Company lists · Data refreshed September 2026

Top 25 Hybrid advisor platforms based in India

RevenueBase identified 157 hybrid advisor platforms headquartered in India as of September 2026 and tracks 2,552 professional contacts across them, including 496 with verified work emails. Mumbai is the largest hub.

This list covers hybrid advisor 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 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
157Companies
2,552Contacts tracked
496Verified emails
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The 25 largest hybrid advisor platforms based in India

Ranked by team size
Top 25 of 157 hybrid advisor platforms based in India, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to hybrid advisor 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
1Strong evidenceBangalore, IndiaHQ checked Sep 28, 202651-200280 contacts →

Strong evidence

“About Us - BankSathi is a modern digital platform helping financial advisors establish an online presence and sell financial products effortlessly.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceGurugram, IndiaHQ checked Sep 28, 202651-200165 contacts →

Indirect evidence

“The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceMumbai, IndiaHQ checked Sep 28, 202651-200149 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceMumbai, IndiaHQ checked Sep 28, 202651-200122 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceMumbai, IndiaHQ checked Sep 28, 202651-20080 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceHyderabad, IndiaHQ checked Sep 28, 202611-5079 contacts →

Partial evidence

“Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.”

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidenceMumbai, IndiaHQ checked Sep 28, 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 28, 2026
8Indirect evidenceMumbai, IndiaHQ checked Sep 28, 202651-20058 contacts →

Indirect evidence

“5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.”

Source: RevenueBase Database · checked Sep 28, 2026
9Strong evidenceMumbai, IndiaHQ checked Sep 28, 202651-20052 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceMumbai, IndiaHQ checked Sep 28, 202651-20045 contacts →

Partial evidence

“Fintso is a full-stack wealthtech platform focused on giving access to retail investors, especially the NeXT Billion, by enabling Independent Financial Product Providers (IFPPs)…”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceAhmedabad, IndiaHQ checked Sep 28, 202611-5041 contacts →

Indirect evidence

“40 YEARS OF TOP - NOTCH SERVICE.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceChennai, IndiaHQ checked Sep 28, 202611-5033 contacts →

Partial evidence

“Built on trust and verified by data, we are India's fastest growing investor portfolio management platform.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceMumbai, IndiaHQ checked Sep 28, 202611-5028 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidencePune, IndiaHQ checked Sep 28, 20261-1027 contacts →

Indirect evidence

“Feeling overwhelmed by your finances?”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceNew Delhi, IndiaHQ checked Sep 28, 202611-5022 contacts →

Partial evidence

“TECHNOLOGY PARTNER FOR INVESTMENT SOLUTIONS Greenware is an advisor focussed technology partner.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceBangalore, IndiaHQ checked Sep 28, 202611-5020 contacts →

Partial evidence

“Founded in 2020, GoalTeller is an automated goal-based planning platform for individuals to secure their financial future.”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceMumbai, IndiaHQ checked Sep 28, 202611-5017 contacts →

Partial evidence

“Wizzer is building a fully integrated AI-driven trading and advisory ecosystem.”

Source: RevenueBase Database · checked Sep 28, 2026
18Strong evidenceBengaluru, IndiaHQ checked Sep 28, 20261-1014 contacts →

Strong 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
19Indirect evidenceAhmedabad, IndiaHQ checked Sep 28, 20261-1012 contacts →

Indirect evidence

“Oxyzen Fin Private Limited is an online personal Finance ecomm & Digital Finserv co.”

Source: RevenueBase Database · checked Sep 28, 2026
20Strong evidenceSurat, IndiaHQ checked Sep 28, 20261-1012 contacts →

Strong evidence

“Gridkey offers an integrated wealth management platform for financial advisors to help them grow their AUM, increase their client base, and boost revenues.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceBengaluru, IndiaHQ checked Sep 28, 20261-1010 contacts →

Indirect evidence

“Wealth Management for India, rebuilt with AI.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceMumbai, IndiaHQ checked Sep 28, 202611-5010 contacts →

Indirect evidence

“Wealth management has always rewarded those who could afford the best advice.”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceMumbai, IndiaHQ checked Sep 28, 202611-5010 contacts →

Partial evidence

“WealthTech Robo Advisory Pvt.”

Source: RevenueBase Database · checked Sep 28, 2026
24Partial evidencePimpri, IndiaHQ checked Sep 28, 20261-109 contacts →

Partial evidence

“WealthGenie AI is an integrated, AI-driven wealth management platform built for MFDs, IFAs, and wealth management firms.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceGurgaon, IndiaHQ checked Sep 28, 20261-109 contacts →

Indirect evidence

“At Go4Wealth, we simplify investing and help everyone achieve their financial goals.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 157 hybrid advisor platforms based in India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 496 reachable decision-makers.

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Hybrid advisor platforms based in India at a glance

As of Sep 28, 2026
19.4%Verified-email coverage
16.3Average contacts per company
1-10Median size (employees)
22.9%Largest-city concentration · Mumbai
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
79
11-50
55
51-200
19
201-500
4

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 157 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 hybrid advisor 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 “hybrid advisor 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 hybrid advisor 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 hybrid advisor 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, 496 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.

Hybrid advisor platforms by metro

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 hybrid advisor 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 hybrid advisor platforms are there based in India?

RevenueBase identified 157 hybrid advisor 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?

Banksathi, headquartered in Indira Nagar Bangalore, tops this list with the largest team on record.

Which city has the most hybrid advisor platforms?

Mumbai leads with 36 headquartered companies, followed by Bengaluru (13) and Ahmedabad (7).

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 496 verified decision-maker contacts tracked across these 157 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.