Company lists · Data refreshed September 2026

Top 25 Portfolio optimization software companies based in India

Name: Portfolio optimization software companies based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 244 companies tracked

RevenueBase identified 244 portfolio optimization software companies headquartered in India as of September 2026 and tracks 7,866 professional contacts across them, including 988 with verified work emails. Mumbai is the largest hub.

This list covers portfolio optimization 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.

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

244Companies

7,866Contacts tracked

988Verified emails

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The 25 largest portfolio optimization software companies based in India

Ranked by team size

Top 25 of 244 portfolio optimization software companies 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 optimization software 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	Nippon India Mutual Fund	Indirect evidence	Mumbai, IndiaHQ checked Sep 29, 2026	501-1,000	1,571 contacts →
	Indirect evidence “With 134 years of global expertise and over 25 years of experience in the Indian asset management space, Nippon India Mutual Fund is one of the largest asset managers in India.” Source: RevenueBase Database · checked Sep 29, 2026
2	Credence Analytics	Partial evidence	Mumbai, IndiaHQ checked Sep 29, 2026	51-200	278 contacts →
	Partial evidence “Credence Analytics is an International software solution provider and has a reputable customer base across Asia, Middle East & African markets.” Source: RevenueBase Database · checked Sep 29, 2026
3	Ebixcash Financial Technologies	Partial evidence	Mumbai, IndiaHQ checked Sep 29, 2026	201-500	135 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
4	First Global	Indirect evidence	Mumbai, IndiaHQ checked Sep 29, 2026	201-500	107 contacts →
	Indirect evidence “The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Source: RevenueBase Database · checked Sep 29, 2026
5	Midasx Official	Indirect evidence	Mumbai, IndiaHQ checked Sep 29, 2026	51-200	80 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
6	Actlogica Solutions Private Limited	Partial evidence	Hyderabad, IndiaHQ checked Sep 29, 2026	11-50	54 contacts →
	Partial evidence “Actlogica builds software for Wealth Management and Insurance industries.” Source: RevenueBase Database · checked Sep 29, 2026
7	Vivekam Financial Services PVT LTD	Indirect evidence	Hyderabad, IndiaHQ checked Sep 29, 2026	11-50	51 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
8	Finatoz.com- Rightfocus Investments PVT LTD	Indirect evidence	Bengaluru, IndiaHQ checked Sep 29, 2026	11-50	41 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
9	Goldmine Stocks PVT LTD	Indirect evidence	Ahmedabad, IndiaHQ checked Sep 29, 2026	11-50	41 contacts →
	Indirect evidence “40 YEARS OF TOP - NOTCH SERVICE.” Source: RevenueBase Database · checked Sep 29, 2026
10	Fintuple Technologies	Partial evidence	Chennai, IndiaHQ checked Sep 29, 2026	11-50	33 contacts →
	Partial 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
11	Qness Software PVT LTD	Indirect evidence	Bangalore, IndiaHQ checked Sep 29, 2026	11-50	32 contacts →
	Indirect evidence “The company’s core business is wealth management supervision and consolidation.” Source: RevenueBase Database · checked Sep 29, 2026
12	Armstrong Capital & Financial Services Pvt. LTD	Indirect evidence	Bangalore, IndiaHQ checked Sep 29, 2026	11-50	29 contacts →
	Indirect evidence “Armstrong Capital is a boutique Financial Planning & Investment Solution firm.” Source: RevenueBase Database · checked Sep 29, 2026
13	Wright Research	Partial evidence	Mumbai, IndiaHQ checked Sep 29, 2026	11-50	26 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
14	Nimbles2p By Techpanion	Indirect evidence	Mumbai, IndiaHQ checked Sep 29, 2026	11-50	26 contacts →
	Indirect evidence “Techpanion provides a host of product solutions for large Corporates as well as SME businesses.” Source: RevenueBase Database · checked Sep 29, 2026
15	Capmetrics	Indirect evidence	Pune, IndiaHQ checked Sep 29, 2026	51-200	21 contacts →
	Indirect evidence “CapMetrics is a decade old financial services organization specializing in products and services geared towards the investment management, investment banking and investment…” Source: RevenueBase Database · checked Sep 29, 2026
16	TWO Roads Trading Private Limited	Indirect evidence	Bangalore, IndiaHQ checked Sep 29, 2026	11-50	21 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
17	Flameback Capital Private Limited	Partial evidence	Bengaluru, IndiaHQ checked Sep 29, 2026	1-10	16 contacts →
	Partial evidence “We offer customized algorithm-based investment portfolios to help you achieve your financial ambitions within your comfort level.” Source: RevenueBase Database · checked Sep 29, 2026
18	Moneybloom	Indirect evidence	Bengaluru, IndiaHQ checked Sep 29, 2026	1-10	14 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
19	Stratazon	Partial evidence	Bangalore, IndiaHQ checked Sep 29, 2026	11-50	13 contacts →
	Partial evidence “Passionate Financial professionals & techies building amazing Quant models to super charge your portfolio for higher returns in bull & bear markets.” Source: RevenueBase Database · checked Sep 29, 2026
20	Recon Asset Portfolio Management Private Limited	Partial evidence	Delhi, IndiaHQ checked Sep 29, 2026	501-1,000	13 contacts →
	Partial evidence “RECON ASSET PORTFOLIO MANAGEMENT PRIVATE LIMITED is a financial services company based out of 1796,IST FLOOR KOTLA MUBARAKPUR NEW, DELHI, Delhi, India.” Source: RevenueBase Database · checked Sep 29, 2026
21	Arthalpha	Indirect evidence	Bengaluru, IndiaHQ checked Sep 29, 2026	1-10	11 contacts →
	Indirect evidence “ArthAlpha LLP, operates at the intersection of technology and finance, combining quantitative insight with disciplined research to build thoughtful investment strategies.” Source: RevenueBase Database · checked Sep 29, 2026
22	Fin-Soft Solutions	Partial evidence	Ahmadabad, IndiaHQ checked Sep 29, 2026	11-50	11 contacts →
	Partial evidence “Fin-Soft Solutions is a trusted financial software company in Ahmedabad, established in by Mr.” Source: RevenueBase Database · checked Sep 29, 2026
23	Acumen Wealthcare Solutions	Indirect evidence	Bengaluru, IndiaHQ checked Sep 29, 2026	11-50	11 contacts →
	Indirect evidence “Acumen Wealthcare Solutions pvt ltd is an Investment Advisory Firm.” Source: RevenueBase Database · checked Sep 29, 2026
24	Sigfyn	Indirect evidence	Bengaluru, IndiaHQ checked Sep 29, 2026	1-10	10 contacts →
	Indirect evidence “Wealth Management for India, rebuilt with AI.” Source: RevenueBase Database · checked Sep 29, 2026
25	Bharosa	Indirect evidence	Mumbai, IndiaHQ checked Sep 29, 2026	11-50	10 contacts →
	Indirect evidence “Wealth management has always rewarded those who could afford the best advice.” Source: RevenueBase Database · checked Sep 29, 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: portfolio optimization 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 portfolio optimization software companies.
Partial evidence: Its own public description names part of portfolio optimization software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio optimization 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 244 portfolio optimization software companies based in India

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Portfolio optimization software companies based in India at a glance

As of Sep 29, 2026

12.6%Verified-email coverage

32.2Average contacts per company

1-10Median size (employees)

15.6%Largest-city concentration · Mumbai

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

142

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 244 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 optimization 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 “portfolio optimization 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 portfolio optimization 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 portfolio optimization 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, 988 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 optimization software companies by metro

Portfolio optimization software companies in Mumbai38

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 optimization 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 portfolio optimization software companies are there based in India?

RevenueBase identified 244 portfolio optimization 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?

Nippon India Mutual Fund, headquartered in Mumbai, tops this list with the largest team on record.

Which city has the most portfolio optimization software companies?

Mumbai leads with 38 headquartered companies, followed by Bangalore (22) and Bengaluru (22).

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 988 verified decision-maker contacts tracked across these 244 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.