Company lists · Data refreshed October 2026

Top 25 Fintech wealth platforms based in Mumbai, India

RevenueBase identified 301 company matches for fintech wealth platforms associated with Mumbai, India as of October 2026 and tracks 29,220 professional contacts across them, including 3,729 with verified work emails. Across India, Mumbai is the largest hub for this category.

This list covers company matches for fintech wealth platforms 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 October 1, 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 Oct 1, 2026 How this list was built
301Companies
29,220Contacts tracked
3,729Verified emails
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The 25 largest fintech wealth platforms based in Mumbai, India

Ranked by team size
Top 25 of 301 company matches for fintech wealth platforms based in Mumbai, India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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 Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
2Exact matchMumbai, IndiaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
3Exact matchMumbai, IndiaHQ recorded Oct 1, 20261,001-5,0004,380 contacts →

Exact match

“HDFC securities has been serving a diverse customer base of retail and institutional investors, since Headquartered in Mumbai, it offers an exhaustive product suite to help its…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4Exact matchMumbai, IndiaHQ recorded Oct 1, 20265,001-10,0001,282 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5Exact matchMumbai, IndiaHQ recorded Oct 1, 2026201-500945 contacts →

Exact match

“Most financial advice is built around products.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6Exact matchMumbai, IndiaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
7Exact matchMumbai, IndiaHQ recorded Oct 1, 2026201-500331 contacts →

Exact match

“Better way to manage your money.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8Exact matchMumbai, IndiaHQ recorded Oct 1, 202651-200278 contacts →

Exact match

“GEPL Capital Pvt Ltd (SEBI Registration No: has helped investors across India and abroad since 1997 build long-term Financial through equity, mutual funds, insurance, debt and…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9Exact matchMumbai, IndiaHQ recorded Oct 1, 2026201-500212 contacts →

Exact match

“Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10Exact matchMumbai, IndiaHQ recorded Oct 1, 202651-200180 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11Exact matchMumbai, IndiaHQ recorded Oct 1, 202651-200158 contacts →

Exact match

“Rupeeseed along with its group companies offers completely integrated suite right from Client Onboarding, Trading and Back Office.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12Exact matchMumbai, IndiaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
13Exact matchMumbai, IndiaHQ recorded Oct 1, 202651-200139 contacts →

Exact match

“Sanctum Wealth is a full-stack wealth management platform that oversees more than ₹56,500 crores of client assets for more than 1,700 high-net-worth families in India and abroad.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14Exact matchMumbai, IndiaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
15Exact matchMumbai, IndiaHQ recorded Oct 1, 202651-200122 contacts →

Exact match

“Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16Exact matchMumbai, IndiaHQ recorded Oct 1, 2026201-500118 contacts →

Exact match

“Welcome to InCred Money.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17Exact matchMumbai, IndiaHQ recorded Oct 1, 202651-200115 contacts →

Exact match

“Welcome to StoxBox, your ultimate technology-based Value Broker!”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18Exact matchMumbai, IndiaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
19Exact matchMumbai, IndiaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
20Exact matchMumbai, IndiaHQ recorded Oct 1, 202651-20080 contacts →

Exact match

“MIDASX is the only B2B2C AI-powered multi-asset marketplace for India's financial intermediaries who want to grow beyond distribution and build their own digital wealth ecosystem.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21Exact matchMumbai, IndiaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
22Exact matchMumbai, IndiaHQ recorded Oct 1, 202611-5078 contacts →

Exact match

“Our Mission at RRS is to offer innovative financial products and services that exceed internal and external client expectations consistently by integrating best practices, core…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23Exact matchMumbai, IndiaHQ recorded Oct 1, 202611-5070 contacts →

Exact match

“Tyke Invest - Democratising investment for individuals and high-growth businesses.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24Exact matchMumbai, IndiaHQ recorded Oct 1, 202651-20064 contacts →

Exact match

“Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25Exact matchMumbai, IndiaHQ recorded Oct 1, 202651-20059 contacts →

Exact match

“Happyness Factory is a premier goal-based investing firm and an AMFI-registered mutual fund distributor based in Mumbai.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase

Showing 25 of 301 fintech wealth platforms based in Mumbai, India

See the full list, filter by size, metro and specialty, and access 3,729 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fintech wealth platforms based in Mumbai, India at a glance

As of Oct 1, 2026
12.8%Verified-email coverage
97.1Average contacts per company
1-10Median size (employees)
Oct 1, 2026Page data refreshed

Companies by employee count

1-10
151
11-50
90
51-200
35
201-500
17
501-1,000
3
1,001-5,000
4
5,001-10,000
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 301 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 wealth platforms” 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 3,729 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 October 1, 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 platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fintech wealth platforms are there based in Mumbai, India?

RevenueBase identified 301 company matches for fintech wealth platforms associated with Mumbai, India as of October 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 wealth platforms?

Mumbai leads India with 301 company records, followed by Bangalore (203) and Pune (111).

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 3,729 professional contacts with verified work emails tracked across these 301 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 October 1, 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.