Company lists · Data refreshed September 2026

Top 21 Goals-based investing platforms based in Bengaluru, India

RevenueBase identified 58 goals-based investing platforms headquartered in Bengaluru, India as of September 2026 and tracks 3,199 professional contacts across them, including 1,154 with verified work emails. Across India, Mumbai is the largest hub for this category (115 companies); Bengaluru has 58.

This list covers goals-based investing platforms headquartered in Bengaluru, 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
58Companies
3,199Contacts tracked
1,154Verified emails
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The 21 largest goals-based investing platforms based in Bengaluru, India

Ranked by team size
Top 21 of 58 goals-based investing platforms based in Bengaluru, India, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to goals-based investing 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
1Partial evidenceBengaluru, IndiaHQ checked Sep 28, 2026501-1,0002,165 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
2Strong evidenceBengaluru, IndiaHQ checked Sep 28, 20261,001-5,000623 contacts →

Strong evidence

“Founded in 2008, FundsIndia is a technology-first wealth platform built to make investing simple, accessible, and rewarding for every Indian.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceBengaluru, IndiaHQ checked Sep 28, 202611-5041 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceBengaluru, IndiaHQ checked Sep 28, 202611-5035 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceBengaluru, IndiaHQ checked Sep 28, 202611-5024 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceBengaluru, IndiaHQ checked Sep 28, 202611-5023 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceBengaluru, IndiaHQ checked Sep 28, 20261-1016 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceBengaluru, IndiaHQ checked Sep 28, 20261-1014 contacts →

Partial 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
9Partial evidenceBengaluru, IndiaHQ checked Sep 28, 202611-5014 contacts →

Partial evidence

“Discover the power of investing early with the Koshex App.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceBengaluru, IndiaHQ checked Sep 28, 20261-1011 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceBengaluru, IndiaHQ checked Sep 28, 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 28, 2026
12Indirect evidenceBengaluru, IndiaHQ checked Sep 28, 20261-1010 contacts →

Indirect evidence

“Wealth Management for India, rebuilt with AI.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceBengaluru, IndiaHQ checked Sep 28, 202611-5010 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceBengaluru, IndiaHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“Germinate Investor services LLP A boutique financial services outfit, with a team of over 50 years of combined expertise, catering to specific needs of clients who need solutions…”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceBengaluru, IndiaHQ checked Sep 28, 202611-507 contacts →

Indirect evidence

“Welcome to Crown Advisors.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceBengaluru, IndiaHQ checked Sep 28, 202611-507 contacts →

Partial evidence

“Mohur is a modern wealth platform for a new generation of Indians.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceBengaluru, IndiaHQ checked Sep 28, 202611-504 contacts →

Indirect evidence

“runrate is a gamified DIY Robo-advisory, with a helpful free community for crowdsourcing knowledge.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceBengaluru, IndiaHQ checked Sep 28, 202611-504 contacts →

Partial evidence

“Experts Bazaar Is A Trusted Financial Planner And Investment Management Platform Founded In 2012 To Connect Clients To Experts From Across The Globe.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceBengaluru, IndiaHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceBengaluru, IndiaHQ checked Sep 28, 202611-502 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceBengaluru, IndiaHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“FundsInn is an online investment platform.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 21 of 58 goals-based investing platforms based in Bengaluru, India

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Goals-based investing platforms based in Bengaluru, India at a glance

As of Sep 28, 2026
36.1%Verified-email coverage
55.2Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
34
11-50
20
201-500
1
501-1,000
1
1,001-5,000
1
5,001-10,000
1

Email recency for this list is measured across the whole India list rather than for Bengaluru, so it is reported there. Company counts and contact totals on this page are exact for Bengaluru, over 58 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 goals-based investing 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 Bengaluru, India whose own description of what they do matches “goals-based investing 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 goals-based investing 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 goals-based investing platforms, and records with no verified work email. Companies headquartered outside Bengaluru 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, 1,154 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.

Goals-based investing platforms by metro in India

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 goals-based investing 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 goals-based investing platforms are there based in Bengaluru, India?

RevenueBase identified 58 goals-based investing platforms headquartered in Bengaluru, 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?

GROWW, headquartered in Bengaluru, tops this list with the largest team on record.

Which city in India has the most goals-based investing platforms?

Mumbai leads India with 115 headquartered companies, followed by Bangalore (58) and Bengaluru (58).

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 1,154 verified decision-maker contacts tracked across these 58 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.