Company lists · Data refreshed October 2026

Top 25 Investment advisory platforms based in Bangalore, India

RevenueBase identified 214 company matches for investment advisory platforms associated with Bangalore, India as of October 2026 and tracks 5,147 professional contacts across them, including 1,494 with verified work emails. Across India, Mumbai is the largest hub for this category (287 companies); Bangalore follows with 214.

This list covers company matches for investment advisory platforms associated with Bangalore, 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
214Companies
5,147Contacts tracked
1,494Verified emails
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The 25 largest investment advisory platforms based in Bangalore, India

Ranked by team size
Top 25 of 214 company matches for investment advisory platforms based in Bangalore, 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 matchBangalore, IndiaHQ recorded Oct 1, 2026501-1,0002,165 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2Exact matchBangalore, IndiaHQ recorded Oct 1, 20261,001-5,000623 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3Exact matchBangalore, IndiaHQ recorded Oct 1, 202611-50120 contacts →

Exact match

“Growth Arrow is independent financial service domain.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4Exact matchBangalore, IndiaHQ recorded Oct 1, 202651-20098 contacts →

Exact match

“Investment platform trusted by 18 Lakh+ investors with Rs crore in assets.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5Exact matchBangalore, IndiaHQ recorded Oct 1, 202651-20082 contacts →

Exact match

“A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6Exact matchBangalore, IndiaHQ recorded Oct 1, 202651-20062 contacts →

Exact match

“PowerUp Money is India’s trusted Mutual Fund Advisory App.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7Exact matchBangalore, IndiaHQ recorded Oct 1, 202651-20057 contacts →

Exact match

“Established in November 2001, we are a SEBI registered financial planning-cum-investment advisory company, in the business of helping our clients achieve their financial goals.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8Exact matchBangalore, IndiaHQ recorded Oct 1, 202611-5052 contacts →

Exact match

“Trendlyne is a ‘Retail Bloomberg platform’ enabling decision making for retail investors, research analysts and Portfolio advisors with real time data analytics.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9Exact matchBangalore, IndiaHQ recorded Oct 1, 202611-5051 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 · Oct 1, 2026 · View company records in RevenueBase
10Exact matchBangalore, IndiaHQ recorded Oct 1, 202611-5041 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11Exact matchBangalore, IndiaHQ recorded Oct 1, 202651-20041 contacts →

Exact match

“About Advisorkhoj.com Advisorkhoj.com is a leader in Wealth Tech, Content and Research, delivering cutting-edge solutions for Mutual Fund Distributors, Financial Advisors, and…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12Exact matchBangalore, IndiaHQ recorded Oct 1, 202611-5023 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13Exact matchBangalore, IndiaHQ recorded Oct 1, 202611-5022 contacts →

Exact match

“Invest in India's Growth Story with Firstock-diversify with Stocks, Options, ETFs, IPOs & more on our simple, fast, and intuitive platform!”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14Exact matchBangalore, IndiaHQ recorded Oct 1, 202611-5020 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15Exact matchBangalore, IndiaHQ recorded Oct 1, 202611-5019 contacts →

Exact match

“The investment landscape in India is haphazard, fragmented, and split between the haves and the have-nots.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16Exact matchBangalore, IndiaHQ recorded Oct 1, 20261-1016 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17Exact matchBangalore, IndiaHQ recorded Oct 1, 20261-1015 contacts →

Exact match

“Cashvisory (backed by SucSEED Ventures, EvolveX and We Founder Circle) empowers first-time investors with expert-backed strategies and simplified tools, making wealth-building…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18Exact matchBangalore, IndiaHQ recorded Oct 1, 202611-5014 contacts →

Exact match

“SEBI Registered Investment Adviser Registration number: Registered name: Wealth Managers United (India) Private Limited WMU is a professionally run "Multi Family Office" providing…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19Exact matchBangalore, IndiaHQ recorded Oct 1, 20261-1014 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20Exact matchBangalore, IndiaHQ recorded Oct 1, 20261-1013 contacts →

Exact match

“Start with an investment as low as and let our experienced investment team manage your money.( ™) is an Investment Management platform that provides every investor access to right…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21Exact matchBangalore, IndiaHQ recorded Oct 1, 20261-1012 contacts →

Exact match

“Novelty Wealth is a SEBI-registered investment adviser and wealth platform built for affluent Indian families who want clarity, confidence, and control over their finances.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22Exact matchBangalore, IndiaHQ recorded Oct 1, 202651-20011 contacts →

Exact match

“A next-gen broker that's superfast, smart, seamless & secure.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23Exact matchBangalore, IndiaHQ recorded Oct 1, 202611-5011 contacts →

Exact match

“Acumen Wealthcare Solutions pvt ltd is an Investment Advisory Firm.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24Exact matchBangalore, IndiaHQ recorded Oct 1, 20261-1010 contacts →

Exact match

“Wealth Management for India, rebuilt with AI.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25Exact matchBangalore, IndiaHQ recorded Oct 1, 202611-5010 contacts →

Exact match

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

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

Showing 25 of 214 investment advisory platforms based in Bangalore, India

See the full list, filter by size, metro and specialty, and access 1,494 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment advisory platforms based in Bangalore, India at a glance

As of Oct 1, 2026
29.0%Verified-email coverage
24.1Average contacts per company
1-10Median size (employees)
Oct 1, 2026Page data refreshed

Companies by employee count

1-10
126
11-50
57
51-200
20
201-500
8
501-1,000
1
1,001-5,000
1
10001+
1

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 214 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 Bangalore, India whose business descriptions match “investment advisory 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 1,494 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 “investment advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment advisory platforms are there based in Bangalore, India?

RevenueBase identified 214 company matches for investment advisory platforms associated with Bangalore, 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?

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

Which city in India has the most investment advisory platforms?

Mumbai leads India with 287 company records, followed by Bangalore (214) and Pune (106).

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 1,494 professional contacts with verified work emails tracked across these 214 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.