Company lists · Data refreshed September 2026

Top 25 Financial planning platforms based in India

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 1,002 companies tracked

RevenueBase identified 1,002 financial planning platforms headquartered in India as of September 2026 and tracks 11,519 professional contacts across them, including 2,416 with verified work emails. Mumbai is the largest hub.

This list covers financial planning 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 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

1,002Companies

11,519Contacts tracked

2,416Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial planning platforms based in India

Ranked by team size

Top 25 of 1,002 financial planning platforms based in India, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning 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	GROWW	Strong evidence	Bengaluru, IndiaHQ checked Sep 28, 2026	501-1,000	2,165 contacts →
	Strong evidence “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Source: RevenueBase Database · checked Sep 28, 2026
2	Jupiter	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	501-1,000	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 28, 2026
3	1 Club	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	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 28, 2026
4	Fisdom	Indirect evidence	Bengaluru North, IndiaHQ checked Sep 28, 2026	501-1,000	348 contacts →
	Indirect evidence “Fisdom is an extremely simple app to make smart investments.” Source: RevenueBase Database · checked Sep 28, 2026
5	Banksathi	Strong evidence	Bangalore, IndiaHQ checked Sep 28, 2026	51-200	280 contacts →
	Strong evidence “About Us - BankSathi is a modern digital platform helping financial advisors establish an online presence and sell financial products effortlessly.” Source: RevenueBase Database · checked Sep 28, 2026
6	ET Money	Indirect evidence	Gurugram, IndiaHQ checked Sep 28, 2026	51-200	243 contacts →
	Indirect evidence “When you invest with intelligence, life opens up a wealth of choices.” Source: RevenueBase Database · checked Sep 28, 2026
7	Fincart Financial Planners	Indirect evidence	Noida, IndiaHQ checked Sep 28, 2026	51-200	226 contacts →
	Indirect evidence “FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Source: RevenueBase Database · checked Sep 28, 2026
8	Ionic Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	212 contacts →
	Partial evidence “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Source: RevenueBase Database · checked Sep 28, 2026
9	Fintoo	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	149 contacts →
	Partial evidence “Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…” Source: RevenueBase Database · checked Sep 28, 2026
10	Ssba Innovations Limited Holding & Promoting Company Of Taxbuddy.com And Finbingo.com	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	11-50	137 contacts →
	Strong evidence “SSBA Innovations is a pioneer in technology driven financial planning through AI based platforms.” Source: RevenueBase Database · checked Sep 28, 2026
11	Equirus Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	122 contacts →
	Partial evidence “Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing crore in Assets Under…” Source: RevenueBase Database · checked Sep 28, 2026
12	Investwell	Partial evidence	Gurgaon, IndiaHQ checked Sep 28, 2026	51-200	99 contacts →
	Partial 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, 2026
13	Mprofit	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	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 28, 2026
14	Finnovate	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	11-50	96 contacts →
	Partial evidence “At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Source: RevenueBase Database · checked Sep 28, 2026
15	Torus Digital	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	92 contacts →
	Partial evidence “Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.” Source: RevenueBase Database · checked Sep 28, 2026
16	Midasx Official	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	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 28, 2026
17	Ifanow	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	80 contacts →
	Indirect evidence “IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Source: RevenueBase Database · checked Sep 28, 2026
18	Savart	Partial evidence	Hyderabad, IndiaHQ checked Sep 28, 2026	11-50	79 contacts →
	Partial evidence “Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Source: RevenueBase Database · checked Sep 28, 2026
19	Starpowerz Digital Technologies PVT LTD	Indirect evidence	Ponda, IndiaHQ checked Sep 28, 2026	201-500	66 contacts →
	Indirect evidence “Star Powerz Digital Technologies Pvt.” Source: RevenueBase Database · checked Sep 28, 2026
20	The Financialist	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	61 contacts →
	Partial evidence “All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans.” Source: RevenueBase Database · checked Sep 28, 2026
21	WYLTH	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	11-50	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 28, 2026
22	Trustner	Indirect evidence	Guwahati, IndiaHQ checked Sep 28, 2026	51-200	57 contacts →
	Indirect evidence “Finedge Services is now Trustner.” Source: RevenueBase Database · checked Sep 28, 2026
23	Actlogica Solutions Private Limited	Indirect evidence	Hyderabad, IndiaHQ checked Sep 28, 2026	11-50	54 contacts →
	Indirect evidence “Actlogica builds software for Wealth Management and Insurance industries.” Source: RevenueBase Database · checked Sep 28, 2026
24	OFA Fiinfra	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	52 contacts →
	Strong evidence “Omni Financial Advisor (OFA) is a high-end technology platform created for the gen-next advisors who have an urge to add value in their relationship with clients and focus in…” Source: RevenueBase Database · checked Sep 28, 2026
25	Pensionbox	Strong evidence	Bengaluru North, IndiaHQ checked Sep 28, 2026	51-200	48 contacts →
	Strong evidence “PensionBox is India’s first pension & retirement planning platform.” 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 planning 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 planning platforms.
Partial evidence: Its own public description names part of financial planning platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning 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 1,002 financial planning platforms based in India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 2,416 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial planning platforms based in India at a glance

As of Sep 28, 2026

21.0%Verified-email coverage

11.5Average contacts per company

1-10Median size (employees)

14.9%Largest-city concentration · Mumbai

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

677

11-50

239

51-200

201-500

501-1,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for India, so it is reported there. Company counts and contact totals on this page are exact for India, over 1,002 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 planning 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 planning 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 planning 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 planning 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, 2,416 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 planning platforms by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial planning 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 planning platforms are there based in India?

RevenueBase identified 1,002 financial planning 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?

GROWW, headquartered in Bengaluru, tops this list with the largest team on record.

Which city has the most financial planning platforms?

Mumbai leads with 149 headquartered companies, followed by Pune (74) and Bengaluru (64).

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 2,416 verified decision-maker contacts tracked across these 1,002 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.

Ready to reach these companies? Verified emails and direct dials for all 1,002 financial planning platforms based in India. Start with a free account, no credit card.

Download this list →

Related lists

Financial planning platforms by geography

Browse the directory

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.