Company lists · Data refreshed September 2026

Top 25 Portfolio analytics platforms based in India

RevenueBase identified 268 portfolio analytics platforms headquartered in India as of September 2026 and tracks 4,103 professional contacts across them, including 764 with verified work emails. Mumbai is the largest hub.

This list covers portfolio analytics platforms 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
268Companies
4,103Contacts tracked
764Verified emails
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The 25 largest portfolio analytics platforms based in India

Ranked by team size
Top 25 of 268 portfolio analytics platforms based in India, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio analytics platforms: 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
1Indirect evidenceKolkata, IndiaHQ checked Sep 29, 2026201-500204 contacts →

Indirect evidence

“StockEdge Fintech Private Limited (formerly known as Kredent Infoedge Private Limited).”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidenceMumbai, IndiaHQ checked Sep 29, 2026201-500135 contacts →

Partial 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, 2026
3Indirect evidenceMumbai, IndiaHQ checked Sep 29, 2026201-500107 contacts →

Indirect evidence

“The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.”

Source: RevenueBase Database · checked Sep 29, 2026
4Strong evidenceMumbai, IndiaHQ checked Sep 29, 202651-20098 contacts →

Strong evidence

“At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceMumbai, IndiaHQ checked Sep 29, 202651-20080 contacts →

Indirect 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, 2026
6Indirect evidenceMumbai, IndiaHQ checked Sep 29, 202651-20080 contacts →

Indirect evidence

“IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceHyderabad, IndiaHQ checked Sep 29, 202611-5079 contacts →

Partial 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 29, 2026
8Partial evidenceHyderabad, IndiaHQ checked Sep 29, 202611-5062 contacts →

Partial evidence

“Invergence Analytics is a subsidiary of Convergence Inc.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceMumbai, IndiaHQ checked Sep 29, 202611-5058 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 29, 2026
10Partial evidenceMumbai, IndiaHQ checked Sep 29, 202651-20058 contacts →

Partial evidence

“5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceHyderabad, IndiaHQ checked Sep 29, 202611-5054 contacts →

Indirect evidence

“Actlogica builds software for Wealth Management and Insurance industries.”

Source: RevenueBase Database · checked Sep 29, 2026
12Strong evidenceBangalore, IndiaHQ checked Sep 29, 202611-5052 contacts →

Strong evidence

“Trendlyne is a ‘Retail Bloomberg platform’ enabling decision making for retail investors, research analysts and Portfolio advisors with real time data analytics.”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceMumbai, IndiaHQ checked Sep 29, 202651-20052 contacts →

Partial 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 29, 2026
14Indirect evidenceHyderabad, IndiaHQ checked Sep 29, 202611-5051 contacts →

Indirect evidence

“Vivekam is incorporated to become the first Investment Advisory company to offer proven processes into Investments.”

Source: RevenueBase Database · checked Sep 29, 2026
15Partial evidenceMumbai, IndiaHQ checked Sep 29, 202611-5045 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 29, 2026
16Indirect evidencePune, IndiaHQ checked Sep 29, 202611-5043 contacts →

Indirect evidence

“Wealth Management and AI”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceBengaluru, IndiaHQ checked Sep 29, 202611-5041 contacts →

Indirect evidence

“Founded by IIT and IIM graduates, we are passionate about bringing high quality financial advice at affordable price.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceBangalore, IndiaHQ checked Sep 29, 202651-20041 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceAhmedabad, IndiaHQ checked Sep 29, 202611-5041 contacts →

Indirect evidence

“40 YEARS OF TOP - NOTCH SERVICE.”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceBengaluru, IndiaHQ checked Sep 29, 202611-5036 contacts →

Indirect evidence

“A suite of tools for comprehensive Investment Research & Tracking”

Source: RevenueBase Database · checked Sep 29, 2026
21Strong evidenceChennai, IndiaHQ checked Sep 29, 202611-5033 contacts →

Strong evidence

“Built on trust and verified by data, we are India's fastest growing investor portfolio management platform.”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceBangalore, IndiaHQ checked Sep 29, 202611-5032 contacts →

Indirect evidence

“The company’s core business is wealth management supervision and consolidation.”

Source: RevenueBase Database · checked Sep 29, 2026
23Partial evidenceMumbai, IndiaHQ checked Sep 29, 202611-5026 contacts →

Partial evidence

“Wright Research is an investment advisory and portfolio management firm that uses quantitative research and machine learning to create equity investment portfolios with the aim to…”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceBangalore, IndiaHQ checked Sep 29, 202611-5024 contacts →

Indirect evidence

“CrispIdea is an AI-native research, wealthtech and investment advisory firm serving institutions (BlackRock, Citadel, Two Sigma, EY, PwC, Accenture, BCG), family offices, and…”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceNew Delhi, IndiaHQ checked Sep 29, 202611-5022 contacts →

Indirect evidence

“TECHNOLOGY PARTNER FOR INVESTMENT SOLUTIONS Greenware is an advisor focussed technology partner.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 268 portfolio analytics platforms based in India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 764 reachable decision-makers.

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Portfolio analytics platforms based in India at a glance

As of Sep 29, 2026
18.6%Verified-email coverage
15.3Average contacts per company
1-10Median size (employees)
17.9%Largest-city concentration · Mumbai
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
151
11-50
87
51-200
21
201-500
8

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 268 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 portfolio analytics platforms, 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 “portfolio analytics platforms”. 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 portfolio analytics platforms), 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 portfolio analytics platforms, 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, 764 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.

Portfolio analytics platforms 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 portfolio analytics platforms, 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 portfolio analytics platforms are there based in India?

RevenueBase identified 268 portfolio analytics platforms 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?

Stockedge, headquartered in Kolkata, tops this list with the largest team on record.

Which city has the most portfolio analytics platforms?

Mumbai leads with 48 headquartered companies, followed by Bengaluru (32) and Bangalore (19).

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 764 verified decision-maker contacts tracked across these 268 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.

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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.