Company lists · Data refreshed September 2026
Top 16 Insurance brokers for wealth planning based in Bangalore, India
RevenueBase identified 37 insurance brokers for wealth planning headquartered in Bangalore, India as of September 2026 and tracks 230 professional contacts across them, including 52 with verified work emails. Mumbai is the largest hub.
This list covers insurance brokers for wealth planning headquartered in Bangalore, 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 17, 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.
The 16 largest insurance brokers for wealth planning based in Bangalore, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 49 contacts → | ||||
Strong evidence “Edify is a partner-oriented insurance broker firm specialising in providing corporate insurance solutions and managing risks efficiently.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 2 | 22 contacts → | ||||
Indirect evidence “Every client matters to us and this is constantly reflecting in the service we offer in most possible way.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 3 | 18 contacts → | ||||
Strong evidence “Atom Risk Advisory is a leading insurance intermediary, offering bespoke, cross-border life insurance and succession planning solutions for global families, entrepreneurs, and…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 4 | 16 contacts → | ||||
Partial evidence “At Floatr, we empower individuals and organizations to achieve financial wellness through personalized financial planning, risk management, and tax optimization solutions.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 5 | 13 contacts → | ||||
Strong evidence “Insurance Brokers Your Risk Management Ally From fledgling startups to established giants, we empower businesses with savvy risk solutions tailored to their unique needs.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 6 | 8 contacts → | ||||
Indirect evidence “The word “Sinhasi” has its origin in Japanese art and depicts a protective shield, which is meant to ward off evil and ill omen.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Partial evidence “Shadvika Financial Services specialises in developing customised solutions for wealth creation, preservation and sharing it with your next generation.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “Cerebral Advisors is a new venture started by a group of professionals with a common quest of serving clients to achieve financial independence.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Indirect evidence “Markets are noisy.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Partial evidence “We are a team of experts and certified financial professionals, specialised in providing finanical planning to businesses and high networth individuals (HNIs).” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Partial evidence “Eurydice is a Bangalore based venture with interest in Corporate Insurance Broking.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Partial evidence “Sunshine Financials helps Individuals and Families to manage and grow their personal wealth.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Partial evidence “Invest365 defines the best of what you should expect from a wealth management company: thoughtful, caring people who listen to your goals and dreams, and know what it will take to…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “We are here to help you plan your investments and make your goals achievable.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “Future Life Financial Services was established in July 2019.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: insurance brokers for wealth planning. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names insurance brokers for wealth planning.
- Partial evidence
- Its own public description names part of insurance brokers for wealth planning, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name insurance brokers for wealth planning. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 16 of 37 insurance brokers for wealth planning based in Bangalore, India
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 52 reachable decision-makers.
Free signup · no credit card
Insurance brokers for wealth planning based in Bangalore, India at a glance
As of Sep 17, 2026Companies by employee count
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, over 37 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 insurance brokers for wealth planning, 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 Bangalore, India whose own description of what they do matches “insurance brokers for wealth planning”. 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 insurance brokers for wealth planning), 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 insurance brokers for wealth planning, and records with no verified work email. Companies headquartered outside Bangalore 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, 52 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 17, 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.
Insurance brokers for wealth planning by metro in India
- Insurance brokers for wealth planning in Mumbai169
- Insurance brokers for wealth planning in New Delhi96
- Insurance brokers for wealth planning in Pune75
- Insurance brokers for wealth planning in Ahmedabad55
- Insurance brokers for wealth planning in Kolkata49
- Insurance brokers for wealth planning in Chennai38
- Insurance brokers for wealth planning in Hyderabad38
- Insurance brokers for wealth planning in Noida38
- Insurance brokers for wealth planning in Bangalore37
- Insurance brokers for wealth planning in Bengaluru28
- Insurance brokers for wealth planning in Delhi28
- Insurance brokers for wealth planning in Jaipur27
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 insurance brokers for wealth planning, 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 insurance brokers for wealth planning are there based in Bangalore, India?
RevenueBase identified 37 insurance brokers for wealth planning headquartered in Bangalore, 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?
Edify Insurance Brokers Private Limited, headquartered in Bangalore, tops this list with the largest team on record.
Which city has the most insurance brokers for wealth planning?
Mumbai leads with 169 headquartered companies, followed by New Delhi (96) and Pune (75).
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 52 verified decision-maker contacts tracked across these 37 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 17, 2026.
Ready to reach these companies? Verified emails and direct dials for all 37 insurance brokers for wealth planning based in Bangalore, India. Start with a free account, no credit card.
Download this list →Related lists
Insurance brokers for wealth planning by geography
- Insurance brokers for wealth planning based in Brisbane, Australia
- Insurance brokers for wealth planning based in Melbourne, Australia
- Insurance brokers for wealth planning based in Perth, Australia
- Insurance brokers for wealth planning based in Sydney, Australia
- Insurance brokers for wealth planning based in Barueri, Brazil
- Insurance brokers for wealth planning based in Belo Horizonte, Brazil
- Insurance brokers for wealth planning based in Blumenau, Brazil
- Insurance brokers for wealth planning based in Campinas, Brazil
- Insurance brokers for wealth planning based in Curitiba, Brazil
- Insurance brokers for wealth planning based in Porto Alegre, Brazil
- Insurance brokers for wealth planning based in Rio De Janeiro, Brazil
- Insurance brokers for wealth planning based in Salvador, Brazil
Browse the directory
Browse: Companies home · Insurance brokers for wealth planning in India · All India lists · All Insurance brokers for wealth planning lists · New lists
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Insurance brokers for wealth planning based in Brisbane, Australia
- Insurance brokers for wealth planning based in Melbourne, Australia
- Insurance brokers for wealth planning based in Perth, Australia
- Insurance brokers for wealth planning based in Sydney, Australia
- Insurance brokers for wealth planning based in Barueri, Brazil
- Insurance brokers for wealth planning based in Belo Horizonte, Brazil