Company lists · Data refreshed September 2026
Top 25 Financial management platforms based in India
RevenueBase identified 173 financial management platforms headquartered in India as of September 2026 and tracks 3,270 professional contacts across them, including 570 with verified work emails. Mumbai is the largest hub.
This list covers financial management platforms 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 14, 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 25 largest financial management platforms based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 691 contacts → | ||||
Partial evidence “Jupiter is an all things money app with one simple aim – to deliver a financial experience that keeps pace with you.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 553 contacts → | ||||
Partial evidence “1% Club is an education-led fintech platform that helps people make smarter decisions with their money.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 212 contacts → | ||||
Strong evidence “CredFlow is a comprehensive cash flow management platform designed to help small and medium-sized enterprises (SMEs) streamline their finances.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 98 contacts → | ||||
Partial evidence “At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 80 contacts → | ||||
Partial evidence “MIDASX is the only B2B2C AI-powered multi-asset marketplace for India's financial intermediaries who want to grow beyond distribution and build their own digital wealth ecosystem.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 80 contacts → | ||||
Partial evidence “IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 62 contacts → | ||||
Partial evidence “At compoundexpress, we are at the forefront of transforming the way financial intermediaries operate & serve their clients.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 58 contacts → | ||||
Strong evidence “Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 51 contacts → | ||||
Indirect evidence “At Kodo, we believe managing a fast growing company’s finances & operations shouldn’t feel like a juggling act.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 43 contacts → | ||||
Indirect evidence “Do you know if you're truly profitable?” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 35 contacts → | ||||
Indirect evidence “Anq helps you spend wisely, earn smartly, and grow wealth effortlessly.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 32 contacts → | ||||
Partial evidence “Effortless is the All-in-One Growth Platform, built for India's most ambitious Businesses who want complete control over Finance, Sales, and Growth.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 28 contacts → | ||||
Indirect evidence “Discover how we're making managing your money easier.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 23 contacts → | ||||
Partial evidence “Hisab is a cloud-based solution that offers Indian MSMEs an efficient way to manage their financial accounting, invoicing, and inventory.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 22 contacts → | ||||
Strong evidence “CorpCare is India’s first all-in-one corporate funds and assets management platform.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 21 contacts → | ||||
Partial evidence “We believe financial well-being should be accessible to everyone, regardless of financial background or expertise.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 20 contacts → | ||||
Indirect evidence “Wellness is an act of following good practices on a regular basis so that you are not just surviving but you are LIVING.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 20 contacts → | ||||
Indirect evidence “Pi – Answers to All Things Money.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 17 contacts → | ||||
Partial evidence “Syntelligence is the product of many successful years of serving Financial Advisors and CPA firms across geographies in North America.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 17 contacts → | ||||
Strong evidence “AFINUE is a WealthTech platform, facilitating alternate finance and investments in physical assets, and providing institutional grade asset management.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 14 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 13 contacts → | ||||
Indirect evidence “Invest your money https://tinyurl.com/yyodwbz3” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 11 contacts → | ||||
Indirect evidence “We understand that earning money is hard, but managing it can be even harder with taxes, savings, investments, credit, and whatnot.” Source: RevenueBase Database · checked Sep 14, 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 management 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 management platforms.
- Partial evidence
- Its own public description names part of financial management platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial management 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 173 financial management platforms based in India
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Financial management platforms based in India at a glance
As of Sep 14, 2026Companies by employee count
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 173 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 management 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 India whose own description of what they do matches “financial management 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 management 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 management platforms, 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, 570 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 14, 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 management platforms by metro
- Financial management platforms in Mumbai27
- Financial management platforms in Bengaluru25
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 management 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 management platforms are there based in India?
RevenueBase identified 173 financial management platforms 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?
Jupiter, headquartered in Mumbai, tops this list with the largest team on record.
Which city has the most financial management platforms?
Mumbai leads with 27 headquartered companies, followed by Bengaluru (25) and Bangalore (16).
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 570 verified decision-maker contacts tracked across these 173 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 14, 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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