Company lists · Data refreshed September 2026

Top 24 Millennial wealth management companies based in Bangalore, India

RevenueBase identified 65 millennial wealth management companies headquartered in Bangalore, India as of September 2026 and tracks 607 professional contacts across them, including 108 with verified work emails. Mumbai is the largest hub.

This list covers millennial wealth management companies 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 17, 2026 86% judged on-target in blind review
65Companies
607Contacts tracked
108Verified emails
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The 24 largest millennial wealth management companies based in Bangalore, India

Ranked by team size
Top 24 of 65 millennial wealth management companies based in Bangalore, India, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to millennial wealth management companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceBangalore, IndiaHQ checked Sep 17, 202651-200171 contacts →

Strong evidence

“Established by visionary ex-bankers, Indiassetz began its journey on October 5, 2014, with an ambitious goal: to revolutionize Wealth Management, focusing specifically on the real…”

Source: RevenueBase Database · checked Sep 17, 2026
2Strong evidenceBangalore, IndiaHQ checked Sep 17, 202651-20082 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 17, 2026
3Indirect evidenceBangalore, IndiaHQ checked Sep 17, 202611-5051 contacts →

Indirect evidence

“Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.”

Source: RevenueBase Database · checked Sep 17, 2026
4Partial evidenceBangalore, IndiaHQ checked Sep 17, 202611-5021 contacts →

Partial evidence

“WinNest is a holistic financial services company, focused on Investment management.”

Source: RevenueBase Database · checked Sep 17, 2026
5Strong evidenceBangalore, IndiaHQ checked Sep 17, 202611-5010 contacts →

Strong evidence

“Baron Capitale is the HNW wing of Baron Capitale & Wealth Management Pvt Ltd, is the new era wealth start up comes with an experience hand in 2023 based out in Bangalore.”

Source: RevenueBase Database · checked Sep 17, 2026
6Indirect evidenceBangalore, IndiaHQ checked Sep 17, 202611-508 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, 2026
7Partial evidenceBangalore, IndiaHQ checked Sep 17, 202611-507 contacts →

Partial evidence

“Sumex is a new private wealth entity established in January, 2018.”

Source: RevenueBase Database · checked Sep 17, 2026
8Strong evidenceBangalore, IndiaHQ checked Sep 17, 20261-106 contacts →

Strong evidence

“Financial Planning | Wealth Management | Multi Family Office Founded in August, 2017, Venn Wealth is a Financial Advisory Firm based out of Bangalore, India.”

Source: RevenueBase Database · checked Sep 17, 2026
9Partial evidenceBangalore, IndiaHQ checked Sep 17, 20261-106 contacts →

Partial evidence

WealthKube aims to build wealth for investors and showcase how everyone can be wealthy with disciplined investing.”

Source: RevenueBase Database · checked Sep 17, 2026
10Partial evidenceBangalore, IndiaHQ checked Sep 17, 20261-106 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, 2026
11Indirect evidenceBangalore, IndiaHQ checked Sep 17, 20261-105 contacts →

Indirect evidence

“The idea of Zvest Financial Services LLP was conceived when we realised the fact that every client is unique and has specific goals and requirements that change constantly.”

Source: RevenueBase Database · checked Sep 17, 2026
12Indirect evidenceBangalore, IndiaHQ checked Sep 17, 20261-105 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, 2026
13Indirect evidenceBangalore, IndiaHQ checked Sep 17, 202611-505 contacts →

Indirect evidence

“Markets are noisy.”

Source: RevenueBase Database · checked Sep 17, 2026
14Indirect evidenceBangalore, IndiaHQ checked Sep 17, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026
15Partial evidenceBangalore, IndiaHQ checked Sep 17, 202611-504 contacts →

Partial evidence

WEALTHWISE - Your Trusted Partner in Financial Growth!”

Source: RevenueBase Database · checked Sep 17, 2026
16Strong evidenceBangalore, IndiaHQ checked Sep 17, 20261-104 contacts →

Strong evidence

“Moneyplanned is a wealth management company blending expertise in personal finance, investments and advanced technologies to simplify tailored wealth management and achievement of…”

Source: RevenueBase Database · checked Sep 17, 2026
17Strong evidenceBangalore, IndiaHQ checked Sep 17, 20261-103 contacts →

Strong evidence

“We are a private wealth management firm which offers financial solutions to our clients.”

Source: RevenueBase Database · checked Sep 17, 2026
18Indirect evidenceBangalore, IndiaHQ checked Sep 17, 202651-2003 contacts →

Indirect evidence

“At Finclave, we are on a mission to bring transparency and structure to the advisory industry, offering you a trustworthy platform to achieve your investment goals.”

Source: RevenueBase Database · checked Sep 17, 2026
19Partial evidenceBangalore, IndiaHQ checked Sep 17, 20261-103 contacts →

Partial evidence

“Sunshine Financials helps Individuals and Families to manage and grow their personal wealth.”

Source: RevenueBase Database · checked Sep 17, 2026
20Strong evidenceBangalore, IndiaHQ checked Sep 17, 20261-103 contacts →

Strong 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, 2026
21Indirect evidenceBangalore, IndiaHQ checked Sep 17, 20261-102 contacts →

Indirect evidence

“At Bluestrides, We believe Growth is everyone’s business.”

Source: RevenueBase Database · checked Sep 17, 2026
22Indirect evidenceBangalore, IndiaHQ checked Sep 17, 20261-102 contacts →

Indirect evidence

“Incube Capital is serving exclusively to High Net Worth and Ultra High Net Worth individuals across India & abroad.”

Source: RevenueBase Database · checked Sep 17, 2026
23Partial evidenceBangalore, IndiaHQ checked Sep 17, 20261-101 contacts →

Partial evidence

“In today's financial system, the privileges of private banking are mostly reserved for the ultra-wealthy.”

Source: RevenueBase Database · checked Sep 17, 2026
24Indirect evidenceBangalore, IndiaHQ checked Sep 17, 20261-101 contacts →

Indirect evidence

“Future Life Financial Services was established in July 2019.”

Source: RevenueBase Database · checked Sep 17, 2026

Showing 24 of 65 millennial wealth management companies based in Bangalore, India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 108 reachable decision-makers.

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Millennial wealth management companies based in Bangalore, India at a glance

As of Sep 17, 2026
17.8%Verified-email coverage
9.3Average contacts per company
1-10Median size (employees)
333.8%Largest-city concentration · Mumbai
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
40
11-50
17
51-200
5
201-500
2
1,001-5,000
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 65 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 millennial wealth management companies, 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 “millennial wealth management companies”. 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 millennial wealth management companies), 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 millennial wealth management companies, 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, 108 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.

Millennial wealth management companies by metro in India

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 millennial wealth management companies, 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 millennial wealth management companies are there based in Bangalore, India?

RevenueBase identified 65 millennial wealth management companies 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?

Indiassetz, headquartered in Bangalore, tops this list with the largest team on record.

Which city has the most millennial wealth management companies?

Mumbai leads with 217 headquartered companies, followed by Pune (85) and New Delhi (80).

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 108 verified decision-maker contacts tracked across these 65 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.

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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.