Company lists · Data refreshed September 2026

Top 18 Robo advisory software companies based in Mumbai, India

RevenueBase identified 62 robo advisory software companies headquartered in Mumbai, India as of September 2026 and tracks 751 professional contacts across them, including 141 with verified work emails. Mumbai is the largest hub.

This list covers robo advisory software companies 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
62Companies
751Contacts tracked
141Verified emails
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The 18 largest robo advisory software companies based in Mumbai, India

Ranked by team size
Top 18 of 62 robo advisory software companies 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 advisory software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceMumbai, IndiaHQ checked Sep 14, 202651-200149 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
2Indirect evidenceMumbai, IndiaHQ checked Sep 14, 202651-20058 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
3Indirect evidenceMumbai, IndiaHQ checked Sep 14, 2026201-50052 contacts →

Indirect evidence

“With over stocks listed on the NSE/BSE, Stock market investing can be complicated.”

Source: RevenueBase Database · checked Sep 14, 2026
4Partial evidenceMumbai, IndiaHQ checked Sep 14, 202651-20052 contacts →

Partial 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
5Indirect evidenceMumbai, IndiaHQ checked Sep 14, 202611-5028 contacts →

Indirect evidence

“Fydaa is building financial access for every corner of Bharat.”

Source: RevenueBase Database · checked Sep 14, 2026
6Partial evidenceMumbai, IndiaHQ checked Sep 14, 202611-5026 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
7Indirect evidenceMumbai, IndiaHQ checked Sep 14, 202611-5021 contacts →

Indirect evidence

“IArista Artha Pvt.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceMumbai, IndiaHQ checked Sep 14, 202611-5020 contacts →

Indirect evidence

“Pi – Answers to All Things Money.”

Source: RevenueBase Database · checked Sep 14, 2026
9Partial evidenceMumbai, IndiaHQ checked Sep 14, 202611-5017 contacts →

Partial evidence

“Wizzer is building a fully integrated AI-driven trading and advisory ecosystem.”

Source: RevenueBase Database · checked Sep 14, 2026
10Partial evidenceMumbai, IndiaHQ checked Sep 14, 202611-5014 contacts →

Partial evidence

“Samssara is a highly professional 'algorithmic trading' and 'systematic investment advisory' company.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceMumbai, IndiaHQ checked Sep 14, 202611-5012 contacts →

Indirect evidence

“Welcome to Atomic PMS, India's 1st Limited Fund Size PMS from MarketsMojo Asset Management!”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceMumbai, IndiaHQ checked Sep 14, 20261-1011 contacts →

Indirect evidence

“MintingM came into existence in 2019.”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceMumbai, IndiaHQ checked Sep 14, 202611-5010 contacts →

Indirect evidence

“Wealth management has always rewarded those who could afford the best advice.”

Source: RevenueBase Database · checked Sep 14, 2026
14Strong evidenceMumbai, IndiaHQ checked Sep 14, 202611-5010 contacts →

Strong evidence

“WealthTech Robo Advisory Pvt.”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceMumbai, IndiaHQ checked Sep 14, 202611-506 contacts →

Indirect evidence

“Founded by financial industry veterans, IntelX Money assists High Networth Individuals & families in making better financial decisions, devising the appropriate succession plan…”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceMumbai, IndiaHQ checked Sep 14, 202611-505 contacts →

Indirect evidence

“iRecord was an idea to cater the absence of reliable, accurate, and technologically powered Investment portfolio management & Accounting.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceMumbai, IndiaHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Finkeys Enterprise LLP is a financial services company based in Mumbai & Ratnagiri.”

Source: RevenueBase Database · checked Sep 14, 2026
18Partial evidenceMumbai, IndiaHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“We are engaged in providing financial planning, investment advisory and investment management services for individuals desirous of meeting their personal finance needs.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 18 of 62 robo advisory software companies based in Mumbai, India

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Robo advisory software companies based in Mumbai, India at a glance

As of Sep 14, 2026
18.8%Verified-email coverage
12.1Average contacts per company
1-10Median size (employees)
100.0%Largest-city concentration · Mumbai
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
33
11-50
22
51-200
6
201-500
1

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 62 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 Mumbai, 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 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, 141 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

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 Mumbai, India?

RevenueBase identified 62 robo advisory software companies 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?

Fintoo, headquartered in Mumbai, 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 141 verified decision-maker contacts tracked across these 62 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.