Company lists · Data refreshed September 2026
Top 25 Multi-family office software companies based in India
RevenueBase identified 135 multi-family office software companies headquartered in India as of September 2026 and tracks 3,824 professional contacts across them, including 997 with verified work emails. Mumbai is the largest hub.
This list covers multi-family office software 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 29, 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.
The 25 largest multi-family office software companies based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 448 contacts → | ||||
Indirect evidence “Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 282 contacts → | ||||
Indirect evidence “We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 257 contacts → | ||||
Strong evidence “Client Associates (CA) was founded as India’s first Multi Family Office firm 22+ years ago by first generations private bankers, Rohit Sarin and Himanshu Kohli Over the years, the…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 212 contacts → | ||||
Indirect 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 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 185 contacts → | ||||
Strong evidence “Waterfield Advisors is a globally recognized independent Indian Multi-Family Office.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 135 contacts → | ||||
Indirect 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 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 55 contacts → | ||||
Partial evidence “Alpha Capital is a boutique setup that serves the needs of high - net - worth and affluent individuals, families, businesses, trusts and charities.Each financial solution we…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 54 contacts → | ||||
Partial evidence “Actlogica builds software for Wealth Management and Insurance industries.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 47 contacts → | ||||
Partial evidence “Applied Software is a software product company in the WealthTech space.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 36 contacts → | ||||
Partial evidence “The Sekhsaria family has a history of creating enterprises that spans over a century, with decades of experience in the areas of commodities trading, cement, equity markets and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 34 contacts → | ||||
Indirect evidence “Fort Capital Investment Advisory Pvt.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 32 contacts → | ||||
Indirect evidence “The company’s core business is wealth management supervision and consolidation.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 31 contacts → | ||||
Strong evidence “Valtrust is a bespoke, multi-family office, offering investment advisory and financial solutions to families and individuals in order to grow and preserve their wealth, and ensure…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 25 contacts → | ||||
Indirect evidence “Founded in 2019, Private Bankers is a leading wealth management firm in India dedicated to helping clients grow and preserve their wealth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 24 contacts → | ||||
Indirect evidence “The team at CERVIN has come together because we believe in the shared vision of being absolutely true to our ethical standards.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 22 contacts → | ||||
Indirect evidence “WebDev is a growing company providing high quality, innovative, customized technology solutions for financial companies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 18 contacts → | ||||
Strong evidence “Foresight Family Office is an independent Multi-Family Office with a presence in Bangalore.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 17 contacts → | ||||
Indirect evidence “NJ Macson is run by a team of senior Bankers who have spent credible years with leading banks in Corporate Finance, Commercial Banking, Investment Banking, and Private Wealth…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 15 contacts → | ||||
Indirect evidence “We are the industry insiders on your side.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 14 contacts → | ||||
Strong evidence “SEBI Registered Investment Adviser Registration number: Registered name: Wealth Managers United (India) Private Limited WMU is a professionally run "Multi Family Office" providing…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 14 contacts → | ||||
Indirect evidence “Adian Services is engaged in providing end to end solutions and consultancy services in wealth management and investment advisory domains.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 13 contacts → | ||||
Strong evidence “Generational Capital ( Unit of Satwik & Ritwik Ventures Pvt Ltd) is a leading multi family office founded by Satwik Jain with the vision to protect & grow savers' irreplaceable…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 12 contacts → | ||||
Indirect evidence “Gridkey offers an integrated wealth management platform for financial advisors to help them grow their AUM, increase their client base, and boost revenues.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 11 contacts → | ||||
Strong evidence “Metis is a Multi Family Office founded by experienced bankers.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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: multi-family office software 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 multi-family office software companies.
- Partial evidence
- Its own public description names part of multi-family office software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name multi-family office software 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 135 multi-family office software companies based in India
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 997 reachable decision-makers.
Free signup · no credit card
Multi-family office software companies based in India at a glance
As of Sep 29, 2026Companies by employee count
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 135 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 multi-family office software 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 “multi-family office software 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 multi-family office software 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 multi-family office software 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, 997 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 29, 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.
Multi-family office software 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 multi-family office software 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 multi-family office software companies are there based in India?
RevenueBase identified 135 multi-family office software 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?
Nuvama Group, headquartered in Mumbai, tops this list with the largest team on record.
Which city has the most multi-family office software companies?
Mumbai leads with 37 headquartered companies, followed by Bangalore (17) and Gurgaon (12).
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 997 verified decision-maker contacts tracked across these 135 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 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 135 multi-family office software companies based in India. Start with a free account, no credit card.
Download this list →Related lists
Multi-family office software companies by geography
- Multi-family office software companies based in Sao Paulo, Brazil
- Multi-family office software companies based in Toronto, Canada
- Multi-family office software companies based in Paris, France
- Multi-family office software companies based in Hong Kong, Hong Kong
- Multi-family office software companies based in Mumbai, India
- Multi-family office software companies based in Singapore, Singapore
- Multi-family office software companies based in Geneva, Switzerland
- Multi-family office software companies based in Zurich, Switzerland
- Multi-family office software companies based in Dubai, United Arab Emirates
- Multi-family office software companies based in London, United Kingdom
- Multi-family office software companies based in Chicago, United States
- Multi-family office software companies based in Dallas, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Multi-family office software companies based in Sao Paulo, Brazil
- Multi-family office software companies based in Toronto, Canada
- Multi-family office software companies based in Paris, France
- Multi-family office software companies based in Hong Kong, Hong Kong
- Multi-family office software companies based in Mumbai, India
- Multi-family office software companies based in Singapore, Singapore