Company lists · Data refreshed September 2026

Top 25 Financial planning software companies for advisors based in India

Name: Financial planning software companies for advisors based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 227 companies tracked

RevenueBase identified 227 financial planning software companies for advisors headquartered in India as of September 2026 and tracks 1,352 professional contacts across them, including 204 with verified work emails. Mumbai is the largest hub.

This list covers financial planning software companies for advisors 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

227Companies

1,352Contacts tracked

204Verified emails

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

The 25 largest financial planning software companies for advisors based in India

Ranked by team size

Top 25 of 227 financial planning software companies for advisors 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 software companies for advisors: 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	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
2	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
3	Actlogica Solutions Private Limited	Partial evidence	Hyderabad, IndiaHQ checked Sep 28, 2026	11-50	54 contacts →
	Partial evidence “Actlogica builds software for Wealth Management and Insurance industries.” Source: RevenueBase Database · checked Sep 28, 2026
4	Armstrong Capital & Financial Services Pvt. LTD	Strong evidence	Bangalore, IndiaHQ checked Sep 28, 2026	11-50	29 contacts →
	Strong evidence “Armstrong Capital is a boutique Financial Planning & Investment Solution firm.” Source: RevenueBase Database · checked Sep 28, 2026
5	Iarista	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	11-50	21 contacts →
	Indirect evidence “IArista Artha Pvt.” Source: RevenueBase Database · checked Sep 28, 2026
6	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
7	Goldmine Stocks PVT LTD	Partial evidence	Ahmedabad, IndiaHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “Goldmine Stocks Pvt Ltd is a financial services company based out of Shreyas Railway Crossing Road, Ahmedabad, Gujarat, India.” Source: RevenueBase Database · checked Sep 28, 2026
8	KA Group Of Companies	Partial evidence	Surat, IndiaHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “KA Group of Companies is a trusted financial services company helping individuals and families grow, protect, and manage their wealth with confidence.” Source: RevenueBase Database · checked Sep 28, 2026
9	Syntelligence Fintech	Strong evidence	Ahmedabad, IndiaHQ checked Sep 28, 2026	11-50	17 contacts →
	Strong 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 28, 2026
10	Moneybloom	Strong evidence	Bengaluru, IndiaHQ checked Sep 28, 2026	1-10	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 28, 2026
11	Univesto Financial Services LLP	Partial evidence	Kolkata, IndiaHQ checked Sep 28, 2026	1-10	13 contacts →
	Partial evidence “Univesto is a leading financial group of company based in Kolkata, India, founded in 2015 and has two service providing company under it named as Univesto Financial Services LLP…” Source: RevenueBase Database · checked Sep 28, 2026
12	Gridkey Technologies	Strong evidence	Surat, IndiaHQ checked Sep 28, 2026	1-10	12 contacts →
	Strong evidence “Gridkey offers an integrated wealth management platform for financial advisors to help them grow their AUM, increase their client base, and boost revenues.” Source: RevenueBase Database · checked Sep 28, 2026
13	Perpetual Wealth Management	Partial evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	10 contacts →
	Partial evidence “Perpetual Wealth Management was established with a mission of creating financial literacy & helping people from different parts of the society to evaluate and streamline their…” Source: RevenueBase Database · checked Sep 28, 2026
14	Singularis Wealth PVT LTD	Indirect evidence	Bengaluru, IndiaHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “Established in 2011, Singularis Wealth serves as your guide through the intricate world of investments.” Source: RevenueBase Database · checked Sep 28, 2026
15	investify.in	Strong evidence	Delhi Ncr, IndiaHQ checked Sep 28, 2026	1-10	9 contacts →
	Strong evidence “We are an Indian Financial Planning & Wealth Management company with the motto to remain customer-centric in this cut-throat competitive marketplace.” Source: RevenueBase Database · checked Sep 28, 2026
16	Purpletouch Finserve	Strong evidence	Bangalore, IndiaHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “At Purpletouch Finserve, we believe financial planning isn't just about crunching numbers-it's about understanding you.” Source: RevenueBase Database · checked Sep 28, 2026
17	Santushti Capital LLP	Partial evidence	Lucknow, IndiaHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “We are dedicated to provide people with best of the financial advise and create problem free financial lives around the world.” Source: RevenueBase Database · checked Sep 28, 2026
18	Wealth42	Partial evidence	Bengaluru North, IndiaHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “wealth42 helps make informed financial decisions and stay wealthy.” Source: RevenueBase Database · checked Sep 28, 2026
19	Fiscusgrow	Strong evidence	Mahipalpur, IndiaHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “Fiscus Grow is a Financial Planning company that aims to simplify financial matters for clients.” Source: RevenueBase Database · checked Sep 28, 2026
20	Xponent Funds	Strong evidence	Raniganj, IndiaHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “Welcome To Xponent Funds At Xponent Funds we pioneered the financial advisory model in India, believing that technology should not replace financial advisors but empower them.” Source: RevenueBase Database · checked Sep 28, 2026
21	Gaining Ground Investment Services PVT LTD	Strong evidence	Bangalore, IndiaHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “We offer a personalised and dynamic relationship that goes beyond conventional financial planning and investment management.” Source: RevenueBase Database · checked Sep 28, 2026
22	Ploutus Asset Services LLP	Strong evidence	Chennai, IndiaHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “Financial Planning is not something you pick off a shelf.” Source: RevenueBase Database · checked Sep 28, 2026
23	Cresta Wealth	Indirect evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Since 2008, Cresta Wealth has been dedicated to empowering you to take control of your personal finances.” Source: RevenueBase Database · checked Sep 28, 2026
24	Mywealthjunction	Strong evidence	Bangalore, IndiaHQ checked Sep 28, 2026	11-50	4 contacts →
	Strong evidence “We are on a mission to simplify your Financial Planning and Investments using technology.” Source: RevenueBase Database · checked Sep 28, 2026
25	Nesting Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Planning is an essential element that creates a worry free life where you don’t get blindsided by sudden events on the crossroads of life.” 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 software companies for advisors. 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 software companies for advisors.
Partial evidence: Its own public description names part of financial planning software companies for advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning software companies for advisors. 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 227 financial planning software companies for advisors based in India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 204 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial planning software companies for advisors based in India at a glance

As of Sep 28, 2026

15.1%Verified-email coverage

6.0Average contacts per company

1-10Median size (employees)

10.1%Largest-city concentration · Mumbai

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

162

11-50

51-200

201-500

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 227 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 software companies for advisors, 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 software companies for advisors”. 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 software companies for advisors), 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 software companies for advisors, 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, 204 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.

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 software companies for advisors, 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 software companies for advisors are there based in India?

RevenueBase identified 227 financial planning software companies for advisors 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?

Finnovate, headquartered in Mumbai, tops this list with the largest team on record.

Which city has the most financial planning software companies for advisors?

Mumbai leads with 23 headquartered companies, followed by Pune (21) and Bangalore (13).

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 204 verified decision-maker contacts tracked across these 227 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 227 financial planning software companies for advisors based in India. Start with a free account, no credit card.

Download this list →

Related lists

Financial planning software companies for advisors 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.