Company lists · Data refreshed September 2026
Top 17 Financial advisory platforms based in Gurgaon, India
RevenueBase identified 76 financial advisory platforms headquartered in Gurgaon, India as of September 2026 and tracks 962 professional contacts across them, including 112 with verified work emails. Across India, Mumbai is the largest hub for this category (663 companies); Gurgaon has 76.
This list covers financial advisory platforms headquartered in Gurgaon, 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.
The 17 largest financial advisory platforms based in Gurgaon, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 99 contacts → | ||||
Strong evidence “InvestWell builds software and mobile applications for Mutual Fund Distributors, Independent Financial Advisors and investors for making and tracking investments in various…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 30 contacts → | ||||
Partial evidence “InvesTek is a New Age Full Stack Financial Services Company which Leverages Technology and Data Points to provide Comprehensive Solutions for High-Performing Entrepreneurs and…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 16 contacts → | ||||
Partial evidence “Financial wellness at your fingertips – Financial Health Check, Tax Planning, Goal-based Investing, Budget Calculator, Investments, Loans, Insurance, Invest in US Stocks, Buy…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 14 contacts → | ||||
Indirect evidence “Sqrrl is a digital first personal finance brand aimed at making savings and investments delightful for young Indians.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 14 contacts → | ||||
Indirect evidence “Moneyvesta is India's leading SEBI-registered wealth management firm, trusted by busy professionals for removing their burden of managing investments alone.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10 contacts → | ||||
Partial evidence “TCM started the financial services since 2003 Team of Qualified and Highly Trained Professional Employees.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Partial evidence “At Go4Wealth, we simplify investing and help everyone achieve their financial goals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Indirect evidence “India's premier wealth management house having unmatched investment options.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Partial evidence “Creditkaro.com is an online financial product comparison website.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Strong evidence “Largest financial services platform to grow your business.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Partial evidence “Financial freedom is the 21st definition of true freedom.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Strong evidence “NeedCFO is a next-gen financial advisory and automation partner built for modern businesses.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Partial evidence “Advantage Financial Planners LLP is registered with Government Of India with the Ministry of Company Affairs as a partnership firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Strong evidence “myFin Advisor is a leading online financial or investment advisory services company, run by an IIT Bombay graduate, that caters * Resident Individuals * Indian Corporate bodies *…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “At Viniog, we take pride in catering to a diverse clientele, including entrepreneurs, doctors, chartered accountants, corporate employees, advocates, technologists, and numerous…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Strong evidence “Wealthdoor is a leading B2B digital wealth technology provider, which offers B2B Robo Advisory and Wealth Management platforms.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “About us: Infinibux Investments Pvt.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: 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 17 of 76 financial advisory platforms based in Gurgaon, India
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Financial advisory platforms based in Gurgaon, 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 Gurgaon, so it is reported there. Company counts and contact totals on this page are exact for Gurgaon, over 76 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 Gurgaon, 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 Gurgaon 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, 112 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
- Financial advisory platforms in Mumbai663
- Financial advisory platforms in Pune257
- Financial advisory platforms in New Delhi252
- Financial advisory platforms in Bangalore207
- Financial advisory platforms in Bengaluru178
- Financial advisory platforms in Ahmedabad165
- Financial advisory platforms in Kolkata164
- Financial advisory platforms in Noida140
- Financial advisory platforms in Hyderabad132
- Financial advisory platforms in Chennai125
- Financial advisory platforms in Delhi116
- Financial advisory platforms in Gurugram73
- Financial advisory platforms in Jaipur71
- Financial advisory platforms in Surat65
- Financial advisory platforms in Thane63
- Financial advisory platforms in Navi Mumbai49
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 Gurgaon, India?
RevenueBase identified 76 financial advisory platforms headquartered in Gurgaon, 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?
Investwell, headquartered in Gurgaon, 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). Gurgaon has 76.
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 112 verified decision-maker contacts tracked across these 76 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.
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