Company lists · Data refreshed September 2026

Top 22 Mobile wealth management companies based in Bangalore, India

RevenueBase identified 62 company matches for mobile wealth management companies associated with Bangalore, India as of September 2026 and tracks 2,964 professional contacts across them, including 1,099 with verified work emails. Across India, Mumbai is the largest hub for this category (67 companies); Bangalore follows with 62.

This list covers company matches for mobile wealth management companies 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 September 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 17, 2026 How this list was built
62Companies
2,964Contacts tracked
1,099Verified emails
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The 22 largest mobile wealth management companies based in Bangalore, India

Ranked by team size
Top 22 of 62 company matches for mobile wealth management companies based in Bangalore, India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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 Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
2Exact matchBangalore, IndiaHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
3Exact matchBangalore, IndiaHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
4Exact matchBangalore, IndiaHQ recorded Sep 17, 202611-5035 contacts →

Exact match

“Anq helps you spend wisely, earn smartly, and grow wealth effortlessly.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5Exact matchBangalore, IndiaHQ recorded Sep 17, 202611-5024 contacts →

Exact match

“Our mission is to become India’s go-to personal (finance) assistant for individuals and advisors alike, when it comes to financial planning and asset management- All individuals…”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6Exact matchBangalore, IndiaHQ recorded Sep 17, 202611-5023 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7Exact matchBangalore, IndiaHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
8Exact matchBangalore, IndiaHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
9Exact matchBangalore, IndiaHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
10Exact matchBangalore, IndiaHQ recorded Sep 17, 202611-5014 contacts →

Exact match

“Discover the power of investing early with the Koshex App.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11Exact matchBangalore, IndiaHQ recorded Sep 17, 20261-1010 contacts →

Exact match

“Wealth Management for India, rebuilt with AI.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12Exact matchBangalore, IndiaHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
13Exact matchBangalore, IndiaHQ recorded Sep 17, 202611-508 contacts →

Exact match

“Welcome to Traders Circuit, your go-to stock market advisory solution, right at your fingertips.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14Exact matchBangalore, IndiaHQ recorded Sep 17, 20261-107 contacts →

Exact match

“We are a one-stop platform that offers innovative wealth tech solutions so that the SuperApp, Enterprise & Financial product distributors can build extraordinary businesses…”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15Exact matchBangalore, IndiaHQ recorded Sep 17, 202611-507 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16Exact matchBangalore, IndiaHQ recorded Sep 17, 202611-504 contacts →

Exact match

“We are on a mission to simplify your Financial Planning and Investments using technology.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17Exact matchBangalore, IndiaHQ recorded Sep 17, 20261-104 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18Exact matchBangalore, IndiaHQ recorded Sep 17, 20261-103 contacts →

Exact match

“Fetch all your mutual funds across brokers, banks, and apps in one click.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19Exact matchBangalore, IndiaHQ recorded Sep 17, 202651-2003 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20Exact matchBangalore, IndiaHQ recorded Sep 17, 20261-102 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21Exact matchBangalore, IndiaHQ recorded Sep 17, 202611-502 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22Exact matchBangalore, IndiaHQ recorded Sep 17, 20261-101 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase

Showing 22 of 62 mobile wealth management companies based in Bangalore, India

See the full list, filter by size, metro and specialty, and access 1,099 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 17, 2026
37.1%Verified-email coverage
47.8Average contacts per company
1-10Median size (employees)
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
20
51-200
2
201-500
3
501-1,000
1
5,001-10,000
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.

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 “mobile wealth management companies” 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 1,099 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 September 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.

Mobile wealth management companies 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 “mobile wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many mobile wealth management companies are there based in Bangalore, India?

RevenueBase identified 62 company matches for mobile wealth management companies associated with Bangalore, India as of September 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 mobile wealth management companies?

Mumbai leads India with 67 company records, followed by Bangalore (62) and Gurgaon (22).

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 1,099 professional contacts with verified work emails tracked across these 62 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 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 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.