Company lists · Data refreshed November 2026
Top 23 Retail financial management platforms based in India
RevenueBase identified 137 company matches for retail financial management platforms associated with India as of November 2026 and tracks 3,475 professional contacts across them, including 1,132 with verified work emails. Bangalore is the largest hub.
This list covers company matches for retail financial management platforms 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 November 5, 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 retail financial management platforms based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 249 contacts → | ||||
Exact match “FinAGG is a young Fin-Tech organisation, on a path to create and help finance India’s largest Distributor and Retailer network.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 226 contacts → | ||||
Exact match “We are the retail broking arm of Shriram Group, Chennai.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 118 contacts → | ||||
Exact match “uTrade™ Solutions is a financial technology company enabling smarter trading by specializing in low latency algorithmic trading platforms for institutional investors and…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 92 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 83 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 75 contacts → | ||||
Exact match “At compoundexpress, we are at the forefront of transforming the way financial intermediaries operate & serve their clients.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 70 contacts → | ||||
Exact match “Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 70 contacts → | ||||
Exact match “IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 53 contacts → | ||||
Exact match “Trendlyne is a ‘Retail Bloomberg platform’ enabling decision making for retail investors, research analysts and Portfolio advisors with real time data analytics.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 51 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 47 contacts → | ||||
Exact match “Fintso is a full-stack wealthtech platform focused on giving access to retail investors, especially the NeXT Billion, by enabling Independent Financial Product Providers (IFPPs)…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 44 contacts → | ||||
Exact match “Do you know if you're truly profitable?” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 41 contacts → | ||||
Exact match “26 Miles Capital is a scalable, adaptive platform purpose-built for modern markets.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 39 contacts → | ||||
Exact match “BullForce is the digital trading and investing platform of Maliram Makharia Finstock Pvt.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 35 contacts → | ||||
Exact match “RealBooks is a state-of-the-art user-friendly cloud-based accounting-inventory-payroll software designed to empower businesses – big & small, take the better financial decisions…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 21 contacts → | ||||
Exact match “Financial wellness at your fingertips – Financial Health Check, Tax Planning, Goal-based Investing, Budget Calculator, Investments, Loans, Insurance, Invest in US Stocks, Buy…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 12 contacts → | ||||
Exact match “Wealth Management for India, rebuilt with AI.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 11 contacts → | ||||
Exact match “The Investment Management Platform for What's Next Moneybloom is a technology company that provides an integrated platform for financial institutions and advisors to provide…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 11 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 10 contacts → | ||||
Exact match “Modern Algos is a FINTECH company providing Services in Trading and Investing related to Capital and other Financial Markets.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “We are a one-stop platform that offers innovative wealth tech solutions so that the SuperApp, Enterprise & Financial product distributors can build extraordinary businesses…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Welcome to Zicuro Technologies, a cutting edge Fin-Tech company that has built a next-gen comprehensive, integrated, and Multi-currency ERP system for the capital markets…” Recorded in the RevenueBase company graph · Nov 5, 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 “retail financial management platforms”. 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 137 retail financial management platforms based in India
See the full list, filter by size, metro and specialty, and access 1,132 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Retail financial management platforms based in India at a glance
As of Nov 5, 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 137 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 “retail financial management platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 1,132 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 November 5, 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.
Retail financial management platforms by metro
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 “retail financial management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many retail financial management platforms are there based in India?
RevenueBase identified 137 company matches for retail financial management platforms associated with India as of November 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?
Finagg Technologies Private Limited tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most retail financial management platforms?
Bangalore leads with 30 company records, followed by Mumbai (23) and Hyderabad (8).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,132 professional contacts with verified work emails tracked across these 137 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 137 retail financial management platforms based in India. Start with a free account, no credit card.
Download this list →Related lists
Retail financial management platforms by geography
- Retail financial management platforms based in Sao Paulo, Brazil
- Retail financial management platforms based in Bangalore, India
- Retail financial management platforms based in London, United Kingdom
- Retail financial management platforms based in New York, United States
- Retail financial management platforms based in Australia
- Retail financial management platforms based in Brazil
- Retail financial management platforms based in Canada
- Retail financial management platforms based in France
- Retail financial management platforms based in the Netherlands
- Retail financial management platforms based in the United Kingdom
- Retail financial management platforms based in the 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 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
- Retail financial management platforms based in Sao Paulo, Brazil
- Retail financial management platforms based in Bangalore, India
- Retail financial management platforms based in London, United Kingdom
- Retail financial management platforms based in New York, United States
- Retail financial management platforms based in Australia
- Retail financial management platforms based in Brazil
Company intelligence · public preview
Top 23 retail financial management platforms 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 137 matching company records for retail financial management platforms based in India, with 3,475 tracked contacts and 1,132 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: November 5, 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 retail financial management platforms 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 |  Finagg Technologies Private Limitedfinagg.inHQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 249 contacts → |
“FinAGG is a young Fin-Tech organisation, on a path to create and help finance India’s largest Distributor and Retailer network.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Shriram Insight Share Brokers LTDshriraminsight.comHQ: Kolkata, IndiaReported employees: 501-1,000 | Kolkata, India | 501-1,000 | Exact match | 226 contacts → |
“We are the retail broking arm of Shriram Group, Chennai.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Utrade Solutionsutradesolutions.comHQ: Mohali, IndiaReported employees: 51-200 | Mohali, India | 51-200 | Exact match | 118 contacts → |
“uTrade™ Solutions is a financial technology company enabling smarter trading by specializing in low latency algorithmic trading platforms for institutional investors and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Midasx Officialmidasx.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 92 contacts → |
“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.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Ebixcash Financial Technologiesmilessoft.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 83 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Compoundexpresscompoundexpress.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 75 contacts → |
“At compoundexpress, we are at the forefront of transforming the way financial intermediaries operate & serve their clients.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  WYLTHwylth.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 70 contacts → |
“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Ifanowifanow.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 70 contacts → |
“IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  trendlyne.comtrendlyne.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 53 contacts → |
“Trendlyne is a ‘Retail Bloomberg platform’ enabling decision making for retail investors, research analysts and Portfolio advisors with real time data analytics.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  OFA Fiinfrafiinfra.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 51 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Fintsofintso.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 47 contacts → |
“Fintso is a full-stack wealthtech platform focused on giving access to retail investors, especially the NeXT Billion, by enabling Independent Financial Product Providers (IFPPs)…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  forcesight.aiforcesight.aiHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 44 contacts → |
“Do you know if you're truly profitable?” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  26milescapital26milescapital.comHQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 41 contacts → |
“26 Miles Capital is a scalable, adaptive platform purpose-built for modern markets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Bullforcebullforce.coHQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 39 contacts → |
“BullForce is the digital trading and investing platform of Maliram Makharia Finstock Pvt.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Realbooksrealbooks.inHQ: Kolkata, IndiaReported employees: 51-200 | Kolkata, India | 51-200 | Exact match | 35 contacts → |
“RealBooks is a state-of-the-art user-friendly cloud-based accounting-inventory-payroll software designed to empower businesses – big & small, take the better financial decisions…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Airpay Moneyairpay.moneyHQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 21 contacts → |
“Financial wellness at your fingertips – Financial Health Check, Tax Planning, Goal-based Investing, Budget Calculator, Investments, Loans, Insurance, Invest in US Stocks, Buy…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Sigfynsigfyn.comHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 12 contacts → |
“Wealth Management for India, rebuilt with AI.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Moneybloommoneybloom.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 11 contacts → |
“The Investment Management Platform for What's Next Moneybloom is a technology company that provides an integrated platform for financial institutions and advisors to provide…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Venx IT Solutionsvenx.co.in HQ: Visakhapatnam, IndiaReported employees: 1-10 | Visakhapatnam, India | 1-10 | Exact match | 11 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 |  Modern Algos Private Limitedmodernalgos.comHQ: Hyderabad, IndiaReported employees: 1-10 | Hyderabad, India | 1-10 | Exact match | 10 contacts → |
“Modern Algos is a FINTECH company providing Services in Trading and Investing related to Capital and other Financial Markets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  SHIPshipinfra.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 7 contacts → |
“We are a one-stop platform that offers innovative wealth tech solutions so that the SuperApp, Enterprise & Financial product distributors can build extraordinary businesses…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Zicurozicuro.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 4 contacts → |
“Welcome to Zicuro Technologies, a cutting edge Fin-Tech company that has built a next-gen comprehensive, integrated, and Multi-currency ERP system for the capital markets…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 137 company matches
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Retail financial management platforms: dataset insights
November 5, 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
137 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 137 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: November 5, 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 ↗
Retail financial management platforms by metro
Questions about this company list
What does Exact match mean for retail financial management platforms?
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 retail financial management platforms did RevenueBase find based in India?
The saved snapshot records 137 matching company records, 3,475 tracked contacts and 1,132 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: November 5, 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
Retail financial management platforms by geography
- Retail financial management platforms based in Sao Paulo, Brazil
- Retail financial management platforms based in Bangalore, India
- Retail financial management platforms based in London, United Kingdom
- Retail financial management platforms based in New York, United States
- Retail financial management platforms based in Australia
- Retail financial management platforms based in Brazil
- Retail financial management platforms based in Canada
- Retail financial management platforms based in France
- Retail financial management platforms based in the Netherlands
- Retail financial management platforms based in the United Kingdom
- Retail financial management platforms based in the United States
Cite this list
RevenueBase Data Team. Top 23 retail financial management platforms based in India. Snapshot: November 5, 2026. https://revenuebase.ai/companies/retail-financial-management-platforms/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
- Retail financial management platforms based in Sao Paulo, Brazil
- Retail financial management platforms based in Bangalore, India
- Retail financial management platforms based in London, United Kingdom
- Retail financial management platforms based in New York, United States
- Retail financial management platforms based in Australia
- Retail financial management platforms based in Brazil
Company intelligence · public preview
Top 23 retail financial management platforms based in India
RevenueBase records 137 matching company records for retail financial management platforms based in India, with 3,475 tracked contacts and 1,132 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: November 5, 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 retail financial management platforms 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 | Finagg Technologies Private Limitedfinagg.in HQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 249 contacts → |
“FinAGG is a young Fin-Tech organisation, on a path to create and help finance India’s largest Distributor and Retailer network.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Shriram Insight Share Brokers LTDshriraminsight.com HQ: Kolkata, IndiaReported employees: 501-1,000 | Kolkata, India | 501-1,000 | Exact match | 226 contacts → |
“We are the retail broking arm of Shriram Group, Chennai.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Utrade Solutionsutradesolutions.com HQ: Mohali, IndiaReported employees: 51-200 | Mohali, India | 51-200 | Exact match | 118 contacts → |
“uTrade™ Solutions is a financial technology company enabling smarter trading by specializing in low latency algorithmic trading platforms for institutional investors and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Midasx Officialmidasx.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 92 contacts → |
“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.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Ebixcash Financial Technologiesmilessoft.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 83 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Compoundexpresscompoundexpress.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 75 contacts → |
“At compoundexpress, we are at the forefront of transforming the way financial intermediaries operate & serve their clients.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | WYLTHwylth.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 70 contacts → |
“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Ifanowifanow.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 70 contacts → |
“IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | trendlyne.comtrendlyne.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 53 contacts → |
“Trendlyne is a ‘Retail Bloomberg platform’ enabling decision making for retail investors, research analysts and Portfolio advisors with real time data analytics.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | OFA Fiinfrafiinfra.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 51 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Fintsofintso.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 47 contacts → |
“Fintso is a full-stack wealthtech platform focused on giving access to retail investors, especially the NeXT Billion, by enabling Independent Financial Product Providers (IFPPs)…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | forcesight.aiforcesight.ai HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 44 contacts → |
“Do you know if you're truly profitable?” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 26milescapital26milescapital.com HQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 41 contacts → |
“26 Miles Capital is a scalable, adaptive platform purpose-built for modern markets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Bullforcebullforce.co HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 39 contacts → |
“BullForce is the digital trading and investing platform of Maliram Makharia Finstock Pvt.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Realbooksrealbooks.in HQ: Kolkata, IndiaReported employees: 51-200 | Kolkata, India | 51-200 | Exact match | 35 contacts → |
“RealBooks is a state-of-the-art user-friendly cloud-based accounting-inventory-payroll software designed to empower businesses – big & small, take the better financial decisions…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Airpay Moneyairpay.money HQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 21 contacts → |
“Financial wellness at your fingertips – Financial Health Check, Tax Planning, Goal-based Investing, Budget Calculator, Investments, Loans, Insurance, Invest in US Stocks, Buy…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Sigfynsigfyn.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 12 contacts → |
“Wealth Management for India, rebuilt with AI.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Moneybloommoneybloom.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 11 contacts → |
“The Investment Management Platform for What's Next Moneybloom is a technology company that provides an integrated platform for financial institutions and advisors to provide…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Venx IT Solutionsvenx.co.in HQ: Visakhapatnam, IndiaReported employees: 1-10 | Visakhapatnam, India | 1-10 | Exact match | 11 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Modern Algos Private Limitedmodernalgos.com HQ: Hyderabad, IndiaReported employees: 1-10 | Hyderabad, India | 1-10 | Exact match | 10 contacts → |
“Modern Algos is a FINTECH company providing Services in Trading and Investing related to Capital and other Financial Markets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | SHIPshipinfra.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 7 contacts → |
“We are a one-stop platform that offers innovative wealth tech solutions so that the SuperApp, Enterprise & Financial product distributors can build extraordinary businesses…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Zicurozicuro.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 4 contacts → |
“Welcome to Zicuro Technologies, a cutting edge Fin-Tech company that has built a next-gen comprehensive, integrated, and Multi-currency ERP system for the capital markets…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 137 company matches
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Retail financial management platforms: dataset insights
November 5, 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
137 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 137 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: November 5, 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 ↗
Retail financial management platforms by metro
Questions about this company list
What does Exact match mean for retail financial management platforms?
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 retail financial management platforms did RevenueBase find based in India?
The saved snapshot records 137 matching company records, 3,475 tracked contacts and 1,132 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: November 5, 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
Retail financial management platforms by geography
- Retail financial management platforms based in Sao Paulo, Brazil
- Retail financial management platforms based in Bangalore, India
- Retail financial management platforms based in London, United Kingdom
- Retail financial management platforms based in New York, United States
- Retail financial management platforms based in Australia
- Retail financial management platforms based in Brazil
- Retail financial management platforms based in Canada
- Retail financial management platforms based in France
- Retail financial management platforms based in the Netherlands
- Retail financial management platforms based in the United Kingdom
- Retail financial management platforms based in the United States
Cite this list
RevenueBase Data Team. Top 23 retail financial management platforms based in India. Snapshot: November 5, 2026. https://revenuebase.ai/companies/retail-financial-management-platforms/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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- Retail financial management platforms based in Sao Paulo, Brazil
- Retail financial management platforms based in Bangalore, India
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