Company lists · Data refreshed September 2026

Top 25 Financial advisory platforms based in Bangalore, India

Name: Financial advisory platforms based in Bangalore, India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 207 companies tracked

RevenueBase identified 207 financial advisory platforms headquartered in Bangalore, India as of September 2026 and tracks 4,693 professional contacts across them, including 552 with verified work emails. Across India, Mumbai is the largest hub for this category (663 companies); Bangalore has 207.

This list covers financial advisory platforms headquartered in Bangalore, 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

207Companies

4,693Contacts tracked

552Verified emails

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The 25 largest financial advisory platforms based in Bangalore, India

Ranked by team size

Top 25 of 207 financial advisory platforms based in Bangalore, 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 platforms: 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	Smallcase	Partial evidence	Bangalore, IndiaHQ checked Sep 28, 2026	201-500	388 contacts →
	Partial evidence “smallcase is a leading provider of investment products to Indian investors & platforms to the capital markets industry.” Source: RevenueBase Database · checked Sep 28, 2026
2	Finvolv	Partial evidence	Bangalore, IndiaHQ checked Sep 28, 2026	51-200	161 contacts →
	Partial evidence “Re-imagine finance: We at Finvolv believe that the financial industry is transitioning from being an isolated entity to becoming a universal feature of every organisation…” Source: RevenueBase Database · checked Sep 28, 2026
3	Growth Arrow Company	Partial evidence	Bangalore, IndiaHQ checked Sep 28, 2026	11-50	120 contacts →
	Partial evidence “Growth Arrow is independent financial service domain.” Source: RevenueBase Database · checked Sep 28, 2026
4	Dreamgains Financials India Private Limited	Strong evidence	Bangalore, IndiaHQ checked Sep 28, 2026	51-200	106 contacts →
	Strong evidence “DreamGains Financials India Private Limited, a trusted name in the financial services arena, provides you with the entire gamut of financial advisory services under one roof.” Source: RevenueBase Database · checked Sep 28, 2026
5	kuvera.in	Partial evidence	Bangalore, IndiaHQ checked Sep 28, 2026	51-200	98 contacts →
	Partial evidence “Investment platform trusted by 18 Lakh+ investors with Rs crore in assets.” Source: RevenueBase Database · checked Sep 28, 2026
6	Trade Brains	Strong evidence	Bangalore, IndiaHQ checked Sep 28, 2026	51-200	90 contacts →
	Strong evidence “Trade Brains is a leading financial news and analytics platform in India, designed to provide comprehensive insights and data to support retail investors and financial…” Source: RevenueBase Database · checked Sep 28, 2026
7	Buglerock Capital	Strong evidence	Bangalore, IndiaHQ checked Sep 28, 2026	51-200	82 contacts →
	Strong evidence “A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Source: RevenueBase Database · checked Sep 28, 2026
8	Powerup Money	Partial evidence	Bangalore, IndiaHQ checked Sep 28, 2026	51-200	62 contacts →
	Partial evidence “PowerUp Money is India’s trusted Mutual Fund Advisory App.” Source: RevenueBase Database · checked Sep 28, 2026
9	International Money Matters PVT LTD	Strong evidence	Bangalore, IndiaHQ checked Sep 28, 2026	51-200	57 contacts →
	Strong evidence “Established in November 2001, we are a SEBI registered financial planning-cum-investment advisory company, in the business of helping our clients achieve their financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
10	trendlyne.com	Strong evidence	Bangalore, IndiaHQ checked Sep 28, 2026	11-50	52 contacts →
	Strong 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
11	I CAP Financial Services	Partial evidence	Bangalore, IndiaHQ checked Sep 28, 2026	11-50	51 contacts →
	Partial evidence “Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.” Source: RevenueBase Database · checked Sep 28, 2026
12	Sensibull	Partial evidence	Bangalore, IndiaHQ checked Sep 28, 2026	11-50	42 contacts →
	Partial evidence “Sensibull is India's No:1 Options Trading Platform.” Source: RevenueBase Database · checked Sep 28, 2026
13	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
14	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
15	Qness Software PVT LTD	Indirect evidence	Bangalore, IndiaHQ checked Sep 28, 2026	11-50	32 contacts →
	Indirect evidence “The company’s core business is wealth management supervision and consolidation.” Source: RevenueBase Database · checked Sep 28, 2026
16	Crispidea	Partial evidence	Bangalore, IndiaHQ checked Sep 28, 2026	11-50	24 contacts →
	Partial evidence “CrispIdea is an AI-native research, wealthtech and investment advisory firm serving institutions (BlackRock, Citadel, Two Sigma, EY, PwC, Accenture, BCG), family offices, and…” Source: RevenueBase Database · checked Sep 28, 2026
17	Goalteller	Strong evidence	Bangalore, IndiaHQ checked Sep 28, 2026	11-50	20 contacts →
	Strong evidence “Founded in 2020, GoalTeller is an automated goal-based planning platform for individuals to secure their financial future.” Source: RevenueBase Database · checked Sep 28, 2026
18	Zeva Astras Investments Made Simple	Indirect evidence	Bangalore, IndiaHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “The investment landscape in India is haphazard, fragmented, and split between the haves and the have-nots.” Source: RevenueBase Database · checked Sep 28, 2026
19	Myfi By Tifin	Partial evidence	Bangalore, IndiaHQ checked Sep 28, 2026	11-50	17 contacts →
	Partial evidence “MyFi is an AI powered financial assistant that serves to break down the complexities around investing so that you can make better decisions.” Source: RevenueBase Database · checked Sep 28, 2026
20	Floatr Wealth	Partial evidence	Bangalore, IndiaHQ checked Sep 28, 2026	11-50	16 contacts →
	Partial evidence “At Floatr, we empower individuals and organizations to achieve financial wellness through personalized financial planning, risk management, and tax optimization solutions.” Source: RevenueBase Database · checked Sep 28, 2026
21	Cashvisory	Indirect evidence	Bangalore, IndiaHQ checked Sep 28, 2026	1-10	15 contacts →
	Indirect evidence “Cashvisory (backed by SucSEED Ventures, EvolveX and We Founder Circle) empowers first-time investors with expert-backed strategies and simplified tools, making wealth-building…” Source: RevenueBase Database · checked Sep 28, 2026
22	Wealth Managers United India Private Limited	Indirect evidence	Bangalore, IndiaHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “SEBI Registered Investment Adviser Registration number: Registered name: Wealth Managers United (India) Private Limited WMU is a professionally run "Multi Family Office" providing…” Source: RevenueBase Database · checked Sep 28, 2026
23	Mira Money	Partial evidence	Bangalore, IndiaHQ checked Sep 28, 2026	1-10	13 contacts →
	Partial evidence “Start with an investment as low as and let our experienced investment team manage your money.( ™) is an Investment Management platform that provides every investor access to right…” Source: RevenueBase Database · checked Sep 28, 2026
24	Simplus Financial Consultancy Private Limited	Partial evidence	Bangalore, IndiaHQ checked Sep 28, 2026	1-10	13 contacts →
	Partial evidence “Simplus helps you take charge of your money matters and achieve your financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
25	Zerodha Commodities Private Limited	Indirect evidence	Bangalore, IndiaHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence 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 platforms. 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 platforms.
Partial evidence: Its own public description names part of financial advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisory platforms. 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 207 financial advisory platforms based in Bangalore, India

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Financial advisory platforms based in Bangalore, India at a glance

As of Sep 28, 2026

11.8%Verified-email coverage

22.7Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

120

11-50

51-200

201-500

1,001-5,000

10001+

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, over 207 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 platforms, 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 Bangalore, India whose own description of what they do matches “financial advisory platforms”. 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 platforms), 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 platforms, and records with no verified work email. Companies headquartered outside Bangalore 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, 552 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 platforms by metro in India

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 platforms, 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 platforms are there based in Bangalore, India?

RevenueBase identified 207 financial advisory platforms headquartered in Bangalore, 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?

Smallcase, headquartered in Bangalore, tops this list with the largest team on record.

Which city in India has the most financial advisory platforms?

Mumbai leads India with 663 headquartered companies, followed by Pune (257) and New Delhi (252). Bangalore has 207.

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 552 verified decision-maker contacts tracked across these 207 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.