Company lists · Data refreshed September 2026

Top 25 Fintech wealth advisors based in Bangalore, India

RevenueBase identified 128 company matches for fintech wealth advisors associated with Bangalore, India as of September 2026 and tracks 3,512 professional contacts across them, including 1,202 with verified work emails. Across India, Mumbai is the largest hub for this category (160 companies); Bangalore follows with 128.

This list covers company matches for fintech wealth advisors associated with Bangalore, 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
128Companies
3,512Contacts tracked
1,202Verified emails
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The 25 largest fintech wealth advisors based in Bangalore, India

Ranked by team size
Top 25 of 128 company matches for fintech wealth advisors based in Bangalore, 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 matchBangalore, IndiaHQ recorded Sep 28, 2026501-1,0002,165 contacts →

Exact match

“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchBangalore, IndiaHQ recorded Sep 28, 202651-20082 contacts →

Exact match

“A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchBangalore, IndiaHQ recorded Sep 28, 202611-5051 contacts →

Exact match

“Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchBangalore, IndiaHQ recorded Sep 28, 202611-5041 contacts →

Exact match

“Founded by IIT and IIM graduates, we are passionate about bringing high quality financial advice at affordable price.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchBangalore, IndiaHQ recorded Sep 28, 202651-20041 contacts →

Exact match

“About Advisorkhoj.com Advisorkhoj.com is a leader in Wealth Tech, Content and Research, delivering cutting-edge solutions for Mutual Fund Distributors, Financial Advisors, and…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchBangalore, IndiaHQ recorded Sep 28, 202651-20038 contacts →

Exact match

“BullForce is the digital trading and investing platform of Maliram Makharia Finstock Pvt.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchBangalore, IndiaHQ recorded Sep 28, 202611-5024 contacts →

Exact match

“Our mission is to become India’s go-to personal (finance) assistant for individuals and advisors alike, when it comes to financial planning and asset management- All individuals…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchBangalore, IndiaHQ recorded Sep 28, 202611-5023 contacts →

Exact match

“Grow wealth by investing in SEBI Registered Experts managed Personalized Diversified Portfolios.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchBangalore, IndiaHQ recorded Sep 28, 202611-5020 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
10Exact matchBangalore, IndiaHQ recorded Sep 28, 202611-5019 contacts →

Exact match

“The investment landscape in India is haphazard, fragmented, and split between the haves and the have-nots.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchBangalore, IndiaHQ recorded Sep 28, 20261-1016 contacts →

Exact match

“We offer customized algorithm-based investment portfolios to help you achieve your financial ambitions within your comfort level.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchBangalore, IndiaHQ recorded Sep 28, 20261-1015 contacts →

Exact match

“Cashvisory (backed by SucSEED Ventures, EvolveX and We Founder Circle) empowers first-time investors with expert-backed strategies and simplified tools, making wealth-building…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchBangalore, IndiaHQ recorded Sep 28, 202611-5014 contacts →

Exact match

“SEBI Registered Investment Adviser Registration number: Registered name: Wealth Managers United (India) Private Limited WMU is a professionally run "Multi Family Office" providing…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchBangalore, IndiaHQ recorded Sep 28, 20261-1014 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
15Exact matchBangalore, IndiaHQ recorded Sep 28, 20261-1012 contacts →

Exact match

“Novelty Wealth is a SEBI-registered investment adviser and wealth platform built for affluent Indian families who want clarity, confidence, and control over their finances.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchBangalore, IndiaHQ recorded Sep 28, 20261-1010 contacts →

Exact match

“Wealth Management for India, rebuilt with AI.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchBangalore, IndiaHQ recorded Sep 28, 202611-5010 contacts →

Exact match

“At Optymoney, we're passionate about democratizing wealth management and empowering individuals in India to achieve their financial aspirations.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchBangalore, IndiaHQ recorded Sep 28, 20261-109 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
19Exact matchBangalore, IndiaHQ recorded Sep 28, 202611-508 contacts →

Exact match

“The word “Sinhasi” has its origin in Japanese art and depicts a protective shield, which is meant to ward off evil and ill omen.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchBangalore, IndiaHQ recorded Sep 28, 20261-108 contacts →

Exact match

“Discover financial empowerment with Fincelerate Private Limited.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchBangalore, IndiaHQ recorded Sep 28, 202611-507 contacts →

Exact match

“Welcome to Crown Advisors.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchBangalore, IndiaHQ recorded Sep 28, 20261-107 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
23Exact matchBangalore, IndiaHQ recorded Sep 28, 20261-107 contacts →

Exact match

“We are a one-stop platform that offers innovative wealth tech solutions so that the SuperApp, Enterprise & Financial product distributors can build extraordinary businesses…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchBangalore, IndiaHQ recorded Sep 28, 202611-507 contacts →

Exact match

“Sumex is a new private wealth entity established in January, 2018.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchBangalore, IndiaHQ recorded Sep 28, 20261-107 contacts →

Exact match

“Sipfund.com is into client-based advisory services and providing investment-related essential information to meet their financial goals on a long term basis.”

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

Showing 25 of 128 fintech wealth advisors based in Bangalore, India

See the full list, filter by size, metro and specialty, and access 1,202 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fintech wealth advisors based in Bangalore, India at a glance

As of Sep 28, 2026
34.2%Verified-email coverage
27.4Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
77
11-50
37
51-200
9
201-500
3
501-1,000
1
5,001-10,000
1

Email recency for this list is measured across the whole India list rather than for Bangalore, so it is reported there. Company counts and contact totals on this page are exact for Bangalore.

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 Bangalore, India whose business descriptions match “fintech wealth 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 1,202 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 wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fintech wealth advisors are there based in Bangalore, India?

RevenueBase identified 128 company matches for fintech wealth advisors associated with Bangalore, 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?

GROWW 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 wealth advisors?

Mumbai leads India with 160 company records, followed by Bangalore (128) and Pune (65).

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 1,202 professional contacts with verified work emails tracked across these 128 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.