Company lists · Data refreshed September 2026

Top 25 Robo-advisor platforms based in Mumbai, India

Name: Robo-advisor platforms based in Mumbai, India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 156 companies tracked

RevenueBase identified 156 robo-advisor platforms headquartered in Mumbai, India as of September 2026 and tracks 19,132 professional contacts across them, including 2,290 with verified work emails. Mumbai is the largest hub.

This list covers robo-advisor platforms headquartered in Mumbai, 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 14, 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 14, 2026 86% judged on-target in blind review

156Companies

19,132Contacts tracked

2,290Verified emails

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The 25 largest robo-advisor platforms based in Mumbai, India

Ranked by team size

Top 25 of 156 robo-advisor platforms based in Mumbai, India, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to robo-advisor platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Icici Securities	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	1,001-5,000	7,289 contacts →
	Indirect evidence “With over seven decades of ICICI Group’s legacy of trust and financial expertise, ICICI Securities stands as a leading, customer-centric and technology-driven financial services…” Source: RevenueBase Database · checked Sep 14, 2026
2	Kotak Securities	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	1,001-5,000	6,610 contacts →
	Indirect evidence “Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Source: RevenueBase Database · checked Sep 14, 2026
3	5paisa	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	501-1,000	799 contacts →
	Indirect evidence “5paisa is a tech-first discount broker built by traders, for traders, offering a seamless investing & trading experience.” Source: RevenueBase Database · checked Sep 14, 2026
4	Ionic Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	201-500	212 contacts →
	Partial evidence “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Source: RevenueBase Database · checked Sep 14, 2026
5	Fintoo	Strong evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	149 contacts →
	Strong evidence “Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…” Source: RevenueBase Database · checked Sep 14, 2026
6	Ebixcash Financial Technologies	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	201-500	135 contacts →
	Indirect evidence “EbixCash Financial Technologies is a Global Fintech player in the Wealth, Portfolio and the Asset management space, founded in with a vision to be a techno-business partner…” Source: RevenueBase Database · checked Sep 14, 2026
7	Fisdom Private Wealth	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	122 contacts →
	Indirect evidence “Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Source: RevenueBase Database · checked Sep 14, 2026
8	Incred Money	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	201-500	118 contacts →
	Indirect evidence “Welcome to InCred Money.” Source: RevenueBase Database · checked Sep 14, 2026
9	Stoxbox	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	115 contacts →
	Indirect evidence “Welcome to StoxBox, your ultimate technology-based Value Broker!” Source: RevenueBase Database · checked Sep 14, 2026
10	Mprofit	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	98 contacts →
	Partial evidence “At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” Source: RevenueBase Database · checked Sep 14, 2026
11	Torus Digital	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	92 contacts →
	Indirect evidence “Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.” Source: RevenueBase Database · checked Sep 14, 2026
12	PUNCH	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	87 contacts →
	Partial evidence “We're on one crazy mission, to build a pro-grade, rock-solid trading platform at ₹1 brokerage.” Source: RevenueBase Database · checked Sep 14, 2026
13	Midasx Official	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 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 14, 2026
14	Ifanow	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	80 contacts →
	Indirect evidence “IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Source: RevenueBase Database · checked Sep 14, 2026
15	RKSV	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	60 contacts →
	Indirect evidence “RKSV is a retail brokerage firm for securities and commodities headquartered in Mumbai, India.” Source: RevenueBase Database · checked Sep 14, 2026
16	WYLTH	Strong evidence	Mumbai, IndiaHQ checked Sep 14, 2026	11-50	58 contacts →
	Strong evidence “Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Source: RevenueBase Database · checked Sep 14, 2026
17	5nance.com	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	58 contacts →
	Indirect evidence “5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.” Source: RevenueBase Database · checked Sep 14, 2026
18	Teji Mandi	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	201-500	52 contacts →
	Indirect evidence “With over stocks listed on the NSE/BSE, Stock market investing can be complicated.” Source: RevenueBase Database · checked Sep 14, 2026
19	OFA Fiinfra	Strong evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	52 contacts →
	Strong evidence “Omni Financial Advisor (OFA) is a high-end technology platform created for the gen-next advisors who have an urge to add value in their relationship with clients and focus in…” Source: RevenueBase Database · checked Sep 14, 2026
20	Moneyfrog Financial Services Pvt. LTD	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	11-50	45 contacts →
	Partial evidence “Moneyfrog.in is a wealth management platform designed to simplify your investment journey.” Source: RevenueBase Database · checked Sep 14, 2026
21	Algobulls	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	11-50	37 contacts →
	Partial evidence “AlgoBulls is an AI-backed algorithmic trading platform that democratizes trading for the masses.” Source: RevenueBase Database · checked Sep 14, 2026
22	FYDAA	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	11-50	28 contacts →
	Indirect evidence “Fydaa is building financial access for every corner of Bharat.” Source: RevenueBase Database · checked Sep 14, 2026
23	Sernet Financial Services Pvt. LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	11-50	28 contacts →
	Indirect evidence “SERNET is a full-stack financial services group helping individuals and businesses take smarter steps across investing, trading, and insurance, all under one ecosystem.” Source: RevenueBase Database · checked Sep 14, 2026
24	Wright Research	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 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 14, 2026
25	Cagrfunds	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	1-10	24 contacts →
	Indirect evidence “AMFI Registered Mutual Fund Distributor(ARN-106095) and SIF Distributor Investing is a huge part of your financial life, and we help you stay on top of yours every day.” Source: RevenueBase Database · checked Sep 14, 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: robo-advisor platforms. 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 robo-advisor platforms.
Partial evidence: Its own public description names part of robo-advisor platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name robo-advisor platforms. 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 156 robo-advisor platforms based in Mumbai, India

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Robo-advisor platforms based in Mumbai, India at a glance

As of Sep 14, 2026

12.0%Verified-email coverage

122.6Average contacts per company

11-50Median size (employees)

100.0%Largest-city concentration · Mumbai

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole India list rather than for Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 156 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 robo-advisor platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Mumbai, India whose own description of what they do matches “robo-advisor platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names robo-advisor platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among robo-advisor platforms, and records with no verified work email. Companies headquartered outside Mumbai 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, 2,290 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 14, 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.

Robo-advisor platforms by metro in India

Robo-advisor platforms in Mumbai156
Robo-advisor platforms in Bangalore85
Robo-advisor platforms in Bengaluru76
Robo-advisor platforms in New Delhi49
Robo-advisor platforms in Pune38
Robo-advisor platforms in Hyderabad36
Robo-advisor platforms in Ahmedabad33
Robo-advisor platforms in Noida31
Robo-advisor platforms in Chennai27
Robo-advisor platforms in Gurugram27

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 robo-advisor platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many robo-advisor platforms are there based in Mumbai, India?

RevenueBase identified 156 robo-advisor platforms headquartered in Mumbai, 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?

Icici Securities, headquartered in Mumbai, tops this list with the largest team on record.

Which city has the most robo-advisor platforms?

Mumbai leads with 156 headquartered companies, followed by Bangalore (85) and Bengaluru (76).

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 2,290 verified decision-maker contacts tracked across these 156 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 14, 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.