Company lists · Data refreshed September 2026

Top 25 Financial wellness platforms based in India

RevenueBase identified 193 financial wellness platforms headquartered in India as of September 2026 and tracks 3,534 professional contacts across them, including 421 with verified work emails. Bengaluru is the largest hub.

This list covers financial wellness platforms headquartered in India, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
193Companies
3,534Contacts tracked
421Verified emails
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The 25 largest financial wellness platforms based in India

Ranked by team size
Top 25 of 193 financial wellness platforms based in India, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to financial wellness 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceBangalore, IndiaHQ checked Sep 14, 2026201-500938 contacts →

Indirect evidence

“Fi Money is on a path to revolutionise the way the next generation of Indians handle their money.”

Source: RevenueBase Database · checked Sep 14, 2026
2Partial evidenceMumbai, IndiaHQ checked Sep 14, 2026501-1,000691 contacts →

Partial evidence

“Jupiter is an all things money app with one simple aim – to deliver a financial experience that keeps pace with you.”

Source: RevenueBase Database · checked Sep 14, 2026
3Partial evidenceMumbai, IndiaHQ checked Sep 14, 2026201-500553 contacts →

Partial evidence

“1% Club is an education-led fintech platform that helps people make smarter decisions with their money.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceMumbai, IndiaHQ checked Sep 14, 202651-200180 contacts →

Indirect evidence

“Founded by a bunch of serial entrepreneurs having fintech and banking experience, Credilio is building the next generation tech-enabled distribution outfit for personal finance…”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceGurugram, IndiaHQ checked Sep 14, 202611-5077 contacts →

Partial evidence

“SalarySe is a AI‑powered fintech platform on a mission to transform how India’s salaried professionals manage, access, and grow their money.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidencePonda, IndiaHQ checked Sep 14, 2026201-50066 contacts →

Indirect evidence

“Star Powerz Digital Technologies Pvt.”

Source: RevenueBase Database · checked Sep 14, 2026
7Strong evidenceMumbai, IndiaHQ checked Sep 14, 202611-5058 contacts →

Strong evidence

“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceBengaluru, IndiaHQ checked Sep 14, 202611-5035 contacts →

Indirect evidence

“Anq helps you spend wisely, earn smartly, and grow wealth effortlessly.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceHyderabad, IndiaHQ checked Sep 14, 20261-1028 contacts →

Indirect evidence

“Discover how we're making managing your money easier.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidencePune, IndiaHQ checked Sep 14, 20261-1027 contacts →

Indirect evidence

“Feeling overwhelmed by your finances?”

Source: RevenueBase Database · checked Sep 14, 2026
11Partial evidenceNew Delhi, IndiaHQ checked Sep 14, 202611-5021 contacts →

Partial evidence

“We believe financial well-being should be accessible to everyone, regardless of financial background or expertise.”

Source: RevenueBase Database · checked Sep 14, 2026
12Partial evidenceChennai, IndiaHQ checked Sep 14, 20261-1020 contacts →

Partial evidence

Wellness is an act of following good practices on a regular basis so that you are not just surviving but you are LIVING.”

Source: RevenueBase Database · checked Sep 14, 2026
13Partial evidenceBengaluru, IndiaHQ checked Sep 14, 202611-5018 contacts →

Partial evidence

“Pluto Money uses artificial intelligence and machine learning algorithms to analyze users' financial data.”

Source: RevenueBase Database · checked Sep 14, 2026
14Strong evidenceChennai, IndiaHQ checked Sep 14, 202611-5017 contacts →

Strong evidence

“A team of curious bankers and technologists came together to tackle Financial stress and influence working professionals to get into Financial wellness.”

Source: RevenueBase Database · checked Sep 14, 2026
15Strong evidenceGurgaon, IndiaHQ checked Sep 14, 202611-5016 contacts →

Strong evidence

Financial wellness at your fingertips – Financial Health Check, Tax Planning, Goal-based Investing, Budget Calculator, Investments, Loans, Insurance, Invest in US Stocks, Buy…”

Source: RevenueBase Database · checked Sep 14, 2026
16Strong evidenceMumbai, IndiaHQ checked Sep 14, 202611-5013 contacts →

Strong evidence

“Saventh | Your Partner in Financial Wellness Saventh is redefining how working Indians experience money.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceMumbai, IndiaHQ checked Sep 14, 20261-1013 contacts →

Indirect evidence

“Piggy combines banking, investments, and advice in one place, so you can stay in full control of your money.”

Source: RevenueBase Database · checked Sep 14, 2026
18Strong evidenceMumbai, IndiaHQ checked Sep 14, 202611-5012 contacts →

Strong evidence

“Finizon is India's first comprehensive financial services platform addressing all your financial needs across life stages.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceBengaluru, IndiaHQ checked Sep 14, 20261-1011 contacts →

Indirect evidence

“We are making personal finance simple, easy and delightful”

Source: RevenueBase Database · checked Sep 14, 2026
20Partial evidenceKochi, IndiaHQ checked Sep 14, 202611-5011 contacts →

Partial evidence

“A Fintech company focussed on developing and deploying financial planning & wealth management systems.”

Source: RevenueBase Database · checked Sep 14, 2026
21Indirect evidenceBengaluru, IndiaHQ checked Sep 14, 20261-1011 contacts →

Indirect evidence

“We understand that earning money is hard, but managing it can be even harder with taxes, savings, investments, credit, and whatnot.”

Source: RevenueBase Database · checked Sep 14, 2026
22Strong evidenceMumbai, IndiaHQ checked Sep 14, 202611-509 contacts →

Strong evidence

Financial Wellness is still an elusive activity for many affluents in India.”

Source: RevenueBase Database · checked Sep 14, 2026
23Strong evidenceDelhi, IndiaHQ checked Sep 14, 202611-509 contacts →

Strong evidence

“Asquire Global Financial Solutions(AgFi) is India's first finsurtech startup that aims to build a full-stack finance platform with the goal of Empowering Bharat to Protect better…”

Source: RevenueBase Database · checked Sep 14, 2026
24Indirect evidenceMumbai, IndiaHQ checked Sep 14, 202611-508 contacts →

Indirect evidence

“Swift Money started with a simple mission - to revolutionise the wealth-tech world by making a personal finance manager accessible to everyone in India.”

Source: RevenueBase Database · checked Sep 14, 2026
25Indirect evidenceNew Delhi, IndiaHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“The Fin Lit Project is on a mission to make finance accessible, engaging, and actionable for everyone.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 193 financial wellness platforms based in India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 421 reachable decision-makers.

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Financial wellness platforms based in India at a glance

As of Sep 14, 2026
11.9%Verified-email coverage
18.3Average contacts per company
1-10Median size (employees)
13.0%Largest-city concentration · Bengaluru
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
123
11-50
54
51-200
9
201-500
6
501-1,000
1

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 193 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 wellness 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 wellness 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 wellness 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 wellness 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, 421 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial wellness platforms by metro

  • Financial wellness platforms in Bengaluru25

Frequently asked

What is RevenueBase Smart Search?

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

RevenueBase identified 193 financial wellness 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?

FI, headquartered in Bangalore, tops this list with the largest team on record.

Which city has the most financial wellness platforms?

Bengaluru leads with 25 headquartered companies, followed by Bangalore (22) and Mumbai (19).

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 421 verified decision-maker contacts tracked across these 193 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

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