Company lists · Data refreshed September 2026

Top 25 Financial advisory AI software companies based in India

Name: Financial advisory AI software companies based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 517 companies tracked

RevenueBase identified 517 financial advisory AI software companies headquartered in India as of September 2026 and tracks 6,390 professional contacts across them, including 1,184 with verified work emails. Mumbai is the largest hub.

This list covers financial advisory AI software companies 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 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

517Companies

6,390Contacts tracked

1,184Verified emails

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The 25 largest financial advisory AI software companies based in India

Ranked by team size

Top 25 of 517 financial advisory AI software companies based in India, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisory AI software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Univest	Partial evidence	Gurugram, IndiaHQ checked Sep 28, 2026	201-500	174 contacts →
	Partial evidence “Univest is a trusted stock advisory and brokerage platform that helps investors make smarter investment decisions across stocks, F&O, commodities, IPOs, and mutual funds.” Source: RevenueBase Database · checked Sep 28, 2026
2	Fintoo	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	149 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
3	Tristone	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	139 contacts →
	Strong evidence “Tristone provides high-quality, AI-enabled investment research & analytics and transaction support services to investment funds, investment advisors, corporates, and investment…” Source: RevenueBase Database · checked Sep 28, 2026
4	Ssba Innovations Limited Holding & Promoting Company Of Taxbuddy.com And Finbingo.com	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	11-50	137 contacts →
	Strong evidence “SSBA Innovations is a pioneer in technology driven financial planning through AI based platforms.” Source: RevenueBase Database · checked Sep 28, 2026
5	First Global	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	107 contacts →
	Indirect evidence “The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Source: RevenueBase Database · checked Sep 28, 2026
6	Magistral Consulting	Strong evidence	Noida, IndiaHQ checked Sep 28, 2026	201-500	94 contacts →
	Strong evidence “Magistral offers offshore capacity and capabilities for Financial Research, Analytics, Technology and AI for global financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
7	Arya.ai	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	83 contacts →
	Strong evidence “Arya AI delivers transformative, enterprise-grade AI solutions for banks, insurers, and other financial institutions.” Source: RevenueBase Database · checked Sep 28, 2026
8	5nance.com	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	58 contacts →
	Partial evidence “5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.” Source: RevenueBase Database · checked Sep 28, 2026
9	The Algebra Group	Indirect evidence	New Delhi, IndiaHQ checked Sep 28, 2026	51-200	57 contacts →
	Indirect evidence “The Algebra Group: Sharper.” Source: RevenueBase Database · checked Sep 28, 2026
10	Actlogica Solutions Private Limited	Partial evidence	Hyderabad, IndiaHQ checked Sep 28, 2026	11-50	54 contacts →
	Partial evidence “Actlogica builds software for Wealth Management and Insurance industries.” Source: RevenueBase Database · checked Sep 28, 2026
11	trendlyne.com	Partial evidence	Bangalore, IndiaHQ checked Sep 28, 2026	11-50	52 contacts →
	Partial evidence “Trendlyne is a ‘Retail Bloomberg platform’ enabling decision making for retail investors, research analysts and Portfolio advisors with real time data analytics.” Source: RevenueBase Database · checked Sep 28, 2026
12	OFA Fiinfra	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	52 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
13	Vivekam Financial Services PVT LTD	Partial evidence	Hyderabad, IndiaHQ checked Sep 28, 2026	11-50	51 contacts →
	Partial evidence “Vivekam is incorporated to become the first Investment Advisory company to offer proven processes into Investments.” Source: RevenueBase Database · checked Sep 28, 2026
14	Ignosis AI	Partial evidence	Ahmedabad, IndiaHQ checked Sep 28, 2026	51-200	48 contacts →
	Partial evidence “Providing Financial Data Intelligence and actionable Insights to BFSI.” Source: RevenueBase Database · checked Sep 28, 2026
15	Angelone Broking Stock Trading	Indirect evidence	Palla, IndiaHQ checked Sep 28, 2026	n/a	48 contacts →
	Indirect evidence “Angel One Limited (formerly known as Angel Broking Limited) is a Fintech company providing broking services, margin trading facility, research services, depository services…” Source: RevenueBase Database · checked Sep 28, 2026
16	Shares Bazaar	Indirect evidence	Hyderabad, IndiaHQ checked Sep 28, 2026	201-500	47 contacts →
	Indirect evidence “SharesBazaar, established in 2010, is a SEBI Registered Research Analyst Firm (Registration No : with a presence in India, Africa, and the USA, with ambitious plans for global…” Source: RevenueBase Database · checked Sep 28, 2026
17	Arthayantra	Indirect evidence	Hyderabad, IndiaHQ checked Sep 28, 2026	51-200	47 contacts →
	Indirect evidence “ArthaYantra was founded to redefine the landscape of wealth management industry.” Source: RevenueBase Database · checked Sep 28, 2026
18	Jarvis Invest	Indirect evidence	Vikhroli West, IndiaHQ checked Sep 28, 2026	11-50	46 contacts →
	Indirect evidence “To know more, visit jarvisinvest.com” Source: RevenueBase Database · checked Sep 28, 2026
19	Investvalue Fintech	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	11-50	45 contacts →
	Indirect evidence “Invest Value is an innovative wealth-tech platform designed to empower investment professionals, such as Wealth Managers, Private Bankers, IFAS, MFDS, and RIAS, by simplifying…” Source: RevenueBase Database · checked Sep 28, 2026
20	Firstrate Wealthtech	Partial evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	43 contacts →
	Partial evidence “Wealth Management and AI” Source: RevenueBase Database · checked Sep 28, 2026
21	Harmoney	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	11-50	41 contacts →
	Partial evidence “Harmoney, an Agentic AI solution for fixed income, macro, and credit analysis for buy-side and wealth managers.” Source: RevenueBase Database · checked Sep 28, 2026
22	advisorkhoj.com	Strong evidence	Bangalore, IndiaHQ checked Sep 28, 2026	51-200	41 contacts →
	Strong evidence “About Advisorkhoj.com Advisorkhoj.com is a leader in Wealth Tech, Content and Research, delivering cutting-edge solutions for Mutual Fund Distributors, Financial Advisors, and…” Source: RevenueBase Database · checked Sep 28, 2026
23	DEV Mantra Financial Services PVT LTD	Strong evidence	Bangalore, IndiaHQ checked Sep 28, 2026	51-200	40 contacts →
	Strong evidence “Dev Mantra Financial Services is a Bengaluru-based financial advisory firm founded in 2008.” Source: RevenueBase Database · checked Sep 28, 2026
24	Finteract AI	Partial evidence	Hyderabad, IndiaHQ checked Sep 28, 2026	11-50	38 contacts →
	Partial evidence “Finteract AI is an AI-native finance intelligence platform built for the office of the CFO helping finance teams move from reporting numbers to driving outcomes.” Source: RevenueBase Database · checked Sep 28, 2026
25	Equentis	Partial evidence	East Mumbai, IndiaHQ checked Sep 28, 2026	201-500	35 contacts →
	Partial evidence “We are a SEBI-registered investment advisory, focused on helping you build wealth in the stock market over the long term.” Source: RevenueBase Database · checked Sep 28, 2026

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: financial advisory AI software companies. 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 financial advisory AI software companies.
Partial evidence: Its own public description names part of financial advisory AI software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisory AI software companies. 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 517 financial advisory AI software companies based in India

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Financial advisory AI software companies based in India at a glance

As of Sep 28, 2026

18.5%Verified-email coverage

12.4Average contacts per company

1-10Median size (employees)

15.7%Largest-city concentration · Mumbai

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

283

11-50

180

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 517 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 financial advisory AI software companies, 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 “financial advisory AI software companies”. 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 financial advisory AI software companies), 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 financial advisory AI software companies, 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, 1,184 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial advisory AI software companies by metro

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 financial advisory AI software companies, 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 financial advisory AI software companies are there based in India?

RevenueBase identified 517 financial advisory AI software companies 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?

Univest, headquartered in Gurugram, tops this list with the largest team on record.

Which city has the most financial advisory AI software companies?

Mumbai leads with 81 headquartered companies, followed by Bengaluru (58) and Bangalore (46).

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 1,184 verified decision-maker contacts tracked across these 517 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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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.