Company lists · Data refreshed September 2026
Top 25 Financial planning software companies for advisors based in India
RevenueBase identified 227 company matches for financial planning software companies for advisors associated with India as of September 2026 and tracks 1,352 professional contacts across them, including 204 with verified work emails. Bangalore is the largest hub.
This list covers company matches for financial planning software companies for advisors associated with India, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 planning software companies for advisors based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 96 contacts → | ||||
Exact match “At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 58 contacts → | ||||
Exact match “Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 54 contacts → | ||||
Exact match “Actlogica builds software for Wealth Management and Insurance industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 29 contacts → | ||||
Exact match “Armstrong Capital is a boutique Financial Planning & Investment Solution firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 21 contacts → | ||||
Exact match “IArista Artha Pvt.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 20 contacts → | ||||
Exact match “Founded in 2020, GoalTeller is an automated goal-based planning platform for individuals to secure their financial future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 18 contacts → | ||||
Exact match “Goldmine Stocks Pvt Ltd is a financial services company based out of Shreyas Railway Crossing Road, Ahmedabad, Gujarat, India.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 18 contacts → | ||||
Exact match “KA Group of Companies is a trusted financial services company helping individuals and families grow, protect, and manage their wealth with confidence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 17 contacts → | ||||
Exact match “Syntelligence is the product of many successful years of serving Financial Advisors and CPA firms across geographies in North America.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 13 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “Gridkey offers an integrated wealth management platform for financial advisors to help them grow their AUM, increase their client base, and boost revenues.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “Established in 2011, Singularis Wealth serves as your guide through the intricate world of investments.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “We are an Indian Financial Planning & Wealth Management company with the motto to remain customer-centric in this cut-throat competitive marketplace.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “At Purpletouch Finserve, we believe financial planning isn't just about crunching numbers-it's about understanding you.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “We are dedicated to provide people with best of the financial advise and create problem free financial lives around the world.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “wealth42 helps make informed financial decisions and stay wealthy.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Fiscus Grow is a Financial Planning company that aims to simplify financial matters for clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “We offer a personalised and dynamic relationship that goes beyond conventional financial planning and investment management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Financial Planning is not something you pick off a shelf.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Since 2008, Cresta Wealth has been dedicated to empowering you to take control of your personal finances.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “We are on a mission to simplify your Financial Planning and Investments using technology.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial planning software companies for advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 227 financial planning software companies for advisors based in India
See the full list, filter by size, metro and specialty, and access 204 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning software companies for advisors based in India at a glance
As of Sep 28, 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 227 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with India whose business descriptions match “financial planning software companies for advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 204 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial planning software companies for advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning software companies for advisors are there based in India?
RevenueBase identified 227 company matches for financial planning software companies for advisors associated with India as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Finnovate tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial planning software companies for advisors?
Bangalore leads with 24 company records, followed by Mumbai (23) and Pune (21).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 204 professional contacts with verified work emails tracked across these 227 companies; direct dials are available where recorded.
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
- Financial planning software companies for advisors based in London, United Kingdom
- Financial planning software companies for advisors based in New York, United States
- Financial planning software companies for advisors based in Australia
- Financial planning software companies for advisors based in Brazil
- Financial planning software companies for advisors based in Canada
- Financial planning software companies for advisors based in France
- Financial planning software companies for advisors based in Germany
- Financial planning software companies for advisors based in Ireland
- Financial planning software companies for advisors based in South Africa
- Financial planning software companies for advisors based in the United Kingdom
- Financial planning software companies for advisors based in the United States
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning software companies for advisors based in London, United Kingdom
- Financial planning software companies for advisors based in New York, United States
- Financial planning software companies for advisors based in Australia
- Financial planning software companies for advisors based in Brazil
- Financial planning software companies for advisors based in Canada
- Financial planning software companies for advisors based in France
Company intelligence · public preview
Top 25 financial planning software companies for advisors based in India
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 227 matching company records for financial planning software companies for advisors based in India, with 1,352 tracked contacts and 204 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning software companies for advisors based in India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Finnovatefinnovate.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 96 contacts → |
“At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  WYLTHwylth.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 58 contacts → |
“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Actlogica Solutions Private Limitedactlogica.comHQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 54 contacts → |
“Actlogica builds software for Wealth Management and Insurance industries.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Armstrong Capital & Financial Services Pvt. LTDarmstrong-cap.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 29 contacts → |
“Armstrong Capital is a boutique Financial Planning & Investment Solution firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Iaristaiarista.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 21 contacts → |
“IArista Artha Pvt.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Goaltellergoalteller.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 20 contacts → |
“Founded in 2020, GoalTeller is an automated goal-based planning platform for individuals to secure their financial future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Goldmine Stocks PVT LTDgoldmine.co.inHQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 18 contacts → |
“Goldmine Stocks Pvt Ltd is a financial services company based out of Shreyas Railway Crossing Road, Ahmedabad, Gujarat, India.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | KA Group Of Companieskagroup.in HQ: Surat, IndiaReported employees: 11-50 | Surat, India | 11-50 | Exact match | 18 contacts → |
“KA Group of Companies is a trusted financial services company helping individuals and families grow, protect, and manage their wealth with confidence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Syntelligence Fintechsyntelligencefintech.comHQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 17 contacts → |
“Syntelligence is the product of many successful years of serving Financial Advisors and CPA firms across geographies in North America.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Moneybloommoneybloom.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 14 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Univesto Financial Services LLPunivesto.inHQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Gridkey Technologiesgridkey.inHQ: Surat, IndiaReported employees: 1-10 | Surat, India | 1-10 | Exact match | 12 contacts → |
“Gridkey offers an integrated wealth management platform for financial advisors to help them grow their AUM, increase their client base, and boost revenues.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Perpetual Wealth Managementperpetualwealth.inHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 10 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Singularis Wealth PVT LTDsingulariswealth.comHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 9 contacts → |
“Established in 2011, Singularis Wealth serves as your guide through the intricate world of investments.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  investify.ininvestify.inHQ: Delhi Ncr, IndiaReported employees: 1-10 | Delhi Ncr, India | 1-10 | Exact match | 9 contacts → |
“We are an Indian Financial Planning & Wealth Management company with the motto to remain customer-centric in this cut-throat competitive marketplace.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Purpletouch Finservepurpletouch.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 7 contacts → |
“At Purpletouch Finserve, we believe financial planning isn't just about crunching numbers-it's about understanding you.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Santushti Capital LLPsantushti.co.in HQ: Lucknow, IndiaReported employees: 1-10 | Lucknow, India | 1-10 | Exact match | 7 contacts → |
“We are dedicated to provide people with best of the financial advise and create problem free financial lives around the world.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Wealth42wealth42.com HQ: Bengaluru North, IndiaReported employees: 11-50 | Bengaluru North, India | 11-50 | Exact match | 7 contacts → |
“wealth42 helps make informed financial decisions and stay wealthy.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Fiscusgrowfiscusgrow.comHQ: Mahipalpur, IndiaReported employees: 1-10 | Mahipalpur, India | 1-10 | Exact match | 7 contacts → |
“Fiscus Grow is a Financial Planning company that aims to simplify financial matters for clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Xponent Fundsxponentfunds.comHQ: Raniganj, IndiaReported employees: 1-10 | Raniganj, India | 1-10 | Exact match | 7 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Gaining Ground Investment Services PVT LTDgainingground.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 5 contacts → |
“We offer a personalised and dynamic relationship that goes beyond conventional financial planning and investment management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Ploutus Asset Services LLPploutus.inHQ: Chennai, IndiaReported employees: 1-10 | Chennai, India | 1-10 | Exact match | 5 contacts → |
“Financial Planning is not something you pick off a shelf.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Cresta Wealthcrestawealth.comHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 5 contacts → |
“Since 2008, Cresta Wealth has been dedicated to empowering you to take control of your personal finances.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Mywealthjunctionmywealthjunction.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 4 contacts → |
“We are on a mission to simplify your Financial Planning and Investments using technology.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Nesting Wealthnestingwealth.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 4 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 227 company matches
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Financial planning software companies for advisors: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
226 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial planning software companies for advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning software companies for advisors did RevenueBase find based in India?
The saved snapshot records 227 matching company records, 1,352 tracked contacts and 204 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial planning software companies for advisors by geography
- Financial planning software companies for advisors based in London, United Kingdom
- Financial planning software companies for advisors based in New York, United States
- Financial planning software companies for advisors based in Australia
- Financial planning software companies for advisors based in Brazil
- Financial planning software companies for advisors based in Canada
- Financial planning software companies for advisors based in France
- Financial planning software companies for advisors based in Germany
- Financial planning software companies for advisors based in Ireland
- Financial planning software companies for advisors based in South Africa
- Financial planning software companies for advisors based in the United Kingdom
- Financial planning software companies for advisors based in the United States
Cite this list
RevenueBase Data Team. Top 25 financial planning software companies for advisors based in India. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-software-companies-for-advisors/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning software companies for advisors based in London, United Kingdom
- Financial planning software companies for advisors based in New York, United States
- Financial planning software companies for advisors based in Australia
- Financial planning software companies for advisors based in Brazil
- Financial planning software companies for advisors based in Canada
- Financial planning software companies for advisors based in France
Company intelligence · public preview
Top 25 financial planning software companies for advisors based in India
RevenueBase records 227 matching company records for financial planning software companies for advisors based in India, with 1,352 tracked contacts and 204 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning software companies for advisors based in India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Finnovatefinnovate.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 96 contacts → |
“At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | WYLTHwylth.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 58 contacts → |
“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Actlogica Solutions Private Limitedactlogica.com HQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 54 contacts → |
“Actlogica builds software for Wealth Management and Insurance industries.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Armstrong Capital & Financial Services Pvt. LTDarmstrong-cap.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 29 contacts → |
“Armstrong Capital is a boutique Financial Planning & Investment Solution firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Iaristaiarista.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 21 contacts → |
“IArista Artha Pvt.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Goaltellergoalteller.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 20 contacts → |
“Founded in 2020, GoalTeller is an automated goal-based planning platform for individuals to secure their financial future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Goldmine Stocks PVT LTDgoldmine.co.in HQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 18 contacts → |
“Goldmine Stocks Pvt Ltd is a financial services company based out of Shreyas Railway Crossing Road, Ahmedabad, Gujarat, India.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | KA Group Of Companieskagroup.in HQ: Surat, IndiaReported employees: 11-50 | Surat, India | 11-50 | Exact match | 18 contacts → |
“KA Group of Companies is a trusted financial services company helping individuals and families grow, protect, and manage their wealth with confidence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Syntelligence Fintechsyntelligencefintech.com HQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 17 contacts → |
“Syntelligence is the product of many successful years of serving Financial Advisors and CPA firms across geographies in North America.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Moneybloommoneybloom.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 14 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Univesto Financial Services LLPunivesto.in HQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Gridkey Technologiesgridkey.in HQ: Surat, IndiaReported employees: 1-10 | Surat, India | 1-10 | Exact match | 12 contacts → |
“Gridkey offers an integrated wealth management platform for financial advisors to help them grow their AUM, increase their client base, and boost revenues.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Perpetual Wealth Managementperpetualwealth.in HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 10 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Singularis Wealth PVT LTDsingulariswealth.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 9 contacts → |
“Established in 2011, Singularis Wealth serves as your guide through the intricate world of investments.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | investify.ininvestify.in HQ: Delhi Ncr, IndiaReported employees: 1-10 | Delhi Ncr, India | 1-10 | Exact match | 9 contacts → |
“We are an Indian Financial Planning & Wealth Management company with the motto to remain customer-centric in this cut-throat competitive marketplace.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Purpletouch Finservepurpletouch.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 7 contacts → |
“At Purpletouch Finserve, we believe financial planning isn't just about crunching numbers-it's about understanding you.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Santushti Capital LLPsantushti.co.in HQ: Lucknow, IndiaReported employees: 1-10 | Lucknow, India | 1-10 | Exact match | 7 contacts → |
“We are dedicated to provide people with best of the financial advise and create problem free financial lives around the world.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Wealth42wealth42.com HQ: Bengaluru North, IndiaReported employees: 11-50 | Bengaluru North, India | 11-50 | Exact match | 7 contacts → |
“wealth42 helps make informed financial decisions and stay wealthy.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Fiscusgrowfiscusgrow.com HQ: Mahipalpur, IndiaReported employees: 1-10 | Mahipalpur, India | 1-10 | Exact match | 7 contacts → |
“Fiscus Grow is a Financial Planning company that aims to simplify financial matters for clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Xponent Fundsxponentfunds.com HQ: Raniganj, IndiaReported employees: 1-10 | Raniganj, India | 1-10 | Exact match | 7 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Gaining Ground Investment Services PVT LTDgainingground.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 5 contacts → |
“We offer a personalised and dynamic relationship that goes beyond conventional financial planning and investment management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Ploutus Asset Services LLPploutus.in HQ: Chennai, IndiaReported employees: 1-10 | Chennai, India | 1-10 | Exact match | 5 contacts → |
“Financial Planning is not something you pick off a shelf.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Cresta Wealthcrestawealth.com HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 5 contacts → |
“Since 2008, Cresta Wealth has been dedicated to empowering you to take control of your personal finances.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Mywealthjunctionmywealthjunction.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 4 contacts → |
“We are on a mission to simplify your Financial Planning and Investments using technology.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Nesting Wealthnestingwealth.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 4 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 227 company matches
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Financial planning software companies for advisors: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
226 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial planning software companies for advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning software companies for advisors did RevenueBase find based in India?
The saved snapshot records 227 matching company records, 1,352 tracked contacts and 204 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial planning software companies for advisors by geography
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- Financial planning software companies for advisors based in Ireland
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Cite this list
RevenueBase Data Team. Top 25 financial planning software companies for advisors based in India. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-software-companies-for-advisors/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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