Company lists · Data refreshed September 2026
Top 23 Private client management software companies based in India
RevenueBase identified 52 company matches for private client management software companies associated with India as of September 2026 and tracks 1,795 professional contacts across them, including 365 with verified work emails. Mumbai is the largest hub.
This list covers company matches for private client management software companies associated with 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 29, 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.
The 23 largest private client management software companies based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 282 contacts → | ||||
Exact match “We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 212 contacts → | ||||
Exact match “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 135 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 122 contacts → | ||||
Exact match “Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 54 contacts → | ||||
Exact match “Actlogica builds software for Wealth Management and Insurance industries.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 47 contacts → | ||||
Exact match “Applied Software is a software product company in the WealthTech space.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 32 contacts → | ||||
Exact match “The company’s core business is wealth management supervision and consolidation.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 22 contacts → | ||||
Exact match “WebDev is a growing company providing high quality, innovative, customized technology solutions for financial companies.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 13 contacts → | ||||
Exact match “At Mintwit Financial Services, we are dedicated to helping you achieve your financial goals through personalized wealth management services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 13 contacts → | ||||
Exact match “White Label Client Management Portal for Agencies” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 12 contacts → | ||||
Exact match “Gridkey offers an integrated wealth management platform for financial advisors to help them grow their AUM, increase their client base, and boost revenues.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “Fin-Soft Solutions is a trusted financial software company in Ahmedabad, established in by Mr.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “We are a client-centric advisory entity serving a wide spectrum of individuals, retail investors, and high-net-worth individuals and families.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “Rabbit Invest is building the operating system for India’s financial distributors.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 10 contacts → | ||||
Exact match “Founded by two ambitious brothers, Piyush Rakhecha laid the foundation in 2015, turning his stock market passion into a thriving wealth management firm while pursuing his MBA at…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Boharr a wealth tech company registered under the Start-up India Initiative, offers a comprehensive, unified E2E software solution for business entities such as banks, financial…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “At SRS Wealth, we offer our services through personal counsel with each of our clients after understanding their wealth management needs.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “iRecord was an idea to cater the absence of reliable, accurate, and technologically powered Investment portfolio management & Accounting.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “We are a private wealth management firm which offers financial solutions to our clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “We at Dignity Management Pvt Ltd offer comprehensive wealth management solutions to individuals, families, businesses, and other entities.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Nayak Finserve is a specialist private wealth management firm set up by founders with equity market research background to provide a professional wealth management services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Incube Capital is serving exclusively to High Net Worth and Ultra High Net Worth individuals across India & abroad.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “At The Prudent Investor, we understand that everyone has different goals and expectations for managing their wealth.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “private client management software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 23 of 52 private client management software companies based in India
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Private client management 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 52 companies.
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 India whose business descriptions match “private client management software 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 365 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 29, 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.
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 “private client management software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many private client management software companies are there based in India?
RevenueBase identified 52 company matches for private client management software companies associated with 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?
Incred Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most private client management software companies?
Mumbai leads with 12 company records, followed by Bangalore (8) and New Delhi (4).
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 365 professional contacts with verified work emails tracked across these 52 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 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 52 private client management software companies based in India. Start with a free account, no credit card.
Download this list →Related lists
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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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Private client management software companies based in Canada
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Company intelligence · public preview
Top 23 private client management software companies based in India
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 52 matching company records for private client management software companies based in India, with 1,795 tracked contacts and 365 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 23 private client management software companies based in India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Incred Wealthincredwealth.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 282 contacts → |
“We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ionic Wealthionic.inHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 212 contacts → |
“Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Ebixcash Financial Technologiesmilessoft.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 135 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Fisdom Private Wealthfisdomprivatewealth.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 122 contacts → |
“Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Actlogica Solutions Private Limitedactlogica.comHQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 54 contacts → |
“Actlogica builds software for Wealth Management and Insurance industries.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Applied Softwarewealthspectrum.comHQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 47 contacts → |
“Applied Software is a software product company in the WealthTech space.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Qness Software PVT LTDqnesssoftware.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 32 contacts → |
“The company’s core business is wealth management supervision and consolidation.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Webdev INCwebdevinc.netHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 22 contacts → |
“WebDev is a growing company providing high quality, innovative, customized technology solutions for financial companies.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Mintwit Financial Servicesmintwit.inHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 13 contacts → |
“At Mintwit Financial Services, we are dedicated to helping you achieve your financial goals through personalized wealth management services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Clientvenueclientvenue.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 13 contacts → |
“White Label Client Management Portal for Agencies” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Gridkey Technologiesgridkey.inHQ: Surat, IndiaReported employees: 1-10 | Surat, India | 1-10 | Exact match | 12 contacts → |
“Gridkey offers an integrated wealth management platform for financial advisors to help them grow their AUM, increase their client base, and boost revenues.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Fin-Soft Solutionsfin-soft.comHQ: Ahmadabad, IndiaReported employees: 11-50 | Ahmadabad, India | 11-50 | Exact match | 11 contacts → |
“Fin-Soft Solutions is a trusted financial software company in Ahmedabad, established in by Mr.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Money Multipliermoneymultiplier.inHQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 10 contacts → |
“We are a client-centric advisory entity serving a wide spectrum of individuals, retail investors, and high-net-worth individuals and families.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Rabbit Investrabbitinvest.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 10 contacts → |
“Rabbit Invest is building the operating system for India’s financial distributors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Rakhecha Finservrakhechafinserv.comHQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 10 contacts → |
“Founded by two ambitious brothers, Piyush Rakhecha laid the foundation in 2015, turning his stock market passion into a thriving wealth management firm while pursuing his MBA at…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Boharr Fintechboharr.comHQ: Chennai, IndiaReported employees: 11-50 | Chennai, India | 11-50 | Exact match | 7 contacts → |
“Boharr a wealth tech company registered under the Start-up India Initiative, offers a comprehensive, unified E2E software solution for business entities such as banks, financial…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | SRS Wealthsrswealth.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 6 contacts → |
“At SRS Wealth, we offer our services through personal counsel with each of our clients after understanding their wealth management needs.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Irecordirecordinfo.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 5 contacts → |
“iRecord was an idea to cater the absence of reliable, accurate, and technologically powered Investment portfolio management & Accounting.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Addplans Services India Private Limitedaddplans.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 3 contacts → |
“We are a private wealth management firm which offers financial solutions to our clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Dignity Management PVT LTD Dignitywealthforyouwealthforyou.inHQ: Delhi, IndiaReported employees: 1-10 | Delhi, India | 1-10 | Exact match | 2 contacts → |
“We at Dignity Management Pvt Ltd offer comprehensive wealth management solutions to individuals, families, businesses, and other entities.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Nayak Finservenayakfinserve.comHQ: Noida, IndiaReported employees: 1-10 | Noida, India | 1-10 | Exact match | 2 contacts → |
“Nayak Finserve is a specialist private wealth management firm set up by founders with equity market research background to provide a professional wealth management services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Incube Capitalincubecapital.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 2 contacts → |
“Incube Capital is serving exclusively to High Net Worth and Ultra High Net Worth individuals across India & abroad.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  The Prudent Investortheprudentinvestor.inHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 1 contacts → |
“At The Prudent Investor, we understand that everyone has different goals and expectations for managing their wealth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 52 company matches
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Private client management software companies: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
52 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 52 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for private client management software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many private client management software companies did RevenueBase find based in India?
The saved snapshot records 52 matching company records, 1,795 tracked contacts and 365 verified emails. The public preview displays 23 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Private client management software companies by geography
- Private client management software companies based in Canada
- Private client management software companies based in France
- Private client management software companies based in Switzerland
- Private client management software companies based in the United Kingdom
- Private client management software companies based in the United States
Cite this list
RevenueBase Data Team. Top 23 private client management software companies based in India. Snapshot: September 29, 2026. https://revenuebase.ai/companies/private-client-management-software-companies/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Private client management software companies based in Canada
- Private client management software companies based in France
- Private client management software companies based in Switzerland
- Private client management software companies based in the United Kingdom
- Private client management software companies based in the United States
- 18k gold manufacturers based in India
Company intelligence · public preview
Top 23 private client management software companies based in India
RevenueBase records 52 matching company records for private client management software companies based in India, with 1,795 tracked contacts and 365 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 23 private client management software companies based in India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Incred Wealthincredwealth.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 282 contacts → |
“We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ionic Wealthionic.in HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 212 contacts → |
“Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Ebixcash Financial Technologiesmilessoft.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 135 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Fisdom Private Wealthfisdomprivatewealth.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 122 contacts → |
“Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Actlogica Solutions Private Limitedactlogica.com HQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 54 contacts → |
“Actlogica builds software for Wealth Management and Insurance industries.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Applied Softwarewealthspectrum.com HQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 47 contacts → |
“Applied Software is a software product company in the WealthTech space.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Qness Software PVT LTDqnesssoftware.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 32 contacts → |
“The company’s core business is wealth management supervision and consolidation.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Webdev INCwebdevinc.net HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 22 contacts → |
“WebDev is a growing company providing high quality, innovative, customized technology solutions for financial companies.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Mintwit Financial Servicesmintwit.in HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 13 contacts → |
“At Mintwit Financial Services, we are dedicated to helping you achieve your financial goals through personalized wealth management services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Clientvenueclientvenue.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 13 contacts → |
“White Label Client Management Portal for Agencies” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Gridkey Technologiesgridkey.in HQ: Surat, IndiaReported employees: 1-10 | Surat, India | 1-10 | Exact match | 12 contacts → |
“Gridkey offers an integrated wealth management platform for financial advisors to help them grow their AUM, increase their client base, and boost revenues.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Fin-Soft Solutionsfin-soft.com HQ: Ahmadabad, IndiaReported employees: 11-50 | Ahmadabad, India | 11-50 | Exact match | 11 contacts → |
“Fin-Soft Solutions is a trusted financial software company in Ahmedabad, established in by Mr.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Money Multipliermoneymultiplier.in HQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 10 contacts → |
“We are a client-centric advisory entity serving a wide spectrum of individuals, retail investors, and high-net-worth individuals and families.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Rabbit Investrabbitinvest.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 10 contacts → |
“Rabbit Invest is building the operating system for India’s financial distributors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Rakhecha Finservrakhechafinserv.com HQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 10 contacts → |
“Founded by two ambitious brothers, Piyush Rakhecha laid the foundation in 2015, turning his stock market passion into a thriving wealth management firm while pursuing his MBA at…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Boharr Fintechboharr.com HQ: Chennai, IndiaReported employees: 11-50 | Chennai, India | 11-50 | Exact match | 7 contacts → |
“Boharr a wealth tech company registered under the Start-up India Initiative, offers a comprehensive, unified E2E software solution for business entities such as banks, financial…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | SRS Wealthsrswealth.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 6 contacts → |
“At SRS Wealth, we offer our services through personal counsel with each of our clients after understanding their wealth management needs.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Irecordirecordinfo.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 5 contacts → |
“iRecord was an idea to cater the absence of reliable, accurate, and technologically powered Investment portfolio management & Accounting.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Addplans Services India Private Limitedaddplans.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 3 contacts → |
“We are a private wealth management firm which offers financial solutions to our clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Dignity Management PVT LTD Dignitywealthforyouwealthforyou.in HQ: Delhi, IndiaReported employees: 1-10 | Delhi, India | 1-10 | Exact match | 2 contacts → |
“We at Dignity Management Pvt Ltd offer comprehensive wealth management solutions to individuals, families, businesses, and other entities.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Nayak Finservenayakfinserve.com HQ: Noida, IndiaReported employees: 1-10 | Noida, India | 1-10 | Exact match | 2 contacts → |
“Nayak Finserve is a specialist private wealth management firm set up by founders with equity market research background to provide a professional wealth management services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Incube Capitalincubecapital.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 2 contacts → |
“Incube Capital is serving exclusively to High Net Worth and Ultra High Net Worth individuals across India & abroad.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | The Prudent Investortheprudentinvestor.in HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 1 contacts → |
“At The Prudent Investor, we understand that everyone has different goals and expectations for managing their wealth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 52 company matches
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Private client management software companies: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
52 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 52 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for private client management software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many private client management software companies did RevenueBase find based in India?
The saved snapshot records 52 matching company records, 1,795 tracked contacts and 365 verified emails. The public preview displays 23 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 23 private client management software companies based in India. Snapshot: September 29, 2026. https://revenuebase.ai/companies/private-client-management-software-companies/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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