Company lists · Data refreshed September 2026

Top 25 Investment advisory software providers based in India

Name: Investment advisory software providers based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 535 companies tracked

RevenueBase identified 535 investment advisory software providers headquartered in India as of September 2026 and tracks 7,248 professional contacts across them, including 795 with verified work emails. Mumbai is the largest hub.

This list covers investment advisory software providers 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

535Companies

7,248Contacts tracked

795Verified emails

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The 25 largest investment advisory software providers based in India

Ranked by team size

Top 25 of 535 investment advisory software providers 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 investment advisory software providers: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Univest	Strong evidence	Gurugram, IndiaHQ checked Sep 28, 2026	201-500	174 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
2	Fintoo	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	149 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
3	Eastern Financiers LTD	Strong evidence	Kolkata, IndiaHQ checked Sep 28, 2026	201-500	128 contacts →
	Strong evidence “Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Source: RevenueBase Database · checked Sep 28, 2026
4	Dreamgains Financials India Private Limited	Partial evidence	Bangalore, IndiaHQ checked Sep 28, 2026	51-200	106 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
5	Investwell	Strong evidence	Gurgaon, IndiaHQ checked Sep 28, 2026	51-200	99 contacts →
	Strong evidence “InvestWell builds software and mobile applications for Mutual Fund Distributors, Independent Financial Advisors and investors for making and tracking investments in various…” Source: RevenueBase Database · checked Sep 28, 2026
6	Midasx Official	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	80 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
7	Ocean Finvest	Indirect evidence	Ahmedabad, IndiaHQ checked Sep 28, 2026	11-50	75 contacts →
	Indirect evidence “Just like expert surfers ride the tides, Ocean Finvest helps you ride the waves of financial markets with confidence.” Source: RevenueBase Database · checked Sep 28, 2026
8	Mint Wealth	Strong evidence	New Delhi, IndiaHQ checked Sep 28, 2026	11-50	71 contacts →
	Strong evidence “Mint Wealth is a premier investment advisory platform with a strong presence in India and a growing global footprint in Dubai, dedicated to helping investors transform their…” Source: RevenueBase Database · checked Sep 28, 2026
9	Finideas	Strong evidence	Surat, IndiaHQ checked Sep 28, 2026	51-200	64 contacts →
	Strong evidence “Finideas is a SEBI-approved investment advisory firm helping investors achieve financial freedom through smart, transparent, and protected investing.” Source: RevenueBase Database · checked Sep 28, 2026
10	Powerup Money	Partial evidence	Bangalore, IndiaHQ checked Sep 28, 2026	51-200	62 contacts →
	Partial evidence “PowerUp Money is India’s trusted Mutual Fund Advisory App.” Source: RevenueBase Database · checked Sep 28, 2026
11	Equitypandit	Strong evidence	Surat, IndiaHQ checked Sep 28, 2026	51-200	62 contacts →
	Strong evidence “EquityPandit is a SEBI Registered Investment Advisor with over 20 years of research expertise.” Source: RevenueBase Database · checked Sep 28, 2026
12	WYLTH	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	11-50	58 contacts →
	Partial 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
13	Pune E Stock Broking LTD	Partial evidence	Pune City, IndiaHQ checked Sep 28, 2026	201-500	58 contacts →
	Partial evidence “Started in the year 2007, Pune E-Stock Broking Ltd.(PESB Ltd.) is a corporate broking house that strives to assist clients in realizing their investment goals, through the use of…” Source: RevenueBase Database · checked Sep 28, 2026
14	Actlogica Solutions Private Limited	Partial evidence	Hyderabad, IndiaHQ checked Sep 28, 2026	11-50	54 contacts →
	Partial evidence “Actlogica builds software for Wealth Management and Insurance industries.” Source: RevenueBase Database · checked Sep 28, 2026
15	Niveza India PVT LTD	Indirect evidence	Pune, IndiaHQ checked Sep 28, 2026	51-200	53 contacts →
	Indirect evidence “Niveza India Pvt.” Source: RevenueBase Database · checked Sep 28, 2026
16	OFA Fiinfra	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	52 contacts →
	Partial 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
17	Wealth Advisors India Pvt. LTD	Partial evidence	Chennai, IndiaHQ checked Sep 28, 2026	51-200	48 contacts →
	Partial evidence “Wealth Advisors (India) Pvt.” Source: RevenueBase Database · checked Sep 28, 2026
18	Hexagon Wealth	Strong evidence	Bangalore, IndiaHQ checked Sep 28, 2026	11-50	46 contacts →
	Strong evidence “Hexagon Wealth is a SEBI-registered investment advisor based in Bengaluru.” Source: RevenueBase Database · checked Sep 28, 2026
19	Jarvis Invest	Indirect evidence	Vikhroli West, IndiaHQ checked Sep 28, 2026	11-50	46 contacts →
	Indirect evidence “To know more, visit jarvisinvest.com” Source: RevenueBase Database · checked Sep 28, 2026
20	Guardian Capital	Strong evidence	Hyderabad, IndiaHQ checked Sep 28, 2026	11-50	41 contacts →
	Strong evidence “Guardian Capital Investment Advisors is a SEBI registered investment advisory firm that takes care of all of your financial needs.” Source: RevenueBase Database · checked Sep 28, 2026
21	advisorkhoj.com	Partial evidence	Bangalore, IndiaHQ checked Sep 28, 2026	51-200	41 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
22	Goldmine Stocks PVT LTD	Indirect evidence	Ahmedabad, IndiaHQ checked Sep 28, 2026	11-50	41 contacts →
	Indirect evidence “40 YEARS OF TOP - NOTCH SERVICE.” Source: RevenueBase Database · checked Sep 28, 2026
23	Plan Ahead Wealth Advisors	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	11-50	40 contacts →
	Strong evidence “Plan Ahead Wealth Advisors is a SEBI Registered Investment Advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
24	Equentis	Strong evidence	East Mumbai, IndiaHQ checked Sep 28, 2026	201-500	35 contacts →
	Strong evidence “We are a SEBI-registered investment advisory, focused on helping you build wealth in the stock market over the long term.” Source: RevenueBase Database · checked Sep 28, 2026
25	Fintuple Technologies	Indirect evidence	Chennai, IndiaHQ checked Sep 28, 2026	11-50	33 contacts →
	Indirect 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

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: investment advisory software providers. 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 investment advisory software providers.
Partial evidence: Its own public description names part of investment advisory software providers, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory software providers. 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 25 of 535 investment advisory software providers based in India

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Investment advisory software providers based in India at a glance

As of Sep 28, 2026

11.0%Verified-email coverage

13.5Average contacts per company

1-10Median size (employees)

12.3%Largest-city concentration · Mumbai

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

294

11-50

167

51-200

201-500

501-1,000

1,001-5,000

10001+

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 535 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 investment advisory software providers, 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 “investment advisory software providers”. 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 investment advisory software providers), 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 investment advisory software providers, 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, 795 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.

Investment advisory software providers by metro

Investment advisory software providers in Mumbai66

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 investment advisory software providers, 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 investment advisory software providers are there based in India?

RevenueBase identified 535 investment advisory software providers 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?

Univest, headquartered in Gurugram, tops this list with the largest team on record.

Which city has the most investment advisory software providers?

Mumbai leads with 66 headquartered companies, followed by Pune (35) and Indore (28).

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 795 verified decision-maker contacts tracked across these 535 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.