Company lists · Data refreshed September 2026

Top 25 Financial services CRM platforms based in India

Name: Financial services CRM 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 106 companies tracked

RevenueBase identified 106 financial services CRM platforms headquartered in India as of September 2026 and tracks 1,397 professional contacts across them, including 179 with verified work emails. Mumbai is the largest hub.

This list covers financial services CRM 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

106Companies

1,397Contacts tracked

179Verified emails

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The 25 largest financial services CRM platforms based in India

Ranked by team size

Top 25 of 106 financial services CRM 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 services CRM 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	Vertex Securities LTD	Indirect evidence	Cochin, IndiaHQ checked Sep 28, 2026	201-500	104 contacts →
	Indirect evidence “VERTEX Securities is a Public Limited Company since 1993 listed on Bombay Stock Exchange with main offices in Cochin and Mumbai.” Source: RevenueBase Database · checked Sep 28, 2026
2	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
3	Salesgo CRM Technologies	Indirect evidence	IndiaHQ checked Sep 28, 2026	11-50	65 contacts →
	Indirect evidence “Node Technologies is a product company and our product is called SalesGO ( SalesGO a mobile based sales force enablement product built on the ‘Salespeople First’ philosophy making…” Source: RevenueBase Database · checked Sep 28, 2026
4	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
5	Wealthright	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	52 contacts →
	Partial evidence “Wealth Right is a visionary financial services company founded by experienced industry executives.” Source: RevenueBase Database · checked Sep 28, 2026
6	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
7	Investkraft	Partial evidence	New Delhi, IndiaHQ checked Sep 28, 2026	51-200	47 contacts →
	Partial evidence “Entire BFSI services on one smart platform with free shareables, website, lead management system, dedicated RM & timely payouts, grow income without limits.” Source: RevenueBase Database · checked Sep 28, 2026
8	Esthenos Technologies Pvt. LTD	Strong evidence	Bengaluru, IndiaHQ checked Sep 28, 2026	11-50	43 contacts →
	Strong evidence “We are an award winning, efficient & customer centric fin-tech platform trusted by well known financial institutions.” Source: RevenueBase Database · checked Sep 28, 2026
9	Delipat IT	Indirect evidence	Durgapur, IndiaHQ checked Sep 28, 2026	11-50	43 contacts →
	Indirect evidence “Most business owners find out what happened in their company two days late, from a person, in a WhatsApp message.” Source: RevenueBase Database · checked Sep 28, 2026
10	Investek	Partial evidence	Gurgaon, IndiaHQ checked Sep 28, 2026	51-200	30 contacts →
	Partial evidence “InvesTek is a New Age Full Stack Financial Services Company which Leverages Technology and Data Points to provide Comprehensive Solutions for High-Performing Entrepreneurs and…” Source: RevenueBase Database · checked Sep 28, 2026
11	Creysto	Partial evidence	Bengaluru, IndiaHQ checked Sep 28, 2026	51-200	18 contacts →
	Partial evidence “CREYSTO: Affordable CRM for your business.” Source: RevenueBase Database · checked Sep 28, 2026
12	IT Mines Technology Pvt. LTD	Indirect evidence	Thane (west), IndiaHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence “IT Mines Technology Pvt.” Source: RevenueBase Database · checked Sep 28, 2026
13	AI Sante	Partial evidence	Ahmedabad, IndiaHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “Empowering Pharma with Precision, Efficiency, and Growth We specialize in developing advanced CRM solutions tailored specifically for the pharmaceutical industry.” Source: RevenueBase Database · checked Sep 28, 2026
14	Syntelligence Fintech	Partial evidence	Ahmedabad, IndiaHQ checked Sep 28, 2026	11-50	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 28, 2026
15	Airpay Money	Partial evidence	Gurgaon, IndiaHQ checked Sep 28, 2026	11-50	16 contacts →
	Partial evidence “Financial wellness at your fingertips – Financial Health Check, Tax Planning, Goal-based Investing, Budget Calculator, Investments, Loans, Insurance, Invest in US Stocks, Buy…” Source: RevenueBase Database · checked Sep 28, 2026
16	360enrich	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “360Enrich, a flagship product of CardInbox Technologies Pvt.” Source: RevenueBase Database · checked Sep 28, 2026
17	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
18	SRH Softwares PVT LTD	Partial evidence	Noida, IndiaHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “At SRH Software, we specialize in CRM software development and comprehensive IT services.” Source: RevenueBase Database · checked Sep 28, 2026
19	Sigfyn	Indirect evidence	Bengaluru, IndiaHQ checked Sep 28, 2026	1-10	10 contacts →
	Indirect evidence “Wealth Management for India, rebuilt with AI.” Source: RevenueBase Database · checked Sep 28, 2026
20	Wealthgenie Cagr Labs Pvt. LTD	Partial evidence	Pimpri, IndiaHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “WealthGenie AI is an integrated, AI-driven wealth management platform built for MFDs, IFAs, and wealth management firms.” Source: RevenueBase Database · checked Sep 28, 2026
21	Modern Algos Private Limited	Partial evidence	Hyderabad, IndiaHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Modern Algos is a FINTECH company providing Services in Trading and Investing related to Capital and other Financial Markets.” Source: RevenueBase Database · checked Sep 28, 2026
22	Boharr Fintech	Partial evidence	Chennai, IndiaHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “Boharr a wealth tech company registered under the Start-up India Initiative, offers a comprehensive, unified E2E software solution for business entities such as banks, financial…” Source: RevenueBase Database · checked Sep 28, 2026
23	Devi Techno Solutions	Strong evidence	Ferozepur Cantt, IndiaHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “We create optimal software for your business, be it a fully custom CRM solution built from scratch or a customized CRM platform.” Source: RevenueBase Database · checked Sep 28, 2026
24	Confiance	Indirect evidence	Indore, IndiaHQ checked Sep 28, 2026	11-50	2 contacts →
	Indirect evidence “CONFIANCE “, as the name suggests, is a word meaning ‘TRUST’.” Source: RevenueBase Database · checked Sep 28, 2026
25	Ensembler	Indirect evidence	New Delhi, IndiaHQ checked Sep 28, 2026	11-50	2 contacts →
	Indirect evidence “Providing a fully integrated package for Sales Force Automation, Customer Relationship Management and Helpdesk Management.” 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 services CRM 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 services CRM platforms.
Partial evidence: Its own public description names part of financial services CRM platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services CRM 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 106 financial services CRM platforms based in India

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Financial services CRM platforms based in India at a glance

As of Sep 28, 2026

12.8%Verified-email coverage

13.2Average contacts per company

11-50Median size (employees)

10.4%Largest-city concentration · Mumbai

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

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 106 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 services CRM 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 services CRM 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 services CRM 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 services CRM 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, 179 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 services CRM 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 services CRM platforms are there based in India?

RevenueBase identified 106 financial services CRM 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?

Vertex Securities LTD, headquartered in Cochin, tops this list with the largest team on record.

Which city has the most financial services CRM platforms?

Mumbai leads with 11 headquartered companies, followed by Noida (11) and Bangalore (10).

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 179 verified decision-maker contacts tracked across these 106 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.