Company lists · Data refreshed October 2026
Top 18 Investment management automation vendors based in Mumbai, India
RevenueBase identified 53 company matches for investment management automation vendors associated with Mumbai, India as of October 2026 and tracks 2,969 professional contacts across them, including 769 with verified work emails. Across India, Mumbai is the largest hub for this category.
This list covers company matches for investment management automation vendors associated with Mumbai, 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 17, 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.
The 18 largest investment management automation vendors based in Mumbai, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 668 contacts → | ||||
Exact match “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 2 | 354 contacts → | ||||
Exact match “Datacomp Web Technologies is a well-known player in the Financial Services automation software sector.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 3 | 269 contacts → | ||||
Exact match “Credence Analytics is an International software solution provider and has a reputable customer base across Asia, Middle East & African markets.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 4 | 158 contacts → | ||||
Exact match “Rupeeseed along with its group companies offers completely integrated suite right from Client Onboarding, Trading and Back Office.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 5 | 137 contacts → | ||||
Exact match “Symphony Fintech deliver leading technology for capital market players with key focus on automated trading, OEMS, risk management, market connectivity and cross-asset…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 6 | 106 contacts → | ||||
Exact match “At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 7 | 106 contacts → | ||||
Exact match “EbixCash Financial Technologies is a Global Fintech player in the Wealth, Portfolio and the Asset management space, founded in with a vision to be a techno-business partner…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 8 | 84 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 9 | 69 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 10 | 50 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 11 | 26 contacts → | ||||
Exact match “Techpanion provides a host of product solutions for large Corporates as well as SME businesses.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 12 | 16 contacts → | ||||
Exact match “OneRock IT services provides bespoke software development, support, and Back-office services to hedge funds and asset managers based off New York, London, and Hong Kong.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 13 | 11 contacts → | ||||
Exact match “Wealth management has always rewarded those who could afford the best advice.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “Provide efficient Algo Trading & System Automation solutions to financial institutions, investors, traders & developers.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 15 | 10 contacts → | ||||
Exact match “MintingM came into existence in 2019.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “OpenDelta is an AI-powered platform designed to help SMB asset managers make faster, more efficient, and better-informed decisions.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “iRecord was an idea to cater the absence of reliable, accurate, and technologically powered Investment portfolio management & Accounting.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “We are a software product company catering to the Portfolio Management and Accounting needs of Indian Retail Investors, Brokers and HNIs.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “investment management automation vendors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 18 of 53 investment management automation vendors based in Mumbai, India
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Investment management automation vendors based in Mumbai, India at a glance
As of Oct 17, 2026Companies by employee count
Email recency for this list is measured across the whole India list rather than for Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 53 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 Mumbai, India whose business descriptions match “investment management automation vendors” 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 769 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 17, 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.
Investment management automation vendors by metro in India
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 management automation vendors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment management automation vendors are there based in Mumbai, India?
RevenueBase identified 53 company matches for investment management automation vendors associated with Mumbai, 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?
Dezerv 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 management automation vendors?
Mumbai leads India with 53 company records, followed by Bangalore (35) and Ahmedabad (14).
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 769 professional contacts with verified work emails tracked across these 53 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 17, 2026.
Ready to reach these companies? Verified emails and direct dials for all 53 investment management automation vendors based in Mumbai, India. Start with a free account, no credit card.
Download this list →Related lists
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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.
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Company intelligence · public preview
Top 18 investment management automation vendors based in Mumbai, India
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 53 matching company records for investment management automation vendors based in Mumbai, India, with 2,969 tracked contacts and 769 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 18 investment management automation vendors based in Mumbai, India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Dezervdezerv.inHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 668 contacts → |
“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Datacomp WEB Technologies India PVT LTDdatacomp.inHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 354 contacts → |
“Datacomp Web Technologies is a well-known player in the Financial Services automation software sector.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Credence Analyticscredenceanalytics.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 269 contacts → |
“Credence Analytics is an International software solution provider and has a reputable customer base across Asia, Middle East & African markets.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Rupeeseed Technology Ventures PVT LTDrupeeseed.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 158 contacts → |
“Rupeeseed along with its group companies offers completely integrated suite right from Client Onboarding, Trading and Back Office.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Symphony Fintech Solutions PVT LTDsymphonyfintech.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 137 contacts → |
“Symphony Fintech deliver leading technology for capital market players with key focus on automated trading, OEMS, risk management, market connectivity and cross-asset…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Mprofitmprofit.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 106 contacts → |
“At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ebixcash Financial Technologiesmilessoft.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 106 contacts → |
“EbixCash Financial Technologies is a Global Fintech player in the Wealth, Portfolio and the Asset management space, founded in with a vision to be a techno-business partner…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Midasx Officialmidasx.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 84 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  WYLTHwylth.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 69 contacts → |
“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  OFA Fiinfrafiinfra.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 50 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Nimbles2p By Techpanionnimbles2p.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 26 contacts → |
“Techpanion provides a host of product solutions for large Corporates as well as SME businesses.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Onerock IT Services Private Limitedonerockinfotech.comHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 16 contacts → |
“OneRock IT services provides bespoke software development, support, and Back-office services to hedge funds and asset managers based off New York, London, and Hong Kong.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Bharosabharosa.financeHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 11 contacts → |
“Wealth management has always rewarded those who could afford the best advice.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Finzome Technologiesfinzome.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 10 contacts → |
“Provide efficient Algo Trading & System Automation solutions to financial institutions, investors, traders & developers.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Mintingmmintingm.comHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 10 contacts → |
“MintingM came into existence in 2019.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Razor Edge Analyticsrazoredgeanalytics.comHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 5 contacts → |
“OpenDelta is an AI-powered platform designed to help SMB asset managers make faster, more efficient, and better-informed decisions.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Irecordirecordinfo.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 5 contacts → |
“iRecord was an idea to cater the absence of reliable, accurate, and technologically powered Investment portfolio management & Accounting.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Caprisoftcaprisoft.co.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 2 contacts → |
“We are a software product company catering to the Portfolio Management and Accounting needs of Indian Retail Investors, Brokers and HNIs.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 53 company matches
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Investment management automation vendors: dataset insights
October 17, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
53 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole India list rather than for Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 53 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 17, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment management automation vendors by metro in India
Questions about this company list
What does Exact match mean for investment management automation vendors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment management automation vendors did RevenueBase find based in Mumbai, India?
The saved snapshot records 53 matching company records, 2,969 tracked contacts and 769 verified emails. The public preview displays 18 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 17, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment management automation vendors by geography
- Investment management automation vendors based in Sydney, Australia
- Investment management automation vendors based in Sao Paulo, Brazil
- Investment management automation vendors based in Toronto, Canada
- Investment management automation vendors based in Paris, France
- Investment management automation vendors based in Hong Kong, Hong Kong
- Investment management automation vendors based in Bangalore, India
- Investment management automation vendors based in London, United Kingdom
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- Investment management automation vendors based in New York, United States
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Cite this list
RevenueBase Data Team. Top 18 investment management automation vendors based in Mumbai, India. Snapshot: October 17, 2026. https://revenuebase.ai/companies/investment-management-automation-vendors/india/mumbai.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment management automation vendors based in Sydney, Australia
- Investment management automation vendors based in Sao Paulo, Brazil
- Investment management automation vendors based in Toronto, Canada
- Investment management automation vendors based in Paris, France
- Investment management automation vendors based in Hong Kong, Hong Kong
- Investment management automation vendors based in Bangalore, India
Company intelligence · public preview
Top 18 investment management automation vendors based in Mumbai, India
RevenueBase records 53 matching company records for investment management automation vendors based in Mumbai, India, with 2,969 tracked contacts and 769 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 18 investment management automation vendors based in Mumbai, India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Dezervdezerv.in HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 668 contacts → |
“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Datacomp WEB Technologies India PVT LTDdatacomp.in HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 354 contacts → |
“Datacomp Web Technologies is a well-known player in the Financial Services automation software sector.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Credence Analyticscredenceanalytics.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 269 contacts → |
“Credence Analytics is an International software solution provider and has a reputable customer base across Asia, Middle East & African markets.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Rupeeseed Technology Ventures PVT LTDrupeeseed.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 158 contacts → |
“Rupeeseed along with its group companies offers completely integrated suite right from Client Onboarding, Trading and Back Office.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Symphony Fintech Solutions PVT LTDsymphonyfintech.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 137 contacts → |
“Symphony Fintech deliver leading technology for capital market players with key focus on automated trading, OEMS, risk management, market connectivity and cross-asset…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Mprofitmprofit.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 106 contacts → |
“At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ebixcash Financial Technologiesmilessoft.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 106 contacts → |
“EbixCash Financial Technologies is a Global Fintech player in the Wealth, Portfolio and the Asset management space, founded in with a vision to be a techno-business partner…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Midasx Officialmidasx.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 84 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | WYLTHwylth.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 69 contacts → |
“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | OFA Fiinfrafiinfra.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 50 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Nimbles2p By Techpanionnimbles2p.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 26 contacts → |
“Techpanion provides a host of product solutions for large Corporates as well as SME businesses.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Onerock IT Services Private Limitedonerockinfotech.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 16 contacts → |
“OneRock IT services provides bespoke software development, support, and Back-office services to hedge funds and asset managers based off New York, London, and Hong Kong.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Bharosabharosa.finance HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 11 contacts → |
“Wealth management has always rewarded those who could afford the best advice.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Finzome Technologiesfinzome.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 10 contacts → |
“Provide efficient Algo Trading & System Automation solutions to financial institutions, investors, traders & developers.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Mintingmmintingm.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 10 contacts → |
“MintingM came into existence in 2019.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Razor Edge Analyticsrazoredgeanalytics.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 5 contacts → |
“OpenDelta is an AI-powered platform designed to help SMB asset managers make faster, more efficient, and better-informed decisions.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Irecordirecordinfo.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 5 contacts → |
“iRecord was an idea to cater the absence of reliable, accurate, and technologically powered Investment portfolio management & Accounting.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Caprisoftcaprisoft.co.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 2 contacts → |
“We are a software product company catering to the Portfolio Management and Accounting needs of Indian Retail Investors, Brokers and HNIs.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 53 company matches
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Investment management automation vendors: dataset insights
October 17, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
53 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole India list rather than for Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 53 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 17, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment management automation vendors by metro in India
Questions about this company list
What does Exact match mean for investment management automation vendors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment management automation vendors did RevenueBase find based in Mumbai, India?
The saved snapshot records 53 matching company records, 2,969 tracked contacts and 769 verified emails. The public preview displays 18 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 17, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 18 investment management automation vendors based in Mumbai, India. Snapshot: October 17, 2026. https://revenuebase.ai/companies/investment-management-automation-vendors/india/mumbai.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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