Company lists · Data refreshed November 2026

Top 25 Investment advisory api providers based in India

RevenueBase identified 547 company matches for investment advisory api providers associated with India as of November 2026 and tracks 9,614 professional contacts across them, including 1,981 with verified work emails. Mumbai is the largest hub.

This list covers company matches for investment advisory api providers associated with 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 November 6, 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 Nov 6, 2026 How this list was built
547Companies
9,614Contacts tracked
1,981Verified emails
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The 25 largest investment advisory api providers based in India

Ranked by team size
Top 25 of 547 company matches for investment advisory api providers based in India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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 matchBengaluru North, IndiaHQ recorded Nov 6, 2026501-1,000273 contacts →

Exact match

“Fisdom is an extremely simple app to make smart investments.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchGurgaon, IndiaHQ recorded Nov 6, 202651-200216 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchGurgaon, IndiaHQ recorded Nov 6, 2026201-500205 contacts →

Exact match

“Univest is a trusted stock advisory and brokerage platform that helps investors make smarter investment decisions across stocks, F&O, commodities, IPOs, and mutual funds.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-200167 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 · Nov 6, 2026 · View company records in RevenueBase
5Exact matchMumbai, IndiaHQ recorded Nov 6, 2026201-500112 contacts →

Exact match

“The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchBangalore, IndiaHQ recorded Nov 6, 202651-200110 contacts →

Exact match

“DreamGains Financials India Private Limited, a trusted name in the financial services arena, provides you with the entire gamut of financial advisory services under one roof.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchKolkata, IndiaHQ recorded Nov 6, 2026201-500107 contacts →

Exact match

“Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchGurgaon, IndiaHQ recorded Nov 6, 202651-200106 contacts →

Exact match

“InvestWell builds software and mobile applications for Mutual Fund Distributors, Independent Financial Advisors and investors for making and tracking investments in various…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-20092 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 · Nov 6, 2026 · View company records in RevenueBase
10Exact matchAhmedabad, IndiaHQ recorded Nov 6, 202651-20082 contacts →

Exact match

“Just like expert surfers ride the tides, Ocean Finvest helps you ride the waves of financial markets with confidence.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchHyderabad, IndiaHQ recorded Nov 6, 202611-5078 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchMumbai, IndiaHQ recorded Nov 6, 202611-5070 contacts →

Exact match

“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-20070 contacts →

Exact match

“IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-20065 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 · Nov 6, 2026 · View company records in RevenueBase
15Exact matchMumbai, IndiaHQ recorded Nov 6, 202611-5065 contacts →

Exact match

“Invest Value is an innovative wealth-tech platform designed to empower investment professionals, such as Wealth Managers, Private Bankers, IFAS, MFDS, and RIAS, by simplifying…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-20064 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchDelhi, IndiaHQ recorded Nov 6, 202611-5063 contacts →

Exact match

“Founded by Mr.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchSurat, IndiaHQ recorded Nov 6, 202651-20062 contacts →

Exact match

“Finideas is a SEBI-approved investment advisory firm helping investors achieve financial freedom through smart, transparent, and protected investing.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-20057 contacts →

Exact match

“The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchHyderabad, IndiaHQ recorded Nov 6, 202611-5057 contacts →

Exact match

“Actlogica builds software for Wealth Management and Insurance industries.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchBangalore, IndiaHQ recorded Nov 6, 202611-5057 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 · Nov 6, 2026 · View company records in RevenueBase
22Exact matchHyderabad, IndiaHQ recorded Nov 6, 202611-5053 contacts →

Exact match

“Vivekam is incorporated to become the first Investment Advisory company to offer proven processes into Investments.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-20051 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchPune, IndiaHQ recorded Nov 6, 202611-5050 contacts →

Exact match

“Wealth Management and AI”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchVikhroli West, IndiaHQ recorded Nov 6, 202611-5048 contacts →

Exact match

“To know more, visit jarvisinvest.com”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 547 investment advisory api providers based in India

See the full list, filter by size, metro and specialty, and access 1,981 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment advisory api providers based in India at a glance

As of Nov 6, 2026
20.6%Verified-email coverage
17.6Average contacts per company
1-10Median size (employees)
15.4%Largest-city concentration · Mumbai
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
287
11-50
165
51-200
61
201-500
26
501-1,000
3
1,001-5,000
1
5,001-10,000
1

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 547 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 India whose business descriptions match “investment advisory api providers” 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 1,981 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 November 6, 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 “investment advisory api providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment advisory api providers are there based in India?

RevenueBase identified 547 company matches for investment advisory api providers associated with India as of November 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?

Fisdom tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most investment advisory api providers?

Mumbai leads with 84 company records, followed by Bangalore (59) and Indore (29).

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 1,981 professional contacts with verified work emails tracked across these 547 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 November 6, 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.