Company lists · Data refreshed September 2026
Top 25 Financial advisory AI software companies based in Bangalore, India
RevenueBase identified 104 company matches for financial advisory AI software companies associated with Bangalore, India as of September 2026 and tracks 789 professional contacts across them, including 179 with verified work emails. Across India, Bangalore is the largest hub for this category.
This list covers company matches for financial advisory AI software companies associated with Bangalore, 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 September 28, 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 financial advisory AI software companies based in Bangalore, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 52 contacts → | ||||
Exact match “Trendlyne is a ‘Retail Bloomberg platform’ enabling decision making for retail investors, research analysts and Portfolio advisors with real time data analytics.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 41 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 40 contacts → | ||||
Exact match “Dev Mantra Financial Services is a Bengaluru-based financial advisory firm founded in 2008.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 31 contacts → | ||||
Exact match “Auquan is the market leader in AI agents for deep work in financial services, transforming how professionals manage investment and credit prescreening and due diligence, risk…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 24 contacts → | ||||
Exact match “Finavi CFO specializes in providing a range of essential financial services, including Virtual CFO services, Financial Analytics and Advisory services to startups, early-stage…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 24 contacts → | ||||
Exact match “CrispIdea is an AI-native research, wealthtech and investment advisory firm serving institutions (BlackRock, Citadel, Two Sigma, EY, PwC, Accenture, BCG), family offices, and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 22 contacts → | ||||
Exact match “PrivateBlok is an agentic AI platform that combines data, intelligence and customizable workflows for private markets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 20 contacts → | ||||
Exact match “Founded in 2020, GoalTeller is an automated goal-based planning platform for individuals to secure their financial future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 18 contacts → | ||||
Exact match “Pluto Money uses artificial intelligence and machine learning algorithms to analyze users' financial data.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 17 contacts → | ||||
Exact match “MyFi is an AI powered financial assistant that serves to break down the complexities around investing so that you can make better decisions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 16 contacts → | ||||
Exact match “We offer customized algorithm-based investment portfolios to help you achieve your financial ambitions within your comfort level.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 15 contacts → | ||||
Exact match “Almug is an A.I.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 14 contacts → | ||||
Exact match “The Investment Management Platform for What's Next Moneybloom is a technology company that provides an integrated platform for financial institutions and advisors to provide…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 11 contacts → | ||||
Exact match “ArthAlpha LLP, operates at the intersection of technology and finance, combining quantitative insight with disciplined research to build thoughtful investment strategies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 10 contacts → | ||||
Exact match “Wealth Management for India, rebuilt with AI.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 10 contacts → | ||||
Exact match “NeuralHQ Technologies is revolutionizing customer experience in the financial services industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “At Optymoney, we're passionate about democratizing wealth management and empowering individuals in India to achieve their financial aspirations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 9 contacts → | ||||
Exact match “Currently investment advice is a human driven industry; conversations need to happen in order to make investment sales.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “Discover financial empowerment with Fincelerate Private Limited.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Chattel technologies provide web-based AI services which include but not limited to NLP, Regression, Vision.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Check what the management thinks of their own business growth with our AI powered research tool and take smarter investment decisions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “We are on a mission to simplify your Financial Planning and Investments using technology.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “runrate is a gamified DIY Robo-advisory, with a helpful free community for crowdsourcing knowledge.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Moneyplanned is a wealth management company blending expertise in personal finance, investments and advanced technologies to simplify tailored wealth management and achievement of…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “We have worked on building an AI engine which can help retail investors in Equity and Crypto markets to get the best insights and help required in understanding the financial…” Recorded in the RevenueBase company graph · Sep 28, 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 advisory AI 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 25 of 104 financial advisory AI software companies based in Bangalore, India
See the full list, filter by size, metro and specialty, and access 179 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial advisory AI software companies based in Bangalore, India at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole India list rather than for Bangalore, so it is reported there. Company counts and contact totals on this page are exact for Bangalore.
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 Bangalore, India whose business descriptions match “financial advisory AI 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 179 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 September 28, 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 advisory AI 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 advisory AI software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial advisory AI software companies are there based in Bangalore, India?
RevenueBase identified 104 company matches for financial advisory AI software companies associated with Bangalore, India as of September 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?
trendlyne.com 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 advisory AI software companies?
Bangalore leads India with 104 company records, followed by Mumbai (81) and Gurgaon (31).
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 179 professional contacts with verified work emails tracked across these 104 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 September 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 104 financial advisory AI software companies based in Bangalore, 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.
More company lists
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- Lists A-Z
- New lists
- Financial advisory AI software companies based in Sydney, Australia
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Company intelligence · public preview
Top 25 financial advisory AI software companies based in Bangalore, India
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 104 matching company records for financial advisory AI software companies based in Bangalore, India, with 789 tracked contacts and 179 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: September 28, 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 financial advisory AI software companies based in Bangalore, 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 |  trendlyne.comtrendlyne.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 52 contacts → |
“Trendlyne is a ‘Retail Bloomberg platform’ enabling decision making for retail investors, research analysts and Portfolio advisors with real time data analytics.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  advisorkhoj.comadvisorkhoj.comHQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 41 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  DEV Mantra Financial Services PVT LTDdevmantra.comHQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 40 contacts → |
“Dev Mantra Financial Services is a Bengaluru-based financial advisory firm founded in 2008.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  AIPLauquan.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 31 contacts → |
“Auquan is the market leader in AI agents for deep work in financial services, transforming how professionals manage investment and credit prescreening and due diligence, risk…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Finavi CFO PVT LTDfinavicfo.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 24 contacts → |
“Finavi CFO specializes in providing a range of essential financial services, including Virtual CFO services, Financial Analytics and Advisory services to startups, early-stage…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Crispideacrispidea.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 24 contacts → |
“CrispIdea is an AI-native research, wealthtech and investment advisory firm serving institutions (BlackRock, Citadel, Two Sigma, EY, PwC, Accenture, BCG), family offices, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Privateblokprivateblok.aiHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 22 contacts → |
“PrivateBlok is an agentic AI platform that combines data, intelligence and customizable workflows for private markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Goaltellergoalteller.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 20 contacts → |
“Founded in 2020, GoalTeller is an automated goal-based planning platform for individuals to secure their financial future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  PLUTOplutomoney.inHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 18 contacts → |
“Pluto Money uses artificial intelligence and machine learning algorithms to analyze users' financial data.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Myfi By Tifinaskmyfi.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 17 contacts → |
“MyFi is an AI powered financial assistant that serves to break down the complexities around investing so that you can make better decisions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Flameback Capital Private Limitedflamebackcapital.comHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 16 contacts → |
“We offer customized algorithm-based investment portfolios to help you achieve your financial ambitions within your comfort level.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Almug Technologiesalmug.aiHQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 15 contacts → |
“Almug is an A.I.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Moneybloommoneybloom.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 14 contacts → |
“The Investment Management Platform for What's Next Moneybloom is a technology company that provides an integrated platform for financial institutions and advisors to provide…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Arthalphaarthalpha.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 11 contacts → |
“ArthAlpha LLP, operates at the intersection of technology and finance, combining quantitative insight with disciplined research to build thoughtful investment strategies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Sigfynsigfyn.comHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 10 contacts → |
“Wealth Management for India, rebuilt with AI.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Neuralhqneuralhq.aiHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 10 contacts → |
“NeuralHQ Technologies is revolutionizing customer experience in the financial services industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Optymoneyoptymoney.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 10 contacts → |
“At Optymoney, we're passionate about democratizing wealth management and empowering individuals in India to achieve their financial aspirations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  vitt.aivitt.aiHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 9 contacts → |
“Currently investment advice is a human driven industry; conversations need to happen in order to make investment sales.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Finceleratefincelerate.comHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 8 contacts → |
“Discover financial empowerment with Fincelerate Private Limited.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Chattel Technologieschattel.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 7 contacts → |
“Chattel technologies provide web-based AI services which include but not limited to NLP, Regression, Vision.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Arthneeti Capitalarthneeti.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 6 contacts → |
“Check what the management thinks of their own business growth with our AI powered research tool and take smarter investment decisions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Mywealthjunctionmywealthjunction.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 4 contacts → |
“We are on a mission to simplify your Financial Planning and Investments using technology.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Runrate Wealth Networkrunrate.aiHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 4 contacts → |
“runrate is a gamified DIY Robo-advisory, with a helpful free community for crowdsourcing knowledge.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Moneyplannedmoneyplanned.comHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 4 contacts → |
“Moneyplanned is a wealth management company blending expertise in personal finance, investments and advanced technologies to simplify tailored wealth management and achievement of…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  dalalstreet.aidalalstreet.aiHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 3 contacts → |
“We have worked on building an AI engine which can help retail investors in Equity and Crypto markets to get the best insights and help required in understanding the financial…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 104 company matches
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Financial advisory AI software companies: dataset insights
September 28, 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
104 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 Bangalore, so it is reported there. Company counts and contact totals on this page are exact for Bangalore.
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: September 28, 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 advisory AI software companies by metro in India
Questions about this company list
What does Exact match mean for financial advisory AI 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 advisory AI software companies did RevenueBase find based in Bangalore, India?
The saved snapshot records 104 matching company records, 789 tracked contacts and 179 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: September 28, 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
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- Financial advisory AI software companies based in Sydney, Australia
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- Financial advisory AI software companies based in Paris, France
- Financial advisory AI software companies based in Hyderabad, India
- Financial advisory AI software companies based in Mumbai, India
- Financial advisory AI software companies based in Singapore, Singapore
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- Financial advisory AI software companies based in London, United Kingdom
- Financial advisory AI software companies based in Austin, United States
- Financial advisory AI software companies based in Boston, United States
- Financial advisory AI software companies based in Chicago, United States
Cite this list
RevenueBase Data Team. Top 25 financial advisory AI software companies based in Bangalore, India. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-advisory-ai-software-companies/india/bangalore.
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 advisory AI software companies based in Sydney, Australia
- Financial advisory AI software companies based in Sao Paulo, Brazil
- Financial advisory AI software companies based in Toronto, Canada
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- Financial advisory AI software companies based in Mumbai, India
Company intelligence · public preview
Top 25 financial advisory AI software companies based in Bangalore, India
RevenueBase records 104 matching company records for financial advisory AI software companies based in Bangalore, India, with 789 tracked contacts and 179 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: September 28, 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 financial advisory AI software companies based in Bangalore, 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 | trendlyne.comtrendlyne.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 52 contacts → |
“Trendlyne is a ‘Retail Bloomberg platform’ enabling decision making for retail investors, research analysts and Portfolio advisors with real time data analytics.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | advisorkhoj.comadvisorkhoj.com HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 41 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | DEV Mantra Financial Services PVT LTDdevmantra.com HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 40 contacts → |
“Dev Mantra Financial Services is a Bengaluru-based financial advisory firm founded in 2008.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | AIPLauquan.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 31 contacts → |
“Auquan is the market leader in AI agents for deep work in financial services, transforming how professionals manage investment and credit prescreening and due diligence, risk…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Finavi CFO PVT LTDfinavicfo.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 24 contacts → |
“Finavi CFO specializes in providing a range of essential financial services, including Virtual CFO services, Financial Analytics and Advisory services to startups, early-stage…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Crispideacrispidea.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 24 contacts → |
“CrispIdea is an AI-native research, wealthtech and investment advisory firm serving institutions (BlackRock, Citadel, Two Sigma, EY, PwC, Accenture, BCG), family offices, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Privateblokprivateblok.ai HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 22 contacts → |
“PrivateBlok is an agentic AI platform that combines data, intelligence and customizable workflows for private markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Goaltellergoalteller.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 20 contacts → |
“Founded in 2020, GoalTeller is an automated goal-based planning platform for individuals to secure their financial future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | PLUTOplutomoney.in HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 18 contacts → |
“Pluto Money uses artificial intelligence and machine learning algorithms to analyze users' financial data.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Myfi By Tifinaskmyfi.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 17 contacts → |
“MyFi is an AI powered financial assistant that serves to break down the complexities around investing so that you can make better decisions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Flameback Capital Private Limitedflamebackcapital.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 16 contacts → |
“We offer customized algorithm-based investment portfolios to help you achieve your financial ambitions within your comfort level.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Almug Technologiesalmug.ai HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 15 contacts → |
“Almug is an A.I.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Moneybloommoneybloom.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 14 contacts → |
“The Investment Management Platform for What's Next Moneybloom is a technology company that provides an integrated platform for financial institutions and advisors to provide…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Arthalphaarthalpha.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 11 contacts → |
“ArthAlpha LLP, operates at the intersection of technology and finance, combining quantitative insight with disciplined research to build thoughtful investment strategies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Sigfynsigfyn.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 10 contacts → |
“Wealth Management for India, rebuilt with AI.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Neuralhqneuralhq.ai HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 10 contacts → |
“NeuralHQ Technologies is revolutionizing customer experience in the financial services industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Optymoneyoptymoney.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 10 contacts → |
“At Optymoney, we're passionate about democratizing wealth management and empowering individuals in India to achieve their financial aspirations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | vitt.aivitt.ai HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 9 contacts → |
“Currently investment advice is a human driven industry; conversations need to happen in order to make investment sales.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Finceleratefincelerate.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 8 contacts → |
“Discover financial empowerment with Fincelerate Private Limited.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Chattel Technologieschattel.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 7 contacts → |
“Chattel technologies provide web-based AI services which include but not limited to NLP, Regression, Vision.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Arthneeti Capitalarthneeti.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 6 contacts → |
“Check what the management thinks of their own business growth with our AI powered research tool and take smarter investment decisions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Mywealthjunctionmywealthjunction.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 4 contacts → |
“We are on a mission to simplify your Financial Planning and Investments using technology.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Runrate Wealth Networkrunrate.ai HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 4 contacts → |
“runrate is a gamified DIY Robo-advisory, with a helpful free community for crowdsourcing knowledge.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Moneyplannedmoneyplanned.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 4 contacts → |
“Moneyplanned is a wealth management company blending expertise in personal finance, investments and advanced technologies to simplify tailored wealth management and achievement of…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | dalalstreet.aidalalstreet.ai HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 3 contacts → |
“We have worked on building an AI engine which can help retail investors in Equity and Crypto markets to get the best insights and help required in understanding the financial…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 104 company matches
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Financial advisory AI software companies: dataset insights
September 28, 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
104 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 Bangalore, so it is reported there. Company counts and contact totals on this page are exact for Bangalore.
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: September 28, 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 advisory AI software companies by metro in India
Questions about this company list
What does Exact match mean for financial advisory AI 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 advisory AI software companies did RevenueBase find based in Bangalore, India?
The saved snapshot records 104 matching company records, 789 tracked contacts and 179 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: September 28, 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 financial advisory AI software companies based in Bangalore, India. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-advisory-ai-software-companies/india/bangalore.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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