Company lists · Data refreshed September 2026
Top 12 Robo advisory software companies based in Bengaluru, India
RevenueBase identified 35 robo advisory software companies headquartered in Bengaluru, India as of September 2026 and tracks 208 professional contacts across them, including 62 with verified work emails. Mumbai is the largest hub.
This list covers robo advisory software companies headquartered in Bengaluru, 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.
The 12 largest robo advisory software companies based in Bengaluru, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 41 contacts → | ||||
Indirect evidence “Founded by IIT and IIM graduates, we are passionate about bringing high quality financial advice at affordable price.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 16 contacts → | ||||
Indirect evidence “We offer customized algorithm-based investment portfolios to help you achieve your financial ambitions within your comfort level.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 14 contacts → | ||||
Partial evidence “The Investment Management Platform for What's Next Moneybloom is a technology company that provides an integrated platform for financial institutions and advisors to provide…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 10 contacts → | ||||
Indirect evidence “Wealth Management for India, rebuilt with AI.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 10 contacts → | ||||
Indirect evidence “At Optymoney, we're passionate about democratizing wealth management and empowering individuals in India to achieve their financial aspirations.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Indirect evidence “Established in 2011, Singularis Wealth serves as your guide through the intricate world of investments.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Indirect evidence “Currently investment advice is a human driven industry; conversations need to happen in order to make investment sales.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 4 contacts → | ||||
Indirect evidence “Experts Bazaar Is A Trusted Financial Planner And Investment Management Platform Founded In 2012 To Connect Clients To Experts From Across The Globe.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Strong evidence “runrate is a gamified DIY Robo-advisory, with a helpful free community for crowdsourcing knowledge.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 contacts → | ||||
Indirect evidence “Elite Investment Opportunities, Powered by AI At XCLUSIIVE, we leverage cutting-edge AI technology to provide unparalleled investment opportunities tailored to your unique…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
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 advisory software companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names robo advisory software companies.
- Partial evidence
- Its own public description names part of robo advisory software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name robo advisory software companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 12 of 35 robo advisory software companies based in Bengaluru, India
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Robo advisory software companies based in Bengaluru, India at a glance
As of Sep 14, 2026Companies by employee count
Email recency for this list is measured across the whole India list rather than for Bengaluru, so it is reported there. Company counts and contact totals on this page are exact for Bengaluru, over 35 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 advisory software companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Bengaluru, India whose own description of what they do matches “robo advisory software companies”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names robo advisory software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among robo advisory software companies, and records with no verified work email. Companies headquartered outside Bengaluru 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, 62 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 advisory software companies by metro in India
- Robo advisory software companies in Mumbai62
- Robo advisory software companies in Bengaluru35
- Robo advisory software companies in Bangalore33
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 advisory software companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many robo advisory software companies are there based in Bengaluru, India?
RevenueBase identified 35 robo advisory software companies headquartered in Bengaluru, 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?
Finatoz.com- Rightfocus Investments PVT LTD, headquartered in Bengaluru, tops this list with the largest team on record.
Which city has the most robo advisory software companies?
Mumbai leads with 62 headquartered companies, followed by Bengaluru (35) and Bangalore (33).
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 62 verified decision-maker contacts tracked across these 35 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.
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