Company lists · Data refreshed September 2026

Top 25 Mobile wealth management companies based in India

Name: Mobile wealth management companies based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 323 companies tracked

RevenueBase identified 323 mobile wealth management companies headquartered in India as of September 2026 and tracks 22,911 professional contacts across them, including 6,349 with verified work emails. Mumbai is the largest hub.

This list covers mobile wealth management companies 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 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

323Companies

22,911Contacts tracked

6,349Verified emails

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The 25 largest mobile wealth management companies based in India

Ranked by team size

Top 25 of 323 mobile wealth management companies based in India, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to mobile 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Phonepe	Indirect evidence	Bengaluru East, IndiaHQ checked Sep 17, 2026	5,001-10,000	12,841 contacts →
	Indirect evidence “At PhonePe, we believe that access to financial services is not a privilege - it’s something every Indian deserves.” Source: RevenueBase Database · checked Sep 17, 2026
2	GROWW	Indirect evidence	Bengaluru, IndiaHQ checked Sep 17, 2026	501-1,000	2,165 contacts →
	Indirect evidence “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Source: RevenueBase Database · checked Sep 17, 2026
3	Choice	Indirect evidence	Mumbai, IndiaHQ checked Sep 17, 2026	5,001-10,000	1,282 contacts →
	Indirect evidence “Choice Equity Broking Private Limited: SEBI Reg No.” Source: RevenueBase Database · checked Sep 17, 2026
4	Centricity Wealthtech	Indirect evidence	Gurugram, IndiaHQ checked Sep 17, 2026	501-1,000	608 contacts →
	Indirect evidence “Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Source: RevenueBase Database · checked Sep 17, 2026
5	Dezerv	Strong evidence	Mumbai, IndiaHQ checked Sep 17, 2026	501-1,000	589 contacts →
	Strong evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 17, 2026
6	Fisdom	Indirect evidence	Bengaluru North, IndiaHQ checked Sep 17, 2026	501-1,000	348 contacts →
	Indirect evidence “Fisdom is an extremely simple app to make smart investments.” Source: RevenueBase Database · checked Sep 17, 2026
7	Ionic Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 17, 2026	201-500	212 contacts →
	Partial evidence “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Source: RevenueBase Database · checked Sep 17, 2026
8	Zfunds	Indirect evidence	Gurugram, IndiaHQ checked Sep 17, 2026	51-200	165 contacts →
	Indirect evidence “The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Source: RevenueBase Database · checked Sep 17, 2026
9	Ebixcash Financial Technologies	Strong evidence	Mumbai, IndiaHQ checked Sep 17, 2026	201-500	135 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
10	Equirus Wealth	Strong evidence	Mumbai, IndiaHQ checked Sep 17, 2026	201-500	122 contacts →
	Strong evidence “Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing crore in Assets Under…” Source: RevenueBase Database · checked Sep 17, 2026
11	Fisdom Private Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 17, 2026	51-200	122 contacts →
	Partial evidence “Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Source: RevenueBase Database · checked Sep 17, 2026
12	Nivesh	Indirect evidence	Noida, IndiaHQ checked Sep 17, 2026	51-200	112 contacts →
	Indirect evidence “We are registered intermediaries in the securities market.” Source: RevenueBase Database · checked Sep 17, 2026
13	Vertex Securities LTD	Indirect evidence	Cochin, IndiaHQ checked Sep 17, 2026	201-500	104 contacts →
	Indirect evidence “VERTEX Securities is a Public Limited Company since 1993 listed on Bombay Stock Exchange with main offices in Cochin and Mumbai.” Source: RevenueBase Database · checked Sep 17, 2026
14	Torus Digital	Indirect evidence	Mumbai, IndiaHQ checked Sep 17, 2026	51-200	92 contacts →
	Indirect evidence “Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.” Source: RevenueBase Database · checked Sep 17, 2026
15	Midasx Official	Partial evidence	Mumbai, IndiaHQ checked Sep 17, 2026	51-200	80 contacts →
	Partial 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 17, 2026
16	Ifanow	Strong evidence	Mumbai, IndiaHQ checked Sep 17, 2026	51-200	80 contacts →
	Strong evidence “IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Source: RevenueBase Database · checked Sep 17, 2026
17	Savart	Strong evidence	Hyderabad, IndiaHQ checked Sep 17, 2026	11-50	79 contacts →
	Strong evidence “Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Source: RevenueBase Database · checked Sep 17, 2026
18	Mint Wealth	Partial evidence	New Delhi, IndiaHQ checked Sep 17, 2026	11-50	71 contacts →
	Partial 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 17, 2026
19	WYLTH	Partial evidence	Mumbai, IndiaHQ checked Sep 17, 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 17, 2026
20	Teji Mandi	Indirect evidence	Mumbai, IndiaHQ checked Sep 17, 2026	201-500	52 contacts →
	Indirect evidence “With over stocks listed on the NSE/BSE, Stock market investing can be complicated.” Source: RevenueBase Database · checked Sep 17, 2026
21	OFA Fiinfra	Indirect evidence	Mumbai, IndiaHQ checked Sep 17, 2026	51-200	52 contacts →
	Indirect 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 17, 2026
22	Apnapaisa	Indirect evidence	Mumbai, IndiaHQ checked Sep 17, 2026	201-500	50 contacts →
	Indirect evidence “ApnaPaisa is a superapp which provides acees to finacial products and advise al lunder one roof.” Source: RevenueBase Database · checked Sep 17, 2026
23	Fintso	Partial evidence	Mumbai, IndiaHQ checked Sep 17, 2026	51-200	45 contacts →
	Partial evidence “Fintso is a full-stack wealthtech platform focused on giving access to retail investors, especially the NeXT Billion, by enabling Independent Financial Product Providers (IFPPs)…” Source: RevenueBase Database · checked Sep 17, 2026
24	Moneyfrog Financial Services Pvt. LTD	Strong evidence	Mumbai, IndiaHQ checked Sep 17, 2026	11-50	45 contacts →
	Strong evidence “Moneyfrog.in is a wealth management platform designed to simplify your investment journey.” Source: RevenueBase Database · checked Sep 17, 2026
25	Investvalue Fintech	Partial evidence	Mumbai, IndiaHQ checked Sep 17, 2026	11-50	45 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 17, 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: mobile wealth management companies. 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 mobile wealth management companies.
Partial evidence: Its own public description names part of mobile wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name mobile wealth management companies. 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 323 mobile wealth management companies based in India

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Mobile wealth management companies based in India at a glance

As of Sep 17, 2026

27.7%Verified-email coverage

70.9Average contacts per company

11-50Median size (employees)

20.7%Largest-city concentration · Mumbai

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

159

11-50

110

51-200

201-500

501-1,000

5,001-10,000

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 323 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 mobile 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 India whose own description of what they do matches “mobile 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 mobile 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 mobile wealth management companies, 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, 6,349 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.

Mobile wealth management companies by metro

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 mobile 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 mobile wealth management companies are there based in India?

RevenueBase identified 323 mobile wealth management companies 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?

Phonepe, headquartered in Bengaluru East, tops this list with the largest team on record.

Which city has the most mobile wealth management companies?

Mumbai leads with 67 headquartered companies, followed by Bengaluru (36) and Bangalore (26).

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 6,349 verified decision-maker contacts tracked across these 323 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.