Company lists · Data refreshed September 2026

Top 25 Fintech investment advisors based in Mumbai, India

RevenueBase identified 255 company matches for fintech investment advisors associated with Mumbai, India as of September 2026 and tracks 20,934 professional contacts across them, including 2,144 with verified work emails. Across India, Mumbai is the largest hub for this category.

This list covers company matches for fintech investment advisors associated with Mumbai, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built
255Companies
20,934Contacts tracked
2,144Verified emails
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The 25 largest fintech investment advisors based in Mumbai, India

Ranked by team size
Top 25 of 255 company matches for fintech investment advisors based in Mumbai, India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMumbai, IndiaHQ recorded Sep 28, 20261,001-5,0007,289 contacts →

Exact match

“With over seven decades of ICICI Group’s legacy of trust and financial expertise, ICICI Securities stands as a leading, customer-centric and technology-driven financial services…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchMumbai, IndiaHQ recorded Sep 28, 20261,001-5,0006,610 contacts →

Exact match

“Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchMumbai, IndiaHQ recorded Sep 28, 20265,001-10,0001,282 contacts →

Exact match

“Choice Equity Broking Private Limited: SEBI Reg No.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchMumbai, IndiaHQ recorded Sep 28, 2026201-500945 contacts →

Exact match

“Most financial advice is built around products.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchMumbai, IndiaHQ recorded Sep 28, 2026201-500553 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchMumbai, IndiaHQ recorded Sep 28, 202651-200149 contacts →

Exact match

“Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchMumbai, IndiaHQ recorded Sep 28, 2026201-500135 contacts →

Exact match

“EbixCash Financial Technologies is a Global Fintech player in the Wealth, Portfolio and the Asset management space, founded in with a vision to be a techno-business partner…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchMumbai, IndiaHQ recorded Sep 28, 202611-5096 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
9Exact matchMumbai, IndiaHQ recorded Sep 28, 202651-20092 contacts →

Exact match

“Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchMumbai, IndiaHQ recorded Sep 28, 202651-20080 contacts →

Exact match

“IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchMumbai, IndiaHQ recorded Sep 28, 202651-20059 contacts →

Exact match

“Rurash Financial Pvt.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchMumbai, IndiaHQ recorded Sep 28, 202611-5058 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
13Exact matchMumbai, IndiaHQ recorded Sep 28, 202651-20052 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchMumbai, IndiaHQ recorded Sep 28, 202611-5045 contacts →

Exact match

“Moneyfrog.in is a wealth management platform designed to simplify your investment journey.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchMumbai, IndiaHQ recorded Sep 28, 202611-5033 contacts →

Exact match

“Since our inception in 2010, we have been managing the financial portfolios of individuals and institutions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchMumbai, IndiaHQ recorded Sep 28, 202611-5031 contacts →

Exact match

“Ekvity, is a very unique fusion.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchMumbai, IndiaHQ recorded Sep 28, 202611-5029 contacts →

Exact match

“The Digital Fifth is India’s first Fintech Consulting and advisory firm for Banks, NBFCs, Fintechs Wealth Management, Mutual Fund, and Insurance segments.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchMumbai, IndiaHQ recorded Sep 28, 202611-5028 contacts →

Exact match

“Fydaa is building financial access for every corner of Bharat.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchMumbai, IndiaHQ recorded Sep 28, 202611-5022 contacts →

Exact match

“Welcome to Circle Wealth Advisors, where we go beyond being traditional financial advisors – we're your CFOs.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchMumbai, IndiaHQ recorded Sep 28, 202611-5021 contacts →

Exact match

“IArista Artha Pvt.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchMumbai, IndiaHQ recorded Sep 28, 20261-1020 contacts →

Exact match

“Money Mantra offers a unique approach to helping individuals to reach financial success.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchMumbai, IndiaHQ recorded Sep 28, 202611-5020 contacts →

Exact match

“BitGenix is a forward-thinking advisory firm with a mission to deliver to make crypto investments simple.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchMumbai, IndiaHQ recorded Sep 28, 202611-5020 contacts →

Exact match

“Pi – Answers to All Things Money.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchMumbai, IndiaHQ recorded Sep 28, 202611-5019 contacts →

Exact match

“We are a financial investment advisory services brand, with strong experience and network in the field.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchMumbai, IndiaHQ recorded Sep 28, 202651-20017 contacts →

Exact match

“Wealth First is a boutique Investment Advisory firm focused on providing “Wealth Management Solutions” to High Networth Individuals, Family Offices, Corporates and Institutions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 255 fintech investment advisors based in Mumbai, India

See the full list, filter by size, metro and specialty, and access 2,144 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fintech investment advisors based in Mumbai, India at a glance

As of Sep 28, 2026
10.2%Verified-email coverage
82.1Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
136
11-50
85
51-200
20
201-500
8
501-1,000
2
1,001-5,000
2
5,001-10,000
1
10001+
1

Email recency for this list is measured across the whole India list rather than for Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 255 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 Mumbai, India whose business descriptions match “fintech investment 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 2,144 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 “fintech investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fintech investment advisors are there based in Mumbai, India?

RevenueBase identified 255 company matches for fintech investment advisors associated with Mumbai, 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?

Icici Securities tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in India has the most fintech investment advisors?

Mumbai leads India with 255 company records, followed by Bangalore (150) and Pune (109).

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 2,144 professional contacts with verified work emails tracked across these 255 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.

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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 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.