We are engaged in providing financial planning, investment advisory and investment management services for individuals desirous of meeting their personal finance needs.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Caprisoftcaprisoft.co.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 2 contacts → |
“We are a software product company catering to the Portfolio Management and Accounting needs of Indian Retail Investors, Brokers and HNIs.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Badame Financial Services Pvt. LTDbadamefs.comHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 2 contacts → |
“WELCOME TO BADAME FINANCIAL SERVICES We as UB Wealth started our company in August 2008 and now we incorporated Badame Financial Services in the year March 2022, and at present…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Tranquil Investmentstranquilinvestments.comHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 2 contacts → |
“Tranquil Investments was founded by Payal Bhavesh Thakkar, an AMFI-Registered Mutual Fund Distributor, with the vision of bringing clarity, confidence, and calmness to people’s…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Gada Hariagadaharia.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 |  Cagrwealthcagrwealth.comHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 1 contacts → |
“CAGRwealth is providing financial planning and investment advisory solutions to individuals.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 72 company matches
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Financial advisor software companies: dataset insights
November 5, 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
72 records in the displayed employee bands.
0 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 72 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: November 5, 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 ↗
Financial advisor software companies by metro in India
Questions about this company list
What does Exact match mean for financial advisor software companies?
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 financial advisor software companies did RevenueBase find based in Mumbai, India?
The saved snapshot records 72 matching company records, 972 tracked contacts and 177 verified emails. The public preview displays 19 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: November 5, 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 19 financial advisor software companies based in Mumbai, India. Snapshot: November 5, 2026. https://revenuebase.ai/companies/financial-advisor-software-companies/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
- Financial advisor software companies based in Sydney, Australia
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Company intelligence · public preview
Top 19 financial advisor software companies based in Mumbai, India
RevenueBase records 72 matching company records for financial advisor software companies based in Mumbai, India, with 972 tracked contacts and 177 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 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 19 financial advisor software companies 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 | Fintoofintoo.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 167 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | RRSrrs.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 85 contacts → |
“Our Mission at RRS is to offer innovative financial products and services that exceed internal and external client expectations consistently by integrating best practices, core…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | WYLTHwylth.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 70 contacts → |
“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | OFA Fiinfrafiinfra.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 51 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Plan Ahead Wealth Advisorsplanahead.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 39 contacts → |
“Plan Ahead Wealth Advisors is a SEBI Registered Investment Advisory firm.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Iaristaiarista.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 21 contacts → |
“IArista Artha Pvt.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Tbng Capital Advisorstbng.co.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 17 contacts → |
“Do you have audacious money goals?” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | VND Wealthvndwealth.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 14 contacts → |
“VND Wealth Pvt Ltd started stock broking in January 2004.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Blue Ocean Financial Services PVT LTDbofs.co.in HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 11 contacts → |
“Welcome to Blue Ocean Financial Services Pvt Ltd Blue Ocean Financial Services focuses on building wealth through financial planning and offering wealth management services to…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Orbit By Urjita Financial Services PVT LTDorbitfin.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 10 contacts → |
“Orbit is an independent, unbiased financial advisory company.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | White Rose Financial Advisorswhiterosefa.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 6 contacts → |
“White Rose Financial Advisors is the brainchild of Priyal Shah, a Chartered Accountant and an Investment Advisor by qualification, who has gathered 8 years of experience and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Nesting Wealthnestingwealth.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 5 contacts → |
“Planning is an essential element that creates a worry free life where you don’t get blindsided by sudden events on the crossroads of life.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fundfox Wealth PVT LTDfundfox.in HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 3 contacts → |
“Fund Fox, incorporated in the year 2004 and at present having satisfied clients all over India and abroad.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Investorkartinvestorkart.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 2 contacts → |
“We are engaged in providing financial planning, investment advisory and investment management services for individuals desirous of meeting their personal finance needs.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Caprisoftcaprisoft.co.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 2 contacts → |
“We are a software product company catering to the Portfolio Management and Accounting needs of Indian Retail Investors, Brokers and HNIs.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Badame Financial Services Pvt. LTDbadamefs.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 2 contacts → |
“WELCOME TO BADAME FINANCIAL SERVICES We as UB Wealth started our company in August 2008 and now we incorporated Badame Financial Services in the year March 2022, and at present…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Tranquil Investmentstranquilinvestments.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 2 contacts → |
“Tranquil Investments was founded by Payal Bhavesh Thakkar, an AMFI-Registered Mutual Fund Distributor, with the vision of bringing clarity, confidence, and calmness to people’s…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Gada Hariagadaharia.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | Cagrwealthcagrwealth.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 1 contacts → |
“CAGRwealth is providing financial planning and investment advisory solutions to individuals.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 72 company matches
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Financial advisor software companies: dataset insights
November 5, 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
72 records in the displayed employee bands.
0 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 72 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: November 5, 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 ↗
Financial advisor software companies by metro in India
Questions about this company list
What does Exact match mean for financial advisor software companies?
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 financial advisor software companies did RevenueBase find based in Mumbai, India?
The saved snapshot records 72 matching company records, 972 tracked contacts and 177 verified emails. The public preview displays 19 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: November 5, 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 19 financial advisor software companies based in Mumbai, India. Snapshot: November 5, 2026. https://revenuebase.ai/companies/financial-advisor-software-companies/india/mumbai.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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