Company lists · Data refreshed November 2026

Top 25 Wealth aggregation platforms based in India

RevenueBase identified 167 company matches for wealth aggregation platforms associated with India as of November 2026 and tracks 4,938 professional contacts across them, including 1,386 with verified work emails. Mumbai is the largest hub.

This list covers company matches for wealth aggregation 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 5, 2026 How this list was built
167Companies
4,938Contacts tracked
1,386Verified emails
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The 25 largest wealth aggregation platforms based in India

Ranked by team size
Top 25 of 167 company matches for wealth aggregation platforms based in India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchBangalore, IndiaHQ recorded Nov 5, 2026501-1,0002,368 contacts →

Exact match

“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
2Exact matchMumbai, IndiaHQ recorded Nov 5, 2026201-500262 contacts →

Exact match

“Ionic Wealth | Co-founders in your journey of Wealth creation.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3Exact matchMumbai, IndiaHQ recorded Nov 5, 2026201-500146 contacts →

Exact match

“Welcome to InCred Money.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
4Exact matchMumbai, IndiaHQ recorded Nov 5, 202651-200110 contacts →

Exact match

“At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5Exact matchHyderabad, IndiaHQ recorded Nov 5, 202611-5078 contacts →

Exact match

“Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6Exact matchNew Delhi, IndiaHQ recorded Nov 5, 202651-20076 contacts →

Exact match

“Per Annum Money began its journey with P2P lending in 2015.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7Exact matchMumbai, IndiaHQ recorded Nov 5, 202611-5070 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
8Exact matchPonda, IndiaHQ recorded Nov 5, 2026201-50070 contacts →

Exact match

“Star Powerz Digital Technologies Pvt.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9Exact matchMumbai, IndiaHQ recorded Nov 5, 202651-20070 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
10Exact matchMumbai, IndiaHQ recorded Nov 5, 202611-5065 contacts →

Exact match

“Invest Value is an innovative wealth-tech platform designed to empower investment professionals, such as Wealth Managers, Private Bankers, IFAS, MFDS, and RIAS, by simplifying…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11Exact matchMumbai, IndiaHQ recorded Nov 5, 202651-20064 contacts →

Exact match

“Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12Exact matchMumbai, IndiaHQ recorded Nov 5, 202651-20051 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
13Exact matchPune, IndiaHQ recorded Nov 5, 202611-5050 contacts →

Exact match

“Wealth Management and AI”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
14Exact matchMumbai, IndiaHQ recorded Nov 5, 202651-20047 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
15Exact matchBangalore, IndiaHQ recorded Nov 5, 202611-5040 contacts →

Exact match

“Founded by IIT and IIM graduates, we are passionate about bringing high quality financial advice at affordable price.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16Exact matchMumbai, IndiaHQ recorded Nov 5, 202611-5039 contacts →

Exact match

“Making investing simpler through technology, transparency and human support.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17Exact matchChennai, IndiaHQ recorded Nov 5, 202611-5031 contacts →

Exact match

“Built on trust and verified by data, we are India's fastest growing investor portfolio management platform.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18Exact matchMumbai, IndiaHQ recorded Nov 5, 202611-5031 contacts →

Exact match

“Pi – Answers to All Things Money.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19Exact matchPune, IndiaHQ recorded Nov 5, 20261-1023 contacts →

Exact match

“Feeling overwhelmed by your finances?”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
20Exact matchBangalore, IndiaHQ recorded Nov 5, 202611-5022 contacts →

Exact match

“Our mission is to become India’s go-to personal (finance) assistant for individuals and advisors alike, when it comes to financial planning and asset management- All individuals…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21Exact matchMumbai, IndiaHQ recorded Nov 5, 202611-5021 contacts →

Exact match

“IArista Artha Pvt.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
22Exact matchMumbai, IndiaHQ recorded Nov 5, 20261-1020 contacts →

Exact match

“AFINUE is a WealthTech platform, facilitating alternate finance and investments in physical assets, and providing institutional grade asset management.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23Exact matchMumbai, IndiaHQ recorded Nov 5, 202611-5016 contacts →

Exact match

“Fission Wealth Private Limited is based on the ethos of creating wealth for its clients by executing investment options (aligned to life goals) in a simple and seamless manner…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
24Exact matchMumbai, IndiaHQ recorded Nov 5, 202611-5014 contacts →

Exact match

“Simplified wealth creation for busy professionals We combine 4 magic ingredients.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
25Exact matchBangalore, IndiaHQ recorded Nov 5, 20261-1012 contacts →

Exact match

“Wealth Management for India, rebuilt with AI.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase

Showing 25 of 167 wealth aggregation platforms based in India

See the full list, filter by size, metro and specialty, and access 1,386 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth aggregation platforms based in India at a glance

As of Nov 5, 2026
28.1%Verified-email coverage
29.6Average contacts per company
1-10Median size (employees)
23.4%Largest-city concentration · Mumbai
Nov 5, 2026Page data refreshed

Companies by employee count

1-10
88
11-50
53
51-200
18
201-500
6
501-1,000
1
5,001-10,000
1

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 167 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 “wealth aggregation 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 1,386 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.

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 “wealth aggregation platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth aggregation platforms are there based in India?

RevenueBase identified 167 company matches for wealth aggregation 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?

GROWW tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most wealth aggregation platforms?

Mumbai leads with 39 company records, followed by Bangalore (30) and Gurgaon (11).

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 1,386 professional contacts with verified work emails tracked across these 167 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.

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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.